Campaigns and Pledge Tracking

Creating a Campaign

Let's get started by creating a new campaign! Select the Campaigns page from the Giving tab and click on the + New Campaign button at the top right of the page.

Once clicked, the Campaign module will open up so that you can customize your campaign and get rolling. Select Get Started, and we'll walk you through every detail so you can make the campaign that perfectly fits your church or organization's needs.

The first tab is General Info. You'll want to fill out the following information:

• Campaign Name (this name will be seen on both the admin side and by your donors)
• Campaign Description (don't forget a good "WHY")
• Start Date
• End Date (optional)

The next tab will specify whether members can make pledges that can be fulfilled over time or if they're only able to make one-time or recurring gifts without a pledge requirement. If you have more questions about which option might be best for your campaign, reach out to our team at help@flocknote.com.

If you select Allow members to make pledges toward this campaign, you can choose to allow pledges to be fulfilled even after the campaign ends and specify an end date.

The next tab will gather additional information on the structure of your campaign. Is your campaign one fund, one goal? Or is your campaign more complex, with different events or initiatives that serve the main campaign? For complex campaigns, select Multi-Tiered Campaign or Appeal.

If you select Multi-Tiered Campaign or Appeal, you'll be prompted to add the sub-goals that feed into the overall campaign goal. For example, if you want to do a specific drive to replace the bathrooms or add a chapel as part of your building expansion.

The payment tab will allow you to either link this campaign to an existing fund or create a new fund for the campaign.

You can customize the settings for processing fees, which is an option that appears if you have our Online and Mobile Giving features enabled. You can decide whether fees would be counted as part of the pledge or if they're always separate, and donors pay fees on top of their gift. If you choose to have fees as part of the pledge, you can decide whether to ask donors to cover processing fees, make it optional, or make it required.

Once you get to the summary page, you can double-check that you've input those details correctly and select Finalize.

You'll be directed to your new campaign page, where you can view your progress, start sharing your campaign, and get started with reaching your goal.

Inviting Members to Pledge + What it looks like

Once you're ready to share your campaign, you can use the URL at the bottom of the page to share it on your website with a button (or use the URL to create a QR code!), and the Share button, where you can share the campaign by sending an email invitation to pledge or email donors.

What does it look like to make a pledge?

Donors will be prompted to verify their contact information and add a mailing address if it is not already on file to start their pledge card.

They'll then select the cadence and amount at which they'd like to fund their pledge:

They'll view a summary before they finalize their pledge by clicking Count Me In!

Once finalized, they can set up payment immediately by selecting Set up my payment (available if you have Online and Mobile Giving features enabled)

After selecting Set up my payment, they'll be brought to the payment screen to enter their payment information. Once they've entered that information, they'll be all set with their pledge!

Pledge Tracking

You can track the progress of your campaign through the campaign page. This page will allow you to view how much you've raised so far, what your members have committed to giving, and how close you are to your goal. You'll see how many pledges you have, if there is a balance due, and the time remaining to reach your goal.

At the bottom of the page, you'll see the list of members who have made a pledge. You can filter that page for the amount, total, total given, status, next payment, and when they created their pledge. You can also select the columns button to add additional fields such as last payment, start date, end date, and last edit date.

Similar to your funds page, you'll have tabs for Transactions, Cash Flow, and Reach Outs.

Pledge Confirmation and Reminder Emails

At the top of your Campaign page, click the grey settings cogwheel to enable confirmation and reminder emails.

If you select the Send members pledge reminder emails checkbox (see image above), the Heads of Households will also receive scheduled reminder emails for their household's pledges.

• Weekly pledges – reminders are sent 3 days before the pledge due date (based on start date & interval)
• Monthly, quarterly, and annual pledges – reminders are sent 7 days and then also 2 days before the pledge due date (based on start date & interval)
• One-time pledges – reminders are sent 7 days and then also 2 days before the pledge due date (based on the end date)

If you click the Edit Reminder Email button, you can adjust some of the main text of the email and even include a call-to-action button that links to whatever website you prefer. Please note that this will affect all the scheduled reminder emails.

Members can unsubscribe from pledge reminder emails at any time by clicking the "unsubscribe" button at the bottom of these emails and/or adjusting their notification settings within the Groups tab on their profile. They will still receive any initial confirmation emails.

Classic Campaigns

With our Campaign and Pledge Tracking feature, you can easily create a campaign for one of your funds and start tracking pledges in just minutes!

How To Create a Campaign

To create a new Campaign, simply open a fund by selecting the Giving tab and then click on the fund (or create a new one). From there, click the thermometer icon and select New Campaign. Add all your necessary details and hit Create Campaign. Easy peasy!🍋

Once you have created your Campaign, you can view it through the Campaigns page under Giving. At the top right of that page, you can toggle between Current, Future, and Past Campaigns.

Pledge Tracking

For churches subscribed to Flocknote Complete, your members will be able to pledge towards your campaigns.

As your members begin making pledges, you'll be able to track the progress of your campaign and pledges! You can instantly view:

1. The Campaign total
2. Total amount pledged
3. Total pledges fulfilled
4. Unpledged gifts given

You can easily edit your campaign details and enable pledges by clicking the cogwheel icon on your campaign. Simply select the box Allow members to pledge towards this campaign.

Pledge Confirmation & Reminder Emails

You can enable members to receive a confirmation email with the details of their pledge (campaign name & description, pledge amount & frequency, pledge start & end date) each time a pledge is added to their account. If you are entering pledge information on behalf of your members and would not like them to receive a confirmation, be sure to deselect the "Send members a confirmation email when they start a pledge" box.

If you select the Send members pledge reminder emails checkbox (see image above), the Heads of Households will also receive scheduled reminder emails for their household's pledges.

• Weekly pledges – reminders are sent 3 days before the pledge due date (based on start date & interval)
• Monthly, quarterly, and annual pledges – reminders are sent 7 days and then also 2 days before the pledge due date (based on start date & interval)
• One-time pledges – reminders are sent 7 days and then also 2 days before the pledge due date (based on the end date)

If you click the Edit Reminder Email button, you can adjust some of the main text of the email and even include a call-to-action button that links to whatever website you prefer. Please note that this will affect all the scheduled reminder emails.

Members can unsubscribe from pledge reminder emails at any time by clicking the "unsubscribe" button at the bottom of these emails and/or adjusting their notification settings within the Groups tab on their profile. They will still receive any initial confirmation emails.

Invite Members to Make a Pledge

There are a couple of handy ways you can invite your members to make a pledge.

For members within your Flocknote account, you can easily send them a button to make a pledge! Simply open the Note Composer and choose whichever group or individual you would like to send a message to. Then, using our Smart Button feature, select Pledge to a Campaign and select your Campaign. All members who receive that note will be able to instantly click over to make a pledge in just seconds! 

For members outside your Flocknote account, you can easily share a link to your public Pledge Page! Simply click the cogwheel icon on your Campaign and click the Copy button beneath the Pledge Page link.

Simply copy and paste this link on your social media pages, your church website, or wherever you like! Anyone who clicks it will be able to make a pledge AND will get added to your Flocknote account so you can keep communicating with them!

How To Make a Pledge

Making a pledge is super easy and only takes a few seconds! Whether your members receive an email with a button or click the link you put on your website, they will be taken to the Pledge Page where they can make their pledge in a jiffy! If a member is already within Flocknote and received an email inviting them to make a pledge, the system will recognize them!