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Creating Pledges
Use the Create button on the Pledges page to add offline pledges. This guide explains every section and field on the form.
Campaign & Context
Link the pledge to a campaign and optionally to a donation form and/or site.
- Campaign — determines the currency for the pledge. Once set, the currency selector is locked to the campaign's currency.
- Donation Form (optional) — selecting a donation form loads any form-level custom fields.
- Site / Project / Team / Network (optional) — associate the pledge with a specific site or peer-to-peer page for attribution tracking.
Contact/Organization
Link the pledge to an existing contact or CRM organization.
- Contact Selector — search by name or email to find an existing contact record.
- Organization Selector — toggle to link to a CRM organization instead of a contact.
- Auto-Creation — if no contact or organization is linked, a new contact record is automatically created from the pledgor details (name, email, address) provided on the form.
Pledge Details
The fundraising side of the record — the pledge commitment itself, plus the installment schedule that will be used to collect it.
- Display Name (required) — the name shown publicly on the pledge. Auto-populated when a contact is selected.
- Total Amount (required) — the full pledge commitment. Installment amounts are calculated by dividing this by the period.
- Period (required) — the number of installments (max 60). For example, a period of 12 with a monthly interval creates 12 monthly payments.
- Interval — the frequency of installments: Monthly or Yearly.
- Start Date (required) — when the first installment is due. Subsequent installments are scheduled based on the interval.
- Created Date (required) — when the pledge was made. Defaults to the current date/time.
- Currency (required) — locked to the campaign's currency when a campaign is selected.
- Pledge Tags — categorize the pledge with resource-scope tags.
- Fund Designation — the donor's intent for how the money should be used. Selecting a fund reveals a Fund Amount field.
- Tribute — mark the pledge as "in honor of" or "in memory of" someone. Selecting a tribute type reveals fields for the Honoree Name and an optional contact link.
Custom Fields
These are the extra fields your organization has set up for donations/pledges (managed in Revenue Settings > Donation Fields). Pledges share the same custom field definitions as donations.
- When you select a donation form above, this section is automatically filtered to show only the fields that belong to that form. You'll see a note like "Filtered by form (3 hidden)" with a Show all link in case you need access to the rest.
- When you click Show all, every custom field is displayed. You can click Show form fields to go back to the filtered view.
- When no donation form is selected, all custom fields are shown, with a note suggesting you select a form to narrow things down.
If your organization hasn't created any donation custom fields, this section will say "No custom fields."
Period and Interval
Period is the count of installments. Interval is the frequency. A period of 12 with a monthly interval means 12 monthly payments over one year. A period of 3 with a yearly interval means 3 annual payments over three years.
Donor Details
Personal information attached to the pledge record itself, not to the contact record. These fields are pre-filled when a contact is selected.
- First Name, Last Name, Email — the pledgor's personal details. As you type, the system auto-suggests matching contacts.
- Address — street address, city, state, zip, and country.
Site Options
Controls how the pledge appears on public-facing sites.
- Anonymous — when enabled, reveals options to hide the pledgor's name, amount, or both on public site displays.
- Comment — an optional public comment from the pledgor.
Expected Revenue Details
The finance side of the record — how CauseVox tracks the pledge commitment before payments arrive. Donations create Revenue records (money received), while pledges create Expected Revenue records (commitments to pay). Both are peer record types under the Revenue umbrella.
- Payment Method — how the payment is expected (check, cash, bank transfer, etc.).
- Status — the expected revenue status (e.g. pending, pledged).
- Payment Channel — how the payment is expected to be received (online, offline, etc.).
- Payment Reference — shown only for manual payment methods. The label adapts to the method.
- Payment Notes — free-text notes about the expected payment.
- Expected Revenue Splits — allocate the pledge amount across one or more funds. Each split has a Fund and Amount. The running total is shown against the total pledge amount.
- Expected Revenue Credits — assign credit for the pledge to one or more contacts. Each credit has a Contact, Amount, Type (hard/soft), and Category.
- Revenue Tags — categorize the expected revenue record with revenue-scope tags.
- Expected Revenue Custom Fields — extra fields your organization has set up for expected revenue records (managed in Revenue Settings > Expected Revenue Fields). Unlike pledge custom fields, these always show all fields regardless of which form is selected.
Revenue vs Expected Revenue
Revenue is a blanket term covering two peer record types. Revenue represents money received (created by donations). Expected Revenue represents anticipated money (created by pledges). Both carry splits, credits, and solicitors. When installment payments are later recorded against a pledge, those payments generate Revenue records.