A Pledge Create Element allows you to create a streamlined system for collecting contributions from your supporters over a specific period of time. This tool lets you customize various aspects of the pledge process, including donation amounts, payment schedules, and designations. By setting up a pledge, you give donors flexibility and control while helping to organize and track their commitments seamlessly. This guide walks you through each step of creating a pledge.
Step-by-Step Guide:
1. Internal Name and Slug
Create an Internal Name: This name will help you identify the pledge within your Dashboard.
Modify the Slug: Customize the slug for your pledge, which will be part of the URL your pledge lives on.
2. Customize Pledge Type
Tax Deductibility: Choose between collecting donations (tax-deductible) or service revenue (non-tax-deductible).
Amount Settings:
Set a fixed amount.
Offer donors suggested amounts.
Let donors choose their own amount, with suggested options available.
Frequency Settings:
Define how many installments (e.g., 4, 8, monthly) donors can use to complete the pledge.
Due Date: Allow donors to choose the due date for their total pledge payment or set it as a fixed option.
3. Appearance Customization
External Title: Modify the public-facing title of the pledge.
Banner and Description: Add informational content, including images and description text. Disabling the informational content will not display the image, description text, or "Thank You" page on your pledge element.
Login Navigation: Optionally include a link to the donor portal directly from the pledge element by enabling the navigation menu.
4. Suggested Amounts
Labels: Customize the name of the suggested amount dropdown list.
View Options: Choose between grid view or prominent select input view for the suggested amounts.
Grid View 2. Prominent Select Input
Default Amounts: Select none, 3, or 6 suggested amounts to display.
5. Auto Billing
Enable Auto Billing: Allow donors to automatically bill their pledges in the future or allow donors to manually pay installments on their pledges.
6. Designations
Require Designations: Ensure a designation is selected at checkout.
Designation Options:
Let donors choose any designation - This will allow donors to choose from any designations you have created in your WeGive system.
Let donors choose from a set of designations - This will all you to select unlimited designations options that donors can choose from on the pledge element.
Set a fixed designation - All transactions made on this pledge element will be attached to your prefixed designation.
Let donors choose from a predefined designation list - Create designation lists under the Payments tab in your navigation bar. Designation lists allow you to easily attach the same predefined list of designations to any pledge element.
Do not let donors choose their designation - No designation will be present on checkout unless overridden by "Require a designation to be selected."
Display Style: Choose between minimal dropdown or prominent select input.
Minimal Dropdown 2. Prominent Select Input
Label Customization: Change the designation label.
Default Designation: Set a default if needed.
7. Tribute
Enable Tributes: Allow donors to give in honor or memory of someone.
Honor/Memorial Notifications: Automatically send a message to the honoree when the "Tribute Made" triggered email is enabled.
8. Payment Methods
Payment Options: Enable payments via credit card, bank, or ACH transfers.
9. Fees
Processing Fee:
Allow donors to cover the processing fee.
Set it to default on or off.
Make the fee mandatory if needed.
10. Custom Questions
Create Questions: Ask donors specific questions at checkout, either before or after the transaction is completed.
Question Frequency: Ask every time or only on the first transaction.
Answer Type: Choose the input type (e.g., checkbox, dropdown, multiple choice).
11. Thank You
Thank You Message: Add description text and a YouTube video embed link to thank donors for their contribution.
This step-by-step guide will help you set up and customize your Pledge Create Element to align with your fundraising goals and donor preferences.