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Hi, this is Britt from Blackbaud.
In this video, we’re going to learn some reporting methods for Luminate Online clients who subscribe to Credit Card Updater.
The Credit Card Updater Service, also known as CCU, automatically updates card expiration dates, card numbers,
and card types that have been renewed or replaced. The reporting methods described in this video
allow you to maximize the benefits of the service in two ways:
…by calculating the amount of sustaining gift revenue retained by automatic updates….. …..
and by listing the donors whose cards could not be updated, so you know who to follow up with and what action to take.
Leveraging the data this way will increase the retention rate of your sustaining givers.
The reports that allow you to track credit card updates include the Sustaining Gift Performance Summary report and the
Interaction Details report in Report Writer. The Sustaining Gift Performance Summary report /calculates the total amount,
month over month, of revenue retained as a result of successful updates…..
and the total dollar amount of updates that resulted in errors.
To configure the Sustaining Gift Performance Summary report click Create a New Report on the Report Writer tab.
Select Transactions from the Report Selection list….
…select the Sustaining Gift Performance Summary report
and click Next. In the columns selection window,
click the Donation Campaign Information link and make sure Campaign Title is not selected.
In the Sustaining Gift Performance area, select • CCU Error Amount ($) • CCU Error Count
• CCU Update Amount ($) • CCU Update Count
In the Sustaining Gift Performance Information section, select the Month Number and Year … click Next.
Reorder the columns if needed….. … click Next.
Finish configuring the report as needed, and run it.
The second report, the Interaction Details report, relies on two new interactions that were added to Luminate Online
specifically for Credit Card Updater:
…The Sustaining Gift CCU New Billing Info interaction
…and the Sustaining Gift CCU Response interaction
The Sustaining Gift CCU New Billing Info interaction is logged when a card is successfully updated
……And the Sustaining Gift CCU Response interaction is logged when a card could not be updated.
The Interaction Details report lists all constituents who had one of these interactions logged in their record.
If a card was updated successfully, the Sustaining Gift CCU New Billing Info interaction is listed in the
Interaction Type Name column for the constituent.
And you can see what was updated in the Interaction Comment column.
In this case, the card number and expiration date have both been changed.
If a card could not be updated, the Sustaining Gift CCU Response interaction is listed in the Interaction Type Name column.
And you can see why it could not be updated or what action to take.
In this case, the account was closed and you might want to contact the card holder for new information.
To configure the report, click New Report in Report Writer. Select Interactions,
…select Interaction Details,
…and click Next. In the column selection window, click the Constituent Information link.
Select Constituent ID, First Name, Last Name, and Email.
In the Sustained Giving Information section (under the Constituent Information heading)…
select Gift Plans Eligible for Processing, Intervals Since Last Payment,
Last Payment Attempt Failure Code, and Status
Scroll down to the Miscellaneous Information section (under the Interaction heading)…
and make sure Interaction Comment, Interaction Creation Date, Interaction Subject, and Interaction Type Name are all selected.
click Next. Rearrange the columns like this …… click Next again
And sort the results by…. Interaction Creation Date first …by Gift Plans Eligible for Processing second…
and by Constituent ID third. ….. click Next. And configure the filters
Click Edit in the Actions column for the Interaction Creation Date filter.
Select either a Custom Range or a Predefined Range.
Be sure that the Edit at run-time option is selected so that you can change the date whenever you run the report.
click Save this Filter. Click Edit in the Actions column for the Interaction Type filter.
Click the More… link. Search on Sustaining Gift and select the two credit card updater Interactions:
Sustaining Gift CCU New Billing Info and Sustaining Gift Response…. …. click Apply.
Click Save this Filter…. …and click Next.
Finish configuring the report and run it as needed.
Just so you know,
Report Writer is a highly flexible reporting tool and, as such,
there is a myriad amount of possible report configurations.
The steps suggested here are the bare minimum needed to obtain credit card update information,
but you can certainly add more columns and customize them as needed.
I hope you’ve learned enough to get started and keep those sustaining gifts going!
For more information about Credit Card Updater, click the link to view the Luminate New Features page on Blackbaud.com