Help

QuickStart

For PledgeDriver® Help click on the relevant topic. 

Updated September 2016

Basics - computer requirements, increasing image size, and other basic information

QuickStart - tips for the effective use of PledgeDriver

Drive Set Upbuilding and customizing your planning grid, practice drives, subsequent drives...

Planning Grid - adding/deleting days, hours and rows to the grid, copy/paste days and hours...

Case/Close Bins - creating/editing/consolidating/deleting private bins, previewing bin contents...

Script Work - importing/editing/saving/deleting public and private messages, using tokens...

Output - print output options, adjusting to fit on the page, emailing scripts...

Dashboard - tips for setting up and using the Talent Dashboard output option

Rotator - steps and tips for using the Rotator feature

Troubleshooting - quick fixes for glitches

Need basic or refresher training?  Call Roger or Liz at 651-797-2161 (office) or 651-260-6010 (mobile), or email  to schedule a a phone or online coaching session. It's included in your subscription. No extra charge!

We welcome your suggestions for improving PledgeDriver's Help Notes.

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