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Pledgivo by CloudAlgo

Guides

Configure recurring dunning#

When a recurring charge fails, four settings decide how many times it's retried, how long the gift stays active while retrying, and how often the donor is emailed.

Watch it first#

The four dunning numbers being set to the values described below — three retries, three days apart, a seven-day grace period, and a reminder every three days.

Where to configure it#

Settings → Payments → Recurring & Dunning.

Recurring & Dunning settings panel

**What it shows.** The Recurring & Dunning panel, grouped into Retry Cadence (Failed payment retries, Retry interval) and Grace Period & Donor Emails (Grace period, Dunning email frequency) — each field's helper text spells out exactly what it controls.

The four settings#

Setting Field Default What it controls
Failed Payment Retries Failed_Payment_Retries__c 3 How many times RecurringRenewalBatch retries a failed charge before treating it as exhausted
Retry Interval (days) Retry_Interval_Days__c 3 A flat number of days between retry attempts (not a backoff curve)
Grace Period (days) Grace_Period_Days__c 7 How many days after retries are exhausted the recurring gift stays active before RecurringAutoCancelBatch cancels it
Dunning Email Frequency Dunning_Email_Frequency__c 3 How often, in days, the donor receives a failed-payment email while retries continue

How they interact#

flowchart TD
    A[Charge fails] --> B[Retry 1 after Retry_Interval_Days]
    B --> C[Retry 2]
    C --> D[Retry 3]
    D -->|All retries exhausted| E[Grace_Period_Days elapses]
    E --> F[RecurringAutoCancelBatch cancels the gift]
    B & C & D -.dunning email every Dunning_Email_Frequency days.-> G[Donor]

With the defaults, a donor whose card fails on a retryable decline (e.g., insufficient funds) gets roughly two weeks and three retry attempts — plus periodic reminder emails — before their recurring gift lapses. A terminal decline (e.g., a stolen or expired card) skips the retry cadence entirely and fails immediately, moving straight to the grace period — retry attempts don't help against a card Stripe has permanently declined. Tighten these if failed payments need faster resolution (e.g., a small org that follows up by phone); loosen them if you'd rather give donors more room before losing a recurring gift, at the cost of more retry attempts against a declining card.

What happens on cancellation#

Once RecurringAutoCancelBatch cancels a recurring gift, no further renewal charges are attempted. The Recurring_Donation__c record and its full donation history remain — nothing is deleted — but its status reflects the cancellation, and it drops out of the active-renewal population that RecurringRenewalBatch processes going forward.

  • Recurring giving concept


    How the self-managed billing schedule and saved payment methods work.

    Read more →

  • Monitor & diagnose


    Read what the app logged about a failed renewal, and how long those logs are kept.

    Read more →

Need a hand with any of this?

CloudAlgo can install and configure the package for you, or build the customisations your fundraising program needs on top of it.

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Pledgivo by CloudAlgo

Fundraising and donation management for nonprofits, built on the Salesforce Platform by CloudAlgo.

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