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Let your donors view and manage their pledges directly from their donor portal profile. When pledge management is enabled, donors can see their active pledges, make payments toward them, choose installment amounts, and set up auto-billing — all without contacting your team. This guide walks through the two settings that control the donor pledge experience: the Pledges Widget (which shows pledges on donor profiles) and the optional Pledge Create navigation link (which lets donors start a new pledge from the portal).

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Before you start

  • You’ll need admin access to Portal Settings in your WeGive dashboard.
  • These steps apply to the Dashboard v2 portal experience.

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Step 1: Turn on the Pledges Widget

The Pledges Widget is what displays a donor’s pledges on their portal profile and lets them manage them.
  1. Go to Profile Settings.
  2. Open the Advanced Settings tab.
  3. In the left sidebar, select Pledges.
  4. Select Yes, show the Pledges Widget on all profiles and allow users to manage their pledges from their profile.
Once enabled, any donor with an active pledge will see it on their profile. To hide pledges from all profiles, choose the No option instead. If you want donors to be able to start a new pledge from the portal, add the Pledge Create page to your portal navigation.
  1. In Profile Settings, open the Navigation tab.
  2. Locate the Pledge Create item.
  3. Check Include in menu and/or Include in header to control where the link appears.
  4. (Optional) Use the Pledge Create and Campaign search fields to point the link to a specific pledge create flow or campaign.
  5. Save your changes.
Skip this step if you only want donors to manage existing pledges rather than create new ones.

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What donors can do once it’s enabled

With the Pledges Widget on, donors can:
  • View their pledges from their donor profile by clicking View.
  • Make a payment by clicking the pledge amount to see details and pay toward the pledge.
  • Manage installments by choosing a custom payment amount or the calculated installment amount.
  • Automate billing by setting up auto-billing for future installments if they originally chose to pay manually.

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Troubleshooting

A donor says they don’t see any pledges. The Pledges Widget only displays pledges for donors who have an active pledge on their record. Confirm the donor has a pledge associated with their profile. Donors can’t create a new pledge. Make sure you completed Step 2 and that Include in menu or Include in header is checked for the Pledge Create item.