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Send a card update link

Pour :Administrateur
Preview: Send a card update link

When a subscription is blocked (Expired card or Interrupted), Unisoft generates a personalized link that you can send to the donor. By clicking on this link, they access a secure form to enter their new card โ€” without having to recreate their subscription, without authentication.

AdvantageFor the donorFor you
No authenticationNo password to findNo support blocking to handle
No re-subscriptionThe existing subscription resumes, no need to redo everythingNo duplicates in statistics
Secure entryThe form is served directly by Stripe or the platformNo sensitive data transits through Unisoft
Immediate resumptionAs soon as the new card is entered, the subscription returns to In progressNo manual intervention afterwards
  1. 1

    Open the Recurring payments screen

    Finance menu โ†’ Recurring payments (/app/paiements/recurrent).

  2. 2

    Go to the โ€œExpired cardโ€ or โ€œInterruptedโ€ tab

    Depending on the status of the relevant subscription.

  3. 3

    Open the subscription details

    Click on the row or the eye icon on the right.

  4. 4

    Click on โ€œCopy the update linkโ€

    In the actions area at the bottom of the panel. The link is immediately copied to your clipboard.

    The format of the link is:

    https://app.unisoft.world/abonnements/manual/<subscription-identifier>
  5. 5

    Send the link to the donor

    Paste the link into:

    • A personalized email
    • An SMS sent from your phone
    • A WhatsApp message
    • A phone conversation (dictate the URL)

Email template to sendโ€‹

Here is an example email to adapt:

Subject: Update your card for your monthly donation

Hello David,

Thank you warmly for your monthly donation of 50 โ‚ฌ to our community.

We noticed that your bank card has reached expiration. So that your support can continue uninterrupted, please enter your new details by clicking on the secure link below:

Update my card

This operation takes less than a minute. No confidential information transits through Unisoft โ€” the entry is done directly on the secure form of our payment provider.

If you no longer wish to continue, you can simply ignore this message.

Best regards, The community team

What the donor seesโ€‹

By clicking on the link, the donor arrives on a plain page:

  1. The context reminder: "You are updating your card for a monthly donation of 50 โ‚ฌ"
  2. A secure form (Stripe Elements or equivalent) to enter the new card
  3. A validation button

No login, no password, no captcha. The entry only takes a few seconds.

What happens after the updateโ€‹

  • โœ… The new card replaces the old one in the subscription record
  • โœ… The status automatically moves from Expired card (or Interrupted) to In progress
  • โœ… At the next nightly cycle, the direct debit resumes normally
  • โœ… No catch-up of past months is attempted โ€” only the next monthly direct debit happens
SituationConsequenceSolution
The donor took too long and the subscription was canceled in betweenThe link returns an errorRecreate a new subscription
The donor enters a card that is also invalidError displayed by StripeAsk for another card
The donor closed the browser midwayThe link remains valid, nothing is registeredSend them the same link again

Multiple sends possibleโ€‹

The link remains valid as long as the subscription is not canceled. You can send it several times if necessary โ€” for example, by email then by SMS two weeks later.

And for direct debit mandates (GoCardless)?โ€‹

The update link is specific to bank cards. For a revoked or blocked direct debit mandate, the procedure is different:

  1. Cancel the current subscription
  2. Ask the donor to sign a new GoCardless mandate
  3. Create a new subscription with the new mandate

Going furtherโ€‹