Skip to main content

Money Pledges

Learn How to Create a Money Pledge and Add to a Page or an Upsell

Updated over a month ago

Money Pledges allow donors to opt-in to contribute automatically on a future date. This is a great way to upsell your donors. This feature can be used on landing pages and upsells.

Create a Money Pledge

To create a Money Pledge head to the Pages tab and select the Goals & Campaigns subtab.

Click the green plus button, and choose Money Pledge from the drop-down menu.

From here, you'll need to input an Internal Name that is not public-facing, a Public Name, and the Date of the Money Pledge.

Note: this date cannot be changed once it has been saved.

Here, you can also customize the receipt that the donor will receive if they opt into the Money Pledge. If you do not customize it, the default text will be used.

After you input the correct information, click the green save button at the top of the page to save the pledge.

Add a Money Pledge to a Page

Once a pledge is created, it must be added to a specific page. To do this, click the Pages tab and select the My Pages subtab.

Click the specific page to which you want to add the pledge and navigate the Widgets tab.

Here, you can add the Money Pledge you created and then hit save.

Once saved, the money pledge will be visible on the associated page and here is what your donors will see when visiting the page:

Note: Once the date of the Money Pledge has arrived, the checkbox will automatically stop displaying on your page.

Add a Money Pledge to an Upsell

If you want to offer your donors the option to opt into a money pledge in an upsell flow, follow the instructions below.

To add a money pledge to an upsell flow, click the Pages tab and select the Upsell subtab. Click the green plus button on this page and select a Money Pledge Upsell from the menu.

Give the upsell an internal name and customize the call to action or the text that will appear to donors. Then select the existing pledge that should appear on the upsell.

Then, input a video embed code if you want a video to appear on the upsell and toggle the enhanced upsell button if you want to add an image to the upsell. This image will override the page's logo.

You can also add widgets to your upsell to boost conversions.

Then hit the save button to save the upsell.

Once the upsell is created, you can add it to your upsell flow and display it to your donors.

Tracking Your Money Pledge

In your Goals & Campaigns tab, you can view the success of your Money Pledge. You'll see the following data:

  • Pledged

  • Canceled

  • Failed

  • Processed

If the ellipse next to the pledge is selected, you can view its details, delete it, download the page link, refresh the statistics, and download opt ins.

Downloading opt-ins will allow you to export a report of the donors who opted into the pledge.

Additional Information

Money Pledges can be added to any donation page, but the Money Pledge donation itself will have the following rules:

  • Agency/Revv Share fees will be ignored

  • Merchandise fees will be ignored

  • Merchandise order will not be created

Example:

  • You have a donation page with a mug for $25 or more

  • Donor gives $25 & opts-in to the Money Pledge on June 30

  • Donor will receive a mug for their donation today

  • Donor will NOT receive a mug for their June 30 Money Pledge donation

Other Details:

  • The pledge will go through on the date intended through the same source URL

  • Donors will receive a reminder three days before the Money Pledge is to be charged letting them know of the upcoming donation.

  • There are new Money Pledge columns in the Revv Reporting export

  • If you have the same money pledge on your landing page and upsell, if the donor opts into the landing page money pledge, the money pledge upsell will not display to the donor. If the money pledge on the upsell is different, it will display.

Did this answer your question?