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Searching by Donation Subscription
Searching by Donation Subscription
Updated over a month ago
  1. Go to any option that requires a search (i.e. Communicate >> Send Email; People >> Search, etc.)

  2. In the “Module and Status, Communication and Group Filters” sections, choose what you would like to include in the search

  3. Click the [Add Search Criteria] button

  4. Search Type: Select “Recurring Donations” from the dropdown list

  5. 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

  6. 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

  7. With the Following Status: Select the subscription statuses to include

    • Active

    • Cancelled

    • Paused

    • Pending Change

    • Error

    • Disconnected

  8. 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”

  9. Click the [Add] button to add additional options to your search, or click the [Add and Go] button to run your search


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