Learning Center

In this video we show you how to setup recurring donations using Gravity Forms and PayPal.

• From your dashboard, hover over Forms and click on Add New.
• Give your form a title.
• Create the form.
• Add in any necessary fields, like name and email, which are under Advanced Fields.
• Make all of these fields required fields.
• Add a donation amount field, for which we’ll use a Product field found under Pricing Fields.
  • Change the product field type to be a User Defined Price – this allows the user to enter in any donation amount.
  • Edit the field label.
  • Make the field required.
• Add a Radio Buttons field from the Standard Fields area to give users the option for recurring payments, like weekly and monthly, and then a one-time donation.
  • Edit the field label.
  • Add the options under Choices.
  • Make the field required.
• Update the form.
• Go to Settings then PayPal and create three different PayPal feeds.
  • Create the first feed and give it a unique title, something like One-Time Donation.
    • Add your PayPal email address.
    • Select production mode or test mode.
    • For one-time donation, select Donations as the transaction type. 
    • For the payment amount, select Form Total.
    • Select “Notifications Only When Payment is Received.”
    • Enable conditional logic.
      • Select your radio button field from the first dropdown.
      • Keep “is” in the second dropdown.
      • Select the one-time donation option in the last dropdown.
    • Update Settings.
  • Create a second PayPal feed for weekly donations and give it a unique title, something like Weekly Donation.
    • Enter in the PayPal email address.
    • Select Subscriptions as a transaction type.
    • Choose the recurring amount, which will be from the form total.
    • Choose the billing cycle. This will be once a week for this feed. 
    • Edit the recurring times as needed – leave at infinite or set for 52 for a year.
    • Select “Notifications Only When Payment is Received.”
    • Enable conditional logic.
      • Select your radio button field from the first dropdown.
      • Keep “is” in the second dropdown.
      • Select the weekly donation option in the last dropdown.
    • Update Settings.
  • Create the third and final PayPal feed for monthly donations and give it a unique title, something like Monthly Donation.
    • Enter in the PayPal email address.
    • Select Subscriptions as a transaction type.
    • Choose the recurring amount, which will be from the form total.
    • Choose the billing cycle. This will be once a month for this feed. 
    • Edit the recurring times as needed – leave at infinite or set for 12 for a year.
    • Select “Notifications Only When Payment is Received.”
    • Enable conditional logic.
      • Select your radio button field from the first dropdown.
      • Keep “is” in the second dropdown.
      • Select the monthly donation option in the last dropdown.
    • Update Settings.
  • After testing, make sure to change your mode from test to production for each feed.
• Add the form to a page/post via Add Form.
• Publish/Update.