Audit Log
Fundraise Up’s Audit Log provides your organization with a detailed history of all changes made to recurring plans, including historical data.
The Audit Log allows you to view and pinpoint changes made by staff, donors and the system providing additional security and accountability. It also allows you to search and filter by different users and actions, as well as identify issues or trends in real time.
Access to the Audit Log
The Audit Log is only visible to users with the Organization Administrator, Campaign Administrator and Support Specialist roles in Fundraise Up. Parent accounts will be able to see the history of changes made to all subaccounts’ recurring plans.
Display
Search by ID, and filter to find specific events and initiators. When filtering by initiator, System denotes automatic events and events carried out by Fundraise Up (such as a scheduled installment of a recurring donation being charged).
Hover over the time to the right of the event to see the time in your timezone.
Click on an event to see a full record of the change, including the previous and new value, where relevant. You’ll also see the unique Log ID for that event. This can be used later on to return to that specific event if needed.
Understanding events
| Event | Description |
|---|---|
| Recurring plan activated | A new recurring plan has been activated. This will usually indicate that the donor began a recurring plan from one of your Checkout modals or Campaign Pages, or through the Virtual Terminal. This event also includes the first installment of a newly-migrated recurring donation. |
| Recurring plan scheduled | This recurring plan was created via the Virtual Terminal and the donor chose a date in the future for the first installment to be processed, or created in a Campaign Page or Checkout modal through a post-donation upsell. |
| Recurring plan retrying | This recurring plan transitioned to retrying status, indicating that the first attempt to charge the current installment has failed. |
| Recurring plan paused | This recurring plan has been paused for a set period of time, during which no installments will be charged. |
| Recurring plan completed | This recurring plan was completed. The donor set a limit (such as a total donation amount limit) and their limit (or one of their limits) was reached. |
| Recurring plan failed | This recurring plan has now been set as failed, as per your Recurring plan settings. |
| Recurring plan canceled | This recurring plan has been canceled. |
| Recurring plan payment terms updated | Any one or more of the parameters related to payment — such as payment method, donation amount or frequency — have been changed in some way for this recurring donation. To see what exactly was changed, click on the event. |
| Donor preferences updated | Any one or more of the parameters related to the donor — such as designation, donor name or anonymity preferences — have been changed in some way for this recurring donation. To see what exactly was changed, click on the event. |
| Transaction attempt pending | An attempt to debit an installment of this recurring plan is now in progress. |
| Transaction attempt successful | An attempt to debit an installment of this recurring plan was successful. |
| Transaction attempt failed | An attempt to debit an installment of this recurring plan failed. |
| Recurring plan personal details deleted | All of the supporter details linked to this recurring plan have been deleted. |
Throughout the platform
Recurring plans
A history of events for each recurring plan is also visible in the Activity block on each recurring plan page in the Recurring tab.