Touchpoint Software Documentation | Is in a Pledging Family

Is in a Pledging Family

This Condition located on the Contributions category tab in Search Builder returns people where someone in their family has made a pledge. You can specify the number of Days to look back from today. If you leave the Days blank, it will default to 365 days.

You can also look at a particular Fund as well by entering the Fund ID number.

Tip

Add Is Head of Household to find how many families have made pledges.

Note

This search returns Primary Adults, Children, and Secondary Adults when any one in the family has made a pledge.

Use Case

This would also be useful to find families who have not made a pledge yet. Enter the Fund ID number for your pledge fund and select Equal False.

Use Case 2

If you want to find the number of households that have not yet made a pledge, add the Condition Is Head of Household to the above use case. The results will be only the HOH for those families in which no one in the family has made a pledge. This would be a good list to use if you want to remind families to make a pledge.

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