Logging Text Messages Sent Outside DonorDock
Not every text conversation needs to be sent through DonorDock. If your team communicates with a contact outside of DonorDock, you can record that communication using a Log Text Message activity.
This keeps the text in the contact's communication history, even though DonorDock didn't send the message.
When to Log a Text Message
You might log a text when:
A staff member texted a donor from another approved communication tool
A previous text needs to be added to the donor's history
Historical text communication is being imported into DonorDock
Create an activity from a location where activities may normally be added, such as:
Contact record
Quick Add
ActionBoard
Select Log Text Message as the activity type.
Field | Description |
|---|---|
Send To | Contact who received the text |
Send From | Team member who sent the original text |
Subject | Internal subject for the activity |
Sent Date | Date the text was sent |
Completion Note | Additional internal notes about the communication |
Text Message | Body of the text that was sent |
Campaign | Optional Campaign associated with the activity |
Appeal | Optional Appeal associated with the activity |
The Send From field defaults to the team member creating the activity but may be changed to another DonorDock team member, including a non-interactive user.
Import Logged Text Activities
You can also add historical text activities through DonorDock's import tool.
When preparing the import file, include the appropriate activity information and map the imported activity to the Log Text Message activity type.
This can be useful when moving communication history into DonorDock from another CRM or tracking system.
Reporting on Logged Texts
Logged texts appear with other text activities in Activity Reports.
Text activity reporting may include:
Individual text messages sent through DonorDock
Bulk text messages
Text-to-Donate activity
Logged text messages created outside DonorDock
A standard Text Messages This Month report is also available for quick review of current text activity.