You can create ongoing monthly pledges from both Spur-of-the-Moment sales or a Paddle Call level.
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Help Docs, Job Aids & Frequently Asked Questions
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Creating Pledges from Event Sales
If you have set up donation opportunities (as Spur of the Moment sales) for your event attendees with the intention that it is a monthly sign-up, such…
Read moreEvent Ticket Receipts
When creating the asset for your the receipt for your event after checkout, you will need to ensure that the Email Usage Hint is set to EventTicketPurchaseConfirmation and the Type/Classification is set to Transaction. The Usage Hint of EventTicketPurchaseConfirmation ensures…
Read moreEvent Checkout Receipts
When creating the asset for your the receipt for your event after checkout, you will need to ensure that the Email Usage Hint is set to EventCheckOutReceipt…
Read moreEvent Guest Portal vs. Table Captain’s Portal
When a guest has or intends to purchase tickets for multiple people, there are two ways to collect the fellow attendees information, based on how the purchaser…
Read moreAdding a New Compass User
If you are adding a new staff member or volunteer that will need access to Compass, you can do so in the User Management Module! Within User…
Read moreUpdating Credit Cards & Processors
You can update a pledge’s vaulted credit card at any time. For members who use multiple Stripe accounts or use Vantiv and Stripe together, you can also…
Read moreSetting Up Internal Pledge Notifications
When a pledge successfully processes (or even if it fails to process), both your staff and the donor can get a notification. Internal Staff Notifications You can…
Read moreSelling Online
You can sell Spur-of-the-Moments items prior to your event on the main event ticketing page. This is most common used for supporters who can’t attend your event…
Read moreViewing Your Campaign Portal
There are two ways to access your campaign’s portal: quickly from the Campaigns Module or from within the campaign’s CMS editor. Viewing from Campaigns Module From the…
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