Pledges on a Form
  • 17 May 2024
  • 1 minute read
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Pledges on a Form

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Article Summary

Gift and payment details can be collected on a Slate form using Slate Payments. This form must include person information that can match onto records that already exist in your database or create new records. This overview walks through how to collect pledges on external forms and how to configure the payment widget using a simple calculation.

Pledging via Form

When “Make a Pledge” is selected, the form dynamically shows pledge related questions. All pledge fields can be dragged and dropped from the form palette. In this section, a payment widget will not be included.

🔔 Important!

The following fields should be included on a person-scoped form to create a new/match to an existing record:

  • First Name

  • Last Name

  • Birthdate

  • Email Address

  • Gift Type

  • Gift Status

  • Gift Fund

  • Gift Amount

pledge.png

System Field

Field Scope

Mapping

Soft Credits

Giving - Pledge

Apply - Apply Relationship to Soft Credits

Pledge Status

Giving - Pledge

Pledge - Status

Pledge Type

Giving - Pledge

Pledge - Type

Pledge Fund

Giving - Pledge

Pledge - Fund

Pledge Amount

Giving - Pledge

Pledge - Amount

Installments

Giving - Pledge

Pledge - Installments: Number of Installments

Installments Months

Giving - Pledge

Pledge - Installments: Months Between Installments

First Installment

Giving - Pledge

Pledge - Installment: Date Override 


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