Reduce processing fees

What this flow is for

Reduce Processing Fees emails credit and debit donors who are not covering processing fees. It asks them to switch to ACH, or to increase a card gift so fees are covered.

It does not change how giving works in Planning Center. Fee coverage still happens there if the donor chooses to.

This flow is set up per budget. Language can differ per budget. A general budget may need different wording than a pledge campaign.

What you'll see

On Flows, click the Journey tab and pick the budget at the top. This flow's card says Starts when an Active card giver isn't covering fees.

If the card shows Not set up, click + Set up flow to open Subscribe to Reduce Processing Fees. Fill Sender, From Email, and Reply Email, then Select Budget. See Subscribe a flow.

Once it is set up for that budget, 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.