Pledges on a Form

Utilizing Slate Payments allows for the collection of gift and payment details on a Slate form. Similar to other forms within Slate, this form must include person information that can match onto records that already exist in your database, as well as create new records where one does not exist. This overview walks through the steps to required to collect gifts and pledges on external forms as well as configuring the payment widget using a simple calculation.

Pledging via Form

When “Make a Pledge” is selected, the form the 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!

To ensure that a giving form is collecting enough information to create a new/match to an existing record in Slate, the following fields should be included on a person-scoped form:

  • 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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