Send a pledge reminder with a pay link
Text, email or WhatsApp a reminder with a secure link where the donor sees the balance and pays by card — for one commitment or many at once.
- 1
One commitment
Open the commitment and click “Text”, “WhatsApp” or “Email” at the top. You see “Reminder sent”.
Text, WhatsApp or Email. - 2
Copy the pay link
Prefer to send it yourself? Copy the “Donor pay link (valid 120 days)” from the commitment's page.
The donor pay link. - 3
Many at once
On Giving → Commitments, filter the list (for example “Due by”), tick the commitments, and click “Text” or “Email” next to “Send a reminder with a pay link by”.
Tick commitments and send reminders together. - 4
Automatic reminders
To send reminders in steps automatically, start a reminder plan from the commitment's “Collecting” box (plans are made under Settings → Collecting & reminders).
Tips
- Reminders go in the person's own language.
- Over Shabbos and Yom Tov, reminders wait and go out after havdalah if the Shabbos guard is on.
- “Send anyway” sends even if the person already heard from you as often as your contact limit allows. Your name is kept with the message.
If something isn't working
It says the person reached the contact limit.
Tick “Send anyway” if it's really needed, or wait. The limits are under Settings → Collecting & reminders.
It says “Donor has no cell phone (or opted out)”.
Add a cell phone, or use Email. If they asked not to be texted, respect it.
It says “Logged — connect an SMS/email provider…”.
Texting or email isn't connected yet. An admin sets it up under Settings → Email, SMS & WhatsApp.
It says “It's Shabbos/Yom Tov — the reminder goes out right after”.
Nothing to do — it's waiting for havdalah.