Prerequisites. Setup Processes. Text to Give Webpage Setup. SMS Source Setup

Transcription

1 Text to Give Setup

2 Table of Contents Table of Contents... 2 Prerequisites... 3 Setup Processes... 3 Text to Give Webpage Setup... 3 SMS Source Setup... 3 Edit Acknowledgements Acknowledgement... 4 Mobile Acknowledgement... 4 Edit Mobile Configuration... 5 Donor Experience

3 The purpose of this meeting is to setup your V2 Text to Give feature. This setup is typically managed during the Website/Widget Implementation meeting. This setup can be managed separately if Text to Give is a priority. Prerequisites 1. SSL Certificate installed on your website provided by your web host 2. SendGrid DNS settings in place by your domain name host 3. Text to Give number selected provided by V2 4. Generic address Ex. giving@yourchurch.org Setup Processes Text to Give Webpage Setup 1. Create the Text to Give page in your web editor 2. Login to V2 Admin Portal and navigate to: Web > Giving > Text to Give 3. Copy the div tag from this page and paste it at the top of the Text to Give page in your web editor 4. Go back into V2, copy the script tag from the top of the same page, and paste it under the div tag on the Text to Give page in your web editor 5. Publish the Text to Give page in your web editor 6. Copy the Text to Give page s friendly URL 7. Go back to the V2 Admin Portal and navigate to Web > Website > click the Websites link 8. Click the Pencil to edit the Main site 9. Scroll down to the Text to Give URL under the Core Online Giving section 10. Paste the Text to Give page URL into the text box 11. Scroll down to the bottom and click Save & I m Done SMS Source Setup 3 1. Login to the V2 Admin Portal and navigate to: Marketing > SMS Sources > Click the (+) next to SMS Source 2. In the Name text box, type the name of the source Ex. Tithes Text to Give 3. In the Description text box, provide a description of the source 4. In the Source Code text box, type a distinct code for easy lookup Ex. TitheT2G 5. In the Designation search box, search for and select your desired designation

4 6. In the SMS #Code for Giving text box, type the code you want your donors to use to give to your selected designation Ex. Tithe Please note: Do not use the hashtag symbol (#) or spaces in this text box. 7. Scroll down and click Save & I m Done Edit Acknowledgements Login to V2 Admin Portal and navigate to: Marketing > SMS Sources > SMS Source Click the name link for the SMS source you need to edit Acknowledgement 1. In the Acknowledgements section, click the Edit button under 2. Click the Preview button 3. Click the Edit Template button 4. Click on the Subject tag on the bottom of the form 5. This is the default subject line that will appear on the the donor receives. The subject line will thank the donor by first name and include your organization s name Please note: This text editor is a third party application. There is one known issue: the last character you type, or the last item you paste will not be saved. The work-around is to hit your space bar one time after you finish editing your message. 6. Click the Body tag on the bottom of the formthe default messaging will return the detailed information regarding your donor s gift. Please leave this messaging and personalize around this information. 7. Under the edit box, you will find a list of template data that you can use to personalize the message your donor receives. 8. Remember to hit the space bar at the end of your editing session 9. Click Preview and Save 10. Verify that the acknowledgement appears as you expected 11. Click Save & Exit Mobile Acknowledgement 4 1. In the Acknowledgements section, click the Edit button under Mobile 2. Click the Preview button 3. Click the Edit Template button 4. Click on the Body tag on the bottom of the form

5 5. This is the SMS text message the donor will receive when the donor successfully submits their gift. You will want to keep this message very short. Please note: This text editor is a third party application. There is one known issue: the last character you type, or the last item you paste will not be saved. The work-around is to hit your space bar one time after you finish editing your message. 6. Remember to hit the space bar at the end of your editing session 7. Click Preview and Save 8. Verify that the acknowledgement appears as you expected 9. Click Save & Exit Edit Mobile Configuration 1. Login to the V2 Admin Portal and navigate to: Marketing > Organization Mobile > Mobile Configuration 2. Click the Edit Mobile Configuration button in the bottom right-hand corner 3. In the Default Mobile SMS Source section, click the Change SMS Giving Source button 4. In the Search for SMS Source search box, search for and select your default SMS source. This is the designation that will receive all Text to Give donations that have no designation specified. 5. Click Save & I m Done Donor Experience 1. Donor texts the word Give to your number 2. Donor receives a text message with a link to your Text to Give web page 3. Donor completes the short form to save their payment information 4. Donor receives text message confirmation that payment information was successfully saved 5. Donor is now ready to give by text to your church a. Texting Give 50 will submit a $50 donation to the default designation you selected in Mobile Configuration b. Texting Give #Tithe 50 will submit a $50 donation to your Tithe designation c. Texting Give #Hi (or any other word that is not a valid SMS Source) will send a text message to the donor that the selected source is not available and also provide a list of valid sources. 5