e-Pledge Tag Archive

e-Class Training

Please join us for an upcoming e-Class. These group trainings will cover:

  • e-Pledge Refresher - October 30, 2020 (Register)
  • Basic Data Mining - November 4, 2020 (Register)
  • Advanced Data Mining - November 10, 2020 (Register)

If you have questions please let us know.

*There is a fee for each e-Class.


Employee Payroll Deduction e-Pledge Options

Did you know that a company can give their employees the option to pay off their Payroll Deduction pledge in one lump sum? They can even decide to have the money taken from only 1 paycheck!

Here's how:

For example, if a company pays its staff 24 times a year, 24 would be the Number of Pay Periods that should appear on the e-pledge webpage.
(You can store the Default Number of Pay Periods on the company account profile > General tab > Numbers subtab, or you can save each employee's number of pay periods on their employment relationship.)

By introducing a new question on the webpage and asking for "Number of Deductions to Make," the donor can decide the number of times they want money deducted from their paycheck – such as 24 or 1. The donor can see a drop-down for choosing the number of deductions that works for them.

For details on how to do this, see the following online documentation.

Pay close attention to the web options named "Number of deductions changeable" and "If changeable, number of possible deductions" (in the "Pledge Entry – Payroll Deduction" web option group).

e-Class Training

Please join us for an upcoming e-Class*. These group trainings will cover:

  • e-Pledge Refresher - October 30, 2020 (Register)
  • Basic Data Mining - November 4, 2020 (Register)
  • Advanced Data Mining - November 10, 2020 (Register)

If you have questions please let us know.

*There is a fee for each e-Class.


Who's Abandoning Their Pledges?

Are people starting their pledges and not finishing them? Find out who they are in Andar/360 so that you can follow up with them and send them a gentle reminder.

To do this, go to the main menu in Andar/360 > e-Community > e-Community Reports > Web Access Log Inquiry, and there you’ll see all web activities. Click on the filter button to see the “e-Pledge Abandoned” option. Better yet, add this report to your dashboard using the “Maintenance List” app to have easy access to the data!

Get Details

Short on Staff Resources?

We are excited to offer an extra support option with Andar/360. This premium support plan will help you and your organization focus on your most critical work: Impact, while we focus on your data systems. With SupportPLUS and service block hours, we can help you build e-Pledge sites, custom templates, run donor choice payouts & reports, load connector files, install service packs and much more. Please reach out for more details.

e-Pledge Modes of Giving

Andar e-Pledge has a variety of workflows depending on the ‘Donor Type.’ All ‘Modes of Giving’ can be used for all ‘Donor Types.’ The ‘Donor Authentication Methods’ available for each ‘Donor Type’ are displayed in detail on this chart in the Free Resources webpage of the Andar Software website. To see the chart, click below.

View Chart

e-Pledge & Chrome version 84

Have you upgraded to Andar/360 - 2020.02? If you haven’t, please be aware of changes to Chrome version 84 that may cause issues with credit card payments in Andar/360 (entered via e-Pledge).

As noted in our April 10 Coffee Break Newsletter, Chrome version 80 included changes in how cookies are handled between Andar and third-party websites. This affected some donors who made credit card payments through e-Pledge. However, due to COVID-19 and the increase in virtual workplaces, Google decided to rollback those changes and give users more time to adapt accordingly.

In Chrome version 84, this change has been officially re-released and applied to all users of Chrome. As a result, if you haven’t already upgraded to Andar/360 - 2020.02, you may run into issues processing credit card transactions.

Please contact Customer Care if you have any questions or if you would like assistance as a service in upgrading your version Andar/360. 

***Please note that Andar Software hosted customers are not affected by these changes and are on the most recent version of Andar/360.

Provide Suggested Gift Choices as Images or Radio Buttons

The default presentation for suggested gift amounts (Web Customization > e-Pledge > Options – e-Pledge > Create Account – Pledge Specific > Suggested Amounts Tables) is as radio buttons. These radio buttons can be changed into “normal” buttons by using custom code in a style sheet.

If your Look & Feel Template is based on the United We Fight Look & Feel Template Type (also known as United We Win), gift choices are presented as “normal” buttons. Learn more about adding custom gift amounts in Customer Support.

Take Me There

[Template] Online Pledging: Donor FAQs

What kind of questions do your donors have about making online donations?

Download this Word template as a guide to create a customized FAQ for your organization.

Download Template

Online Pledging Terms

With all of the new additional functionality added to e-Pledge, it's important to have a clear understanding of the different terms used to access online pledging. Some of the terms are very similar and can be quite confusing.

What's the distinction between "Single Page Registration and Pledge" and "Single Page Employee Registration and Pledge"? What are the differences between "Individual," "Employee," and "Campaign" registrations?

Ensure that you know the differences when it's time to configure or when communicating with support. Get a quick primer of terms and their meanings as of v2020.02 of Andar/360.

Learn Differences