The Pledge Confirmation tab lets you show donors a summary screen before they submit a form. It's useful on donation or recurring payment forms where you want the person to review their commitment — including calculated totals — before confirming.
Note: This tab only has an effect when the form includes a Recurring Payment field.
The pledge confirmation screen and the email response are two different things
Donors and administrators can think these are one feature. They are not. Setting up one does not set up the other.
| Confirmation screen | Confirmation email | |
|---|---|---|
| Where you set it up | Pledge Confirmation tab | Email Response tab |
| When the donor sees it | Before they submit, while they can still go back and change their answers | After they submit |
| What it does | Shows a summary and asks the donor to confirm | Sends a record of the submission to the donor |
| Merge tags it uses | The seven pledge_ tags | The form's own field labels |
| Does it save anything? | No. Nothing is saved and nothing is sent until the donor confirms | Yes, the entry is already saved by this point |
Ticking Enable pledge confirmation screen does not send an email, and setting up an Email Response does not add a confirmation screen. Set up whichever ones you want the donor to get.
Enabling the confirmation screen
- Open the form and go to the Pledge Confirmation tab.
- Tick Enable pledge confirmation screen.
- The page then refreshes to reveal the message editor and available tags.
Writing the confirmation message
Use the rich-text editor to write the message the donor will see before they submit. To personalise it with their entered details, click any of the Available tags on the left — they are inserted as merge tokens into your message.
| Tag | Inserts |
|---|---|
| pledge_frequency | How often the payment recurs (e.g. Monthly) |
| pledge_start_date | When the first payment is due |
| pledge_last_payment | Date of the final payment |
| pledge_amount | The amount per payment |
| pledge_total_payments | Number of payments in total |
| pledge_total_value | Total value over the full pledge period |
| pledge_campaign | The campaign the donation is assigned to |
| Persons name | The name the donor entered on the form |
| Email address | The email the donor entered |
| Cell phone | The cell phone number entered |
| Preferred contact method | Contact preference selected |
| Bequest Amount | Bequest amount if applicable |
| Current Active Donor | Whether the person is an active donor |
| Donor Status | The donor's current status |
| Amount | The payment amount field value |
| Pay/Donate method | The selected payment method |
| Gift Aid? | Gift Aid selection (UK forms) |
Customising the button labels
At the bottom of the tab you can change the text on the two buttons the donor sees on the confirmation screen:
- Confirm Button Text — defaults to Confirm. This submits the form.
- Back Button Text — defaults to Back. This returns the donor to the form so they can edit their details.
What the donor sees
When the donor clicks the form's submit button, they are taken to the confirmation screen first. It shows the message you wrote with their details merged in. They can either:
- Click Confirm (or your custom label) to submit the form, or
- Click Back (or your custom label) to return and adjust their payment details.