The Recurring Donor Management Dashboard acts as a manual gateway for adding recurring donations. For instance, if you have a supporter on the phone who would like to become a recurring donor, you can set up their recurring donation within the dashboard.
To add a recurring donation, click the “Add Donor” button.
Choose a campaign, enter the supporter’s contact details, and the recurring donation amount. Set the payment interval and choose the first payment date, then click “Next”.
On the next screen, enter the donor’s payment information, then click “Create Recurring Donor”.
And VOILÀ! You’ve just added a recurring donor.