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How do I set up multiple options of Recurring Payments?

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  • How do I set up multiple options of Recurring Payments?

    For example,

    I would like to have these options for donors to choose:
    1. $60/month recurring payments
    2. $120/month recurring payments
    3. $180/month recurring payments
    4. $360/semiannual recurring payments
    5. $720/annual recurring payments


    from one form.

    Is that possible?

    I also don't want the donor to choose how many months they want to donate, but that they have to contact our organization to cancel.

    Is this possible?

  • #2
    Good day.

    It is easy to do part of what you wish to accomplish but you need to add some JS to accomplish the other part.

    Here is an example I just made for part 1 of your request.

    http://www.clickandpledge.com/develo...s/example/005/

    It is easy-- there are 2 parameters that set the recurring:
    • Periodicity
    • Installment

    If you look at the example listed above and review lines 144 - 165 you will see how I commented the recurring fields and made them hidden with their set values as you indicated. As long as the option is for a set periodicity the flat HTML shown in the example will work.

    Naturally if you wish to change the Periodicity to Semi-annual or Annual based on which radio button option has been selected then you need to write a JS code to select a different hidden value to post.

    Specifically:

    HTML Code:
    <input name="Periodicity" type="hidden" id="textfield" value="Month" />
    OR

    HTML Code:
    <input name="Periodicity" type="hidden" id="textfield" value="6 Months" />
    OR

    HTML Code:
    <input name="Periodicity" type="hidden" id="textfield" value="Year" />
    Setting the Installment to 999 results in an indefinite period, given the most anyone has ever lived is 122 years (http://en.wikipedia.org/wiki/Maximum_age)
    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/
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    Comment


    • #3
      WOW! Quick reply!

      That is awesome. One thing though.

      I am not really familiar with JavaScript to do this.


      These are my options...

      $60/month
      $120/month
      180/month

      $360/semiannual

      $720/annual

      How would I write a JS for these particular options with the form you have provided?

      Anthony

      Comment


      • #4
        Anthony,

        Sorry but we cannot offer help in programming for a number of reasons including but not limited to possible security problems and debugging of mixed code. Since we are not familiar with your infrastructure it creates potential liability problems.

        You can do it simply by creating multiple forms so people choose which options they wish to pay for. That will be easy and will not need JS. For example:

        - Pay monthly
        - Pay Semi-annually
        - Pay annually

        once people choose which option they wish to use then they go to a flat HTML page and you will be done.

        hope that helps and sorry that we cannot help with JS.
        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


        • #5
          Totally Understandable, and that is a great advice.

          One more thing,

          When I get a receipt after I put the payment info, there is this one line that states:

          This is a recurring payment. Your card will be charged $ 60.00 every Month until 7/8/2094

          How can I get that to just say:

          This is a recurring payment. Your card will be charged $ 60.00 every Month

          Taking the "until date" out of the receipt.

          Anthony

          Comment


          • #6
            Anthony,

            Sorry but that is not currently an option. Of course it is an option we can add if N is set to 999. We will consider it for future updates.
            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


            • #7
              Hey, we'd like the improved messaging with the 999 Installments too, any chance this will be implemented soon?

              Thanks.

              Comment


              • #8
                This is an easy fix.. I will discuss it in our next development meeting and see if we can simply make the statement more reasonable.. ending in 2094 is a bit strange, I agree.
                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


                • #9
                  Thanks! A 2094 date is really too confusing for donors.

                  If you implement something, you might want to consider making the parameters more clear, like

                  Installment=Indefinite
                  Installment =UntilCancelled
                  LastPaymentDate=None

                  Or, you could have a new parameter like
                  UntilCancelled=True

                  which would work well with a checkbox.

                  Comment


                  • #10
                    Any guidance on when such a feature might be available? We may leave recurring payments out of our first live form, awaiting this update.

                    Comment


                    • #11
                      Good day.

                      We have reviewed this and have decided on the following.
                      Your card will be charged $35.00 every Month. For cancellation please contact us.

                      The last sentence will be placed if N = 999.

                      This is a general approach and will not require any addition to the nodes. While adding nodes is easy it will complicate the platform for developers as it creates too many options for doing the same thing.

                      The message will appear in the receipt and the patron will be instructed to contact the organization for cancellation.

                      Hope that works for you.
                      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


                      • #12
                        For what it's worth, we'd request something like this:

                        Your card will be charged $35.00 every Month. To cancel or update your donation at any time, please contact us at [email or phone number].
                        The contact email address and phone number entered on the Account Info page would be substituted here. Or if for some reason this is a problem, it could read "please contact us at the email address or phone number listed above".

                        Comment


                        • #13
                          Good day!

                          A new release just went live and it offers the following text when N=999 for the recurring period:

                          This is a recurring payment.
                          Your card will be charged $x every <period>. For cancellation please contact us at the email address or phone number listed above.

                          We did not want to specify the email or the phone number since various organizations deal with each checkout page differently. For example someone may be in charge of membership while someone else may be in charge of donations, etc. If we were to specify the same email or phone number here it would have caused issues where different people are in charge of different functions. The only way out of this would have been to add a phone number and email for each checkout page or item in the basket which naturally is way too much complexity.

                          Since each page has its own customized notification list as well as organization information section the suggested text for the indefinite recurring will be general enough to work.

                          Release announcement: http://forums.clickandpledge.com/showthread.php?390-Release-2.30-Integration-of-Salesforce-Card-Swipe-and-Indefinite-Recurring-Text

                          Thanks for the suggestion. Please test it and let us know if it works for your specific application.
                          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


                          • #14
                            Seems to be working great, Thanks!

                            Comment


                            • #15
                              Hey, I was recently charged the second installment of a recurring payment i had set up. It included the text:

                              Your card will be charged $1.00 every Month until 8/17/2094 Total 999.00

                              Did this happen because I set up the payment prior to your implementing the special handling of Installment=999. I'd like to make sure that our recurring donors, who all set up payments after the Installment=999 features won't see an email something like the above. Looking to make sure that there's not some problem like the code generating the receipts does the special handling the first time around, but not subsequent payments.

                              Note: I've since canceled this recurring payment, though there is another in our system if you need a live example, c&p recurring id 14560.

                              Comment

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