You can update the card details for any recurring donor right from your Charidy dashboard. Just follow a few quick steps to keep their subscription going smoothly.
To update a donor’s card for their recurring donation:
Log into your Charidy dashboard at dashboard.charidy.com/login.
Make sure the correct campaign is selected at the top of your dashboard.
Use the search bar to find the donation. You can search by the donor’s name, email address, or donation ID number (if you have it).
Once you locate the donation, click the blue pencil icon on the right to open the edit window.
5. In the edit window, click the ‘Subscription’ tab from the bar across the top.
6. Enter the new card information and hit ‘Save’.
That’s it! The donor’s card has been updated, and all future charges for their recurring donation will be processed using the new card.
Need more help or have questions?
We’re here to support you every step of the way. Your Charidy Campaign Manager is always happy to help, or you can email us at support@charidy.com.