Choose what happens when a supporter reactivates a recurring plan

You can now choose what happens when a supporter reactivates a canceled or failed recurring plan. Fundraise Up either brings the original plan back, or leaves it closed and creates a new one.

Restoring the original plan stays the default, so nothing changes until you switch. Choose the new option when your CRM cannot reopen a closed recurring record and expects a new one instead. You control this in Settings > Donor Portal, under Supporter permissions.

A new plan carries the amount, frequency, currency, and designation of the closed plan, and starts its own payment history under a new plan ID. The past installments, the total raised, and the original start date stay on the closed plan.

When the payment method on the closed plan can carry over, reactivation uses the same button and steps as before. Afterwards the supporter sees both plans in the Donor Portal: the closed one, with its payment history and receipts, and the new one, marked Reactivated.

The first payment is scheduled rather than taken immediately: Fundraise Up offers the next date in the schedule of the closed plan, and the supporter can choose a different one.

Some payment methods cannot carry over to a new plan, such as an expired card or a bank debit method that would need fresh authorization from the supporter. In that case the supporter sees Make a new donation instead, which opens checkout.