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Home : Configuring Trail Blazer : How to Configure Recurring Donation Options for your Trail Blazer Donation Form (must be using either Vanco Services or Authorize.Net as your Merchant Gateway)

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Article ID: KB319
Keyword Name: Recurring, Donations, iFrames, Web Forms, Merchant Gateway, Sustaining, Process, Transaction
Created: April 05, 2016
Viewed: 1861

How to Configure Recurring Donation Options for your Trail Blazer Donation Form (must be using either Vanco Services or Authorize.Net as your Merchant Gateway)




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Author: Joel Kristenson

Last Updated: 2016-04-05






Overview


This article shows how to customize which recurring donation options display on your online donation form.  This is *only*for those customers who are using Authorize.Net or Vanco Services as their merchant services provider which as the time this article was written are the two that fully support the recurring donation options with Trail Blazer.



http://www.us-cert.gov/sites/default/files/images/tip-icon.pngTip: Getting your contributors to sign-up for a recurring gift is extremely beneficial when it comes to forecasting your budget so that you have an idea of how much money you can expect to bring in.  It can also be useful to track a pledge along with a recurring gift especially if it’s a physical contribution that will be mailed to you vs an online transaction.






Steps


Important: These steps require you have the appropriate security clearance.


Navigate to Website Configuration by following Application Menu > System Manager > Settings > Website Configuration.



Navigate to Donations > Recurring Frequency.  From here you can check the boxes for which options you want to enable, you can change the sort order, and create custom descriptionsMy example configurations are below, everything in green can be overwritten within the grid view.



After making your changes click [Save] and then click the blue link in the upper-right to refresh your website settings.



Navigate to the Live Preview sub-tab to see what your form current looks like OR you can view it at (www.trailblz.info/YourDatabaseName/Donations.aspx).  My example is below (viewed on a separate web browser).



If you want to make any other changes to your donation form such as what amounts to display you can make many other changes under the Donation Amounts, and Page Setup tabs (shown in the two images below with details):


Donation Amounts




Page Setup




When someone processes a recurring contribution the details will show within the contribution record, here’s my example for a monthly contribution for 24 months:



Read through the related resources below to learn about other customizable options you have with your online donation form.















Related Resources


Website Link: List of Trail Blazer Merchant Gateway Options

Website Link: Gateway Cost Comparison

Article: Configure Website

Article: How to Enable ACH (E-Check) Payments with the Vanco Merchant Gateway on Trail Blazer’s Donation Form

Article: How to Verify Authorize.Net Recurring Donations (ARB) Transactions are Configured Correctly with your Trail Blazer Database

Article: How to Setup and Activate your Authorize.Net Account with your Trail Blazer Database for Online Payments and for Recurring Transactions

Article: Custom Donation Amounts for Non Primary Donation Pages

Article: Website Email Notification

Article: Custom javascript donation thank you page with url ?da=example

Article: Linking your Website to your Database with Configurable iFrame Forms

Article: Configure Website – Legacy Article

Video: Iframes

Video: Contributions Online – Change Default $ Donation Amount

Video: Donation Auto Responders with Merge Fields

Video: Attributes – Add To Donation Page






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