User Guide

Setting up a Custom Recurring Donation Form

Last Update: May 1, 2017

Let's say you run a Charity site, and you want the donation amount to be a recurring option once your users pledged a donation. This user guide will show you how to enable a recurring custom amount donation on the form using our Payment Fields.

Demo form: https://www.jotform.com/61496633221959

In the demo form above, the donor can either select a predefined donation amount or manually provide an amount they prefer to donate.

The different custom donation selection also have different recurring periods that will allow flexible scheduling of recurring donations.

Here's how to create a Custom Recurring Donation Form:

1. Add your preferred PAYMENT FIELD to the form

2. In the Payment Wizard, add the needed information to complete the integration

3. Set the PAYMENT TYPE to SELL SUBSCRIPTIONS

4. Click the CONTINUE button then proceed in adding your subscriptions, add as many as needed

5. Set your desired SUBSCRIPTION PERIOD and NUMBER OF PAYMENTS

Subscription Period: Daily, Weekly, Bi-weekly, Monthly, Bi-monthly, Quarterly, Semi-yearly, Yearly, Bi-yearly

Number of Payments: No limit, User selected, or pick any amount

As an example, if you want to setup a monthly subscription for a limited time, say just for 6 months, then set it like below:

Subscription Period = Monthly

Number of Payments = 6

If you want to give your users the freedom of deciding how long they want the recurring donation to stay active, then pick USER SELECTED on the NUMBER OF PAYMENTS section.

6. To allow users to specify a custom amount on their own, toggle VARIABLE PRICE to YES

7. Click SAVE to save the subscription you added

Repeat all the steps for each Subscription if you need to add more. Alternatively, you may also duplicate your Subscriptions by clicking the GEAR icon then DUPLICATE. Afterwards, make further changes to the duplicate if needed.

JotForm also offers a wide selection of Donation Form Templates, check them out here.

Questions? Contact us in our Support Forum.

1 Comment...

  • stpaulsfdr

    I do not have the sell subscriptions option in anything I see available to me.

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