ePledge guide for campaign coordinators

ePledge is a web-based portal provided by Community Shares of Wisconsin.

This portal is the same that is used by other local workplace giving federations, so the functioning should be familiar if you run side-by-side campaigns with other federations.

 

click here to learn more about our new system

Table of Contents

 

Employee Information

(New Requirement to Make the Best Use of the System!)

With this new system, basic employee information is required to create unique, secure user IDs and passwords specific to each employee.

CSW staff will send each employee a personalized email that includes an encrypted link direct to the donation page; no log-in will be required.

Reminder emails are encouraged. If you would like to use the ePledge system to send them, you can use the coordinator menu or contact CSW to coordinate.

Providing this information assists CSW in matching employees to the correct account, avoiding duplication of records, and ensuring accurate information.

Please send this information to Gray ([email protected]) at CSW in an Excel document with the following fields:

Emp. ID First Name Last Name Department (if applicable) #pay periods annually email address
1100 Gray Miller Development 24 [email protected]
 

Access & Login

If your workplace provides an employee list with email addresses:

  • CSW will send an email to employees on campaign launch with a personalized link containing embedded login information.
  • Note: Please ensure emails from [email protected] are white listed and not blocked by your organization’s IT department.

If you have elected to have employees self-register:

  • CSW staff will provide you with a customized registration page for your workplace. This link can be sent to your employees who will use it only for registration.
  • After the employee registers and receives a confirmation email,  they can make their pledge at give.communityshares.com
 

ePledge Administrator Menu

As an administrator you will have two menus available to you:

  1. Workplace Donor
  2. ePledge Administrator

You can switch between these menus by selecting the appropriate role at the upper top right of your screen.

ePledge Administrator Menu

  • Home – provides navigation information
  • Change Password – allows you to update your password
  • Status – allows you to track the status of your workplace campaign
  • Employee Gifts – allows you to enter paper pledge forms on behalf of employees (if any) and resend Login email
  • Reports – allows you to run campaign reports
  • Documents – allows you to securely upload employee information for CSW
  • Sign out – logs you out of the system
 

Campaign Status

Allows you to view a snapshot of the status of your campaign.

Screen capture of the Campaign Status page.
 

Employee Gifts

Allows you to search for employees by name.

A screenshot of the Transactions list.

When an employee is found, a variety of information and action items become available.

A screen capture of employee information.
A screenshot icons and their meaning.
 

Reports

A variety of reports are available to help you monitor your campaign. Simply select the report you would like and click Submit. Your report will take a moment to generate and then appear under Outputs.

A screen capture of the Reports page.
A screenshot of the outputs from the reports function.
 

Documents

Documents is a secure dropbox for employee information such as your employee file for setting up the system. Using a dropbox is a much safer way to share sensitive data than by email or memory stick. A document is added to the dropbox by selecting Add; add a description of the file and find the file as you would if attaching it to an email.

A screen capture of the Add Documents page.

Once your document is added it is also available to CSW staff working with you on your campaign.

A screen capture of the General page.
 

Workplace Donor Menu

  • Pledge – allows you to see what you gave last year and begin the pledge process
  • My Profile – allows you to update personal information, and set preferences for correspondence
  • Giving History – allows you to see your giving history for the past 5 years
  • Logoff – logs you out of the system
A screenshot of the Workplace Donor Menu.
 

Pledge

Here the donor can select how they would like to pledge and how much they would like to donate. Pledging options may vary by workplace.

Special Notes

  • Those giving by credit card or electronic check/ACH will not enter their credit card/banking information on this page. After confirming their pledge details they will be directed to a secure page that processes their information immediately so that this information is never stored in our database or viewable to staff.
  • One time credit card and electronic check pledges are processed and receipted immediately. Monthly credit card and automatic withdrawal pledges begin at pledge date.
 

My Profile

The My Profile page allows donors and administrators to update their recognition name, personal contact information, contact preferences, and combined giver status.

A screen capture of the My Profile page.
 

Giving History

The Giving History page allows donors to view their past 5 years of giving history to CSW. The page provides a breakdown of all of the gifts processed per year and how the funds were received. If a workplace is new to the online giving tool a complete history of giving may not yet be available.

A screen capture of the Giving History page.