Outstanding Pledges Smart Group

Smart groups are groups built by FundHero based on the information in your account. You can recognize smart groups based on the smart icon .

To pull up the Outstanding Pledges Group:

  • Click Contacts  in the main navigation bar
  • Select the Groups Icon 
  • Navigate to Outstanding Pledges

Fulfilling a Pledge

  • Using the group above, select the contact with an outstanding pledge
  • Navigate to the pledge
  • Click Mark as fulfilled 
  • Select “Fulfill Pledge.”
  • You will then get a popup where you can:
    • Edit the pledge details to turn it into a donation
    • Select the options icon  to remove the pledge if the donation was already logged in FundHero.

To learn how to create a pledge view this article.

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