HOW To Set Recurring Giving 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, 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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