How to follow up for unfulfilled pledge(s)
There are following options to follow up on the Pledges.
Option # 1
There are following options to follow up on the Pledges.
Option # 1
- Go to Fundraiser
- Click Event Title
- Click Pledges
- Choose the Pending status from drop down menu
- Select the Event
- Click Search
- Select the check box for all donors
- Click Send Reminder icon ( To send Reminder to All unfulfilled pledges)
- Click individual pledge Send Reminder button to send reminder for just single pledge fulfillment.
Option # 2
If Admin wants to send out Pledge reminders via mail/post then we have 'Pledge statement' option that you can view, print and send to the donors. Please follow below mentioned steps in this regard.
Step no. 1:
- Go to Settings
- Fundraiser-
- Use the Toggle button to “Allow Pledge Statement to Print”
- Save
Step no. 2:
- Go to Fundraiser
- Click Event name
- Click Pledges
- Select status filter as per your requirement
- Click on ‘view pledge statement’ icon in Action column to view the monthly pledge statement. You can further print and send it to your donors via mail.