--- title: Commitments description: Learn how to manage recurring donation schedules, update donor details, and export commitment records from the Commitments tab in Anedot. --- [Skip to content](https://help.anedot.com/knowledge/commitments#main-content) [![anedot-logo](https://help.anedot.com/hubfs/anedot-logo.svg)](https://help.anedot.com/knowledge?hsLang=en) Open main navigation Close main navigation - [Get Support ⤴](https://www.anedot.com/getsupport) [Get Support ⤴](https://www.anedot.com/getsupport) Here to help 👋 - There are no suggestions because the search field is empty. 1. [Public Help Center](https://help.anedot.com/knowledge?hsLang=en) 2. [Finance](https://help.anedot.com/knowledge/finance?hsLang=en) 3. [Management & Reporting](https://help.anedot.com/knowledge/finance?hsLang=en#management-reporting) # Commitments ## Learn how to manage recurring donation schedules, update donor details, and export commitment records from the Commitments tab in Anedot. ![CleanShot 2025-08-21 at 11.11.05@2x](https://help.anedot.com/hs-fs/hubfs/CleanShot%202025-08-21%20at%2011.11.05@2x.png?width=600&height=363&name=CleanShot%202025-08-21%20at%2011.11.05@2x.png) The **Commitments** tab provides a centralized view of recurring donations—which process automatically on a fixed schedule. This tool is ideal for managing long-term donor support and reviewing contribution patterns over time. --- ### Table of Contents - [Credit Card Updater](https://help.anedot.com/knowledge/commitments#credit-card-updater) - [Future Pledge Tracking](https://help.anedot.com/knowledge/commitments#future-pledge-tracking) - [Filter Commitments](https://help.anedot.com/knowledge/commitments#filter-commitments) - [View Commitment Details](https://help.anedot.com/knowledge/commitments#view) - [Edit a Commitment](https://help.anedot.com/knowledge/commitments#edit) - [Update Payment Method](https://help.anedot.com/knowledge/commitments#update-payment-method) - [Deactivate or Reactivate Commitments](https://help.anedot.com/knowledge/commitments#deactivate) - [Export Commitment Records](https://help.anedot.com/knowledge/commitments#export-commitment-records) - [Best Practices](https://help.anedot.com/knowledge/commitments#best) --- ### Credit Card Updater Anedot’s **Credit Card Updater** automatically refreshes expiring or replaced cards on active recurring donations so gifts keep processing without interruption. If an update cannot be completed automatically, donors are prompted to securely update their card details, helping you prevent accidental lapses in ongoing support. --- ### Future Pledge Tracking When a donor pledges a future gift, a one-time commitment is created to provide visibility into expected revenue. The commitment is automatically canceled once it has been successfully processed. Adjustments can be made at any time prior to processing, as directed by the donor, including updating the donation amount or canceling the commitment. To view and track future pledges, go to **Finance** \> **Commitments**, click **Filter**, and select **Once** as the **Frequency**. --- ### Filter Commitments To quickly locate specific recurring donations, use the **Filter** drawer in the upper-right corner of the Commitments tab. The following Filters are available:  - **Status**: Active, Retrying, Inactive - The system retries 4 times before deactivating a commitment. - **Start/End Date** - **Amount** - **Frequency**: Once, Weekly, Biweekly, Monthly, etc. - **Payment Method**: Credit Card, Bank Account, PayPal, Google Pay, Apple Pay - **Origin Type**: Direct (default), Conduit, Tandem - **Contact Info**: First Name, Last Name, Email --- #### Apply Filters 1. Click the **Filter** button (top-right) 2. Set your desired filter parameters 3. Click **Apply Filters** 4. Click the **X** to close the filter drawer and view results 5. *(Optional)* Click **Reset Filters** to begin a new search --- ### View Commitment Details To view an individual commitment: 1. Hover over the donor’s name 2. Click **Actions \> View** You’ll be able to review the donor’s recurring donation settings, including frequency, amount, and next scheduled charge. --- ### Edit a Commitment To update donor or payment information: 1. Hover over the donor’s name 2. Click **Actions \> Edit** 3. Make updates in the Edit drawer 4. Click **Save** before exiting *Note: Fund designations cannot be modified on an active commitment. To change the fund designation, the current commitment must be deactivated, and a new one must be created.* --- #### Editable Fields - **Donor Info**: First Name, Last Name, Middle Name, Title, Suffix, Email, Phone, Address - **Employment**: Occupation, Employer - **Donation Settings**:  - Amount - Frequency - Day(s) of Month – *Set specific days for recurring withdrawals* - Every (X) Months – *Set multi-month intervals (e.g., every 3 months)* - End After (#) Occurrences – *Automatically deactivate after a set number of charges* - End By Date – *Automatically cancel on a specified date* --- ### Update Payment Method To update the payment method associated with a donor's active recurring commitment: 1. Navigate to **Finance \> Commitments**. 2. Use the **Filter menu** to locate the commitment record by first name, last name, or email address. 3. Hover over the donor's name and select **Actions \> Edit**. 4. In the **Edit Commitment** drawer, scroll to the **Payment Method**. 5. Select one of the following options: - **Edit** to update the payment method on behalf of the donor. - **Send donor link to update** to send a secure email link allowing the donor to update their payment method directly. 6. If editing on behalf of the donor, enter updated payment details: - **Billing Address** *(required)* - **Payment Type**: Card or Bank - Card: Card number, expiration date, CVC - Bank: Routing number, account number, account type (Personal or Business; Checking or Savings) 7. Select **Save**. The updated payment method will be applied to the next scheduled withdrawal. ***Important Notes*** - *Existing payment details are not editable; a new payment method must be entered in full.* - *A billing address is required for both card and bank payment methods. When entering a bank account, the billing address must be completed within the card input section.* --- ### Deactivate or Reactivate Commitments To **cancel** or **reactivate** a commitment: - Hover over the donor’s name - Click **Actions \> Deactivate** (or **Reactivate** if previously canceled) Canceled commitments can be reactivated using the same method. --- ### Export Commitment Records To generate a CSV export of commitment data: - Click the **Export** button (top-right of the Commitments tab) - Save the file to your device - Open in Excel, Google Sheets, or Numbers for analysis ***CSV Export Includes:** ID, Submission ID, Amount, Occurrences, Cumulative Giving, Action Page Name, Status, Frequency, Donor Details, Created At, Deactivated At, Retrying Status, Cancellation Reason, Next Charge Date* --- ### Best Practices - **Encourage Donors to Use Monthly Giving** - Use commitment language like "Join our giving community" or "Support us year-round" to emphasize long-term impact. - Highlight benefits such as convenience, flexibility, and special recognition. - **Communicate Value Through Stewardship** - Send regular impact updates *(e.g., monthly or quarterly)* showing what their ongoing support makes possible. - Recognize recurring donors with exclusive emails, donor spotlights, or invitations to virtual briefings. - Always reinforce their role in your mission with every touchpoint. - **Monitor Upcoming Charges and Take Action Early** - Regularly check the **Next Charge** column to identify upcoming commitments. - Use this insight to proactively reach out to donors with expiring credit cards or known failed attempts. - Set internal reminders to review retrying transactions weekly to prevent cancellations. - **Track Failed Charges and Retrying Commitments** - Filter by **Status = Retrying** to monitor at-risk donors. - Follow up personally with donors after the second or third failed attempt to offer help and reinforce value. - Send **payment** **update links** to donors with outdated payment methods to prevent failed charges. - Avoid waiting for the automatic 4th failure before taking action. - **Segment and Report on Commitment Behavior** - Export commitment data monthly and analyze: - Frequency of giving *(e.g., monthly vs. quarterly)* - Average commitment size - Cancellation trends - Use this data to **adjust messaging, cadence, or default settings** in your donation forms. - **Customize Commitment End Dates Strategically** - For campaigns tied to **time-limited initiatives** (e.g., school year, fiscal year), use the **“End After”** or **“Until”** fields to automatically close commitments. - This reduces donor fatigue and simplifies accounting. - [Get Started](https://help.anedot.com/knowledge/get-started?hsLang=en#main-content) - [Anedot 101](https://help.anedot.com/knowledge/get-started?hsLang=en#anedot-101) - [Apply for an Account](https://help.anedot.com/knowledge/get-started?hsLang=en#apply-for-an-account) - [Security](https://help.anedot.com/knowledge/get-started?hsLang=en#security) - [Action Pages](https://help.anedot.com/knowledge/action-pages?hsLang=en#main-content) - 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