How do I set up a self-service page for cancellations?

Overview

Mastercard requires that donors have the ability to cancel their recurring gifts online. A self-service page provides this functionality while giving donors control over their giving. 

Step 1: Access the self-service page creator 

1. Navigate to the Online Actions section 

2. Select "Self-Service Pages" 

3. Click "Create New" or edit an existing self-service page 

Step 2: Configure page settings for recurring gifts 

1. In the setup options, ensure you've enabled: 

   1. Viewing contribution history 

   2. Managing recurring commitments 

   3. Canceling recurring commitments 

2. Customize the page title and URL 

3. Choose a theme that matches your organization's branding 

Step 3: Add clear instructions about cancellation 

1. Include text on the page that: 

   1. Explains how to cancel a recurring gift 

   2. Describes what will happen after cancellation 

   3. Provides alternatives to cancellation (like reducing amount or changing frequency) 

2. Make sure instructions are visible and easy to understand 

Step 4: Test the cancellation process 

1. Preview the self-service page 

2. Test the cancellation flow to ensure it works correctly 

3. Confirm that donors receive appropriate confirmation after cancellation 

Step 5: Share the self-service page link 

1. Add the link to: 

   1. Confirmation emails after each charge 

   2. Donation reminder emails 

   3. Your organization's website 

2. Consider adding the link to your email signature and donor communications 

What else do you need help with? 

• Understanding Mastercard Requirements for Recurring Billing 
• What must be included in confirmation emails? 
• How do I create Self-Service pages? 
• When do donation reminders need to be sent?