Automated Pledge Reminders via email

Is it possible to get automated pledge reminders via email set up so that once a pledge is made, the system will remind them that they have an outstanding pledge every month, quarter, or year until it is paid?

  • Guest
  • Jun 24 2020
  • Reviewed: Voting Open
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  • Carmen Keehner commented
    25 Jun 19:08

    We still print our monthly billing statements but use a query to pull up those that request a billing statement by "send reminder" being checked on the gift. Why isn't this available in NXT as of yet?

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  • Holly O'Brien commented
    August 29, 2025 17:44

    This is essential--why hasn't there been any movement on this? It would make every fundraiser's life so much easier if we could automate pledge reminders. The email template functionality is mostly already there with Email Receipts. Merge fields we'd absolutely need for Pledge Reminders, would be the Fund/Campaign, the Pledge Balance, and ideally, Pledge Installment Schedule. More merge options would be better, but even that would be a game changer!

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  • Guest commented
    February 25, 2025 16:33

    Hi there- is there any update on this? This is very much needed :)

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  • Guest commented
    August 08, 2024 18:26

    This would be a fantastic addition to the RE suite. I am also interested to know if this is being considered?

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  • Guest commented
    October 18, 2023 20:30

    any update? Would like to see this happen to help our company save time and money. Many of our constituents are asking for us to email them more than mail.

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  • Meghan O'Connor commented
    May 04, 2022 15:24

    any update on this?

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