When a recurring transaction fails, an automated email is sent to the donor with a link where they can update their payment method.

The template email looks like this:

The link in this email will take the donor to the page below where they can update their payment method:

The donor will receive confirmation once their payment method has been updated successfully.

A few things to note about this email:

  • The email uses the Universal Email Template, which means you can add your logo the email. You can edit your Universal Email Template from Settings. Because this is a Funraise system email, you can not edit the content.

  • The link in the email can expire. The valid timeframe for the payment method updater link is based on the subscription frequency. Weekly = 7 days, Monthly = 30 days, Quarterly = 90 days, Yearly = 90 days.

  • The email can not be resent manually. Although, the email is sent each time a recurring transaction fails. So, this means that you could change subscription's next recurrence date to today, which would cause the Transaction to run, and if the Transaction failed the email would be resent.

Payment Updater page url merge tag

The url of the payment method updater page can not be shared directly because it is authenticated for security and based on a specific Supporter and specific Subscription.

You can add this link into the Expiring Recurring email campaign with a specific merge tag: *|subscription:update_payment_url|*. This will enable donors with a card expiring soon to update their payment method before they miss a donation.

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