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