Setting Up Text To Give

VIDEO INFORMATION:

REACH offers text to give as an additional fundraising option for your organization.  Using text to give, donors can submit a secure donation by sending in a text message.  

To set up Text to Give, click the Settings icon in the top right of the Admin Console and click “Text To Give” under Portal Setup.

To begin you will need to add a phone number to your REACH portal to use for texting donors. You can search for numbers in your country based on area code or a matching string of letters or numbers that denote your organization. For example, our test organization is located in the 919 area code.  We can search for available numbers in that zip code. Once you find the number you would like to use, click “Select.”

Please Note: To use Text to Give with REACH you must choose an available number.  We can not port over an existing number for your use.  Also, you can only select one number.  If you would like to use a different text to give number, you must release any number already selected.  

Next, you will need to set up any custom keywords you’d like to use when promoting Text to Give. Custom keywords are the text that your donors will type to send to the number you have chosen. When you click on the “Manage Key Words” tab, you will see a list of options for supporters to donate to under your account. The list currently contains Donation Categories, Campaigns, Projects, and Places.
Sponsorships and Event Registration are not currently supported through text.

To customize a keyword, click the “Customize” button and then type in your keyword. Keywords should only include letters and numbers. It is recommended that they are 8 characters in length or less and as simple as possible.

You are now ready to promote Text to Give. The supporter donation process is dependent on three items:
First: That the supporter has a record in your REACH account;
Second: That the supporter’s phone number is stored under their supporter account in REACH;
Third: Whether or not the supporter has a credit/debit card on file in REACH.

If any of these items are not in REACH, then the supporter will receive a link to complete their donation.

Once they have completed a donation through the link process, they will be able to use the normal Text to Give process going forward.

Once you have set up your Text to Give number, you can also send Text Messages to your supporters.  
For information on sending Text Messages, please see our Communication Module Video.

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