How do I update recurring commitments with self-service pages?

Overview

Self-service pages allow donors to view and update their own recurring commitments without needing to contact your organization directly. 

Step 1: Customize a self-service page 

1. Create or edit a self-service page for your donors 

2. Configure the page to include recurring commitment options 

3. Ensure the page shows donors their complete giving history 

Step 2: Enable payment updates 

1. Configure the self-service page to allow donors to update their payment information 

2. This helps address failing commitments without requiring staff intervention 

Step 3: Enable commitment amount changes 

1. Configure the page to allow donors to modify their recurring commitment amount 

2. This gives donors flexibility to increase or decrease their giving based on their circumstances 

Step 4: Make the self-service page accessible 

1. Share the self-service page link on your Online Actions custom contribution forms 

2. Include the link in confirmation emails after donations 

3. Consider adding the link to regular donor communications 

Step 5: Monitor self-service changes 

1. Changes made through self-service pages will be tracked in your system 

2. They will appear in the Recurring Commitment Change Report with "Page, OA Self-Service" in the Change Source column 

What else do you need help with? 

• Understanding Recurring Commitment Changes 
• How do I manually edit recurring commitments? 
• How do I end a recurring commitment? 
• How do I customize self-service pages?