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Creating a Pledge Campaign

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Pledge Campaigns allow donors to commit to a long-term goal, making them a great way to increase giving at your church.
Useful Example: You'd like to raise funds for a new building and you have a goal of $500,000. With Pledge Campaigns, you can set this goal and watch as it's being met!

User Permissions needed to access Giving 
Account Owner, Admin, or Limited Access with access granted to the Giving Product. If you have additional questions please reference this article.

How to Create a Pledge Campaign

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  1. Login to your Tithely account.

  2. Select Giving on the left menu.

  3. Select Pledge Campaigns from the Giving menu.

  4. Click the New Campaign + button to create a new campaign

  5. Add the preliminary campaign details:

    • Campaign Name/Title

    • Church Location/Campus

    • Goal

    • Fund

    • Start Date

    • End Date

    Please Note: Once a campaign is created, neither the Fund nor Location can be changed.

    When creating a campaign, the campaign will appear as a draft at the top of the list of campaigns. This is to the left of where you are entering the campaign details. Once the campaign has been created, the details in the draft will update. Details will not update as you type them, but will update when you press the "Continue to Details" button.

  6. After you've entered the initial details, click Continue to Details.
    Please Note: If you've selected an existing Fund, a popup will explain that any donation made to that fund during the timeframe you have set for the pledge campaign will be applied to the campaign, whether it has been made through the pledge tool or not. You can also apply past gifts that have been made to the fund toward the campaign even if the campaign didn't exist yet when the gifts were given.

  7. If all information has been entered, you will be taken to the Pledge Campaign area of the Giving Dashboard where you will have access to 5 different areas:

    • Dashboard displays Giving analytics for the campaign's progress

    • Donors provides details for all pledges, as well as donations made toward the campaign

    • Details allows you to customize the branding and styling of the campaign

    • Notifications gives you control over the types of notifications that admins and donors will be receiving

    • Webpage copies your link and embed code so that you can share, as well as allows you customize the fields that show on your webpage and embed.

  8. When you are ready, you can put the campaign into a Staged state where it will automatically go live when the set start date is reached!

How to View Your Pledge Summary

If you ever want to view your Pledge Summary after making a Pledge, you can come back to the Pledge form and select the Login button in the top-right corner when the Pledge form opens. If you already have an existing pledge, you'll be taken straight to your pledge details.

Once you've clicked either Go to Pledge Summary or the Login button, you'll be taken to a page that shows your Pledge Summary, Recurring Gifts, and Donation History.

  • Pledge Progress shows on a progress bar how much has been given toward your pledge amount. You can also make edits to your pledge.

  • Recurring Gifts shows any recurring gifts that you have set up for the fund. Along with being able to edit, you can also delete your gift.

  • Donation History is a list of all donations that you have given toward the pledge campaign.

If you have yet to set up a recurring gift, you can also do that from this screen, by clicking Set up recurring payment!

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