On WinRed, donors have the ability to opt into subscriptions to make their donations recur automatically. This document covers how to view, manage, and cancel the recurring donations in your account.
Understanding the Subscription Tab
Navigate to the Revenue tab and then select the Subscriptions subtab.
This is where you can view all subscriptions made to your organization. You can view the Active, Canceled, and Paused subscriptions by clicking the corresponding tab above the summary. You can also filter further by clicking the filter tool to the right of the download button or search for a recurring donation by name.
The summary displays three different sections of data: Remaining this Month, Total Active, and Total Paused. These will adjust as you filter.
The Remaining this Month box shows three fields of data:
Revenue - The total amount of revenue from all active subscriptions remaining for the month. Weekly subscriptions will count once. For example, a weekly $10.00 subscription will display as $10.00.
Average - The average dollar amount from all active subscriptions remaining for the month.
Subscriptions - The total number of subscriptions remaining for the month.
The Total Active section includes the following fields:
Revenue - The total amount of revenue from all active subscriptions.
Average - The average dollar amount from all active subscriptions.
Subscriptions - The total number of active subscriptions.
The Total Paused section includes the following fields:
Revenue - The total amount of revenue from all paused subscriptions.
Average - The average dollar amount from all paused subscriptions.
Subscriptions - The total number of paused subscriptions.
How to View or Cancel a Recurring Donation
Search for the subscription you want to cancel using the donor’s name, email, or subscription ID. To narrow down your search, you can click the Filter tool next to the Download button. You can learn more about filtering by clicking here.
Select the three dots next to the subscription and click View Details.
You are currently viewing the subscription details. If the subscription was paused by the donor, this information will be displayed here under the subscription details.
If you would like to cancel the recurring donation, click the red Cancel Subscription button in the top right corner
Click confirm when the confirmation message appears.
The subscription is now canceled. You can view all canceled subscriptions by clicking on Canceled underneath the Subscriptions tab.
If you have questions or need clarification on any of these steps, please reach out to our support team by clicking the red chat box at the bottom right corner of your screen.