Set Up Pledge Campaign Codes

Pledge Campaign Types are the different major categories of campaigns that you conduct. Many organizations may have only one campaign type, and this is just fine.  To create your Pledge Campaign Types:

  1. Go to Admin > Manage Codes > Revenue Codes > Pledge Campaign Types.
    pledgecode1.jpg
  2. Click New.
  3. Enter the campaign type in the first box, then enter the description of the campaign type in the second.
  4. Click Save.

Pledge Levels are used within each campaign to track the different levels at which your participants are pledging, and can be used for reporting segmentation.  Note that the pledge levels for all campaigns of all types should be listed here, so name each level accordingly to avoid confusion.

  1. Go to Admin > Manage Codes > Revenue Codes > Pledge Levels.
    pledgecode2.jpg
  2. Click New.
  3. Enter the level name in the first box, then enter a brief description of the level in the second.
  4. Click Save.

Revenue Items should be created for each of the different items you will be billing/invoicing for within each campaign.  You could have a single revenue item you use for all campaigns/pledges, or you could have many different revenue items for the different pledge levels, years, etc. You should base your decision on how many different pledge revenue items to create on your reporting needs – if you need your revenue reports all clearly grouped and sub-totaled by pledge level, then you should create a separate revenue item for each level.

You can follow the steps listed here to create a new revenue item, and ensure you check the “Pledge” checkbox for the new revenue item before saving.

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