How do I add and track pledges in an action plan?

When a donor commits a gift, you can add a Pledge to the action plan to track their commitment and subsequent payments. 

Step 1: Access the action plan details 

1. Open the donor's contact record 

2. In the Moves Management action plans section, find the relevant plan 

3. Click "Edit" to open the action plan details page 

Step 2: Add a pledge 

1. On the action plan details page, locate the Pledges section 

2. Click the button to add a new pledge [NEEDS VERIFICATION] 

3. A form will open for entering pledge details 

Step 3: Enter pledge details 

1. Enter the Pledge Amount 

2. Set the Pledge Date 

3. Select a Source Code if applicable 

4. Choose an Attribution type if needed 

5. Add a Note with any relevant context 

Step 4: Configure pledge settings 

1. Select a Type (raise or give) 

2. Choose a Condition (conditional or unconditional) 

3. Set a Commitment Level: 

1. Promise (strongest commitment) 

2. Intent (less formal) 

3. Not specified 

Step 5: Track pledge fulfillment 

1. When the donor makes contributions toward this pledge, open the action plan 

2. Attribute the contribution to the pledge  

3. The system will track the remaining balance on the pledge 

4. You can view fulfillment progress within the action plan 

Not quite what you were searching for?

• Navigate back to the Moves Management Resource Index.