Searching by Donation Subscription

Go to any option that requires a search (i.e. Communicate >> Send Email; People >> Search, etc.)
In the “Module and Status, Communication and Group Filters” sections, choose what you would like to include in the search
Click the [Add Search Criteria] button
Search Type: Select “Recurring Donations” from the dropdown list
Select Subscription Amount:
- Has a subscription
- Has a subscription with a donation amount greater than or equal to: enter the minimum donation amount
- Has a subscription with a donation amount between: enter the amounts for the range of subscription amount
- Has a subscription with a donation amount less than or equal to: enter the maximum donation amount
- Does not have a subscription
For the following payment services: Select the payment service you wish to filter by (Stripe or PayPal)
- Only visible if you have both services integrated with your account
With the Following Status: Select the subscription statuses to include
- Active
- Cancelled
- Paused
- Pending Change
- Error
- Disconnected
For the following donation programs: Select the desired donation program(s) by checking the appropriate box(es) or check the “Select All” box to choose all donation Programs
- Use the drop down to view “Active” Programs (default), “Inactive” activities or “Don’t Filter”
Click the [Add] button to add additional options to your search, or click the [Add and Go] button to run your search

Updated on February 20, 2024