SMS Feature - Donor Connect

SMS Feature - Donor Connect


Bulk SMS sending feature for Donors

We are now delighted to announce that SMS feature is available for Donors as well, as a part of Donor Connect
Note:  
SMS messaging to Donors is a premium feature, which may be restricted within your current package. 
Click here to check the pricing in detail. In order to enable this service or for further details, please reach out to your dedicated Customer Success Manager.

Steps to access this feature

Please check below for more details on how to access and make use of this new feature from your dashboard.

Step 1: 

Login to your dashboard using username and password.




Step 2: 

After logging into your dashboard, click on "Analytics" and then select “Donation Analytics”



Step 3:  Select the right campaign from the dropdown.





Step 4:

Once you select the campaign, the donation analytics of the campaign page will be displayed.





Step 5:

Now scroll down to the bottom and on the Donors section you will have the option to bulk select each of the donation entries.





Step 6:

Once the donation entries are selected, the “Send message” button would become active and clickable.





Note:

*It will be possible to "Select all"/"Unselect All," "Send message" these selected donors in a bulk manner.

*The number of donors chosen will also be displayed next to the "Send message" button.

*The checkbox at the top of the page will allow you to select all of the donors from the first page. Hence, proceed to the next pages and select the donors from each one before proceeding to click on send message. Also, you will have the option to choose number of donors to be shown per page.





Step 7:

Once you click "Send Message", a popup will appear in which you can then select the email or SMS or Whatsapp feature as needed. To access the SMS feature, click on SMS option to proceed & then click on Send message to send the message to the selected donors.
The default text will be displayed. You can customise the SMS text and also use the available merge tags shown below. After clicking the merge tag, the merge tag will be copied. You can paste the copied merge tag in the customized SMS text.




Other Note: All the incoming messages from donors can be routed to a phone number provided. You can reach out to support@causematch.com to add the phone number to receive the replies from donors


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