Annual & Monthly Recurring Payments on a contribution form?

Hi ​@kate, I looked in both Classic and Optimized forms, and I don’t see that as an option. But I agree it would be useful! I imagine a default one-time value of $50, a monthly recurring amount of $10, and a yearly amount of $150, for example. 

What’s your use case? I tend to like monthly recurring for regular sustainers since the monthly charge gives a heads up if the card expires or is changed, but annual recurring for things like memberships. In the past, we’ve made separate “membership” pages with annual recurring only for clients that wanted to offer that use case. 

Hi ​@Sally Heaven -- thanks for your input! This would be a contribution form for memberships. Since we’re managing memberships across multiple committees and would like to roll up reporting to the parent committee, a contribution report, or even just a recurring contribution, report narrowed by campaign & source code would do the job for us! We’re exploring moving away from one-time payments so that our annual memberships are auto-renew by default and can be paid in monthly installments or annually.

It seems like that option can’t be set up in just one form, which is unfortunate but manageable.

That’s smart, auto-renew by default for memberships is definitely the way to go. I’m always pleased that my WNBA League Pass auto-renews each year because it spares me the decision of whether to renew it, and then the work of going in and entering my credit card again. 

While it doesn’t seem like there’s a way right now to change the default levels that appear when a donor toggles between monthly or annual, I think that would be a great feature request to submit to Bonterra. 

Meanwhile, if you’re still looking for solutions, one way could be to put written instructions on the form about what constitutes a membership (i.e. $10/month or $120/year) and instruct people who choose “Yearly” to manually enter in the “Other” field an amount of $120. Not super perfect or elegant, but it would help you keep things all on one form if that’s what you want to do. I noticed on the examples you pasted that “Other” wasn’t an option. 

A different way would be two forms that are linked from a landing page, one form for monthly and one form for yearly. (You might have already thought of that or be doing it, just wanted to throw it out there because that’s what we did for a client once and it worked for them.)

I was thinking of a form for monthly and a form for yearly but the solution for manually entry is an intriguing idea… Also great to hear that auto-renew has worked out well for you--it affirms the decision to move forward with auto-renew. Thanks ​@Sally Heaven !