You can now raise money and create custom donor communications through instant messaging.

  • Text-to-Give - Allow your donors to donate quickly over SMS or Instant Message and easily encourage monthly donations.
  • Text-to-Fundraise - Give your best fundraisers their own text-to-donate code.  Every donation received over text is logged against their fundraiser and is visible on their page.  For example: "Text 'JOSHS BDAY 50' to donate $50 towards my fundraiser!"
  • Text-to-Pledge - Allow your donors to pledge any amount of money towards a pledge campaign.  For example: "Text 'BUILD 500' to pledge $500 towards our building fund."
  • Text-to-Update-Profile - Give your donors easier access to their profile right from their phone.  For example: "Text 'MY PROFILE' to create, access or update your account."
  • Text-to-Anything - Create custom replies and actions.  For example, "Text 'ITINERARY' to get a link to the event schedule!" or "Text 'GET THE BOOK' to purchase this limited time offer!"
  • Leverage the most popular instant messaging platforms including basic SMS, WhatsApp and Facebook Messenger
  • All donations are processed using Givecloud and is available to the donor through the donor portal.
  • Connect all the functionality you love to messaging for one unified fundraising tool, including: tax receipting, automated emails, CRM integrations, and more.
  • (1) phone number is included with your Givecloud account at no charge.  Each additional number is $19/mon.  There is no cost per message.  Our standard 1.25% transaction fee applies.

How It Works

For a donor to donate using Text to Give, they will need to have an account with a saved payment method and verified phone number. They can do this by simply texting your Text to Give number using the keyword you have entered into the ‘Listening for’ field when setting up your conversations.

E.g. If a donor does not have an existing account and they text ‘give 25’, they will get a reply asking them to create an account  with a link included to do so. If they already have an account but do not have a saved payment method they will be prompted to add a payment method to their account.

Any subsequent donations made will not require this set up again, they will simply follow the flow of the video below.

NB: You can find your Text to Give number by logging in to the admin section (jpanel) of your website, and heading to Sell & Fundraise > Messenger from the left  menu. If you do not have a number, message our support team to request one.

Setting Up Your Phone Number

Request Your Number

You'll need to request a phone number be provisioned for your account.  You can do this through live chat.

You can choose either a toll free (international) or a local number. If you are expecting international donors to donate using Text to Give, then we suggest using a toll free number. If you would like a local number, please include your area code when you message through to support to request a phone number.

NB: If you are a UK based organization that expects to receive international donations from +1 destinations (US and Canada), please request an international number. Local UK numbers (+44) are unable to receive SMS messages from countries with a leading +1 (US and Canada).

Custom Phone Numbers (Vanity Numbers)

Custom (Vanity) Phone Numbers are expensive and in high demand. Depending on the length of the number, the customization and the region support, you can expect to pay an extra $10USD to $10,000USD per month... sometimes more. Chat with our support team for more details.

Transfering Your Number

In some cases, we can transfer your text to give number from another service provider. The process is at no cost but could require 2-3 weeks of migration time.

Understanding Conversations

A conversation starts with a donor messaging you.  You can determine what the donor needs to message and what the reply will be.

The very first time a donor uses text-to-donate, Givecloud will require the donor have an account with a valid payment method in order to proceed.

  • If Givecloud recognizes the donor's phone number, and that donor has a valid payment method on file, Givecloud will link up the existing donor and continue the conversation.
  • If Givecloud can't find a valid payment method for the existing donor, the donor will be asked to fix their payment method through a secure link.
  • If Givecloud can't find an existing donor, the donor will be welcomed to Text-to-Donate and asked to create their account.

Setting Up Conversations

Text to Donate

This will allow you to setup a basic "GIVE 50" (or GIVE {amount}) conversation.

  1. From the left menu, click Sell & Fundraise > Messenger.
  2. Click the green + Add button at the top of the screen to start creating a conversation.
  3. Follow the on-screen form.  Under Conversation Type, select "Donation with Amount".  Under Listening For, enter the keywords you want your donors to type.  For example: GIVE {amount} or DONATE {amount}. On the right panel, choose the item you want all donations to be tracked against.  When your done, hit Save.

    Note: If you set up the conversation with a space between the Keyword and the Amount, then the conversation will always require a space. To capture instances where people may text without a space (e.g. GIVE25), we recommend setting up a duplicate conversation without the space, e.g. GIVE{amount} .

Text to Donate for Fundraising Pages (Peer-to-Peer)

Assign your peer-to-peer fundraisers their own text-to-give code for even faster fundraising!

  1. From the left menu, click Sell & Fundraise > Messenger.
  2. Click the green + Add button at the top of the screen to start creating a conversation.
  3. Follow the on-screen form.  Under Conversation Type, select "Donation with Amount (towards a fundraising page)".  Under Listening For, enter the keywords you want your donors to type.  For example: JOSH {amount} or SAMS BIRTHDAY {amount}. On the right panel, choose the Fundraising Page you want all donations to be tracked against.  When your done, hit Save.

Text to Pledge

This will allow you to setup a basic "PLEDGE 50" (or PLEDGE {amount}) conversation which will log a pledge to give an amount to a specific campaign. No payment is processed.

  1. From the left menu, click Sell & Fundraise > Messenger.
  2. Click the green + Add button at the top of the screen to start creating a conversation.
  3. Follow the on-screen form.  Under Conversation Type, select "Pledge with Amount".  Under Listening For, enter the keywords you want your donors to type.  For example: PLEDGE {amount} or BUILD {amount}. On the right panel, choose the pledge campaign you want all pledges to be tracked against.  When your done, hit Save.

Text to Edit My Profile

Allow your donors to access their account directly from their phone without a username or password.  For example, "Text 'MY PROFILE' to access your account from your phone!"

  1. From the left menu, click Sell & Fundraise > Messenger.
  2. Click the green + Add button at the top of the screen to start creating a conversation.
  3. Follow the on-screen form.  Under Conversation Type, select "Send a Reply".  Under Listening For, enter the keywords you want your donors to type.  For example: MY PROFILE. On the right panel, choose the message you want to reply to the donor with.  Be sure to include the merge tag [[profile_link]] to that the donor can click and access their account.  For example: "Click below to access or create your account! [[profile_link]]".  When your done, hit Save.

Text to 'Anything' (Custom Replies)

You can create a custom conversation and Givecloud will reply with any text you'd like.  For example, "Text 'ITINERARY' to get a link to the event schedule!" or "Text 'GET THE BOOK' to purchase this limited time offer!"

  1. From the left menu, click Sell & Fundraise > Messenger.
  2. Click the green + Add button at the top of the screen to start creating a conversation.
  3. Follow the on-screen form.  Under Conversation Type, select "Send a Reply".  Under Listening For, enter the keywords you want your donors to type.  For example: ITINERARY or GET THE BOOK. On the right panel, choose the message you want to reply to the donor with and include any links you want the donor to have access to.  For example, a link to the event itinerary or a link to the book they can purchase.  When your done, hit Save.

Testing Your Conversations

You can test your conversations using the Messaging console.

  1. From the left menu, click Sell & Fundraise > Messenger.
  2. From the bottom of the right panel, click "Messaging Console"
  3. Enter YOUR phone number (or the number of the donor that you want to test) in the bottom of the console.  This is the number that the donation is coming from.
  4. Enter a message and hit ENTER on your keyboard to start a conversation.

Upcoming Features:

  • Automated follow-up on abandoned conversations
  • Survey's via messaging
  • Plugins for WhatsApp and Facebook Messenger
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