Getting started
Create your account, tour the dashboard, and learn the basics.
19 articles
- 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.
- Verifying your email addressConfirm your email to activate your Pledgix account, and learn what to do if your verification link has expired.
- 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.
- Changing your language (including Hebrew right-to-left)Pledgix speaks five languages — English, Hebrew, Russian, Spanish, and French. Learn how to switch, and how right-to-left layout works.
- Managing multiple campaigns from one accountUse the My Campaigns page to filter, search, and jump between every campaign you run or fundraise on — all under a single login.
- Accessing your organization pageIf your account belongs to an organization page on Pledgix, a dedicated Organization Page tab appears in your navigation. Here's how it works.
- Notifications on Pledgix: what the bell does (and doesn't) coverA newcomer's deep dive into the notification bell — the "Messages from Pledgix" panel, how often it refreshes, and where every other kind of update actually lives.
- Your first week on Pledgix: a checklistA day-by-day checklist that takes you from a fresh account to a live, shareable campaign with a team behind it — with links to the detailed guide for every step.
- A map of every campaign dashboard tabWhat each tab in your campaign's sidebar does — from Overview to Campaign Settings — and why some tabs appear for you but not for your teammates.
- Inviting your first teammatesBring helpers onto your new campaign — invite co-managers through Client Portal Access, set up fundraising teams, and know which kind of invitation each person needs.
- The Caller role for Call Center volunteersWhat a Caller can (and deliberately cannot) see, and how to invite calling volunteers to your campaign.
- Pledgix on your phone — the mobile appThe Pledgix app puts your campaign portal on your phone — native navigation, push notifications, and fingerprint or face sign-in.
- How do I change my password?Use the "Forgot password?" link on the sign-in page — Pledgix emails you a secure reset link, even if you know your current password.
- How do I change my dashboard language?Click the language selector (flag + code) in the top navigation bar and pick from English, Hebrew, Russian, Spanish, or French.
- How do I update my email address?Your login email can't be changed from the dashboard — open a support ticket and the Pledgix team will update it for you.
- How do I switch between campaigns?Use the "My Campaigns" tab in the top navigation — every campaign you belong to appears as a tile; click one to open it.
- How do I contact Pledgix support?Open Help & Support from your account menu and create a ticket — or email info@pledgix.com.
- How do I add my organization's logo?Upload it in your campaign's settings under "Campaign Logo" — it becomes the favicon and thumbnail of your public page.
- How do I know when someone donates?Watch your public page or Live Screen for real-time pop-ups; your dashboard's Recent Donations feed catches you up whenever you return to it.