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

  • Text-to-Donate - 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.

Setting Up Messenger

Setup Your Phone Number

While this feature is still in beta, you'll need to request a phone number be provisioned for your account.  You can do this through live chat.

If you are on one of our grandfathered pricing plans, you may need to upgrade your pricing to our latest plans that include the new 1.25% transaction fee in order to use this feature.

Setup WhatsApp & Facebook Messenger

Support for WhatsApp & Facebook Messenger are on their way. Request it via live chat!

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.

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
Did this answer your question?