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Campaigns & pledges

Building funds, harvest appeals, anniversary levies — fundraising drives where members pledge an amount and pay it off over time. The Campaigns page tracks the drive's progress and every member's fulfillment.

The Campaigns page with progress cards

Creating a campaign​

From Campaigns → New campaign:

  1. Name and optional description.
  2. Target amount — the fundraising goal (optional; leave blank for an open-ended appeal).
  3. Start / end dates — only payments dated inside this window count toward the campaign. Leave the end date blank for an open-ended campaign.
  4. Payments product — contributions are recorded as payments toward an optional product. Leave the default and one is created automatically from the campaign name.

Creating a campaign

Because a campaign is backed by a normal product, everything you already know applies: record cash and mobile-money contributions from the Payments page (targeting the campaign's product), members pay online from the portal, and every contribution gets a numbered receipt.

Pledges​

Open a campaign to see its pledge register: each member's pledged amount, what they've actually paid, the outstanding balance, and a status — Fulfilled, Partial, or Unpaid.

Campaign detail with the pledge register

Add a pledge with Add pledge — search for the member, enter the amount and date, and an optional note. One pledge per member per campaign; edit it if the member increases their commitment.

Adding a pledge with member search

Fulfillment is computed from the member's payments toward the campaign's product — there is nothing to reconcile manually. A member who overpays their pledge simply shows as fulfilled; contributions from members who never pledged still count toward the campaign's raised total.

Pledge reminders​

Members with an unfulfilled pledge can be nudged over SMS and email:

  • Automatically — a monthly sweep (the 5th at 09:00 by default) reminds every unfulfilled pledger on running campaigns. Requires a plan with the Reminders feature.
  • Manually — the Send reminders button on the campaign page sends immediately and tells you how many went out.

The message template is editable under Administration → Notifications (event Pledge reminder), with placeholders for {{campaign}}, {{pledgedAmount}}, {{paidAmount}}, and {{outstandingAmount}}. Members whose pledges are fulfilled are never dunned.

Campaigns in the member portal​

Members see running campaigns on their portal dashboard — overall progress, their own pledge status, and (when online payments are enabled) a Contribute button pre-filled with their outstanding balance. Members who haven't pledged yet can pledge directly from the portal; the pledge lands in the campaign's pledge register like any staff-entered one.

Campaigns on the member portal dashboard

Campaigns in reports​

The report builder has a Fundraising Campaigns section: every campaign overlapping the report period with its target, total pledged, total raised, percent of target, and how many pledges are fulfilled — ready for the AGM pack.