Creating Online Pledge Forms
One of the easiest ways (for both you and your donors) to collect pledges is by using the customizable pledge forms available in Donor Management.
Under that same “Pledge Settings” section we discussed earlier, you should see several fields related to creating your organization’s own pledge form:
Pledge Form URL: This automatically-generated URL is what you can share with your contacts so that they can access the pledge form.
You can copy and share the URL by clicking on the small “copy” button directly to the right of the URL.
Logo: You have the option to upload an image of your organization’s logo, which will be displayed at the top of the form.
If you opt to not include a logo, the form will display your organization’s name instead.
Primary Color: If your organization uses a specific color in its branding materials, you can enter a six-digit hex code of that color to ensure your form matches.
Payment URL: This field is where you can enter the URL of one of your Fundraising Pages, where your donors will be able to make their first pledge payment.
The URL will then be listed at the bottom of the pledge summary page, once the form has been submitted.
Default Completion Date: If you enter a date in this field, it will display on your form as the date you expect all donors to complete their pledges by.
This field is still editable by donors completing the pledge form, so it serves as more of a suggested date of completion for those who may be unsure of how long their pledges should last.
Send Pledge Notifications To: This is where you’ll want to add the email addresses of those in your organization who should be notified of new pledge form submissions, as well as weekly reminders of upcoming pledge payments within the next 30 days.
You can add multiple email addresses by using commas to separate each address.
Auto-link Donations: This toggle option, when turned on, will automatically link any donations made by a donor who has set up a pledge directly to that pledge; in other words, every donation that the donor makes moving forward will count towards their pledge goal.
Text-to-Pledge: This option, when enabled, allows for your donors to text a specific phone number and make a pledge via their mobile device.
This feature does need to be enabled by a member of the Support Team. We’ll go over this feature more when we discuss communication tools, but if you know you’d like to enable this feature already, you can contact them directly by emailing success@networkforgood.com.
Once you’ve filled out these fields and saved the information, you’re ready to share this pledge form with your contacts!
To share your new pledge form, you’ll need to navigate to the “My Organization” page, under the “Settings” tab.
Under the “Pledge Settings” section of the page, you should see a “Pledge URL” form.
You can copy the link to this form by clicking on the “Copy” button next to the URL (it looks like two pieces of paper stacked on each other). Then, feel free to share away!