Boost recurring donations this giving season with the upsell prompt!If you have selected Braintree as your payment processor and wish to accept recurring payments through the Donations app, you will first need to create a Plan through the control panel in your Braintree account. To do so, refer to Braintree's documentation All Abouts Plans.
Once you have created the Plan in Braintree, enter the Plan ID as the Default Plan in the Payment Processor Settings.
If you wish, you may also enter a Plan Id unique to a given Donations app page by doing the following:
- Open the Donation app page with which you wish to associate a unique Braintree Plan Id
- Go to the Payment tab
- For Braintree Plan ID, enter the ID of the Plan
- If you haven't done so already, select Show for Recurring Donations
- Click Save
Recurring payments accepted through the Donations app will create a Customer in Braintree and a corresponding Subscription for that Customer.
Creating one Plan in Braintree but allowing for different payment amounts in the Donations app
Recurring payments made through the Donations app will be either monthly or annual based on the Plan you setup in Braintree.
The amount selected by the donor on the donation form with be what is processed, regardless of the options you select for your Plan.
This means that a single Donation app page can have any predefined amounts you wish along with the Custom Amount Field enabled while only be associated with a single Plan.
As an example, these two Subscriptions of different amounts were both processed through the same Donations app page and to the same Plan, even though they have different Price amounts, neither of which match the Plan amount of $10.
Creating Different Donation Pages Based on Monthly or Annual Giving
If most of your recurring donations will be monthly, you can setup up your Plan ID as the Default Plan in the Payment Processor Settings.
Alternatively, if you'd like to offer both, then you'll setup one Donation page for monthly recurring giving and one Donation page for annual recurring giving. From there under the Payments tab > Recurring Payments, make sure each has a unique Braintree Plan ID entered so they are processed accordingly.