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Manual / Giving & finance

Pledges and campaigns

Run fundraising campaigns, record pledges and payments, and remind people automatically.

Pro plan and above Open in WorshipHQ

Create a campaign

  1. 1Go to Pledges and choose New campaign.
  2. 2Enter the Campaign name (e.g. Building fund), Goal (GHS) and End date.
  3. 3Choose Create.

Record a pledge

  1. 1Choose Record pledge.
  2. 2Find the member, or switch to visitor and type their name and phone.
  3. 3Enter the Amount pledged (GHS), choose the Campaign (or the year's Harvest) and a Due date.
  4. 4Tick Text them a confirmation now to confirm it by SMS, then save.

Record a payment

  1. 1Find the pledge and choose Pay.
  2. 2Enter the amount, choose the account to deposit into, and tick Text them a receipt if you like.
  3. 3Choose Record.

Each pledge shows what's Received and Outstanding, and is marked Fulfilled or Overdue.

Automatic reminders

Turn on Auto-remind before the due date. Each person gets one text per milestone, never duplicated. Edit the Pledge confirmation message and Reminder message, then Save settings. Use the send button on a pledge to Send a reminder now.

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