Text Giving User Guide

January 29th 2018 Online Giving

In this article, we'll overview text giving with Online Giving from the donor's website or mobile phone. 

Text Giving User Guide


Online Giving is designed to provide many different methods of giving to the donor. In today's world of technology, almost every adult individual in a church has a smartphone. Text giving is designed to optimize donor convenience allowing them to easily use their phone to make a gift via (SMS) text message. Donors may register for text giving both online and directly on their phone. Online Giving is designed to use gentle persistence to ask donors to sign-up for text giving after making a donation on web giving, kiosk giving and mobile giving. However, most donors will sign-up for text giving using their mobile phone directly by texting in their first gift amount. 

The first time a donor uses text giving they are sent a special link (via text message reply) to complete their gift with their mobile phone web browser. Once the donor completes their first gift using this special link they are automatically registered for text giving on that device. The first donation with text giving associates a mobile phone number (device) to a specific payment method and campus (if a multi-campus church). The entire process is extremely intuitive to the donor and self-guided by the software. Donors can easily change their associated payment method and preferred campus at any time using a profile keyword.

For 2nd+ time text givers, their gift request is immediately processed and within seconds a "thank you" reply message is sent back to the donor's phone confirming the gift. The process is so fast for 2nd+ time text givers that it can even beat the gift basket during service (that's amazingly fast). Online Giving takes text giving to the next level by supporting recurring gifts via text message. Donors can easily create repeating (recurring) gifts using gift frequency keywords in their message such as weekly, monthly, etc. Additionally, the software will prompt the donor via an additional reply with an option to convert their one-time gift into a recurring gift via text message reply.

Multi-campus churches have special text giving features to allow shared keywords among campuses to allow easy print media marketing of text giving. Online Giving is designed for both single campus and multi-campus text giving scenarios. In the event, a church has multiple locations the software will automatically record the donor's preferred campus on the first gift. Future gifts will then be processed under the givers preferred campus for shared keywords. Meaning, donors at each campus location can use the same giving keywords to designate gifts and the software will do the hard part of processing and recording gifts under each donor preferred campus.

Text Giving Guide Sections


The sections below contain "how to" articles on using text giving from a donor perspective. 

Please note: If you are a church looking for text giving setup information please read see the Funds User Guide in the Control Panel User Guide section of our knowledge base. 

Got questions or need help? We are here to help. Contact us today for assistance. 

Format of a Text Giving Message


The message format of text giving is very flexible and at its core only requires a gift amount. Gift amounts can be supplied with or without a monetary (dollar) sign. Gifts can be easily designated to a fund/sub-fund by including a keyword (or phrase). The fund designation keyword (or phrase) can be located before or after the gift amount. Online Giving is smart and will parse out the gift amount and then review the message for matching text giving keywords (or phrases). The image below shows various formats of one-time text gifts. The keywords shown in the example are for demonstration purposes. Keywords (or phrases) are set up directly with funds in the Online Giving control panel by church administrators. Donors contact your local church for a list of available keywords for text giving or simply text the "help" keyword to your church's text giving phone number. Church administrators please visit our Control Panel Funds User Guide in the knowledge base for more information on setting up text giving keywords. 

 

How to Sign Up for Text Giving


For donors signing up for text giving is as easy as sending your first gift amount to the text giving phone number. The first time a donor uses text giving they are sent a special link (via text message reply) to complete their gift with their mobile phone web browser. Once the donor completes their first gift using this special link they are automatically registered for text giving on that device. The first donation with text giving associates a mobile phone number (device) to a specific payment method and campus (if a multi-campus church). The entire process is extremely intuitive to the donor and self-guided by the software. Donors can easily change their associated payment method and preferred campus at any time using a profile keyword. For donors giving using other methods such as website giving, kiosk giving or similar will be prompted to sign-up for text giving via their web browser after completing a donation. The goal is to offer text giving sign-up no matter the method of giving. 

How to Make a Recurring Text Gift


Donors may easily create recurring text gifts by including one of the following special recurring keywords into their text message:

  • Weekly = Creates a weekly recurring gift starting the same day.
  • Biweekly = Creates a bi-weekly recurring gift starting the same day.
  • Monthly = Creates a monthly recurring gift starting the same day.
  • Twice Monthly = Creates a (1st and 15th) twice monthly recurring gift starting the same day.
  • Quarterly = Creates a quarterly recurring gift starting the same day.
  • Yearly = Creates a yearly recurring gift starting the same day.

Examples:

Message: Give $200 Weekly

Does What? Gives $200 today and repeats the gift weekly.

Additional Message Format Examples: 200 weekly, weekly 200, weekly 200 give

Message: Give $100 Monthly

Does What? Gives $100 today and repeats the gift monthly.

Additional Message Format Examples:100 monthly, monthly 100, monthly 100 give

Note: Give keyword is optional and set up by the church for a fund. See Control Panel Funds User Guide for more information.

How to Convert a One-Time Text Gift into Recurring


Recurring giving can be a lifeline to the church during low attendance periods. For that reason, Online Giving uses gentle persistence to offer one-time to recurring gift conversion on all giving methods including text giving. In the event a donor completes a one-time text message gift, Online Giving is designed to ask the donor via text message if they would like to convert their gift into a recurring schedule. The donor may then reply back with one of the recurring options provided to convert their gift into recurring. Church administrators can control this process on a per fund level in the control panel. Online Giving is proud to be the first donation platform to offer recurring donating via text message and easy gift conversion.

How to Change Payment Information


Registered text givers may change their payment information at any time by texting the keyword PROFILE (case insensitive) to the church text giving phone number.  A special link will be sent as a response via text message to the mobile phone. The donor may then click on the link to gain access to their giving profile page. Once on the giving profile page, donors may click the ”Text Giving" button to view/manage text giving devices and their associated payment methods. 

Additionally, donors may manage their text giving devices and their associated payment methods using any laptop, desktop, mobile or tablet device by logging into their donor website and navigating to the "Text Giving" page under the "Your Account" drop-down menu located in the top right of the donor website. Embedded giving churches may create special links in their church website to link to the embeddable text giving page. Church administrators using embedded giving, please contact us for assistance in setting up proper embedded giving links for account management of text giving. 

How to Change Preferred Campus


Registered text givers may change their preferred campus at any time by texting the keyword PROFILE (case insensitive) to the church text giving phone number.  A special link will be sent as a response via text message to the mobile phone. The donor may then click on the link to gain access to their giving profile page. Once on the giving profile page, donors may change their preferred campus from the "Preferred Campus" drop-down menu. The preferred campus drop-down option is also located under the "Text Giving" button/page.

Additionally, donors may manage their preferred campus using any laptop, desktop, mobile or tablet device by logging into their donor website and navigating to the "My Profile" or "Text Giving" page under the "Your Account" drop-down menu located in the top right of the donor website. Embedded giving churches may create special links in their church website to link to the embeddable text giving or giving profile page. Church administrators using embedded giving, please contact us for assistance in setting up proper embedded giving links for account management.