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Frequently Asked Questions

FAQs for all users

No. You cannot simply import contacts list and start sending text messages. A person must first opt-in to your text service before you're allowed to send them texts.
You need to promote your text service through your other communication channels (email, social sites, PR/advertising, conversation, printed pieces, etc.) and give your audience compelling reasons to opt-in.

Events promotions, for example, are a great way to get people to your text system. Running special offers has also been shown as effective methods for getting people to opt-in.

By incorporating your text service call-to-action into your regular marketing and by leveraging the power of text to provide your members, attendees, staff, board, and volunteers reminders and updates, you can grow your opt-in list quickly.

For GivBee professional services text “GIV” to 444999 or contact us here.
Self opt-in methods:

By Phone – Person texts your opt-in keyword to 444999.

By Web Widget – Person enters their mobile number into your web widget on your website.

By Form – Person ticks a properly formatted “Opt-in to Texts” checkbox on your site or paper form.

By Email – Person sends an email request to have you add them to your opt-in list.
A person can opt-out from their phone by texting the word “STOP” in the text thread.

If you want to remind your opt-ins how they can opt-out from your text service, add the instruction “STOP to opt-out.” to the end of your text messages.

You can also manually remove a person from your text service by clicking the Manage Opt-in List button within your GivBee account, searching for the person by mobile number, email or name, then clicking delete.
No. Your opt-in keyword is not case sensitive. However, when you display your opt-in call-to-action on digital or print media we recommend showing the opt-in keyword in all caps and in quotes. Like this: Text “ZIP” to 444999.
By default, your Opt-In Confirmation message looks like this: “You have joined XYZ text service. Up to 3 msgs/mo. Msg&data rates may apply. Reply HELP for help, STOP to cancel. Text YES to continue.”

A GivBee support rep can make adjustments to your opt-in message but the elements of the opt-in message must stay in place. If you want to request a change, please contact us.
Widgets are convenient for several use cases including:

Quick and easy way for web visitors to opt-in to your text service.

Easy way for people to access a specific message (Donate, Directions, Survey, Wifi Info, etc.).

Easy way for people to join a specific text distribution list within your system.

Convenient way for your staff members to send information to an opt-in's phone when they request it. "How do I get to tonights gala?" "Let me text you a map by entering your number into a widget."
Widgets cannot be embedded into your Facebook page but you can point people to widgets on your web site from your Facebook posts or Tweets by inserting a weblink.
Our customers do all kinds of things with our platform. Here are a few…

Send reminders and invitations
Raise funds and collect pledges
Streamline event communication with attendees; exhibitors, staff
Share links to videos and photo pages
Communicate with internal teams
Send coupons and offers
Say thank you
Promote product and ticket sales
Request feedback in polls, surveys
Send important alerts
Here’s how to allow text messaging services (updated 3/2017):

Sign in to sprint.com with valid username and password. Click the My Preferences tab.
Under Limits and Permissions, select Block texts.
Click to select the phone you wish to manage settings for – a Restricted symbol indicates that phone is currently restricted.
You will see 6 options for settings for the phone.
To unblock or allow all services, click Do not block any text messages.
Once you make your selection, the symbol will change to a green Updated checkmark.
Click Save. If updates were saved successfully you will see a confirmation message.
Turn your phone off and back on for the new settings to take effect.

Instructions are available on Sprint’s own site, here: Sprint Support Page

FAQS for DPText and DonorPerfect users

Simply contact your SofterWare representative to sign up for DPText. You can learn more about DPText on our partner page on DPConnect.
If DPText finds a matching record in DonorPerfect (based on a matching email) where the person's mobile number does not match, DPText will overwrite the mobile number with the user's current one. DPText will also save the user's old mobile number as a previous address record within DonorPerfect. DPText does not overwrite any other data found in an existing DonorPerfect record.
No. DPText only creates a new DonorPerfect record when it has collected the first name, last name, and email address from the individual via a text-based exchange before. DPText Inspire & Engage messages can be set up to ask for these details.
Although DPText (GivBee) enables you to include donation links (eg. weblinks) inside the text messages you send to supporters, the donation data is captured and passed by your online page, not DPText.
It can. By creating an Inspire & Engage message that requires the user to provide their first name, last name and email address with their Pledge Amount, DPText is able to transfer the pledge information into the corresponding DonorPerfect record as a new Pledge.
It can. By creating a DPText Inspire & Engage message that requires the user to give their first name, last name and email as part of their volunteer application, DPText can generate a new Contact in DonorPerfect. The user’s responses to the text-based application get added to the Notes field.

Hint: Use the DPText web widget to capture name and email from the volunteer before they complete the application by text.
It can. By creating an Inspire & Engage message that requires the user to provide their first name, last name and email address with your other text question, DPText will add the information as a new Contact.

Hint: The DPText widget is another way to easily capture name and email before the user takes the text-based survey.
Click here to visit the DPConnect web page on SofterWare’s website: DPText on DPConnect.
If donations are not appearing on the meter, it means one of the following is happening
1. No donations have been made to the selected campaign for the selected dates.
2. The donations source settings and/or date range is not correct. Please check all settings (GL, Campaign, Solicitation, Sub Solicitation) carefully.
3. Donations have not been setup to download into DonorPerfect automatically. See the FAQ above to make donations download.

FAQS for NeonCRM users

No. NeonCRM is the system of record. GivBee only creates new records and adds new data. It does not overwrite data inside an existing record.
No. GivBee only creates new NeonCRM records when no matching record is found. GivBee must collect the first name, last name, and email address from the individual via a text-based exchange or donation before it will create a new record in NeonCRM.
Data exchanges between GivBee and NeonCRM occur within a few seconds of the text exchange. See FAQ above for more.
Yes. GivBee passes donation information to NeonCRM.
Records created by GivBee show “GivBee Texting” in NeonCRM’s Origin Detail field.
The current integration with NeonCRM disables the recurring payments feature. This feature will be added back in the coming weeks but is not yet ready.
Click here to learn more about the GivBee/NeonCRM integration. GivBee/NeonCRM integration

Helpful Hints

1. Always practice respectful texting by knowing and living up to your frequency commitment (ie. up to 3 messages/month) and never send texts at off hours.
2. Test your text messages on your own phone before sending to your list.
3. If a person asks you to add them to the opt-in list, do not wait too long. Opt the person in before he/she has time to forget what they’ve signed up for.
4. Always remind your opt-ins to practice safe and responsible texting. For example, they should never send or read texts while driving.
5. When possible, add the words “Reply STOP to quit” into your push messages, to remind people how to opt-out.
6. Review your initial opt-in greeting message regularly. Is it current and still relevant?
7. When promoting your service on a web page or printed promotion, tell people what they can expect to receive from your organization through the text service.
8. Optimize your web forms before you send its link in your text message. Web pages should always be mobile optimized. Hint: Simplify that form as much as possible!
9. Convert long links into short links using free services like bitly and tinyurl.
10. Mix it up! Keep your texting content fresh and fun to keep your audience interested, active and opted-in.
The Mobile Marketing Association (MMA) has produced a guide to implementing short code programs.
Get it here: "The MMA Consumer Best Practices (CBP) for Messaging"
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