How To Export Pledge Data (Legacy)
Jenna Notarfrancesco avatar
Written by Jenna Notarfrancesco
Updated over a week ago

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.

Pledge Data

The pledge export includes the following fields:

  • Transaction ID

  • Donor First Name

  • Donor Last Name

  • Donor Email

  • Address Line 1

  • Address Line 2

  • City

  • State

  • Zip Code (Postal code)

  • Country

  • Total Pledged (Gross)

  • Total Pledged Tip

  • Per Installment (Gross)

  • Per Installment Tip

  • Current Progress (Gross)

  • Installments Paid

  • Total Installments

  • Currency Code

  • Start Date

  • Last Charge Date

  • Interval (Monthly or Yearly)

  • Anonymous (Marked name as anonymous from public view)

  • Pledge Type (Automated or Offline)

  • Status (Active or Void

  • Campaign Title

  • 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

Was this article helpful? Rate it below!

Did this answer your question?