Quick Pledge Back Office Form
A reminder that Quick Pledge includes a secure Back Office Form that you, your volunteers and call centers can use to enter phone pledges. Use this feature to streamline your data entry process and reduce penmanship issues!
- The Back Office Form is based on your default Quick Pledge form, but the fields are ordered differently.
- Reporting: Station administrators can sort and run reports on both phone and online pledges. For Back Office pledges, the Pledge source is automatically coded ‘phone’, while online pledges are coded ‘web.’
- Link: You can find the link to the Back Office Form in the top right corner of your admin tools. Bookmark this form for your volunteers!
- If you use the real-time processing option, your volunteer pledges are processed immediately just like your web pledges.
- Custom Form: You can also create a custom back office form, if you prefer.
Hope your drives are going well!
Tags: call center