Bulk Texting
Bulk Texting allows your organization to send a single text message to multiple contacts through DonorDock Outreach. You can personalize bulk texts with merge tags and send them immediately or schedule them for later.
Access Bulk Texts
Login to DonorDock
Open the Outreach Menu
Select Texting
Select Bulk Texts
The Bulk Texts page separates messages into four status tabs:
Status | Description |
|---|---|
Draft | Text messages that have not been scheduled or sent |
Scheduled | Text messages scheduled for a future date and time |
Sending | Messages currently being processed |
Sent | Completed bulk text sends |
Selecting a Draft or Scheduled message opens the text editor. Selecting a Sending or Sent message opens the message summary.
Create a Bulk Text
Navigate to Outreach > Texting > Bulk Texts.
Click + New Text Message.
You may also start a bulk text from a Contact or Gift Report.
Navigate to Reporting > Reports.
Run the desired Contact or Gift Report.
Apply any needed filters.
Click Send Texts.
Confirm the action.
DonorDock creates a draft bulk text using the report results as a temporary recipient list.
Build Your Bulk Text
Complete the following fields:
Field | Description |
|---|---|
Send Text Message To | Select the list receiving the text |
Activity From | Team member associated with the text activities |
Activity Subject | Internal subject used on activities and reports |
Text Message | Message sent to recipients |
Campaign | Optional Campaign associated with the activities |
Appeal | Optional Appeal associated with the activities |
Available recipient options may include standard groups such as:
All Contacts
All Donors
All Prospects
All Lapsed
Specific Marketing Lists
Only contacts with eligible mobile numbers can receive the message.
Personalize Messages with Merge Tags
Merge tags allow contact information to be inserted automatically for each recipient.
To add one:
Click inside the Text Message box.
Place your cursor where the value should appear.
Open the Donor merge tag menu.
Select the desired merge tag.
Available text merge tags include:
Merge Tag | Value |
|---|---|
Donor First Name | |
Donor Last Name | |
Donor Organization Name | |
Donor Name | |
Donor Salutation | |
Text Credit Estimate
The text editor displays an estimate of:
Credits required per recipient
Estimated total credits for the send
Message length and special characters can affect the number of credits required.
Send a Test
Before sending a bulk text:
Click the Test option at the top of the draft.
Enter the mobile number that should receive the test.
Click Send SMS.
Review the text on the receiving device before completing the bulk send.
Send Immediately
When your text is ready, click Send. DonorDock will begin processing the bulk message.
Schedule a Bulk Text
Turn on Schedule Send.
Select the Send On date.
Choose the desired send time.
Select the appropriate timezone.
Click Schedule Send.
Duplicate a Previously Sent Bulk Text
Navigate to Outreach > Texting > Bulk Texts.
Open the Sent tab.
Locate the text you want to reuse.
Click the Duplicate icon.
DonorDock creates a new draft based on the previous message.
View Bulk Text Results
To view results after a message has been sent:
Navigate to Outreach > Texting > Bulk Texts.
Open the Sent tab.
Select the message subject.
The summary page includes information such as:
Sent On
Sent To
Sent From
Subject
Campaign
Appeal
Number sent
Number confirmed as delivered
Select View Group Text Message Report to review the individual text activities associated with the bulk send. The Text Activities section also allows you to review individual recipient activity.
SMS Unsubscribes
Contacts who reply STOP are marked as SMS Unsubscribed and cannot receive text messages through DonorDock.
