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List of Overdue Pledges and Pledge Reminders

You can use the default Overdue Pledges SmartList to send out your mailing

  • Click on the SmartLists icon and then click on the View All SmartLists link.
  • Select the Overdue Pledges SmartList.
  • Click the Customize link to select the information to be included in the Overdue Pledges SmartList.
  • Click Send Mail from the Related Actions menu and then select Send Mail for these Pledges

You can also create a new Pledge SmartList and select specific criteria from the criteria category dropdown list to define the list (for example Outstanding Payment or Next Payment Due)

  • Click on the SmartLists icon and then click on Create a New SmartLists
  • Select Pledges, click next and add the criteria you wish to use.
  • Click Customize to check the information to be included in the SmartList.
  • Name and Save the SmartList or click on the Browse this list without saving it option
  • Click Send Mail from the Related Actions menu to send pledge reminders to the donors.
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