Track offline contributions to a team or team member in your Crowdfunding campaigns.
Creating a pledge within Crowdfunding is to enable your Team Leaders (who may not be admins in your account) to enter offline donations they receive on-the-fly. This would update their page's progress without requiring you (an admin) to deposit a check on their behalf.
When these pledges are entered, the amount raised on that Crowdfunding page will increase, but it's designed intentionally to NOT automatically show in your Activities page. This is to prevent issues arising if the team leader never gets the funds, for example.
There are a few reasons to put these transactions into your Activities page.
- To have these donations actually hit your database for totals, receipting, etc.
- To change an entry of a donor's name from Anonymous to Visible (or vice versa)
- To ensure your Crowdfunding pages accurately reflect the amounts in your system
- Creating a Crowdfunding Campaign
Editing a Crowdfunding pledge
To get into these transactions and edit them, you can go to the specific Crowdfunding campaign's root page and click on Pledges. You'll see a number after the word Pledges when the Team Leader has entered an amount.
You'll see a summary of all the transactions. At this point, you can either Complete or Delete these pledges.Clicking Complete will show a dialog box for you to fill out.
From there, you have options to Create a New Contact, how to enter their Transaction Type, or match it to an existing contact (if they exist).
Viewing a Crowdfunding pledge in Activity
Once a pledge has been completed, it will now show up as a One-Time Transaction in activities.
First find the pledge in the crowdfunding section under "pledges." Click the dropdown arrow on the right side of the activity line, and choose Complete.
Use the Delete option to remove the pledge from your Kindful account, and also from the Team page.
Now you can turn the activity from a pledge into a transaction. Before clicking Create, you can also choose to Allow Public Name Display toward the bottom. If you leave checked the "allow public name", it will no longer show as anonymous, but show the donor's name on the crowdfunding page.
After these steps, the pledge will show on the Crowdfunding page as a donation and on your activities page as a transaction. It will no longer be classified as a pledge. This process helps prevent pledges that have not actually been received from being counted in your Kindful totals.