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
  1. Login to DonorDock

  2. Open the Outreach Menu

  3. Select Texting

  4. 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
  1. Navigate to Outreach > Texting > Bulk Texts.

  2. Click + New Text Message.

You may also start a bulk text from a Contact or Gift Report.

  1. Navigate to Reporting > Reports.

  2. Run the desired Contact or Gift Report.

  3. Apply any needed filters.

  4. Click Send Texts.

  5. 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:

  1. Click inside the Text Message box.

  2. Place your cursor where the value should appear.

  3. Open the Donor merge tag menu.

  4. Select the desired merge tag.

Available text merge tags include:

Merge Tag

Value

Donor First Name

{{donor.first_name}}

Donor Last Name

{{donor.last_name}}

Donor Organization Name

{{donor.organization_name}}

Donor Name

{{donor.name}}

Donor Salutation

{{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:

  1. Click the Test option at the top of the draft.

  2. Enter the mobile number that should receive the test.

  3. 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

  1. Turn on Schedule Send.

  2. Select the Send On date.

  3. Choose the desired send time.

  4. Select the appropriate timezone.

  5. Click Schedule Send.

Duplicate a Previously Sent Bulk Text

  1. Navigate to Outreach > Texting > Bulk Texts.

  2. Open the Sent tab.

  3. Locate the text you want to reuse.

  4. 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:

  1. Navigate to Outreach > Texting > Bulk Texts.

  2. Open the Sent tab.

  3. 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.

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