# Gift Updates & Cancellations

Ability to request a gift cancellation has been added in early 2023.

# Cancel Gift Button

This button is only available when the gift has a revenueid property set. The revenueid is necessary for successful gift cancellation in BBCRM, hence the requirement.

In production gifts that were just made but not synced with BBCRM will not have revenueid property.

This button will not show when:

  • Gift was just made in Luminate and was not synced with BBCRM (revenueid was not set in this case)
  • On gift in Luminate is associated with multiple child sponsorships.

# Cancel Requests

When user chooses to cancel the gift, they will be redirected to a survey in a member center. Once the information is filled out and submitted, a custom interaction will be recorded. The code will use the interaction list to mark gifts as cancelled on My Giving page.

# Manage Gift Button (More Options)

This button will appear on gifts that have one Luminate gift is associated with multiple child sponsorships, multiple BBCRM gifts.

# Integration with BBCRM

Both cancel and change gift data are recorded in the surveys. These surveys are then integrated on the back-end with BBCRM.

Environment Survey Type Survey ID
prod cancel gift 3884
prod change gift 3885
test cancel gift 2526
test change gift 2545

# How Cancel/Pending Gifts are Flagged

When user submits a survey request, the supporter center app, logs a custom interactions in Luminate on their record. The requested modification is stored in the subject of the interaction and gift id is stored in the body.

When a user visits the supporter center, the app retrieves a list of interactions. The code then applies the status to the gift, if the gift id in their list matches a gift id in the interaction.

To reset a flag on any one gift, Luminate admins can do the following:

  • Locate the user's record in Luminate
  • Click on Interactions tab
  • In the Interaction Types select Cancel Gift Request or Change Gift Request interaction type (at the very bottom of the list)
  • Locate an inteaction & click on the linked subject line
  • The detail of the interaction should show interaction body in a textarea with the gift id in the body
  • Change the gift id in the body & save, since the id won't match the gift, the flag will no longer appear on the gift

# Gift Ineligible for Updates

Some users will not get a button but get a link requesting them to call instead. The reason for that is the gift meets one of the following criteria:

  • This is a BBCRM direct debit
  • This is a sphere gift and BBCRM says to suppress online updating
  • Gift originated in BBCRM but the current user have invalid username in BBCRM
  • Gift came from FundraiseUp