Failed Recurring Donations Recovery (credit cards)



Recommended Day 1 Flow: Turn this flow on to see an increase in completed generosity!

What this flow is for

Failed Recurring Donations Recovery (Credit Cards Only) emails a donor when a credit card recurring gift fails, so they can update the payment method.

Credit card failures are a different situation from ACH and debit. ACH and debit failures are almost always insufficient funds, so that flow's emails need to be more sensitive. That is why Failed Recurring Donations Recovery (ACH and Debit Cards) is a separate template.

It does not change how giving works in Planning Center. It is follow-up email with a clear ask: update the payment method.

What you'll see

On Flows, click the Gift recovery tab. This flow's card says Starts when a card recurring gift fails. Gift recovery flows are church-wide and not tied to a budget, so there is one instance per church.

If the card shows Not set up, click + Set up flow to open Subscribe to Failed Recurring Donations Recovery (Credit Cards Only). Choose Sender, From Email, and Reply Email. There is no Select Budget. See Subscribe a flow.

Once it is set up, the card shows Running or Paused and how many donors are in progress and completed. Click the card to open Overview, Activity, and Edit Steps. If the flow is Paused, it is not emailing anyone. Review the emails on Edit Steps before you turn it on.

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