If your donor would prefer not to set a pledge up using the form or text-to-pledge, you can manually set one up on their behalf in 'Donor Management'.
Step 1: Navigate to 'Pledges'
From your 'Donor Management' Dashboard, click the 'Giving' tab on the left navigation panel and select 'Pledges' from the drop-down list.
Step 2: Click to add a pledge
When the 'Pledges' page loads, click the 'Add Pledge' button in the upper right corner.
Step 3: Add details about the donor and their pledge
You will be prompted to enter donor and pledge details on this page.
Step 4: Save your work!
When you are finished, scroll to the bottom of the page and click 'Update & Save'!
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Navigate back to the Donor Management Index.
Level up your skills!
Explore our in-depth training resources and watch the advanced webinar for this feature below to get started: