The Scenario
You are a donor relations manager at a health charity. Your monthly giving programme has 400 active recurring donors. This is your most stable revenue stream, and a single failed payment that goes unnoticed for two billing cycles is a donor relationship at risk.
It is the first Monday of the month. You have just been told that the payment processor flagged a batch of subscription issues over the weekend. You need to know which donors are affected before you can make any calls.
The slow version of Monday morning:
- Log into Raisely, navigate to the subscriptions section
- Filter for status "failed" and note the count
- Try to also filter for "past_due" — the filter interface only allows one status at a time
- Export both CSVs separately
- Open them in separate tabs, copy the past_due rows below the failed rows, fix the duplicate header
- Realize there is no column in the export showing the last attempted payment date
- Go back into Raisely to look up each at-risk donor individually
- It is 10 AM. You have called three donors. The list has forty-seven more.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads your Raisely subscription data directly and writes the flagged list for you, so you do not have to merge two exports or look up individual records by hand.
Open the SheetXAI sidebar and type:
List all subscriptions for my Raisely campaign 'monthly-giving' and import subscriber email, name, amount, frequency, status, and next payment date into this sheet. Flag any subscription with status 'failed' or 'past_due' in a 'Risk' column and sort the flagged rows to the top.
SheetXAI pulls all 400 subscriptions, adds the risk flag, and sorts the at-risk donors to the top. Your team can start calling immediately.
What You Get
A prioritized subscription status sheet:
- Subscriber name and email — one row per subscription
- Amount and frequency — so you know the giving level before you call
- Status — active, failed, past_due, cancelled
- Next payment date — when the next charge will attempt
- Risk flag — "At Risk" for failed or past_due, sorted to the top
All 400 subscriptions in one pull. Your team sees the full picture without toggling between filters in the Raisely dashboard.
Want to see only subscriptions above $100/month, or only monthly (not annual)? Add that to the prompt.
What If the Data Is Not Quite Ready
Subscription data has edge cases that trip up a basic export. Payment retries, paused subscriptions, and mismatched frequency labels all need handling before you share the list with your outreach team.
When some subscriptions show "paused" instead of failed
You want at-risk donors (failed, past_due) without including intentionally paused subscriptions that are on hold by donor request.
Import all subscriptions for 'monthly-giving'. Flag rows with status 'failed' or 'past_due' as 'At Risk'. Flag rows with status 'paused' as 'On Hold'. Keep 'Active' rows unflagged. Sort by status so At Risk rows appear first.
When you need to calculate the monthly revenue impact of failed subscriptions
Before the 9 AM standup you want to know how much monthly recurring revenue is at risk, not just the donor count.
Import all subscriptions for 'monthly-giving'. For each subscription, normalize frequency to a monthly amount (annual subscriptions divided by 12, weekly multiplied by 4.33). Sum the normalized monthly amount for all 'failed' and 'past_due' rows and write the total in cell F1 as 'MRR at Risk'. Then write the full subscription list below.
When donors have multiple subscriptions across campaigns
Some major donors have subscriptions to two or three different campaigns. You want one row per donor with their total recurring giving, not multiple rows.
Import all subscriptions for my Raisely organisation across all campaigns. Group by subscriber email. Sum the monthly equivalent amount per email. Flag any email where any subscription has status 'failed' or 'past_due'. Write one row per email with total giving and risk status.
When you need to cross-reference with your CRM before calling
Your outreach team uses a separate CRM tab in this sheet with account manager assignments. Before calling, they need to know who owns each at-risk donor relationship.
Import all subscriptions for 'monthly-giving' with status 'failed' or 'past_due'. For each subscriber email, look up the 'Account Manager' column in the CRM tab and add it to the subscription list. Sort by account manager so each person can see their own flagged donors first.
The pattern: pull the data, enrich it with what your team needs to act, and format it so the action is obvious. The outreach happens the same morning, not the next day.
Try It
Get the 7-day free trial of SheetXAI and ask it to pull your active subscriptions and flag payment issues. The Raisely integration is included in every plan. For related workflows, see how to import donation data for board reporting or the Raisely in Google Sheets overview.