Create a Pledge
You can create and process monthly, quarterly, and bi-annual pledges in C360 via the the Pledges Module.
Setting Up A Pledge
First, select Create New Pledge from the bottom bar of the Pledges Module. Search and find the constituent who is making the recurring donation.
Enter the relevant details and settings of your pledge. You can link a pledge to a campaign, event, membership, fund, etc. If it is associated to an appeal code, you can tie it back.
Most importantly, you’ll want to select the frequency of the pledge.
Frequencies
There are several pledge frequencies you select from: One-Time, Monthly, Quarterly, Semi-Annual (bi-annual), Annual, Promise/Get and Irregular.
Most commonly, you’ll be setting Monthly, Quarterly or Annual pledges.
Use the Promise/Get frequency to track to a committed donation that hasn’t been paid yet, or won’t be paid until a later date.
Select which frequency best matches the pledge. In this example, we’ll use quarterly.
Payment Schedule
Once you’ve selected the frequency, you will build out the payment schedule.
Enter the amount of the pledge, the first date to process the pledge, and the number of pledges your supporter has pledged. When finished click Apply.
Important to note:
The number of pledges will automatically default to ongoing – meaning donors will have to cancel a pledge stop their pledge payment from processing.
You will now be able to see the details of the pledge and the pledge payment schedule.
Managing A Schedule
There are two tabs: Pledge Processing and Current Payment Schedule. The first, Pledge Processing, is where you can see the original configured payment details.
The second, Current Payment Schedule, is where you can see and manage the upcoming payments for the pledge. C360 will automatically compute the dates based on the frequency and schedule you selected above.
Automatic Payments
In most cases a pledge (especially monthly and quarterly pledges) will come with a credit card number. You can securely vault the credit card in C360, and the pledge will automatically be processed on each scheduled payment date.
- From the left sidebar of the pledge, click the Payments button.
- Set Process Automatically configuration to True.
- Select the Vault Card button and enter the credit card number and details.
Important to note:
When manually entering credit card information, you only need to fill in the credit card number, CVV and the expiration date.
Once you have entered the information, the credit card information will be saved to the pledge. Every time the pledges comes up on the scheduled payment date, C360 will automatically process it. Make sure you are set up for pledge notifications to get updated when pledges successfully process or encounter an error.