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Campaigns & Pledges

Campaigns let you run a fundraising drive toward a specific goal — a building fund, a missions trip, a special project — and track pledges from members alongside actual donations so you can see your real-time progress.

Before You Begin

  • Set up your donation funds — each campaign is tied to a fund
  • You need the View Donation Summaries permission to see campaigns, and Edit Donations to add or change campaigns and pledges

Opening Campaigns​

In B1 Admin, open the Jump menu (the search bar at the top-left), expand Donations, and click Campaigns. You will see a table of all campaigns with their fund, dates, goal amount, total pledged, and total given so far. A summary line above the table shows the number of campaigns and the combined pledged and given amounts.

Creating a Campaign​

  1. Click Add Campaign at the top of the page.
  2. Fill in the campaign details:
    • Name (required) — the display name for this campaign (for example, "Building Fund 2026").
    • Fund (required) — the donation fund this campaign is associated with.
    • Goal Amount (optional) — the target amount for the campaign. Without a goal, the campaign shows no progress bar.
    • Start Date (required, starts on today) and End Date (optional) — the fundraising window. With no end date, the campaign shows as Ongoing.
    • Description — a short description of the campaign.
    • Show progress on giving page — show the campaign's progress to donors on your giving page.
    • Allow donors to pledge — let donors make their own pledges to the campaign.
  3. Click Save. If the name, fund, or start date is missing, the form says which one to fill in.

Tracking Progress​

Each campaign row shows:

  • Goal — your target amount
  • Pledged — the total amount members have pledged to give
  • Given — the total amount actually donated to this campaign's fund during the campaign window
  • Progress — a bar and percentage showing how far toward your goal you have come

Click a campaign's name to open the detail view. It shows the percentage of the goal reached and lists individual pledges with each donor's pledged and given amounts and a status (Not Started, In Progress, Fulfilled, Beyond Pledged, or Non-Pledged for donors who gave without pledging). Donors are listed by last name, then first name; click a column header to sort by that column instead. Click Export at the top of the detail view to download the pledge list as a CSV.

Adding Pledges​

Pledges are commitments from members to give toward a campaign. To record a pledge:

  1. Open a campaign.
  2. Click Add Pledge at the top of the page.
  3. Search for the person making the pledge and add them.
  4. Enter the Pledge Amount. It must be greater than zero.
  5. Click Save.

Pledges appear in the campaign detail and contribute to the Pledged total in the campaign list. To change a pledge amount, click Edit on its row; to remove the pledge, click Edit and then Delete.

tip

Pledges are separate from actual donations. A pledge tracks a commitment; a donation records the actual gift. Both are shown on the campaign so you can see how well pledges are being fulfilled.

Editing or Deleting a Campaign​

Click Edit on any campaign row (or Edit Campaign at the top of the campaign's detail view) to update any of its details. In the edit form, click Delete to permanently remove the campaign and its pledges; you return to the campaign list. Deleting a campaign does not delete any donations that were recorded to its fund.