Written instructions to set up text to give
Prerequisites
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SSL Certificate installed on your website provided by your web host
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SendGrid DNS settings in place by your domain name host
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Text to Give number selected – provided by V2
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Generic email address Ex. giving@yourchurch.org
Create the Text to Give a Widget Web Page
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Create the Text to Give page in your web editor
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Login to V2 Admin Portal and navigate to: Web > Giving > Text to Give
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Copy the div tag from this page and paste it at the top of the Text to Give page in your web editor
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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
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Publish the Text to Give page in your web editor
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Copy the Text to Give the page’s friendly URL
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Go back to the V2 Admin Portal and navigate to Web > Website > click the Websites link
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Click the Pencil to edit the Main site
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Scroll down to the Text to Give URL under the Core Online Giving section
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Paste the Text to Give page URL into the text box
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Scroll down to the bottom and click Save & I’m Done
Create SMS Source(s)
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Login to the V2 Admin Portal and navigate to: Marketing > SMS Sources > Click the (+) next to SMS Source
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In the Name text box, type the name of the source Ex. Tithes Text to Give
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In the Description text box, provide a description of the source
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In the Source Code text box, type a distinct code for easy lookup Ex. TitheT2G
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In the Designation search box, search for and select your desired designation
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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
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Please note: Do not use the hashtag symbol (#) or spaces in this text box.
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Scroll down and click Save & I’m Done
Edit the Email Acknowledgement
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In the Acknowledgements section, click the Edit button under Email
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Click the Preview button
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Click the Edit Template button
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Click on the Subject tag at the bottom of the form
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This is the default subject line that will appear on the email the donor receives. The subject line will thank the donor by first name and include your organization’s name
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Click the Body tag at the bottom of the form. The default messaging will return detailed information regarding your donor’s gift. Please leave this message and personalize around this information.
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Under the edit box, you will find a list of template data that you can use to personalize the message your donor receives.
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Click Preview and Save
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Verify that the acknowledgment appears as you expected
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Click Save & Exit
Edit the Mobile Acknowledgement
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In the Acknowledgements section, click the Edit button under Mobile
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Click the Preview button
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Click the Edit Template button
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Click on the Body tag at the bottom of the form
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This is the SMS text message the donor will receive when they successfully submit their gift. You will want to keep this message very short.
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Click Preview and Save
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Verify that the acknowledgment appears as you expected
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Click Save & Exit
Edit Your Mobile Configuration
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Login to the V2 Admin Portal and navigate to: Marketing > Organization Mobile > Mobile Configuration
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Click the Edit Mobile Configuration button in the bottom right-hand corner
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In the Default Mobile SMS Source section, click the Change SMS Giving Source button
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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 don't have a specified designation
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Click Save & I’m Done
Donor Experience
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Donor texts the word give to your number
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The donor receives a text message with a link to your Text to Give web page
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Donor completes the short form to save their payment information
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The donor receives a text message confirmation that payment information was successfully saved
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The donor is now ready to give by text to your church
Texting give 50 will submit a $50 donation to the default designation you selected in Mobile Configuration
Texting give missions 50 will submit a $50 donation to your Missions designation
Texting give list 50 will return a list of the valid designations for your $50 donation