Create and Manage Pledge Campaigns

For multi-month campaigns with donor commitments, the Pledge Campaigns feature helps you stay organized! Create a custom link and QR code for your campaign, track donor gifts, and monitor progress right from your Dashboard.

Skip to Section:
Create a New Pledge Campaign  |  Edit a Pledge Campaign  |  Add a New Pledge Card
View and Manage Pledges  |  Running a Smooth Pledge Campaign  |  Pledge FAQs

Create a New Pledge Campaign

1. In your Dashboard, go to the Pledge Campaigns module.
2. Click Add Pledge Campaign.
   
3. Enter your campaign details. The name you choose will be visible to donors within the giving experience.
   • 📌 Choose which campaign (or subcampaign, if applicable) you want pledges tied to
   • 🖼️ You can upload a cover photo and add a description to explain the campaign's purpose.
   • 🎯 Set the pledge goal (public or hidden) and the campaign's duration.
4. Choose between a fixed pledged amount, recurring amount, or frequency, along with other customizations.
   
5. Once you're all set, click Generate Link to finish setting up your pledge campaign.

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Edit a Pledge Campaign

You can update your campaign anytime by clicking Edit Pledge Campaign. From there, feel free to adjust any details, including the name and fund designation.

• ✏️ Note: Changing the campaign name will also update the pledge campaign link.
• Updating your website, app, Tap devices, slide decks, and printed materials with the new link can help everything stay connected.

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Add a New Pledge Card

Pledges Module

1. In your Dashboard, go to the Pledges module.
2. Click Add Pledge Card.
   
3. Enter the donor's personal and pledge details.
   • 👤 Select an existing Donor Profile from the dropdown menu, or check Add Donor to create a new donor entry.
   • Enter the total pledge amount and designate where the gift should be applied.
   • We recommend including the donor’s contact information to support effective follow-up and communication.
4. Once you're all set, click Add Pledge to finish setting up the donor's pledge.

Pledge Campaigns Module

Alternatively, you can complete steps 2–4 directly within the Pledge Campaigns module by selecting a specific pledge campaign.

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View and Manage Pledges

Pledges Module

You can view a summary of all donor pledges across campaigns in the Pledges module. 🤲🏽

1. Click on the vertical ellipsis (⋮) to view the dropdown menu.
   • 📧 Resend Email: Sends the donor a confirmation email with their pledge amount and designation. (Subject: <Nonprofit> is waiting for your pledge.)
   • ❌ Cancel Pledge: Cancels the donor’s pledge and automatically notifies them of the cancellation.
2. Filters, column sorting, and export options are available to help you customize and download your report as needed.
   

Pledge Campaigns Module

Alternatively, if you’d like to view donor pledges for a specific campaign, you can do so by selecting the individual Pledge Campaign.