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How to use recurring policy with Gravity Forms

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  • How to use recurring policy with Gravity Forms

    I have a recurring policy set up within Click & Pledge. How do I add that option to a Gravity Forms form in WordPress? Thank you for your help.

  • #2
    Good Day!

    Please follow the steps listed below to assign Recurring policy to your form:

    Go to your Form >> click on ‘Pricing Fields’ in the form (at bottom right corner) >> here, click on ‘Recurring Button’ to add it to your form >> customize the recurring information (as per your requirement) >> click on ‘Update Form’. See attached image.


    Click image for larger version

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    Please let us know if we can be of any further assistance.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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    • #3
      Good day!

      As an added note- the recurring policy set up in the portal is ONLY for the checkout pages and not for any other 3rd party or applications.
      Regards,
      Click & Pledge Support Department

      On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

      Join us @ the educational webinars: https://clickandpledge.com/webinars/
      Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
      Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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      • #4
        Thank you. I have two more questions:

        1. Is there any way to change the text that says "Is this a recurring payment" to custom text?
        2. Is it possible to ONLY allow indefinite recurring so the donor does not have to input a number of recurrences or select "Indefinite Recurring."

        What I'm trying to do is give donors two options (either a one-time payment or an indefinite monthly recurring payment.) There doesn't seem to be any way to do that without adding extra instructions. Please let me know if this is possible. Thank you!

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        • #5
          Good day!

          As of now, we don't have those options. We will try to implement them in our later version(s). We do apologize for any inconvenience.
          Regards,
          Click & Pledge Support Department

          On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

          Join us @ the educational webinars: https://clickandpledge.com/webinars/
          Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
          Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

          Comment

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