How do I set up multiple sponsorships to charge as one transaction?

I have a supporter currently donating to multiple sponsorships, can I set them up to be charged once a month for all sponsorships instead of a separate donation for each sponsorship?

When a supporter goes to your REACH site, they now have the option to place a sponsorship in a Cart and then go back and choose another sponsorship to add to the cart. These multiple sponsorships will be included in a single recurring donation. 

Do you have supporters that have multiple sponsorships being processed on different days? This could be due to they set up their sponsorships prior to our new Cart addition or their sponsorships were imported. You can update these to all have one recurring donation for multiple sponsorships. 

Here's how: 
  • Go to the Supporter Record, click on the Sponsorship History Tab, and cancel the existing sponsorships - choosing not to send an email. Make sure to note the sponsorships and the date the donations are made.
  • Go to the Sponsorship Module and search for the first sponsorship.
  • Click on the View Sponsors icon, click the green New Sponsor button, and create a new Sponsorship with a Payment Type of Online, the correct number of Shares, and the Supporter's name - click Create.
  • The Admin Cart Page will load, do not Checkout, instead, go back to the Sponsorship Module and search for the next sponsorship, click View Sponsors, click New Sponsor, and set up the same Supporter with an Online sponsorship - click Create again to be taken to the Admin Cart Page.  
  • Both sponsorships should now display for the supporter.
  • Do this as many times as needed to create all the needed sponsorships for the supporter.  
  • Once all the sponsorship have been added to the cart - click the Checkout button.
  • The Donation Date will default to the current date. If the supporter has already made a current payment, make sure to set the Date to when the next donation is due.
  • Scroll down and click the Create button.
  • On the next screen, make sure to click the Use Card On File or enter Payment Information for the supporter.
The supporter will now be set up for a recurring donation for multiple sponsorships. 

Please note: The process will only work for Online Payment Types, payment details must be on file for the supporter or supplied when checking out.

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