Pledge Reminders


  • Emily Marshall
  • Jan 23 2026
  • Already exists
  • Attach files
  • Joyce Mendoza commented
    19 Mar 17:18

    We really need to send the monthly Pledge reminder to our donor for their pledge balance. and on the pledge reminder will includes, USPS barcode and sort by 5-Digit, AADC, Mixed AADC like when we do it in RE database View. Also will show Donors Name, ID #, Address, Total Pledge , Amount Paid and Pledge balance.

    I don't know if this gonna help USPS Barcode + Presort (Critical Part)

    To match what you see in RE (5-Digit, AADC, Mixed AADC), you need:

    Option A: Use RE Built-in Presort

    In Mail module → Mailings

    Select your query

    Enable:

    • ✔ Presort for USPS

    • ✔ Barcode inclusion

    RE will:

    Sort automatically (5-Digit → AADC → Mixed AADC)

    Add barcode field for merge

    Thanks you

  • Admin
    Trit Mulligan commented
    23 Jan 19:14

    Will do! We do have plans to bring pledge reminders to web view this year if that helps!

  • Emily Marshall commented
    23 Jan 15:17

    No, I was searching to see if there were already ideas on adding Pledge Reminders (like in Mail) to WebView. Usually, the search box doesn't work as well as if one starts to type out a new idea. Unfortunately, I hit enter. If you could delete this that would be great, because I don't see that I can delete it. Thank you :)

  • Admin
    Trit Mulligan commented
    23 Jan 15:11

    Hi Emily - Was there a specific idea for Pledge Reminders?