In Vision2, you can notify donors that their credit/debit card tied to an active schedule is going to expire 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 Credit Card communication and click the Details button to the right of the communication.
Please note: The default messaging is designed to start sending messages 30 days before the card is set to expire following by reminders every 15 days. The messaging will stop once the card information has been updated for the active schedule.
Click the Edit Trigger Configuration button in the bottom right hand corner
Make your desired changes to the communication schedule and/or the email communications
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 Expired Credit Card section, click the toggle switch to ON
In the Search for Trigger Configuration search box, type an asterisk (*)
Select the Default Credit Card Expiration option that appears
Click Save & I’m Done