- Donors commitment to give a specific amount against specific campaigns
- Report on the progress of each pledge and the campaign as a whole
- Givecloud automatically updates the status and progress of your donor's pledge as they make payments throughout your system
- Donors can see their pledge progress through their donor portal
- Use SMS & Instant Messaging to collect new pledges (for example: "Text 'BUILD 500' (or any amount) to pledge $500 to our building fund!")
Managing Pledge Campaigns
Before you can start collecting pledges, you need to create at least one campaign that your donors can pledge against. A campaign is a set of products/items that you are raising money against between two dates. For example, you may have a 2020 Building Fund where you want to track all donations towards any building related items between Jan 1st 2018 and Dec 2020.
- From the left menu, select Sell & Fundraise > Pledges.
- Select 'Campaigns' (or Create a New Campaign).
- Click the green + Add button at the top of the screen to add a campaign.
- Give the campaign a name (this is what the donor will see they are pledging towards). Set a start, end date and the items you want Givecloud to track the sales of. When you're ready, hit Save.
Now you can start creating pledges.
Managing Pledges
Adding a Pledge
- From the left menu, select Sell & Fundraise > Pledges.
- Click the green + Add button at the top of the screen.
- Select the Account you want to track the pledge against, and the campaign. Provide the total amount of the pledge.
- Click Save.
Editing or Deleting a Pledge
- From the left menu, select Sell & Fundraise > Pledges.
- Use the filtering and sorting to find the pledge you want to edit, then click the Magnifying Glass icon next to it.
- Click the 'Edit' button in the pledge window or the 'Delete' button.
- Make the change you'd like to make, then hit Save.
Recalculating a Pledge's Status or Progress
- From the left menu, select Sell & Fundraise > Pledges.
- Use the filtering and sorting to find the pledge you want to edit, then click the Magnifying Glass icon next to it.
- Click the 'Update' button.
Using SMS & Instant Messaging
You can create a Messenger Conversation that allows your donors to pledge from their phone using SMS & Instant Messaging. For example, "Text 'BUILD 500' (or any amount) to pledge $500 to our building fund!"
- From the left menu, select Sell & Fundraise > Messenger.
- Click the green + Add button to add a new conversation.
- From the Type drop-down, select "Pledge with Amount". Be sure to provide the message text in the "Listening For..." field. For example: 'BUILD {amount}' or 'VISION {amount}'. On the right side-bar, be sure to select the Pledge Campaign you want all pledges collected from this conversation to be associated with.
- Hit Save.
To create multiple pledge conversations, repeat the above process for each pledge campaign. Be sure to use unique message text ("Listening for...").
Upcoming Features
- Forms where Donors can create their own pledges online
- Access for Donors to edit pledges through the donor portal
- Automated email or SMS notifications when pledges hit milestones of your choosing