What must be included in confirmation emails?

Overview

Mastercard requires that donors receive confirmation emails after each charge that include specific information about their recurring gift and how to cancel if desired. 

Step 1: Understand email content requirements 

Confirmation emails must include: 

1. Gift amount 

2. Frequency of the recurring gift 

3. Details on how to cancel the gift 

4. End date (if applicable) 

Step 2: Verify default confirmation email settings 

1. The default confirmation email template includes: 

   1. Gift amount 

   2. Frequency 

   3. End date (if one was set) 

2. Check your current templates to ensure they contain this information 

Step 3: Add cancellation information to emails 

1. Edit your confirmation email template to include: 

   1. Instructions for how to cancel the recurring gift 

   2. A link to your self-service page where donors can manage their gifts 

2. The cancellation process must be clearly explained 

3. This information should be included in confirmation emails sent after each charge 

Step 4: Set up a self-service page for cancellations 

1. Create a self-service page that allows donors to: 

   1. View their recurring gift details 

   2. Cancel their gift if desired 

2. Include a link to this page in all confirmation emails 

3. Ensure the cancellation process is straightforward and can be completed online without contacting your organization 

What else do you need help with? 

• Understanding Mastercard Requirements for Recurring Billing 
• How can donors confirm gift details before finalizing? 
• How do I create Self-Service pages? 
• When do donation reminders need to be sent?