CharityEngine® offers the ability to leverage mobile phone numbers to interact with your donors through text messaging. Our feature includes the ability to reach out to donors and also to use response codes that allow your donors to easily access mobile forms. If you are interested in leveraging SMS auto-responder functionality, please reach out to your account manager for more information.
Please Note: To leverage the SMS Campaign Message feature, contact records must have the following attributions: Phone Type = Mobile, Primary Mobile Number = Yes, AND Text/SMS Opt In = Yes.
When using the Campaign Creative function for SMS campaigns communications, the audience selection will need to include contact records that contain phone number assigned with the following attributions: Type = Mobile, Primary Mobile Number = Yes, and Text/SMS Opt In = Yes. If these three attributes are not set, the contact record will be excluded from the SMS Campaign Blast.
If your data requires bulk appending, this can be achieved by leveraging the Automation & Worklow app. This will allow users to correct contact records in advance.
For bulk update or data append, navigate to: Automation & Workflow > General > Import & Export > Create New > Import To: People - recommended fields provided below
CharityEngine® SMS messages can be a great way to send campaign messages to opted-in SMS phone numbers within your contact database. SMS messages can be used to send quick reminders to donors about events or campaigns. SMS messages have limited configuration, however links and important details can be shared quickly through them. These messages can be created and edited within the Campaigns application.
Note: Contact records must contain the following attributions to be included within the SMS Message Blast: Phone Type = Mobile, Receive SMS = Yes, Preferred SMS = Yes
To begin, navigate to Campaigns > Create & Publish > Creative > Create New (top right) > SMS Message
Complete entry of Name, Headline, Content and then navigate to Save
Now you are ready to start your SMS Blast. Once saved, navigate to Save > Arrow > SMS Blast
From here you can quickly Test your SMS Blast by toggling to Test. Simply enter a mobile number to proceed.
Once you have completed your test, Select Audience by toggling to List and select your Opt-In list or Query. In this example we have both an Opt-In List (Giving Tuesday - SMS Opt In List) and a query (Query: Giving Tuesday - SMS Opt In)
Please also proceed to select any Advanced options by navigating to Advanced
Click SEND NOW to initiate your initiative.
You will also be prompted to View Initiative Results. You can view now or can continue to monitor by navigating to the Reports & Analytics app > Campaigns > Initiative Analytics
If your contract includes our SMS Package to support sending and receiving of long codes, you will want to prepare your instance for the auto responder(s) needed for your campaign. You can locate your Sender Phone Number as well as prepare your auto responder(s) by navigating to the Campaign app. While the SMS Campaign Blast can be best used for outreach to your donors, use of the SMS Auto Responder Code is great for in person events or advertising materials. This tool allows your donor to initiate action with your organization.
Navigate to the Campaigns App: Campaign > Create & Publish > SMS Numbers
The organization's assigned number(s) will be presented here. To update or create an auto responder, navigate to Action > Manage
From this screen, the default responder message can be managed. To create a new or update an auto responder, navigate to the Auto-Responders tab.
From the tab Auto-Responders click on Add New (top right) and update your Inbound Message and Response message. Then click Save.
To test your message, text the organization number with the Inbound Message. Once sent, you should immediately receive the assigned response.