#4 Your cancellation logic can only be as complex as your database
Which donors you cancel, which ones you keep, and which ones you reactivate may depend on a few aspects. The contract with your agency, the reason for the rejection, the number of rejections and your acquisition and retention budgets are just a few. Saying goodbye to the wrong donors can lead to a shortfall of income, missing out on clawback refunds and even the disgruntling of donors.
However, none of these factors can be more complex than the CRM logic used to process your donors. If you keep your codes consistent and simple and your rules modest you will avoid all mishaps from miscoding and mistakes from mismanagement. Moreover, you’ll find it easier to communicate your needs with your donor/supporter care team and remove human error from the process.