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Pledge Form Help!

  • November 6, 2025
  • 1 reply
  • 18 views
S

I'd like to create a pledge form in Online Actions but don't see any templates to start from. Does anyone have a hack for doing this within the system? I'd prefer to collect them through an EA form than through a Google form, for example.

It seems there has to be a way, since we can manually enter pledges in on the back end. Thanks!

1 reply

torvic vardamis
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Hi Shannon,

Just stepping in to confirm that there isn’t an off the shelf way to generate pledges through an Online Action form. What I have seen done with some success is to create a ““Pledge Intent” Online Action form, then convert to Pledges within EveryAction. Here’s an example workflow. I am curious to hear what others have used! I hope this helps::

Build the OA form

Include:

  • Amount (radio + “Other”)

  • Installment plan (one-time by date, monthly for X months, quarterly for X payments)

  • First installment date

  • Preferred payment method

  • Campaign, Appeal, Source Code (defaults are fine)

  • Notes to gift processing

Configuration:

  • Apply Activist Code: “Pledge Intent – [Campaign]”

  • Donor autoresponder with next steps

  • Staff notification to pledges@…

Create the processing list + guardrails

  • Saved Search: “New Pledge Intents – Not Yet in Pledges”

    • Criteria: Took action on [Pledge OA Form] in the last X days AND does not have a Pledge for this campaign

  • Optional automation: Create a Task for Gift Processing due on or before the first-installment date; add to a “Pledge Stewardship” series

Convert to Pledge records in EveryAction

You can process intents manually or via Bulk Upload.

Path A: Manual entry (simple)

  • Open the Saved Search

  • Review each submission and create a Pledge using your normal entry workflow

  • Add campaign/appeal/source, schedule, solicitor, and paste key OA details into Notes

Path B: Bulk Upload (faster for volume)

  1. Export your intents: From the Saved Search, export a CSV with the fields below.

  2. Prepare a clean import file

  3. Use Bulk Upload: Upload matching on VAN ID, then map fields and run a small test batch before importing all.

  4. Validate results: Spot-check a few records; confirm pledge schedules, coding, and solicitor assignments imported as expected.

Recommended export/mapper fields

  • Unique identifier (VANID or EA Contact ID) or matching fields (First, Last, Email; plus Address if needed)

  • Pledge Amount

  • Installment Frequency and Count (or End Date)

  • First Installment Date

  • Campaign, Appeal, Source Code

  • Assigned Solicitor (if applicable)

  • Internal Notes (include “OA Submission: [Form Name] – [Date]” for traceability)

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