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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