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Does Vision2 send returned payment notices to donors?
Does Vision2 send returned payment notices to donors?

Configure the returned payment email communication trigger

Tim Roberts avatar
Written by Tim Roberts
Updated over a week ago

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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