Once you start your stewardship program, it's important to enter information from pledge cards as soon as possible. There are two types of information that are of concern: pledge details and the response type.
Use the Terms/Rates quick posting to enter this information quickly and accurately.
Before you enter the information from the pledge cards, it's important that you have everything set up in the Fund Setup window for the fund you will be using.
To ensure the pledge is ready for pledge entry, considering the following:
Other things you can add to your fund setup include the following:
As families begin returning pledge cards, it's important to update their records with any pertinent information on the card. You can make entries for each family on their individual record, or you can process a group of families at once. If you only need to update records for a few families, enter the information individually in their Letters, Visits, Etc window. However, if you are entering information for a large group of families, you should use the Change Letters, Visits, Etc. process.
It's just as important to post negative responses as it is to post positive responses. Most likely, you will have far less negative responses than positive responses, so you should process the negative responses individually.
When you print letters or pledge cards to send out, you are prompted to log the letter or pledge card in the family's record. This process uses the log information to update family records with responses.