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Viewing/Sending Text Messages
   (Requires the purchase of the Letters/Emails/Text Messages module)

When you need to send a text message to your donors you can do it without using your cell phone.  For example you can send a notice about an upcoming event.

First you need to setup your text messages by clicking on the Mailings icon and choosing Setup Text Messages...  For more info on setting up custom text messages click here.

You also need to setup Donarius so it can send emails.  Follow these steps

You also need to enter the cell phone number of each donor that wants to receive a text message.  Only those donors will get a text message.  When entering a cell phone number you must also indicate the company or provider they are using. Just double-click the cell phone number to choose a provider from the list. Or type an apostrophe (to the left of the 1 key on the keyboard) or a single quote (to the left of the Enter key) at the end of the cell phone number. An abbreviation of the provider will be added to the cell phone number.

You may also want to use a bulk SMS service or program to send the text messages to some of your donors. (Text messaging is also called SMS.) For those donors, choose *Use bulk SMS service/program from the list of providers. You will be able to copy the cell phone numbers from Donarius® to your SMS service/program.

To send the text messages:

1. Click on the Mailings icon and choose View Text Messages...

2. Give the donor number or envelope number for one text message, or click the All Donors checkbox for all. If you don't know the donor #, type the first three letters of the donor's (More details about searching by name are here.)  For example: if you have a donor with the last name Graham and with a donor # of GRA 1 just type GRA for the donor #.  When there are several donors with a similar last name you will see a list where you can choose the correct one.

3. Indicate which text message to send.  Text messages that have any donation or pledge amounts require a date range. Messages without donation or pledge amounts do not require a date range.

4. You can choose certain donors depending on whether they gave or not, and whether they pledged or not.  If you are not keeping track of pledges, you will have only two choices:
a) donors who gave
b) donors who did not give

 For each of these you need to give a To and From date.

If you are tracking pledges, you can choose any combination of these:
a) donors who gave and pledged
b) donors who gave but did not pledge
c) donors who did not give but pledged
d) donors who neither gave nor pledged

 For each of these you need to give a From and To date.

Or you can choose donors who fall short on their pledges or those who fullfilled their pledges. You then need to give an As of date. Click here for more about pledges.
Select your choices by holding the mouse over the list for about a second.
In each case you should choose which categories you are looking for.  (Click on the heading to choose all or none of the categories.)

5. To send a text message only to those donors from a certain city or town, give the name of the city or town.  To select only those outside of a city or town put ! or <> before the city or town.  For example, !Los Angeles or <>Los Angeles means outside of Toronto.

6. To send a text message only those donors from a certain province or state, give the name of the province or state.  To select only those outside of a province or state put ! or <> before the province or state.  For example, !GA or <>GA means outside of Georgia.  To sort the messages by country and province/state click on Sort by country and province/state.

7. To send text messages to donors with a certain postal/zip code give a range of postal/zip codes to include.  To sort the messages by country and postal/zip code click on Sort by country and postal/zip code.

8. To send text messages to donors from a certain country enter the name of the country. To select only those outside of a country put ! or <> before the country.  For example, !Canada or <>Canada means outside of Canada.

9. To include only donors who want certain types of tax receipts, choose the type of receipt or whether they want a paper copy or a PDF copy. (near the top right)

10. To send text messages to donors of a certain donor type select only the ones you want.  If you use donor characteristics choose which ones to include or exclude.  In each of the list boxes, click on the heading to select all or none of the choices. Above the include/exclude lists, you will see Any or All.  You click on that word to change it. Any means that a donor with any of items checked will included or excluded. All means that a donor with all the items checked will be included or excluded.

11. To send only to donors who gave a certain amount, pick what kind of amount you are looking for and give an amount range. You can find the donors who:
a) gave a certain total amount in the date range
b) have a single donation of a given amount (to one or more categories)
c) have a single donation with a given amount to one category
d) pledged a certain total amount per year to one or more categories
e) pledged a certain amount to 1 category per year

12. You have the option of showing donors based on another date range.  You can choose when they were added, their birthday or their expiry date. Choose the kind of date you are looking for, then fill in a range. When you are looking for a birthday, the year can be omitted.  For example, to show everyone with a birthday in March you would type from: Mar 1 to: Mar 31 for the birthday. To chose those whose membership has not expired as of today, type the word NONE for the expiry 'from date'.

13. To show those who have a certain relationship with others, choose what type of relationship you are looking for.  If you only want relationships that began on a certain date, enter a date range. (The year can be omitted.) (This is only available if you purchased the Relationships & Families module.)

14. You have the option of doing one text message for a family, by making a choice where it says:  One mailing per family addressed to.  What you choose will determine how the family name is shown in the message (if the family name is in body of the message).  Suppose John Doe is married to Jane Doe.  You can then show either Mr John Doe, Mr & Mrs Doe, Mr & Mrs John Doe or Mr & Mrs John & Jane Doe.  If the family has children you can add & Family after the name by choosing that option. If you choose Don't do a family mailing, each member of the family will get a separate message.  When the husband and wife have different surnames it will show the full name of each person. (This is only available if you purchased the Relationships & Families module.)

15. Click OK or press Enter.  The first text message will then be shown on the screen.  Press Page Down or click on [Next] in the menu bar to see each message.

16. To edit the text message, go to the menu bar click on [Edit Format].  A new window to the right will appear where you can edit the text message.  Stop typing any changes for 2 seconds and the text message will show what you changed.  If a command you are typing is incomplete you will see an error message.  Finish entering the command, making any corrections and then the text message will be displayed.

17. Click on [Send Text Messages] in the menu bar. Choose which messages you want to send if you want to send only some of them, then click on the Send button.  Donarius® sends text messages to special email addresses that each provider has to direct them to the cell phone number.  This means you should make sure you can send emails with Donarius® before trying to send text messages.

18. If you are sending all your text messages using an SMS service/program you will not see [Send Text Messages] in the menu bar. Instead click on [Copy to Clipboard] then go to your SMS service/program, put the cursor in the box for the phone numbers and choose Paste.

Note: The demo/trial version of Donarius® will send only one text message at a time. You must convert the demo/trial version of Donarius® to a full version to send them all.




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