Reports

One to communicate with donors who made pledges is to select the pledge records on the Pledges page and run a report like Selected Labels, Selected Call List, or Selected Mail Merge. There are also a few reports designed specifically for pledges and pledge campaigns:

• The Selected Pledge Letter report can be used in combination with letter templates stored in Communications > Letters. Letters can be sent upon pledge entry, first gift, pledge completion, and at times throughout the campaign.
• The Select Campaign Donor Summary Export report is found only on the Pledge Campaigns page. However, it is the most comprehensive export of data related to the campaign and can be used for mail merges to all those participating in the campaign even those who are giving unpledged donations.
• The Pledge Campaign Statement Selected report is found the Donors page and can be used to run a statement for the pledge campaign showing their pledge and any donations credited to the pledge. Donors who have pledged but not yet donated can be included.
  Note: The donations listed on this report are not replacement for a formal tax statement, but for informational purposes only.

Email & Text

Use the New Message Tool to send personalized emails or text messages to donors who have an email or mobile phone number on file. View a selection of pledge records from the pledge grid, then select Tools > New Message.

You can include a special field for donors with a mission trip pledge. This field adds a donor-specific link in the new message that takes the donor to My Mission Trips so that they can see how they are doing in the campaign.

Tasks

If a team of people call those who make pledges, a MinistryPlatform user can assign a task to another user by opening a single pledge record and clicking Tools > New Task. Or, to create multiple tasks for a single user in relation to many selected pledges, view a selection of pledges in the pledge grid, then click Tools > New Task.