Browse by topic
Getting started
Create your account, tour the dashboard, and learn the basics.
19 articles
Campaign success playbook
Strategy, planning, and proven tactics for hitting your goal.
14 articles
Campaigns & teams
Build, launch, and run your fundraising campaigns and teams.
43 articles
Donations & payments
How donations work: checkout, receipts, refunds, and recurring gifts.
37 articles
Outreach & marketing
Email blasts, SMS, robocalls, and reaching your supporters.
23 articles
Donors & CRM
Contacts, donor profiles, segments, and giving history.
21 articles
Billing & invoices
Your Pledgix invoices, payment methods, credits, and fees.
18 articles
Payouts & compliance
Getting your funds: payout schedules, documents, and verification.
21 articles
Account & access
Sign-in, roles and permissions, invitations, and profile settings.
20 articles
Campaign pages
Your public page: publishing, custom domains, languages, and sharing.
24 articles
Popular articles
How donors complete a donationWalk through the donation experience on your campaign page, from the Donate button to the thank-you screen and receipt.How you receive the money you raiseAn overview of how donations flow from your donors to you, depending on which Pledgix campaign model you're on.How to create your Pledgix accountSign up for Pledgix with your email address or your Google account, and learn what happens right after you register.Anatomy of your campaign pageA guided tour of every section on your public campaign page — hero, story, giving tiers, teams, progress, donations feed, trust band, and more.Creating your first campaignLaunch a fundraising campaign in minutes with the campaign wizard — pick a model, name your campaign, design your page, set a goal and web address, and go live.Understanding your Pledgix invoiceLearn what a Pledgix invoice covers, what each status means, and where to find, view, and download your invoices in the client portal.Planning your campaign: the 6-week timelineA week-by-week roadmap from first planning meeting to launch day — sponsors, captains, content, early giving, and the final countdown.Meet the Profile CenterOne row per person — donors, contacts, and past-years history unified into a single directory that answers "who do I call next, and for how much?"What is Pledgix Go?The completely free campaign model — 0% platform fee, an optional donor tip, and tax-deductible giving under the Pledgix nonprofit umbrella.Compliance documents: what to upload and whyWhich verification documents Pledgix Go and One campaigns need, how to upload them, and what each review status means.Sending an email blastChoose an audience, write, review, and send a branded email to your teams, donors, or an uploaded list with the Email Studio's three-stage journey.Charity Card and DAF donationsHow donors give with OJC, The Donors' Fund, Pledger, Matbia, and iMaaser charity cards — which campaigns can accept them and how they show up in your CRM.Sharing your campaign and social previewsUse the built-in share card with QR code, copy your link, and make sure your page looks great when shared on social media and messaging apps.A tour of your Pledgix dashboardGet to know the Home screen — your Impact Overview stats, revenue chart, live donations feed, campaign cards, the navigation tabs, and the one-time welcome tour.Recording offline and manual donationsAdd cash, check, and other offline gifts to your campaign so your totals, teams, and reports stay complete.Campaign statuses and lifecycleWhat Live Now, Early Giving, Ended, and the other campaign badges mean, and how launch dates, countdowns, and extensions control what visitors see.Recruiting captains who actually raiseThe difference between a name on a list and a captain who brings in 30 gifts — how to recruit, equip, goal-set, and coach your team leaders.Issuing your own payout checkApproved campaigns can generate a payout check themselves — pick an amount, confirm with an email code, and download the check PDF in minutes.Accepting an invitation to a campaignBeen invited to help run a campaign on Pledgix? Here's how the invitation email works, whether you're brand new or already have an account.Platform fees explainedHow the Pledgix platform fee on donations works, why it never shows up as an invoice, and how it differs from your service billing.Roles and permissions explainedOwner, Manager, Captain, Team Member, Caller — what each campaign role can see and do, and how the Manager and Team badges work.Donation receipts — how they work and how to customize themHow donors receive their PDF receipt by email, what you can customize, and how to resend a receipt at any time.Building teams and appointing captainsCreate fundraising teams with their own pages and goals, organize them into groups, and assign captains to track progress.Sending SMS to your teamsCompose and send a text-message blast from the SMS Center — with personalization variables, a live phone preview, and per-recipient delivery tracking.Launch-day playbook: hour by hourA minute-one-to-midnight script for the day you go live — the opening blast, captain activation, the dashboard rhythm, and the evening surge.Managing campaign tasks and to-dosOrganize your campaign work with tasks — priorities, due dates, recurring schedules, subtasks, and the option to route a task straight to Pledgix support.Recurring donations — monthly gifts and installment plansHow donors set up monthly or installment giving, how charges and retries work, and how to manage plans from your dashboard.The final-hours pushThe last 10% of the clock often raises a fifth of the money — how to script the deadline surge, deploy your reserve match, and close every open loop.Winning back LYBUNT donors (gave last year, not yet this year)Your easiest money is people who already believe in you. Build the win-back list, rank it by past giving, and track recovery live.Sending a voice broadcast (robocall)Record or type your message, add recipients, and launch a phone broadcast — with automatic Do Not Call screening and legal calling-hours protection.Building your call list — from directory to dialingUse the ranked Call Next queue, send any selection or segment to the Call Center, or print paper call sheets — biggest asks always first.The Finale Share KitTurn your campaign's result into shareable celebration media — story and square banners, a 30-second highlight video with your own music, and a one-click celebration email to every team.Call Center sessions — how calling worksRun phone-a-thons from your browser — build calling lists, let callers work a shared queue, log outcomes, take pledges and donations on the call, and watch progress live.The Link Center — tracking links for every blastCreate a trackable link for each email, WhatsApp broadcast, or poster — and see exactly how many clicks, donations, and dollars each source produced.
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