Exporting pledge data is available on the Lite plan and above.
To export the pledge data from CauseVox, follow the steps below:
Step 1: Under Manage, select Pledges from the left navigation and use the top dropdown to select a specific campaign.
Note: You can export across all campaigns on the Plus plan and above.
Step 2: Select Export in the upper right.
Step 3: Select All dates, or a Custom date range, as well as the preferred file type: CSV or Excel, and select Download.
The pledge export includes the following fields:
Donor First Name
Donor Last Name
Address Line 1
Address Line 2
Zip Code (Postal code)
Total Pledged (Gross)
Total Pledged Tip
Per Installment (Gross)
Per Installment Tip
Current Progress (Gross)
Last Charge Date
Interval (Monthly or Yearly)
Anonymous (Marked name as anonymous from public view)
Pledge Type (Automated or Offline)
Status (Active or Void
Created At Date
To view your pledge data with filters, follow the steps below:
Step 1: Select Filter at the top.
Step 2: Apply any of the following filters and select Apply Filter:
Status: Active, Past Due, or Voided
Type: Automated or Offline
Date (in UTC): All Dates, Date Before, Date After or Custom Date Range