Requesting a Pro campaign

While Pledgix Go and Pledgix One campaigns launch instantly, a Pledgix Pro campaign is set up together with a Pledgix specialist. Pro includes features that need configuration and verification before going live — starting with your own payment gateway — so the wizard collects your details and our team takes it from there.

What Pro offers

Pledgix Pro is built for large, high-volume organizations. On top of everything in Pledgix One, you get:

• Your own payment gateway (Stripe / Sola)
• Marketing engine — email, SMS, WhatsApp & robocalls
• Full email design control — your templates, your brand
• Call center with full control of every call recording
• Live event mode — full-screen displays & live control
• Historical intelligence — compare previous years
• Planning suite — tasks & campaign calendar
• Financial Hub — manage campaign expenses
• Match pools, team groups & captains
• Donor profiles & visitor intelligence
• QuickBooks, HubSpot & Slack integrations

Pro requires a review by our team before your campaign goes live — it's not an instant launch.

Submitting your request

1. Go to My Campaigns and click New Campaign.
2. On the model selection step, choose Pro, then click Continue.
3. On the Basic information step, fill in:

• Organization Name (required) — for example, "Acme Foundation Inc."
• Tax ID / EIN / Business Registration Number (required)
• Additional Notes / Requirements (required) — tell us about your fundraising plans, timelines, compliance needs, or anything our team should know before the call.
• Phone Number (required) — a Pledgix specialist calls you personally to run your onboarding.
• Campaign Name (optional) — a working title if you already have one.

1. Click Send Request.

Note: You don't set a goal or web address at this stage. Those are configured during your onboarding call, once your account setup is confirmed.

What happens next

After you submit, you'll see the "Request submitted!" confirmation screen. Here's what to expect:

1. Our Pro team reviews your request.
2. A specialist contacts you within 24 hours.
3. We configure your payment gateway and compliance setup.
4. Your campaign goes live on a custom plan.

Check your inbox — we'll send a confirmation email and follow up with next steps within 24 hours.

What about political campaigns?

Pledgix Political (FEC-ready political fundraising with donor eligibility checks and compliance reporting) isn't selectable in the campaign wizard. Political campaigns are set up directly with the Pledgix team — contact Pledgix support and our compliance team will verify your eligibility and configure everything with you.

Frequently asked

Is a campaign created when I send the request? Not yet. The request goes into our onboarding queue. Your campaign is created during the setup process with your specialist, and it will appear in My Campaigns once it exists.

Can I run a campaign in the meantime? Yes. You can launch a Pledgix One campaign — or a free Pledgix Go campaign — at any time while your Pro request is being processed.

I haven't heard back — what should I do? Our team aims to reach out within 24 hours. If you haven't received a confirmation email, check your spam folder first, then contact Pledgix support.