Process One-Step Delayed Self-Pledges

 

For one-step Delayed Self-Pledge implementations, you'll follow this process to collect committed funds using the Delayed Self-Pledges tab in TeamRaiser.

One-step DSP pledges display automatically on the list.

Tip: As an option, Blackbaud Support can enable two-step Delayed Self-Pledges to display on the tab too, so you can process them from this tab.

Process Delayed Self-Pledges

  1. Select Fundraising > TeamRaiser.

  2. On the TeamRaiser list page, select Manage for the TeamRaiser event.

  3. Click the Delayed Self-Pledges tab.

  4. Select the participants whose self-pledge you'd like to process.

  5. Click Process selected pledges.

  6. On the confirmation screen, click Process.

Tip: If a Delayed Self-Pledge fails to process, the pledge displays in the list of outstanding self-pledges and must be processed again.