In Vision2, you can notify donors that their payment has been returned by enabling a triggered communication. This is a two part process.

Edit the Trigger Communication Configuration

  • Login to the V2 Admin Portal and navigate to: Marketing > Configure Triggers

  • Scroll down to the Default Payment Return communication and click the Details button to the right of the communication.

Please note: The default messaging is designed to send a message the day the payment return notice is received in Vision2 and again 5 days later.

  • Click the Preview button to the right of one of the responses

  • Click the Edit Template button to makes changes to the subject line or message body. 

  • We recommend removing the default language in the message body and provide a gentle notice that the donor's payment was returned. Please provide your email address and/or phone number for the donor to contact you for assistance.

  • Click the Next button 

  • Click the Save & Exit button

Please note: the response changes you make will update all response line items. You only need to edit once.

  • To send only one returned payment notice: Click the Edit Trigger Configuration button, click the Delete button to the right of the second response item, then click Save & I'm Done

Enable the Trigger Communication

  • Navigate to Marketing > Organization Trigger Rules

  • Click the Edit Rules button in the bottom right hand corner

  • Under the Payment Return section, click the toggle switch to ON

  • In the Search for Trigger Configuration search box, type an asterisk (*)

  • Select the Default Payment Return option that appears

  • Click Save & I’m Done

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