Release Date: September 2021
New direct debit recurring donation flow to support contract verification
In the context of Face-to-Face fundraising, closed direct debit contracts need to be verified by banks before they can actually be charged. We are providing a new flow for this case which allows the creation of a direct debit recurring donation in Salesforce with a subsequent update once the bank has confirmed the contract.
New flow for identifying a one-off payment as a recurring donation installment payment
Modern tablet fundraising solutions offer the option to collect one-off payments for direct debit contracts using a different payment method - such as a credit card - for the initial payment. RaiseNow can now match this payment to the recurring donation in Salesforce, even if the contract confirmation for the collection via the actual direct debit payment method is still pending.
Update Bank Accounts in Salesforce
Does your call center need to update bank accounts for your direct debit recurring donations? You can now do that directly in Salesforce via the RaiseNow Bank Account object.
Support for effective date / start date on Recurring Donations
RaiseNow subscriptions can now be created with a future start date (currently direct debit, stripe card payments, PayU card payments only). The future start date will be propagated to the Recurring Donation as Effective Date.
New bulk import feature
A new feature provides functionality to collect payments via RaiseNow supported processes for the following payment methods:
- Direct Debit CH-TA (LSV+)
- Direct Debit CH-DD (PostFinance)
- Payment Slip with payment reference
It is possible to create new records as well as reference existing recurring donations.
Checkout our detailed documentation here.
Add payment options to payment references object
In direct mailings, fundraisers frequently wish to provide their supporters with two payment options: 1. With a defined amount, and 2. With a free amount option.
We now generate Swiss payment reference code lines with and without the amount option. In addition you will find a formatted version of the payment reference for convenient printing.
Support for credit card reconciliation
Even though you get immediate confirmation on the successful authorization of a credit card payment, the actual payment will be part of a deferred consolidated payout by the acquirer to your bank.
Through our reconciliation services we can automatically identify acquirer payouts to your PostFinance bank account and match this information with reconciliation advice data provided by your acquiring partner (Wordline/SIX, Swisscard).
We now update Opportunities in Salesforce when we receive this information with the following fields:
- Value date
- Net amount
- Gross amount
- Payment Service Provider
In addition a reconciliation report will be created in Salesforce detailing the acquirer payout received.
Advanced dunning processes
Support for custom dunning processes in Salesforce Process Builder
RaiseNow already provides information on failed installments to Salesforce. To enable you to build custom dunning processes in Salesforce we have added the following functionality:
We have added platform events to notify about a reversal/chargeback and failed payments in order to trigger a process in the Salesforce Process Builder based on that event.
In addition a new method is provided in the Salesforce Process Builder allowing to retry charges on an Opportunity.
Checkout our documentation for more details.
Add support for lapsing recurring donations
In order to support custom escalation and resolution flows in the context of failed charges, we have added functionality to lapse a recurring donations with the following payment methods in Salesforce:
- Direct Debit CH-TA
- Direct Debit CH-DD
- Stripe Card Payments
- PayU Card Payments
We are already working on supplying support for additional payment methods.
Add activity events for asynchronous processes
The following processes will now send activity events to Salesforce to provide more transparency regarding the interaction between Salesforce and the RaiseNow API.
- Cancel recurring donation / subscription
- Create and link RaiseNow objects based on recurring donation
- Charge an Opportunity
Further bug fixes and improvements
- It is not possible to configure salutation values for the salutation set in Salesforce according to the language and salutation value as specified in the transaction originating from a touchpoint.
- When the touchpoint provides a value for a state/province this will now be mapped to MailingStateCode instead of MailingState.
- Various improvements to detect and automatically correct wrong/invalid values provided by a touchpoint when passing data to Salesforce.
- Bulk importer will validate Salesforce campaign_ids provided before executing the import.
New fields provided in this release
Added LWC components
- Subscription: addPaymentSource (Button “Add Payment Method”)
- Recurring Donation: recurringDonationCreateEpmsSubscription (Button “Collect via RaiseNow”)
Salesforce Platform Events
- RaiseNow Payment Failed
- RaiseNow Reversal Succeeded
How do I get those updates?
Please schedule the update with our support team. This requires a coordinate upgrade to the following versions:
- A coordinated deployment of our backend component v1.13
- Upgrading the managed package to version 1.24 of the RaiseNow Fundraising Kit.
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