Make a Pledge Widget
Using the Make a Pledge Widget, individuals can pledge toward a specific initiative represented by a Pledge Campaign.
- Displays one pledge campaign.
- Campaign efforts are represented visually by a progress bar indicating both Pledges and Donations made toward those pledges.
- A trio of church-defined "suggested amounts" promote a streamlined giving process, although pledges of any amount are accepted.
- Total Pledge is dynamically calculated and displayed using Pledge Amount, Frequency, and Start and End Dates.
- The default Start and End Dates are determined as follows:
- If a pledge campaign's start date is in the future, that is used as the default start date.
- If a pledge campaign's start date is in the past, the current date is the default start date.
- If a pledge campaign's end date is not set, the default end date is not set (null).
- If a pledge campaign's end date is in the future, that is used as the default end date.
- If a pledge campaign's end date is in the past and the campaign is still accepting pledges, the default end date is not set.
- If an image is attached to the Pledge Campaign, it displays. If not, a stock image is used. See Platform Setup for more information about using images.
- Customize the message that displays after someone creates a pledge. Define that text in the Online Thank You Message field on each Pledge Campaign record. If no text is defined on the record, the text of the mpp-pledge-campaign.pledgeFormSuccessMessage application label displays instead.
Sections
- Description: The Pledge Campaign's Description field.
- Progress: Indicates progress amounts, calculates percentages, and offers visual representation.
- Suggested Amounts: Predefined amounts, represented by buttons, which are set in a widget attribute. Suggested amounts should feel relevant to the Pledge Campaign and how long the Campaign will run.
- Pledge Amount: The amount an individual anticipates giving each time they make a Donation toward their Pledge.
- Frequency: The frequency an individual expects to make Donations toward their Pledge.
- Pledge Start Date: The date an individual intends to make their first Donation.
- Pledge End Date: The date an individual intends to make their last Donation and reach their Total Pledge. This date may or may not exceed the Campaign End Date depending on how the Pledge Campaign is configured.
- Make a Pledge As: This drop-down list allows an authenticated user to choose their personal record or the record of a family member. The information of the chosen record will be pre-populated when they create a pledge.
Actions
- Create Pledge: Creates a Pledge record. Pledges will be assigned to the individual if authenticated or matched to a Contact record, otherwise Pledges will be assigned to Default Contact. Staff can see and approve Pledges in the Platform.
Note: First Name, Last Name fields, and either Email Address or Phone Number are required so the response can be matched to a Contact record. It is not possible to change the required fields.
Setup
See Configuring Make a Pledge to set up your Make a Pledge widget.