Add portal member records from recurring sponsor gifts

Your recurring sponsorship donations go unrecorded in the membership portal, causing missed donor access and manual reconciliation. That ensures accurate donor and revenue records same day.

Add portal member records from recurring sponsor gifts

Overview

When sponsorship gifts bypass your membership portal, donor access and revenue reconciliation fall out of sync and your team spends time on manual fixes. This flow converts qualifying recurring donations into portal transactions and creates members when needed, so membership and stewardship teams have accurate records same day.

Add portal member records from recurring sponsor gifts