Campaigns: Creating Campaign Pledges and Systematic Giving
Campaigns:Creating Campaign Pledges & Systematic Giving
The following article explains how to create campaign pledges and systematic giving.
A: Click on "Donor Manager"
B: Type in Users Last name
-If they are not in the system then hit "Add New Donor"
C: Next to the donor that you've received money from Click on "edit"
D: Click on "Manage Planned Giving"
E: Click on "Add New Plan"
F: Create a title
G: Click on "OK"
H: Click on "Edit"
I: Select what donor is giving to
H: Click on "
K: Fill in billing information
L: Type in amount
M: Type in yyyy-mm-dd that donation will be charged on donor's card
N: Click on "Add Date"
Repeat M & N as many times as donor would like to donate
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