Background

Donations made through ACH can fail in a number of ways - incorrect routing or account numbers, insufficient funds, etc. In addition, it typically takes a few days for ACH transaction to clear, so the donor (and your Finance team) may not even be aware that there is an issue. This recipe walks through the set up of an automated late return system which will generate an email for each failed ACH transaction. It consists of the following components:

  • Data views - used to identify failed transactions
  • Workflow - sends an email for each failed transaction
  • System job - runs daily to trigger the workflow for each person in the data view

Data Views

You'll need to set up these two data views:

Late Returns Yesterday - this DV returns failed financial transactions

Screenshot_2025-01-08_at_11.13.03 AM.png

Late Returns Yesterday People - this DV returns people associated with late returns

Screenshot_2025-01-08_at_11.16.01 AM.png

Workflow

The workflow is attached to this recipe - you just need to download and import into your system and then customize the Send Email action a bit for your context (perhaps have it originate from your finance team).

System Job

Set up a Data View to Workflow job type to run each day:

Screenshot_2025-01-08_at_11.23.35 AM.png

That's all there is to it! Please reach out on Rocket Chat @steve.klein if you have any questions or feedback.