Set up Text-to-Donate
Text-to-Donate powers easy mobile giving through text codes. Learn how to set up a custom text code and start receiving donations via SMS (only on U.S phone carriers).
Before you get started
Video Overview
Walkthrough
Before you get started
Video Overview
Walkthrough
Before you get started
Video Overview
Walkthrough
Before You Get Started
Use Text-to-Donate as part of a Digital Fundraising campaign. Be sure to create a Campaign Page first.
Video Overview
Video transcript
[Behind the voice of the speaker are static slides and animations showing the described progress.]
In this video, I'm going to show you how to set up Text-to-Donate.
Text-to-Donate is our easy, mobile-first method for capturing contributions when donors are on the go. Donors text your nonprofit's unique code to 44321 (that's Give Lively's special "short code" number) and are directed to donate via your Give Lively-powered fundraising page.
Here's how to set it up.
Go to the Give Lively Nonprofit Admin Portal. In the left-hand navigation bar, click "Text-to-Donate." This is where you can create new text codes, see all of your existing text codes and the fundraising pages they're associated with.
Type in your new text code in the provided field. Choose a word or word combination related to your nonprofit's name, campaign or mission. Make it easy for your donors by picking something simple, easy to remember and easy to type on a phone. Then press the "Create Code" button.
Text codes can be letters and numbers, a minimum of three characters, are not case sensitive and cannot have spaces. There's no maximum to the number of text codes you can have and you can delete your codes at any time.
Text codes are unique across our platform. If the code is already taken, you'll see a notification. Once you create your code, you should see it appear under "Your Codes." By default, your code is now connected to your Core Profile.
To link your code to a specific Campaign Page, click "Campaign Pages" in the navigation bar, then click "Manage" on the Campaign Page you want to link it to. Under "Text Codes" click "Link A Text-to-Donate Code" and all your existing text codes should appear, including the one you just created.
You can also create a new text code directly from this section. It will lead you back to the "Text-to-Donate" page of the portal. Click the text code you want to link to this Campaign Page and that's it. The new text code will now be associated with that Campaign Page.
Want to switch the text code to another Campaign Page? Easy. You can unlink your text code by hitting the "Unlink From Campaign" button or on the "Text-to-Donate" page at any time before linking to another campaign.
Once you create your custom text code, you can share it with your supporters in various ways: through your nonprofit's website, social media channels, event materials, Give Lively's Live Display or even billboards! The possibilities are endless.
From all of us at Give Lively, happy fundraising!
Walkthrough
Text-to-Donate is our easy, mobile-first method for capturing contributions when your donors are on the go. All they do is text/SMS your special text code to our dedicated (not shared) short code -- 44321 (valid with U.S. phone numbers on U.S. carrier networks) -- and they instantly and automatically receive a link to your secure, mobile-friendly Campaign Page. From here, they're just a few easy steps from giving.
What to know about text codes and short codes
Text-to-Donate requires the use of two special codes: a memorable "text code" and particular telephone number, called a “short code.”
Text Codes
The text code is unique to the nonprofit that creates it and to the campaign it supports. For example, the Malala Fund uses the “MALALA” text code to direct donations through its Core Profile. A text code must be clearly communicated to donors to ensure that the correct campaign link is provided in reply. Sharing the wrong text code could misdirect donations to a different campaign if that text code exists and is associated with another campaign.
Telephone Codes (Short and Long)
The telephone number, however, is shared by all Give Lively member nonprofits that use Text-to-Donate through Give Lively. The "short codes" telephone number is 44321 and can only be used with U.S. phone numbers on U.S. carrier networks. There is an equivalent “long code” (10-digit telephone number), which may sometimes be used for donations through non-U.S. phone carriers and from other countries. Read more about short and long codes below.
Text-to-Donate set-up instructions
Give Lively nonprofit members can set up Text-to-Donate functionality in minutes:
1. Sign in to the Nonprofit Admin Portal.
2. Click the "Text-to-Donate" link in the left-hand navigation bar.
3. Create a text code that donors can easily enter on their phone.
- Text codes can be letters, numbers, or any combination of the two.
- They must be three (3) characters or more, and, unlike passwords, they are not case sensitive.
- Good examples are "HELPKIDS", "5K2017", and "PAJAMAWALK".
- You can create as many codes as you want and they don't expire.
- Codes are unique across our platform. We will let you know if your code has already been taken by another organization.
4. Click "Campaign Pages" in the left-hand navigation bar, select the Campaign Page to which you would like to link to your text code and click "Manage" next to the campaign. Be sure to look within the “Active” tab of current Campaign Pages. If needed, use the search tool to pull up results only within that tab. Search results will include the desired term, whether it is all or part of a word or phrase in the campaign name or slug.
5. Scroll down to the "Text Codes" section, click "Link A Text-to-Donate Code" and then select the text code you'd like to use.
Whenever you create new text codes, they will appear in this menu of text codes. You can change a page's text code (or add a new text code to a page) at any time.
IMPORTANT NOTES:
- Review our ultimate guide of Text-to-Donate best practices, including multiple examples of how to display your special text code.
- Text-to-Donate is designed to work in tandem with our Live Display, which tracks and exhibits donations mere seconds (usually between 3 and 5) after being completed. Learn how to set up Live Display.
- Nonprofits do not pay a fee to send Text-to-Donate messages, as Give Lively covers the costs for you.
- Donors who receive text messages will be subject to their typical text/SMS rates according to their phone plan.
- The Text-to-Donate text code for a deleted campaign is automatically reassigned to a nonprofit’s Core Profile. This is the case if a nonprofit does not re-associate the text code with a new campaign before deleting the old one. Any text code automatically assigned to the Core Profile can be reassigned to another campaign.
Additional note about short codes, long codes and international giving
We work with Twilio, a cloud communication platform, to power our Text-to-Donate technology. Twilio allows donors to text our short code (or long code) with a nonprofit-specific text code and receive a link to that nonprofit’s campaign.
Our U.S. short code can only be used with U.S. phone numbers on U.S. carrier networks that have approved that short code. Note that if a donor on a supported U.S. carrier is out of the country or located in a U.S. territory like Puerto Rico or the Virgin Islands, Twilio advises that text messages may be delivered, but delivery is not guaranteed.
Text-to-Donate may also be possible through non-U.S. phones in some countries, but the short code can’t be used. Instead, donors must use a "long code,” which is a full 10-digit U.S. telephone number: 917-999-0700. (When texting from outside the U.S., this number must be preceded by +1.)
Importantly, international texting may not be possible from all countries and across all carrier networks, but neither Twilio nor Give Lively has any control over this. SMS regulations vary widely from country to country and Twilio is working to expand its service.
Therefore, Text-to-Donate for international contributions may be available through the long code, but any nonprofit planning to use it:
- is advised to confirm that it works by trialing it first through contacts in countries from which donations are expected to be received;
- should include the web address of the associated Campaign Page in all Text-to-Donate international outreach so that donations can still be captured if the country or carrier doesn’t allow it;
- should let donors know that elevated charges for international texting may apply, whether or not the texts are delivered.
A note about payment forms
We have officially transitioned only to our second-generation payment form on Core Profiles, Campaign Pages and Peer-to-Peer Fundraising Pages. Our Event Ticketing and Team Fundraising pages still use our first-generation payment form for now.
With this shift, donors see several new features, including the ability to make optional tips to Give Lively to further extend the reach and capacity of our free products and services for nonprofits.