Recurring donors are one of the most valuable cohorts that an organization can build. When an organization starts working with Engaging Networks, ensuring your recurring donors move into the platform smoothly is a top priority.
The process requires coordination between an Coordination between the organization’s existing payment gateway, the new payment gateway, and Engaging Networks . All parties should be engaged at the start of the process to ensure a seamless is essential. By ensuring that all parties are involved from the start, clients can facilitate a smooth migration. The basic process below can be followed in order to migrate recurring donors. Engaging Networks provides guidance on migrating donors from every payment provider.
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Migration Process Overview
Identify You will identify recurring donors from your database of record and extract the donation details for their transactions from your existing payment gateway
Request that You will have your existing payment gateway send the tokenized transaction data to your new payment gateway
Your You will have your new payment gateway will provide you with updated tokenized transaction data.
You will securely provide that tokenized transaction data to Engaging Networks in a set format that we will supply to you
Engaging Networks imports them will import the transaction data to begin processing in Engaging Networks
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This migration is typically done as part of onboarding and is facilitated by the Engaging Networks Account Success Manager leading the project as well as the Client Support Specialist serving as the technical lead. Please contact your Account Success Manager or Engaging Networks Support for more detailed information and to start the process.
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Yes, and it is required that a small number of recurring donations be migrated as a test before moving the entire file. |
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