PSG Forms - Form Properties | General Info: How to allow recurring / scheduled payments in a form

How to allow recurring/scheduled payments in a form

This is no longer in the General Info section. It's in the Payment Section.

  1. When editing a form, go to the bottom left corner and select Form Properties:
    Form_Properties_2.png
  2. Then in the General Info section select: "Enable member portal" and "Enable recurring payments":
    Form_-_Enable_recurring_payments.png
  3. Then the rest is up to the member who is filling out the form:
    • When filling out the form, if they have not already logged in on the form, then when they click the option for "make this payment recurring", it will prompt them to log in:
      Forms_-_Make_this_paymeny_recurring.png
      → Forms_-_Login.png
    • They will then be able to choose how frequently they give, how many payments they want the amount spread out over (it must be at least 2 payments), and what date they wish to schedule this recurring donation to start on:
      Forms_-_Recurring_Payment_Details.png

 

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Comments

4 comments
  • If the donor schedules payments... will they get an notification email when each scheduled payment is completed (whether it failed or succeeded )?

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  • @Dave for your second issue: If partial payments were set up as automatic, an email will be sent to remind them they still have an outstanding balance.

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  • Another thought...
    if they have a balance remaining on the registration form (i.e. partially paid on the form).
    Will they get a reminder notice if they have not fully paid by the expiration date (i.e. final date to pay full amount)
    Thanks

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  • @Dave, thank you for the thoughtful questions. The answer to the first question is yes. If you click the gear button at the top right and then go into Email Templates, you will see that they do get the emails you ask about. It is important for the From Address and Subject Line to be populated in your template in order for the emails sent to the member not to be considered SPAM.

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