Do you want to create a system that lets customers cancel subscriptions on their own?

• Do you want to create a system that lets customers cancel subscriptions on their own?
• How it works
• Setup Guide
• Step 1 - Create a Cancellation Formli
• Step 2 - Add a Cancel Subscription Action to your Formli
• Step 3 - Add a link to your cancellation Formli to your Receipt Email
• Related Guides

How it works

Cancellation Subscription is a type of action that you can set up so that a customer can cancel a recurring subscription upon completion of a Formli.

There are three main components you need to work within addition to your payment Formli:

1. A unique cancellation Formli specifically for cancelling a subscriptions to a specific payment block. This Formli will feature information about their subscription
2. A Cancel Subscription Action will be set for the cancellation Formli so that and upon completion will cancel their Stripe subscription.
3. A unique variant link to this cancellation Formli will be included in your monthly payment receipt.

This guide will take you through everything you need to enable your customers to cancel their subscription.

Setup Guide

This guide has two prerequisites:

1. You have a payment block set up with monthly recurring payments
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For a walkthrough on creating a payment Formli, see here
2. You have a monthly recurring receipt with Zapier.
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For a walkthrough on creating a recurring payment receipt, see here

Step 1 - Create a Cancellation Formli

We will create an Formli with a no content block that has information about the responders subscription and a submission button.

1. From the home page, click the + New Formli button.

2. In the Block Type drop down select "Content (no response)".

3. Turn the Set a time limit toggle to off.

4. Turn the Show submission button toggle to on.

5. Change the Button Text to "Cancel My Subscription".

6. Include text in the block prompt that will be relevant to the users subscription. In this example we will include "Payer name", "Payment Amount", "Original Payment Date", "Next Payment Date", and "Subscription Status".

7. Include merge fields from the Payment block that you are looking to cancel. Open the merge field UI selector by typing [ .

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For a guide on more use cases of merge fields within Formli, see here
8. Then click the Formli your subscriptions starts on.
9. Select the payment block that has the payment.
10. Select the "Full Name" Field.
11. Repeat steps 1.7 trough 1.10 again for each of the other fields you want to include.

12. Click the Save Changes button on the bottom.

13. Click the back arrow in the top left to return to the Formli Settings.

Step 2 - Add a Cancel Subscription Action to your Formli

1. From your Formli settings page, click on the ... button.

2. Click the dropdown option Actions.

3. Click the create a new actions button.

4. In the Action Type drop down, select Cancel subscription.

5. In the Subscription ID drop down select the Payment Formli that you are looking to give subscribers the ability to cancel.

6. Click the Payment Block.

7. Click the Subscription ID field.

8. Click Save Action.

You should now see your new action present on the Actions page:

Step 3 - Add a link to your cancellation Formli to your Receipt Email

1. Open up your zap that you setup for recurring email receipts.

2. Select the location in the email you wish to include the unique cancellation Formli.

3. Copy in the sharable URL of the cancellation Formli For instance this https://exp.humanagency.com/e/wKX6Zy8a/share.
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Note that you can also enter in custom subdomain if you have authenticated and set it as a primary domain. For a guide to authenticating a subdomain to host Formlis from, see here

4. On the end of the URL, type ?parent_session_id= .

5. Use the Zapier field Formli Response UUID to include responders' unique response ID. This will make a unique links variants of the cancellation Formli for each subscription.

6. Press Continue, Test your trigger, and then turn on your zap.

Nice! Your recurring receipts now have a link to an Formli that will cancel the subscription if a responder with a monthly subscription completes the Formli.

Related Guides

ℹ️Creating an Email Action

ℹ️Sending Formli as a SMS Action

ℹ️Setting Up Receipts for Recurring Payments

ℹ️Create your first Payment Block