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HubSpot Recurring Plan Properties Used by Shalom Media: Complete Field Reference Guide

1. Overview

This guide outlines all recurring plan properties maintained in HubSpot and used by Shalom Media for donor commitment tracking, recurring analytics, and campaign-level reporting. These fields are critical for managing subscription-style donations, monitoring donor behavior, and syncing with platforms like FundraiseUp, Stripe, and myShalom.

2. How to Use This Guide

  • Use Ctrl + F to search for a field by name or purpose.

  • Do not manually update fields that are mapped from external systems unless authorized.

  • For new field additions, contact the CRM Admin.

3. Recurring Plan Property Definitions

Fields are grouped logically by category:

3.1 Identification & Lifecycle

Property Name Description
hs_object_id Unique HubSpot system ID for the recurring plan. Used in ingestion and internal mapping.
hs_createdate Date the recurring plan was created in HubSpot. Set automatically.
hs_lastmodifieddate Timestamp of the most recent update to any field.
start_date Start date of the recurring giving commitment.
last_received Date of the most recent successful donation in the plan.
next_payment_date Date when the next payment is expected.
recurring_plan_status Status of the plan (e.g., Active, Cancelled, Paused).
 

3.2 Donor & Country Information

Property Name Description
donor_email Email address of the donor linked to this recurring plan.
primary_country Country of the donor. Used for regional reporting.
swf_id Shalom World Fellowship ID, only for contacts with recurring donations. Used for identity linkage with myShalom.
 

3.3 Donation & Frequency Details

Property Name Description
recurring_plan_name Descriptive title or label for the plan (e.g., Monthly Sustainer).
frequency Donation frequency (e.g., Monthly, Weekly, Quarterly).
recurring_amount The amount pledged for each donation cycle.
donation_cause Text field describing the cause (legacy field).
donation_cause_v2 Categorized version of the cause for newer reporting.
payment_method Method used for the recurring payment (e.g., Credit Card, ACH, Bank Transfer).
currency Currency code (e.g., USD, INR) used for the recurring payment.
number_of_installations Total number of installments planned (if known).
note Internal notes or remarks related to the recurring plan.
 

4. Important Notes

  • hs_object_id is the primary identifier used in all API-based ingestion and mapping.

  • swf_id, donor_email, and recurring_plan_name are used to match and display plans in donor profiles.

  • last_received and next_payment_date drive charts and alerts on the dashboard.

  • Legacy fields like donation_cause may be deprecated in the future—prefer using donation_cause_v2.