Create the SMS Source

  • Login to the V2 Admin Portal and navigate to: Marketing > SMS Sources > Click the (+) next to SMS Source

  • In the Name text box, type the name of the source Ex. Tithes Text to Give

  • In the Description text box, provide a description of the source

  • In the Source Code text box, type a distinct code for easy lookup Ex. TitheT2G

  • In the Designation search box, search for and select your desired designation

  • In the SMS #Code for Giving text box, type the code you want your donors to use to give to your selected designation Ex. Tithe

  • Please note: Do not use the hashtag symbol (#) or spaces in this text box.

  • Scroll down and click Save & I’m Done

Edit the Acknowledgements

Location: Marketing > SMS Sources > SMS Source

Click the name of the SMS source you need to edit

Email Acknowledgement

  • In the Acknowledgements section, click the Edit button under Email

  • Click the Preview button

  • Click the Edit Template button

  • Click on the Subject tag on the bottom of the form

  • This is the default subject line that will appear on the email the donor receives. The subject line will thank the donor by first name and include your organization’s name

  • Click the Body tag on the bottom of the form. The default messaging will return the detailed information regarding your donor’s gift. Please leave this messaging and personalize around this information.

  • Under the edit box, you will find a list of template data that you can use to personalize the message your donor receives.

  • Click Preview and Save

  • Verify that the acknowledgement appears as you expected

  • Click Save & Exit

Mobile Acknowledgement

  • In the Acknowledgements section, click the Edit button under Mobile

  • Click the Preview button

  • Click the Edit Template button

  • Click on the Body tag on the bottom of the form

  • This is the SMS text message the donor will receive when their gift is submitted. You will want to keep this message very short

  • Click Preview and Save

  • Verify that the acknowledgement appears as you expected

  • Click Save & Exit

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