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How do I manually add a pledge?

  • March 4, 2026
  • 0 replies
  • 7 views

Suli
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  • Community Manager

If your donor would prefer not to set a pledge up using the form or text-to-pledge, you can manually set one up on their behalf in 'Donor Management'.

 

Step 1: Navigate to 'Pledges'

From your 'Donor Management' Dashboard, click the 'Giving' tab on the left navigation panel and select 'Pledges' from the drop-down list.

 

 

 

Step 2: Click to add a pledge

When the 'Pledges' page loads, click the 'Add Pledge' button in the upper right corner.

 

 

 

Step 3: Add details about the donor and their pledge

You will be prompted to enter donor and pledge details on this page.

 

 

 

Step 4: Save your work!

When you are finished, scroll to the bottom of the page and click 'Update & Save'!

 

 

 


 

What else do you need help with?

How do I edit a pledge?

How do I link a donation to an existing pledge?

How do I write off unfulfilled pledges?

 

Not quite what you were searching for?

Navigate back to the Feature Overview.

 


 

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