Texting and Communication Training

The GiveSmart Fundraise Fundamentals series of training sessions take you through the most common usage of a GiveSmart Fundraise account, through four different sessions. After every session, you can take a quick quiz to challenge your skills. For more on the certification classes/recordings, click here.

Learn how to leverage Texting to reach more of your supporters. We'll discuss strategies for messaging and lists of supporters and take you through the process of sending text messages.

Agenda

  • SMS Subscriptions
  • Manage Lists
    • Types of Lists
    • Uploading a List
    • Segmenting Strategies
    • Compliance
  • Settings > Add Mobile Number
  • Sending a Message 
    • Message Strategies
    • Shortcode Strategies
  • Navigating Message Menu
  • Message Templates

Texting and Communication Class

Please note that the user interface has recently changed within GiveSmart Fundraise and the initial menuing will be different from what is currently in the video. Once past the initial navigation steps, the rest of the material should still be viable.

For more information, review the enhanced navigation here.

We will update the video to reflect this change as soon as possible.

Texting and Communication Quiz

Test your knowledge with the Quiz

Further Study

  • Read all about Texting in the Message Center in the Knowledge Center.
  • Watch the other Fundamental level classes here.