Reports
One method for communicating with donors who have 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:
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The report titled Selected Pledge Letter 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. See
this KB for details.
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The report titled Selected Campaign Donor Summary Export 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.
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The report titled Pledge Campaign Statement Selected 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 is not replacement for a formal tax statement, but for informational purposes only.
Email
The
New Message Tool can be used to send personalized emails to those donors who have an email on file. Simply view a selection of Pledge records from the pledge grid then click Tools > New Message. Please note that it may appear that all Donors receive a message, but only those who have an email address on their Contact record actually see this message.
A special field can be included to donors with a Mission Trip pledge. This field adds a Donor-specific link in the new message that takes the donor to their My Mission Trips page on the Portal so that they can see how they are doing in the campaign.
Tasks
If a team of folks is participating in calling those who make pledges, a MinistryPlatform user can assign a task to another user by opening a single Pledge record and clicking New Task from the Tools menu. Alternatively, multiple tasks can be created for a single user in relation to many selected Pledges if the New Task dialogue is launched from the Tools menu after viewing a selection of Pledges from the Pledge grid.
Text
The
Text Messaging Tool can be used to send a text message to those Donors who have made a pledge provided they have a valid mobile phone on file. Simply view a selection of Pledge records from the Pledge grid then click Tools > Text Messaging. This tool requires configuration of a 3rd party service prior to initial use.
