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Today we're going to walk you through how to create a new subscription form. These forms are typically used to sign up new members, put your donors on a recurring plan, or to sell a subscription to a service you offer. To understand how to create a form, check out our comprehensive video on creating a new form in a SwiftFox Academy.

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If you already know how to create a form, let us show you now how to start taking subscriptions. First, let's head over to our form section and bring up a form we prepared earlier. Now let's drag in an add or update contact blog so we can capture the details of the person making the payment. The next step is setting up your subscription or membership plans.

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To do this, drag in the subscription block to the canvas and then edit the settings on the right hand side. Select the plans you want the form to display by using the dropdown. You can select one or multiple. You can also set the subscription to automatically renew by selecting the default to auto renew checkbox, or you can give the prospect the option to choose auto renew for themselves.

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Finally, you can also override the default labels SwiftFox has set to tailor the form to your organisation. Now, your subscription on your form is all set up. The final step is to set the payment method you wish to provide. To do this, drag the payment method block to the canvas and now on the right hand side, select the payment options you will provide on the form.

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The options in this dropdown will be the payment methods you have previously set up in SwiftFox and connect to your payment gateway. Now all that's left is to add your submit button underneath your payment block and you are ready to go. If you are unclear about your payment methods, just get in touch with our team. We understand setting up payment forms can sometimes be a little nerve wracking given it's dealing with revenue, so our team typically helps you set up all your initial payment forms when you get started with SwiftFox, and we then provide detailed training.

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I hope this video has served as a refresher, and if at any time you need extra assistance, be sure to contact our team directly. We'd be more than happy to help.

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