Post Event Followup

Pending Pledge Reminders

We recommend sending pending pledges in this timeline:
  • Immediately after the event ends
  • The following morning
  • Every other day that week
  • After this, you can send reminders on a weekly basis until there are no pending pledges left

Recording cash and check payments

Find the attendee's cart, click on the green Checkout button. You can select the Donation Method, add a memo for your team's records and choose to send an acknowledgment to the donor.

Resending Receipts

Navigate to All Donations > find the transaction, open the right menu and resend the receipt.