HOW To Set ThE Recurring Giving Tab to Display FIrst

Make it simple for donors to create a recurring gift by displaying the "Recurring" tab of your Giving form first.
Organizations who do so tend to organically see recurring giving increase.


Recurring Giving Tab



Instructions:

  1. Navigate to Forms, find your giving form, and click on the form name to edit it. 
  2. Click on Form Properties (In the bottom menu) then click on the Payments Tab (steps 1 & 2 below). 
  3. Check off "Set Default Payment type to Recurring." (step 3 below). 
  4. Save & Publish your form. You're Done! 


Set-Recurring-To-Default-Instructions



Related Resources:


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