Pledge Campaign Fields
A list of the various terms and definitions for Pledge Campaign fields.
- Campaign Name
- The full name of the campaign that will display to individuals on reports or web pages.
- Nickname
- A shortened version of the name for space-constrained reports and forms.
- Campaign Type
- The name of the Pledge Campaign type.
- Description
- Explanation of Pledge Campaign.
- Campaign Goal
- The total number of money the Campaign is set to raise.
- Start Date
- The date the Campaign starts. If the Start Date in the future, Pledges that calculate from that date. If in the past, Pledges calculate from today's date.
- End Date
- The date the Campaign will stop accepting Pledges.
- Event
- Link this pledge campaign to an event that will be assigned to all donations that need to be matched to a pledge to this campaign.
- Program
- If this is a missions trip Campaign, this Program will be credited by default.
- Registration Start
- The date registration for this pledge campaign can begin on the Missions Trip Registration Portal page.
- Registration End
- The date after which individuals can no longer register for this event on the Mission Trip Registration Portal page.
- Maximum Registrants
- The largest number of people who can pledge for this mission trip campaign.
- Registration Deposit
- The amount of money individuals who register themselves using the Mission Trip Registration Portal page will have to donate to this campaign to secure a place on this mission trip.
- Fundraising Goal
- The total amount, including the registration deposit, that each individual must raise.
- Registration Form
- A Custom Form allowing the church to capture additional information about the person when they register for a mission trip.
- Allow Online Pledge
- Set to Yes to show this Campaign on the Make a Pledge page of the Portal.
- Online Thank You Message
- Enter the message to display after someone clicks Create Pledge on the Make Pledge page of the Portal.
- Pledge Beyond End Date
- Set to Yes to allow someone to set their Pledge End Date exceeds the Pledge Campaign End Date on the Make a Pledge page of the Portal.
- Show On My Pledges
- Set to Yes to show this Campaign on the My Pledges page of the Portal.
- Auto Create Pledge
- Set to Yes to create and assign a pledge to the donation distribution if the donor makes a donation to a program but does not yet have a Pledge record for the corresponding pledge campaign. The pledge campaign must be assigned to the program that the donor has given to. This is updated nightly as part of the Data Quality routine.
For example, a donor gives to a program. There is a check to see if a pledge campaign has been assigned to that program. If so, there is a check to see if the donor already has a pledge for that campaign. If they do not, there is a check to see if Auto Create Pledges is set to Yes. If so, a new Pledge record is created for the donor under that campaign.
- Auto Increase Total
- Set to Yes to automatically increase the Pledge Total to match the sum of the donations assigned to it. This only occurs in instances where the sum of all applied donation distributions has exceeded the value currently defined for the Pledge Total. This is updated nightly as part of the Data Quality routine.