Pledges help you to track donor promises.
To create a pledge:
- Click Contacts in the main navigation bar
- Navigate to the contact you want to add a pledge to
- Click the Pledge icon
- Enter in the pledge information and click Save
- Add tags (optional)
Pledges will allows appear at the top of the contact timeline until they are fulfilled.
To fulfill a pledge:
- Using the Outstanding Pledge Smart Group, 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.