How to Create a Recurring Donation Form in WordPress (Step by Step)

Do you wish to create a recurring donation type in WordPress?

The precise WordPress plugins mean you can simply settle for recurring donations in your web site. That approach, your group can acquire constant funding to assist with finances planning and executing long-term initiatives.

On this article, we’ll present you the best way to create a recurring donation type in WordPress.


Why Create a Recurring Donation Kind in WordPress?

Recurring donations are contributions made by donors frequently to assist a non-profit or trigger.

As an alternative of a one-time donation, supporters decide to arrange automated funds at particular intervals, like weekly, month-to-month, quarterly, or yearly.

When operating a non-profit organization, your donors are the guts and soul of your trigger. One-time contributions are nice, however they won’t provide the predictable funding supply you want.

Recurring payments present a dependable revenue stream so to higher finances and allocate monetary assets. For instance, you possibly can higher plan the place your advertising efforts will go or how you possibly can use that cash to assist these in want.

Plus, it additionally provides comfort. Donors could make automated funds with out manually initiating every cost. Most contributors could neglect to submit a donation, so a recurring type lets them opt-in, and the cost processor will cost their card robotically.

It’s a great way to gamify contributions as effectively. For instance, you possibly can create a membership site utilizing a plugin like MemberPress. The extra donors contribute, the higher rewards they’ll earn. You can add a leaderboard, and the highest contributors turn out to be your VIP visitors at occasions and obtain further recognition or different perks.

With all that mentioned, we’ll dive into three other ways to create a recurring donation type in WordPress. Be at liberty to make use of the hyperlinks under to leap to every technique.

Making a Recurring Donation Kind in WordPress with Charitable

One of the simplest ways to begin accepting recurring donations is with Charitable. It is likely one of the most trusted plugins for non-profits to develop by means of on-line fundraising.


Apart from constructing your donation type, they provide a variety of options. For instance, they embrace addons like E-newsletter Join so you possibly can preserve donors updated utilizing your e mail advertising service.

You can even leverage peer-to-peer fundraising, which is nice when you have a number of initiatives or causes to assist. This can permit customers to decide on which alternatives they wish to donate to.

Plus, they provide $0 in transaction charges, that means your entire donor’s beneficiant donations gained’t be taxed by the software program.

To get began, you’ll have to obtain the Charitable plugin. For extra particulars, try our tutorial on how to install a WordPress plugin.

As soon as activated, you’ll have to go to the Charitable » Addons web page. Then go forward and click on on ‘Set up’ or ‘Activate’ subsequent to the ‘Charitable Recurring Donations Addon.’

activate Charitable recurring donations addon

As well as, you’ll have to go to the Charitable » Settings web page.

Underneath the Cost Gateways tab, click on on ‘Join with Stripe.’

Connect with Stripe Charitable

Right here, you’ll be taken to a setup wizard. Merely comply with the walkthrough course of by coming into the e-mail that’s related to your Stripe Account.

When you don’t have one, you’ll have to create one to begin accepting donations.

Charitable Stripe connection

When you’ve related your Stripe account to Charitable, you’ll be redirected again to the settings web page.

Underneath Connection Standing, it ought to say that your Stripe is ‘Join In stay mode.’

connection status Charitable

Subsequent, we will transfer on to creating your donation type. Go to Charitable » Add New.

Then, a pop-up will seem, asking you to call your marketing campaign. Give it a reputation after which hit ‘Create Marketing campaign.’

Create campaign in Charitable

Subsequent, you’ll be taken to a window that reveals you all the accessible templates you should use so that you just don’t have to begin from scratch.

That mentioned, additionally they have clean, easy 1- or 2-column layouts you should use in case you don’t see one thing that matches your use case.

For this instance, we’ll use the ‘Membership / Group’ template. Hover over the template and click on ‘Create Marketing campaign.’

create campaign from template in Charitable

You’re now prepared to begin modifying the appear and feel of your type. You’ll be able to add further type fields, edit texts, add buttons, photographs, and movies, or tinker with the structure.

Every little thing is drag and drop, so so as to add a type area, simply drag it from the left-side panel to the right-hand editor within the place you’d prefer it to be.

Charitable drag and drop editor

If you wish to edit an current area, simply click on on the component within the editor.

Then, you may make changes as to what seems on the shape, just like the textual content, colours, alignment, and so forth. All customizations will present up within the ‘Format Choices’ tab.

layout options in Charitable

Subsequent, you’ll head over to Settings » Donation Choices. Right here is the place you possibly can toggle all the choices in terms of defining the donation parameters.

Scroll to ‘Recurring Donations.’ Then activate the choice ‘Permit Recurring Donations. As well as, it’s a good suggestion to activate the ‘Permit Recurring Customized Donations’ as effectively. That approach, donors can set a customized quantity that they’re comfy with.

You might wish to select the ‘Recurring Donation Quantities’ below the Default Tab to encourage repeat contributions. When you’d like to present donors full freedom, you possibly can permit donors to decide on their donation interval.

allow recurring donations in Charitable

When you proceed to scroll down the web page, there are additionally choices to customise the default interval and choose how typically donors needs to be billed.

This can rely in your particular trigger, however in lots of instances, it’s good to set donation durations to not less than a month or longer.

donation period charitable

When you’re pleased with how the recurring donations type appears, you’re able to publish. Simply hit the ‘Save’ button first.

Then, choose the dropdown menu below draft and click on on ‘Publish.’

publish recurring donations form charitable

When you’ve revealed your fundraising marketing campaign, now you can embed the shape onto any web page or put up.

Click on the ‘Embed’ button on the prime.

embed recurring donations form Charitable

Then, select ‘Choose Present Web page’ so as to add it to a web page in your web site. Or in case you don’t have one arrange but, hit ‘Create New Web page.

From right here, simply select the web page to which you’d like so as to add the shape.

select existing page in Charitable

When you’ve landed in your WordPress web page’s edit display screen, click on on the ‘+’ icon.

Then, discover and add the ‘Charitable Marketing campaign’ block to your web page.

add charitable block

Choose the marketing campaign that you just’ve simply created.

Lastly, hit the ‘Publish’ or ‘Replace’ button so as to add the recurring donations type to your web page.

publish charitable recurring donations

Make certain to preview the shape stay to make sure that every part is working.

You would possibly wish to submit a take a look at cost as effectively so to examine that every one donations undergo to your Stripe account.

recurring donations charitable preview

That’s all for making a recurring donation type utilizing Charitable!

Making a Recurring Donation Kind in WordPress with WP Easy Pay

WP Simple Pay is one other good selection for accepting recurring funds. With over 13+ cost strategies and 135+ currencies in 45+ international locations, they provide probably the most flexibility.


That’s since you’re not simply restricted to bank card funds. For instance, you possibly can settle for cellular funds reminiscent of Apple Pay, Google Pay, and even Venmo payments. As well as, they assist ACH Direct Debits, Afterpay, Klarna, and others.

Step 1: Set up the WP Easy Pay Plugin and Join Your Stripe Account

To start, you’ll have to obtain the WP Easy Pay plugin. As soon as activated, you’ll have to undergo the WP Easy Pay Setup Wizard, which is able to stroll you thru the method step-by-step.


It’ll additionally lead you to attach WP Easy Pay with Stripe. All you’ll have to do is enter the e-mail handle that’s linked to your Stripe account.

However in case you don’t have an current Stripe account, then you possibly can simply set one up.


Now, you’re able to create a donation type. Navigate to the WP Easy Pay » Add New web page.

Step 2: Create Your Recurring Donations Kind

You’ll be directed to pick out a template. Select a template that matches your wants. For this tutorial, we’ll choose the Mission Journey Fundraising Kind. Merely hover over the choice and choose ‘Use Template.’

use mission trip fundraising form template

When you’ve chosen the template, you’ll be despatched to the shape builder to configure the choices inside.

You’ll be able to be at liberty to customise the title and the outline of the shape. As for the ‘Sort,’ you possibly can depart it as an on-site cost type.

Additionally, you possibly can select to add a CAPTCHA to the form to keep away from spam from bots.

general tab wp simple pay

From right here, you possibly can navigate to the ‘Cost’ tab to make sure you cost recurring donations.

Underneath the ‘Value Choices,’ increase the dropdown choices for every donation quantity. Or if there’s a special cost quantity you’d like so as to add, click on ‘Add Value.’

When you’ve expanded the dropdown, be at liberty to present it a label if needed or depart it clean. Then click on on the ‘Subscription’ button as an alternative of one-time, so that every one donors will charged on a recurring foundation.

As well as, make sure that to examine the field “Permit quantity to be decided by person” if you wish to give them the pliability to decide on their contribution quantity.

Setting a minimal quantity is a good suggestion, too, since that ensures you not less than get a contribution that’s significant to your trigger whereas nonetheless permitting donors the liberty to pay an quantity they’re comfy with.

subscription button in wp simple pay

Then, scroll to the ‘Billing Interval’ and choose the frequency of every cost. You’ll be able to select to cost the donor every day, weekly, month-to-month, or yearly.

For the bill restrict, you possibly can set a restrict on what number of occasions they are going to be charged. That is good in case you’d prefer to ship an finish date for recurring funds. For example, if a mission journey has an outlined deadline, you possibly can select to cost donors month-to-month funds as much as 12 occasions. You can even depart this feature clean.

Moreover, you may give customers a free trial possibility or add a setup price.

billing period in wp simple pay

On the backside of the display screen, you may as well choose the varied funds you’d like to just accept.

Extra cost choices can enhance your conversion charges and permit extra contributors to decide on their most well-liked cost technique.

payment methods in wp simple pay

When you head over to the Kind Fields tab, you may as well customise the sphere choices in your donation type. Simply increase every area to make changes.

If you wish to add a area to the present type template, simply choose the dropdown menu subsequent to the ‘Add Subject’ button.

For example, in case you needed to contact all donors by way of the telephone, you possibly can ask for his or her telephone quantity. Or, if you wish to ship all donors a present package deal for big contributions, you possibly can ask for a transport handle.

Form Fields WP Simple Pay

It’s a good suggestion to additionally add a thanks message as soon as donors have made their contribution. It offers them confidence that their funds have been acquired.

Simply go to the Affirmation Web page tab and kind the message you wish to seem after they’ve made their donation.

confirmation page wp simple pay

Step 3: Publish the Recurring Donation Kind.

When you’re pleased with the recurring donations type, you’re able to publish it.

On the suitable aspect of the display screen, hit ‘Publish.’

publish recurring donation form

Subsequent, go to your donations web page or any current put up or web page to which you’d like so as to add this way.

Click on on the ‘+’ icon and choose the WP Easy Pay block.

add wp simple pay block

From there, you possibly can select the shape you’ve simply created.

After which click on on ‘Publish’ or ‘Replace.’

publish mission trip recurring donation form

Make certain to preview the shape to see if every part appears proper and that donation funds are going by means of to your Stripe account.

There you could have it for this technique!

mission trip fundraising recurring form preview

Making a Recurring Donation Kind in WordPress with WPForms

You can even use WPForms to just accept recurring donations. WPForms is one of the best WordPress type builder with 1,500+ templates, together with quite a lot of donation varieties.

WPForms Site

It’s a very good technique if you should additionally create different varieties, reminiscent of contact forms, opt-in varieties, multi-page varieties, person registration varieties, surveys and polls, and so forth.

Step 1: Join WPForms to Stripe

To start, obtain the WPForms plugin. Upon activation, go forward and WPForms » Settings. Then, head over to the Funds tab.

The default foreign money is configured to US {dollars}; nonetheless, you possibly can change it to any foreign money in case you’d like. Then scroll down and click on the ‘Join with Stripe’ button. This lets you join WPForms to your Stripe account to gather bank card funds.

wpforms connect with stripe

From right here, you’ll have to enter your e mail handle or create a brand new Stripe account.

Make certain to comply with the directions specified by the Stripe Join setup wizard to complete the method.

wpforms stripe wizard

After you’ve gone by means of the method, you’ll be despatched again to the WPForms setting web page in your WordPress dashboard.

Within the Funds tab, you’ll see a inexperienced checkmark indicating that Stripe is related to WPForms.

wpforms connection status

As soon as related, you’re prepared to begin constructing your recurring donations type.

Step 2: Create a Recurring Donations Kind

Subsequent, go to WPForms » Add New. This takes you over to the drag-and-drop editor to construct your new type.

Go forward and enter a reputation to your type so to preserve monitor of it ought to you must make edits sooner or later.

name your form wpforms

Then, search and choose the Variable Donation Kind template. There are different donation type templates you may as well use, so that you would possibly wish to experiment with them to see which is best for you.

Click on on ‘Use Template.’

variable donation form use template

Now, you possibly can customise the shape and add any further fields that make sense to your donations web page.

You’ll be able to edit any current area by clicking on the component after which making the adjustments below the ‘Subject Choices’ tab.

field options in wpforms

Because you’re robotically charging donors bank cards, you in all probability wish to make it crystal clear that you just’ll be taking recurring funds.

You may make a notice within the description tab as a disclaimer.

field options descriptions wpforms

You can even go to the ‘Add Fields’ tab so as to add any further fields that aren’t already on the shape template.

For instance, there’s a variety of choices it’s possible you’ll wish to contemplate, like including a reCAPTCHA for safety measures or a telephone quantity in case you plan on contacting your donors individually.

Merely drag the buttons to the editor so as to add the specified area possibility.

add fields in wpforms

Step 3: Allow Recurring Funds

Subsequent, head over to the Funds » Stripe tab. Then, activate the choice to ‘Allow recurring subscription funds.’

enable recurring subscriptions in WPForms

As soon as activated, you’ll have extra choices seem. You’ll be capable to edit the Plan Identify, which is a title that seems in your Stripe transactions.

Additionally, you possibly can edit the Recurring Interval. That is how typically the bank card shall be charged for recurring donations. Within the dropdown menu, choose the time durations accessible, reminiscent of every day, weekly, month-to-month, quarterly, semi-annually, or yearly.

recurring monthly period wpforms

As soon as that’s executed, all you must do is add the shape to any WordPress web page. Click on ‘Save’ on the prime to avoid wasting all of the adjustments you’ve made.

Then, click on on the ‘Embed’ button.

embed recurring donations form wpforms

Assuming you have already got a donations web page, you possibly can select ‘Choose Present Web page’ and decide the web page you wish to add the shape to.

However in case you don’t have one, hit the ‘Create New Web page’ button.

Select existing page option

Now that you just’re on the web page, click on on the ‘+’ icon.

Then, add the WPForms block to the web page.

add wpforms block

From right here, choose the recurring donations type you’ve simply created.

Then hit ‘Publish.’

publish recurring donations form

Lastly, go forward and preview the web page to be sure that every part appears good.

Additionally, examine that you would be able to settle for funds to your Stripe account.

recurring donations form preview

On the WPForms Funds web page, you’ll be capable to see all the complete funds, gross sales, and subscriptions you’ve acquired.

That approach, you possibly can monitor the efficiency of your donation type.


We hope this text helped you discover ways to create a recurring donation type in WordPress. You may additionally wish to see our detailed information on how to speed up your WordPress site or our tutorial on how to start an online store.

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