How do I create custom cancellation reasons?

Overview

Custom cancellation reasons help you track and analyze why donors end their recurring commitments, providing valuable data for improving your sustainer program. 

Step 1: Access cancellation reasons list 

1. Search for "Cancellation Reasons" in the Sidebar 

2. This will open the list page showing default reasons 

Step 2: Add new cancellation reasons 

1. From the top of the list page, click "Add New Cancellation Reason" 

2. Enter a descriptive name for the reason 

3. Save the new reason 

Step 3: Use custom reasons when ending commitments 

1. When manually ending a commitment, you'll see your custom reasons in the dropdown list 

2. Select the appropriate reason that matches the donor's feedback 

3. This categorizes the cancellation for later reporting 

Step 4: Add reasons to your reports 

1. Open your recurring commitment reports 

2. Add the "Cancellation Reason" column to view this data 

3. This allows you to analyze patterns in why donors are ending their commitments 

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