Question

Photo of Bronson Witting

0

PayFlow Pro - Expired Cards on Recurring Profiles

2

For those of you who are using Rock giving with PayFlow Pro - how do you handle expired credit cards on recurring profiles?  Once those cards expire, the transaction just fails every time until the person goes in and updates it.  The person gets an email from PayFlow Pro (that we've customized with a link to update their recurring profile) but it doesn't give the reason (and seems to often be ignored...)

We'd like to be proactive and let people know the credit card on their recurring gift profile is expiring soon.  I can't find a report in PayFlow Manager for this, and the card expiration date isn't stored in Rock.  It looks like I *might* be able to use the PayFlow Pro reports API to do this, but it seems tedious.  Is anyone currently doing anything with expired (or soon to be expiring) cards? Thanks!

Giving
  • Photo of Jeremy Hoff

    1

     

    Hey Bronson,

    You alluded to using a report on PFP's site, but just in case: there is a setting under http://manager.paypal.com to send the PFP Gateway owner an email with ID's of expired (or about to expire) cards.  It looks like the following:

     

    From: Date: October 23, 2015 at 3:56:19 AM PDT To: Subject: PayPal Recurring Billing -- Live Profiles of <USERNAME> with Expiring Credit Cards To help you manage your Recurring Billing Service, PayPal would like to alert you that the following recurring billing profiles use credit cards that will expire soon or have expired already. The following profiles use credit cards that will expire after 10-2015:
    Profile 1712: 78949
    Profile 2688: 43587
    Profile 3908: 76809
    Profile 4065: 5320
    Profile 4290: 105842
    Profile 4437: 121178

    To update a customer's profile with new credit card information: 1. Log in to Manager. 2. Click the "Account Info" menu option. 3. Click "Recurring Billing Info". 4. Select "Search". 5. Enter the customer's Profile ID. 6. Click "Modify" to update the credit card information. Thank you, PayPal Merchant Services

    What we're doing in our current ChMS (and plan to migrate to a RockRMS workflow) is to get an email sent to the owner of the RPP with instructions.  This comes directly from us along with phone numbers and the like in case there are any concerns.  To date (since 2008) we've a 97% retention.. that is, 97% of people with an expired card renew.  Hard to say how much our process helped, but it's hard to discount. . . .

    Hope that helps,

  • Photo of Bronson Witting

    0

    Perfect!  I didn't realize we could do that (we are new to PFP with our transition to Rock)

    David Stevens mentioned that v4 includes saving the experation month and year - I'll work on workflow that gets triggered automatically from a job that looks at the cards that will be expiring soon so the whole process is automated.

    Thanks!!

     

    • Jeremy Hoff

      Jeremy Hoff

      Saw those notes on Slack - that would have helped us too. If only I would have asked for that in 2008. Or 2009. Or 2010. Or.. oh you get the idea. ;-)