Forms: Create and manage recurring gifts
In this article:
- How can I set up my form to accept recurring gifts?
- How can I update details about my existing recurring donations?
- What if a donor submits the form, doesn’t complete the payment, but still wants to make the donation?
- What can I do if a recurring donation fails?
- How can I see which recurring donations are scheduled to end soon?
How can I set up my form to accept recurring gifts?
To allow a recurring donation to be submitted through your LGL form, the only required steps are to 1) enable your payment form to accept recurring gifts and 2) offer a selection within your form that will allow your donors to designate the gift as recurring (using a gift category that you set up in your LGL account) and choose their donation schedule.
These two screenshots show how you can set up your form and the selection of one-time or recurring donation schedule options within it:
Setting up the mapping
Our recommended approach is to add a new gift category of "Recurring" (if one doesn't already exist). This will allow you to track your recurring donors and their gifts. Then in your form mapping you can set the gift as recurring by mapping the “Payment is recurring?” field to the "Recurring" gift category.
First click on the “Payment is recurring?” field name to set up the mapping for that field:
Select the fields for the mapping:
Add the gift category for the "Yes" and "No" "Payment is recurring?" field value options by first clicking the "Map values" icon within the gift mapping:
...and selecting "Gift: Recurring" for "Yes" and "Gift: Donation" (or whatever option applies) for "No". Then save your changes.
Here’s how the mapping looks once it is all set up:
- If the gift category of "Gift: Recurring" does not yet exist in your account, it will need to be added before you can map it here. Please allow at least a half hour after adding it before you attempt to map it. It will take that amount of time to become available to use in your form mapping.
- You can choose whether to sync values from fields other than constituent name, email address, and gift for only the first submission of the recurring gift or every submission:
CAUTION - PayPal users must be logged into PayPal to be able to make a recurring donation
Only PayPal users who are logged into PayPal will be able to make a recurring gift through your form. For this reason, we recommend against using PayPal as the only payment processor in a form. A good alternative is to use PayPal with Stripe.
Making changes to an existing recurring donation
How do I edit name or contact information for a recurring donation?
To edit name or contact information for a recurring donation, go to LGL Forms, and then click Donations/Payments > Scheduled Recurring. From here, you can either click the View/Edit link for the recurring donation you want to make changes to:
...or you can search for the recurring donation by typing the donor's name, if you know what it is, into the search field available on the "Received" tab:
Once the search result containing the recurring donor's name appears, you can click the View link within the most recent submission:
Then click any of the pen icons to make your update/s:
How do I cancel/pause or edit payment information for a recurring donation?
To edit or cancel a recurring donation for a donor, go to LGL Forms and click Donations/Payments.
If the donation is scheduled to recur in the next 30 days, you can click Recurring > Scheduled Recurring:
Then scroll through the list to find the name of the donor whose recurring payment information you want to change. Click View/Edit below the date of their last donation:
If the donation will recur beyond the next 30 days, navigate to Donations/Payments > Received and look up the donor by name or email.
Click View/Edit for the submission, and then click the View recurring payment info link.
From here, you have the option to change the donation amount or schedule, change payment information, and cancel or pause the recurring donation.
How do I restart a paused recurring donation?
To restart a recurring donation that has been paused, you can go to the Donations/Payments > Received page in LGL Forms and look up the donor whose recurring gift you want to restart by name or email address.
Then, within the most recent submission data for that donor, click the "View" link, and then click the "View recurring payment info" link shown here:
Click the Restart payments button to restart the recurring donation.
What if a donor submits the form, didn’t complete the payment, but still wants to make the donation?
In this case, you have the option to navigate to the submission and complete the payment on the donor’s behalf, which reprocesses the payment.
Look up the donor by name from the Donations/Payments > Received tab:
When you locate the affected submission, click the “Complete payment” option:
When you complete the payment, the recurring gift data will automatically sync to your database.
What can I do if a recurring donation fails?
Occasionally, payment of a recurring gift through an LGL form is disrupted because of various reasons. There may have been a temporary issue with the card, in which case you can try resubmitting it. (If this doesn’t work, you may want to contact the donor to get an updated credit card number.) There are numerous other possible causes for when a credit card payment fails as well.
When a recurring donation fails, you have the option to resubmit the payment from the submission summary in LGL Forms.
To resubmit the payment, within LGL Forms navigate to the Donations/Payments > Received tab and search for the recurring gift that failed. You can search on date, donor name, and whether the gift is unpaid and recurring:
First you can update the person’s credit card. Then navigate to the incomplete payment submission to resubmit the payment, as shown here:
After this step, you’ll be taken to the submission detail page, where the payment status will be updated to “Paid”.
NOTE: Any recurring payments that have been canceled will display a "Cancelled" tag within the donation status column.
How can I see which recurring donations are scheduled to end soon?
To see a list of recurring gifts with an end date coming up, go to your Donations/Payments page and navigate to Recurring > Ending recurring. You'll be able to see which recurring donations are scheduled to end by selecting any of the various filters available in the Filter by date dropdown menu: