Overview
Paperless Transactions offers fundraisers the opportunity to encourage donors to give by text message. This article will show you how to create, edit and delete text-to-give features for a fund. Click on screenshots to view them larger.
Sign In to Account
Go to https://app.paperlesstrans.com/guest/login and login with the username mna-accounting.
Create a Fund Keyword
Once you are logged in, choose Keywords to get started. To keep our approach simple, we are using the format MNA <Fund#> as our structure. As a result MNA is the single keyword. For each Fund we are adding a Sub Keyword.
Step 1
Confirm that the Sub Keyword is available. Enter the Fund # you are adding and click Search. If available, click Activate. If, for any reason the Sub Keyword is not available, click Return to search for the Fund #.
Step 2
Group selection: check the box to add the new fund to the Keyword group
Step 3
Create the Reply Message – This is the message and URL shortcut that the prospective donor will receive when they send the text. It is the trickiest part of the add process. Read the process below. We suggest copying the template language and pasting it in the text area.
Template
To give to <Fund Short Name>, tap {#URL=”https://secure.paperlesstrans.com/MNATEXT?c16=<Fund#>&c21=<Fund+Short+Name>”#}
- Replace ‘<Fund Short Name>’ with a brief name by which the fund can easily be recognized
- Replace ‘<Fund#>’ with the actual Fund #
- Replace ‘<Fund+Short+Name>’ with the name used in step 1, replacing any spaces with a plus character [+]
Sample using Fund 9999 – Church Planting Fund
To give to Church Planting Fund, tap {#URL=”https://secure.paperlesstrans.com/MNATEXT?c16=9999&c21=Church+Planting+Fund”#}
Step 4
Click Continue to finish the setup
Edit a Fund Keyword
Usually, you would only need to edit a Sub Keyword if the Reply Message needed to be changed. To do. simply click on the Fund # Sub Keyword and choose Reply Message Edit.
Delete a Fund Keyword
Locate the Fund Sub Keyword, click on the 3 dots on the right side and choose ‘Delete’. Please do this carefully as there is no restore option if you make a mistake.
