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shannon mcclure
First Timer
November 6, 2025

Pledge Form Help!

  • November 6, 2025
  • 1 reply
  • 37 views

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
torvic vardamis
Bonterran
November 6, 2025

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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