š¬ Watch the 30-second video: Contributions: How to track pledges
Pledge campaigns let members commit to giving toward a goal ā a building project, a missions trip, an annual fund ā and let you track progress as gifts come in.
Step 1: Create a Pledge Campaign
Go to Contributions ā Pledges
Click Add campaign
Enter the campaign name
Select the Associated Fund
Choose a Start Date and End Date
Click Create
š Log in to Gracely to follow along.
ā Add campaign. ā” Click a campaign to open it and add pledges.
Your campaign is now ready to receive pledges.
ā Campaign name ā” Associated Fund ā¢ Start Date ā£ End Date ā¤ Create.
Step 2: Add Pledges to Members
Open the campaign you just created
Click Add Pledge
Search for and select the Pledger
Enter the Pledge Amount
Choose the Pledge Type
(Optional) Turn on Contribute from start to calculate the pledge from the campaign's start date instead of today
Click Add Pledge
ā Pledger ā” Pledge Amount (per payment) ā¢ Pledge Type ā£ Contribute from start. The total pledge amount is shown below. ā¤ Add Pledge.
ā ļø Note: The Pledge Type options you see depend on how long the campaign runs from today:
One-time is always available.
Weekly appears only when the end date is more than 14 days away.
Monthly appears only when the end date is more than 60 days away.
Yearly appears only when the end date is more than 2 years away.
So a short, two-week campaign will only offer a one-time pledge, while a multi-year campaign offers all the recurring options.
Step 3: Track Progress
Inside each campaign you can see:
Total pledged
Amount raised
Remaining balance
Progress per member
Pledges update automatically as donations are recorded against the associated fund.
Inside a campaign: ā Add Pledge ā” Total pledged, Remaining and Total raised ā¢ Progress for each pledger.