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How To Set Up Pledges
Jenna Notarfrancesco avatar
Written by Jenna Notarfrancesco
Updated over a week ago

Pledges give your donors more flexible payment options by allowing them to donate through installments over a certain period of time.

Follow the steps below to set up Pledges on your donation form:

Step 1: Under Campaigns, select the settings of the campaign you wish to edit.

Step 2: Under Sites & Forms, select the donation form.

Step 3: Select General from the left navigation. At this point you can add titles to the form, including:

  • The name of the form visible to admin in the backend

  • Title

  • Subtitle (optional)

Step 4: Scroll down to Donation Types and select Pledge tiers.

Any donation type that is not selected will remain hidden. You can also default the donation type here.

Note: Currently recurring and pledge donations are only supported via Stripe.

Step 5 (optional): Enable Compact Tiers to remove descriptions from the tiers.

Step 6: Select Pledges from the left navigation and Add Tier to create unlimited customizable donation tiers. You can use the pencil icon to edit tier information and the garbage can icon to delete tiers.

Step 7: Scroll down to Interval & Period to set your installment periods and Save.

You can select any combination of monthly periods between 3 and 60 months, and/or annual periods between 2 and 5 years.

Note: At least one "Interval" and one "Monthly Period" or "Yearly Period" must be selected.

Step 8: Scroll down to Installment Receipt section to edit the receipt that is sent to the donor and Save.

You can also send a test email receipt to the account email.

Note: Donor pay period, and pledge amount will automatically be included in the transaction information.

Step 9: Select Enable Form to view your pledge form live on your fundraising site.

Additional Notes

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