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Pledge Campaign

This module tracks pledges received from on-air fund drives or telemarketing. You may enter an unlimited number of pledges per member and keep track of the fulfillment status of each pledge. Includes setup and input screens, reminder mailings and a wide array of management reports.

Click on this symbol Screen Captureto view a sample screen for the indicated feature.

INPUT SCREENS

  • Complete pledge entriesView Pledge Input Screen
  • Cross-check member file
  • Import member account number, names, address and phone numbers
  • First-timer creates member and pledge record
  • Pledge amount added to running break total on-screen
  • Option to set up installment plan when pledge saved
  • Survey and comment text fields support instant polls devised at the last minute
  • 3 user-defined code fields
  • Code employers for matching gifts
  • Automatically import telemarketing pledges from Comnet, Great Lakes, etc. No manual data entries; proceed straight to reminder mailings or automatic credit card payments.

MANAGEMENT REPORTS

  • Review goals by break & date
  • End-of-break summary and pledge acknowledgement list
  • End-of-day summary by breaks, dates and campaign total
  • Totals by dates & weekdays
  • Pledge list by breaks
  • Totals by geographic locations
  • Totals by source of prior gift
  • Totals by programs
  • Fulfillments by breaks
  • Fulfillments by dates/weekdays
  • Fulfillments by geographic locations
  • Fulfillments by prior gifts
  • Fulfillments by programs
  • Pledges/fulfillments by zip code
  • NPR On-Air Partnership report.
  • S.I.P. Quarterly Drive Report
  • S.I.P. 6-mo. Income Statement

MAILING ROUTINES

  • Pledge fulfillment reminders

SETUP SCREENS/UTILITIES

  • Pledge campaign & goals
  • Customize break schedule
  • Archive/restore pledges

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