Faithful generosity fuels your ministry in a practical way, so you can forecast and meet your budget needs.
To help givers take the step to become consistent givers, you can enable a prompt in Form Properties to appear after one-time gifts are made. Givers can quickly and easily turn a one-time gift into a recurring commitment.
For Account Managers
To turn on the "Make This Gift Recurring" prompt for givers, go into your Form Manager, and select the form you'd like to customize.
Once in the Form builder, click Form Properties at the bottom of your screen.
Be sure to click Save & Publish to push your changes to your live form.
When the prompt is enabled, a giver will see your custom text following the completion of a gift. As demonstrated in the video above, account managers can choose when the prompt will appear – after each gift or after the third or fifth time a giver completes a gift.
Givers can select the amount, frequency, fund and/or sub-fund, and start date. Additional gifts can be scheduled by clicking + Add Donation.
Givers may also choose the same payment method used before, change methods, or add a new one.
Click Schedule and the new recurring gift is ready!