Remind a donor
Has a donor made a Pledge but not yet paid? A follow-up sends them a summary of their Pledges to be collected (description, occasion, amount, already received, remaining, total) along with a payment link where the remaining amount is already pre-filled. Three ways to do this, from the most general to the most targeted.
1. The Reminders view: who to remind, in one click
In Finance → Pledges, select the Reminders view in the selector All / Contacts / Occasions / Reminders. Each row represents a donor, along with their Pledges to be collected, the remaining balance, the last reminder, and the next automatic follow-up.
| Tab | What’s Included |
|---|---|
| To remind | Pledge due for collection over 7 days, with no follow-up in 30 days. This is your task queue |
| Never Followed Up | No follow-up received, either manual or automatic |
| Recently Followed Up | Followed up within the last 30 days: waiting now |
| No Email Address | Unable to follow up: add an email address on the contact record |
| Excluded | Excluded from automatic reminders (manual follow-up is still possible) |
| All | All donors with pending pledges to collect |
- 1
Restart the entire “To Restart” tab
Click on Remind N donors at the top of the table, then Send. Each donor receives their own summary.
- 2
Or check boxes
Check the desired donors: a bar “N lines selected — Remind N donors” appears. Click and confirm.
- 3
Or restart with just one person
The Remind button is at the end of the line. In the ⋮ menu: View message before sending (exact preview, with the Send this reminder button), Copy payment link, Exclude from automatic reminders / Reinclude.
2. From the list or grouped views
In the All view, check Pledges: the “N Pledges selected — Contact N donors” bar will remind their donors (one follow-up per donor, even if you have checked three of their Pledges). The Remind button appears directly on a row when the time is right (a Pledge older than 7 days with no follow-up in 30 days); otherwise, it is in the ⋮ menu of the row.
In the Contacts and Occasions views, the same principle applies: check rows or click on Remind. From the Occasions view, if all checked rows relate to the same occasion, the summary will be limited to that occasion.
3. From a contact card
Tab Pledges on the profile, ⋮ menu of the Pledge → Remind by email. The donor receives the same summary as from the lists (all their pledges to be collected by the organization), and the same safeguards apply, including during Shabbat.
What the donor receives
| Element | Detail |
|---|---|
| Hello First Name | Then the name of your organization |
| The list of its Pledges | “• Aliyah (Shabbat Berechit): 180 € — 80 € already received, 100 € remaining” |
| Remaining balance | The total amount |
| The payment link | Amount pre-filled with the remaining balance, payment in one or several installments |
The message is the same as that of the automatic reminders. You can customize it (subject, text, variables) in the settings: see Programming Automatic Reminders.
Prerequisites and blocked cases
| Situation | Behavior |
|---|---|
| No email address on the profile | The button is grayed out, with a line under the No email tab. Follow-ups are sent only by email: add the address or contact the donor |
| Nothing more to collect | There is nothing to follow up on: the pledge has been paid or canceled |
| Automatic payment in progress | The pledge is covered by a subscription: it is never followed up on, to avoid giving the impression of a duplicate request |
| Shabbat or holiday day (Paris time) | Unisoft requests explicit confirmation before sending. It’s better to wait until after the holiday |
After sending
- The date appears in the Last Reminder column (list) and in the Reminders view with the indication manual or automatic.
- The donor is removed from the To Remind tab for 30 days.
- The message is listed in the pledge history (details → View Details and History).
How often should you remind donors?
| Frequency | Likely Effect |
|---|---|
| 1 follow-up per month | Seen as normal follow-up |
| 1 per week | Irritation, decreased trust |
| Several times per day | Withdrawal of donation |
👉 Best practices for follow-ups — frequency, tone, segmentation
Automate recurring reminders
If you send reminders frequently, enable automatic reminders: the bar below the indicators tells you if they are active.
Email history and recovery
The follow-up history allows you to view the emails related to the Pledges within your access area. It distinguishes between the request to send and its outcome. When a retry action is provided after a failure, check the recipient and status before trying again. This tracking is also available on mobile devices.
Going further
- Setting up automatic reminders
- Best practices for follow-ups
- Copying a payment link — for WhatsApp or an SMS from your phone