Managing Pledge Campaigns

Overview

Campaigns help organize pledges, grouping them by either purpose or timeframe. While pledges can have custom settings, default options can be set at the campaign level to determine the default time frame and funds for which contributions should be included. 

Add Campaign

To add a new campaign:

  1. Navigate to MoreContributionsPledges
  2. Click Add Campaign in the upper right
  3. Enter a Campaign Name
  4. Set the Default Start/End Date and Default Fund
    (These default options will make adding pledges to the campaign easier later on, as they determine the pre-set selections for date range and fund, which determine which contributions should count toward an individual's pledge.)
  5. Click Add Campaign at the bottom right

View Campaigns

To view campaigns:

  1. Navigate to MoreContributionsPledges
  2. This list of campaigns can be sorted by clicking the column headers
    (The default setting is to sort by the most recently created campaign.)

Advanced Troubleshooting

  • Editing the Default Options of a campaign, after pledges have already been added, does not reset the pledge settings to match (it will not bulk-update current pledges with the default date and fund selections).
  • Editing the Default Options of a campaign, after pledges have already been added, will only apply the default date and fund selections when adding new pledges to the campaign. 
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Comments

8 comments
  • I don't see any difference in entering Pledges than when I have entered before.  Maybe it is just me...no reason 

    to respond...this is just my take.

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  • Hey @Accounting. You should now see a difference when you create a new campaign, which will ask you to select default settings or options for all of the pledges you add under this campaign. You should not see any difference in pledges perse, it is in the setting up of the campaign. 

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  • Can "Members" enter their own pledges? 

    I thought this might be available in each user's contribution section of their own profile but it doesn't look like it.  Do I maybe need to turn on a certain toggle in member permissions?

    I realize I could collect the data using a form, but that would still have be imported into Pledges, wouldn't it?

     

     

    1
  • @churchadmin

    Great question here! Unfortunately, there is no functionality within breeze for people to be able to add their own pledges. This is a function that must be entered in individually by the admin who has access or permissions to contributions. Pledges can also be imported! Import Pledges 

     

    Cheers!

    -1
  • How should a pledge campaign and funds be set up to track pre-paid pledges? For example, a donor pledges $1000 for next years annual pledge campaign (e.g. 2021). For tax purposes, they pay the 2021 pledge when they make their pledge in 2020. We would want their 2020 annual giving statement to show all 2020 donations, including their pre-paid 2021 pledge, and their 2021 statement to show that they completed their 2021 pledge.  

    1
  • @brent

    This is a great question and something that our churches ask about frequently! Here's the article we've provided with the best way to approach this: Managing Pledges

    If you have detailed questions after this, I highly recommend giving us a call here at Breeze so that we can walk through it with you! 

    Cheers, 

    1
  • @brent

    When you get to generating statements, you will need to modify your template to split up the individual pledges, as shown in the "Customizing Statements" FAQ. Note in the third example below how you can specify different campaign numbers, the detail in the FAQ explains how to find out the number to use for each of your campaigns.

    ------------

    Pledges Summary

    A list of pledges that were active during any part of the selected date range.

    The amount given to the pledge will include all previous contributions matching that pledge from the end date, even if they extend before the start date, so that the amount given to the pledge will be accurate regardless of your starting date range.

    You can also specify what pledge information is displayed and which pledges will show up by adding specific text.

    [pledges_summary:campaign_name:date_range:amount:remaining:percent]
    [pledges_summary:campaign_name:amount:remaining:percent]
    [pledges_summary:campaign_name:amount:remaining:percent:campaign-5823]
     
     
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  • @churchadmin

    Thanks for joining the convo! Don't forget to check out our Facebook page, we're seeing more and more conversations popping up on there too for all things BREEZE!

    Breezy Blessings  

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