Updated July 17th, 2020 by Hanna Ray

Pledge Payment Reminder

Pledge payment reminders can be created using the pledge_payment template type. See the Upload & Configure Templates article to learn how to access and customize those templates. Once your pledge_payment template has been created and verified, click Pledges from the home page. Click on the pledge ID that you want to generate the pledge_payment t...

0 min reading time
Updated June 12th, 2020 by Hanna Ray

Affiliate Portal

After an organizational profile has been designated as an affiliate/supporting org you can take additional steps to enable the Affiliate Portal. Select Affiliate/Supporting Org from the Home page. Select the ID of the affiliate organization. Click Enable Donation Portal in the left menu. Once the portal has been enabled you will see a unique Donatio...

1 min reading time
Load More