Harness Guides
HomeCheckoutReportsAdmin
  • Harness Overview
  • Subscription Philanthropy
  • Getting Started
    • Start Exploring
  • Checkout
    • Button
    • Social Proof
    • Smart Ask
  • Stewardship
    • Overview
    • Auto-Messages
    • 2-Way Conversations 💁‍♀️
    • Templates
    • Merge Tags Guide
  • Fundraise
    • GiveUp to GiveBack ☕
      • Partner Examples
    • Round-Ups
    • Text 2 Give
    • Donation Campaigns
  • Reports
    • Reports 101 📜
    • In Honor/Memory Tributes
    • Date Ranges for Reports
  • Admin
    • Adding the button to your site
      • 3dcart
      • Blogger
      • Big Cartel
      • Cratejoy
      • Drupal 7
      • Google Tag Manager
      • Instapage
      • Joomla
      • Magento 1 (COMING SOON)
      • Magento 2
      • Mono
      • Neto
      • Open Cart
      • Prestashop
      • Shopify
      • SiteBuilder
      • Squarespace
      • Umbraco
      • Volusion
      • Webflow
      • Weebly
      • Wix
      • WooCommerce
      • Word Press
    • Analytics
    • Partner Appreciation Program 😍
    • Stripe Overview
    • Understanding Your Payout Report
    • Bank Payouts
    • Admin Notifications
  • Untitled
Powered by GitBook
On this page
  • What are auto-messages?
  • What auto-messages are available! ✨
  • Welcome Message
  • One Time Donation
  • When is it sent?
  • Round-Up Sign Up
  • Round-Up Monthly
  • Monthly Donation
  • Monthly Recurring
  • Now let's customize them! ✨

Was this helpful?

  1. Stewardship

Auto-Messages

PreviousOverviewNext2-Way Conversations 💁‍♀️

Last updated 3 years ago

Was this helpful?

What are auto-messages?

Have you ever had a moment of pure brilliance? I'm talking the red sea parts and you can see the light. Well sometimes it happens and we wish that we could go back to that moment in time and relive it. That's where templates come in. Create magic moments for your supporters all the time using templates!

What auto-messages are available! ✨

We have six auto-messages available.

Welcome Message

Your first chance to make a good stewardship impression. Whenever your supporters sign-up assuming they have registered their phone number they will automatically receive this message.

Sent AFTER a supporter signs up for a NEW Donor Account

One Time Donation

When is it sent?

AFTER a supporter makes a one-time donation

Round-Up Sign Up

When is it sent?

Sent to the supporter after they sign-up to donate Round-Ups

Round-Up Monthly

When is it sent?

Sent to the supporter after they sign-up to donate Round-Ups

Monthly Donation

When is it sent?

Sent to the supporter after they sign-up to donate Round-Ups

Monthly Recurring

When is it sent?

Sent to the supporter after they sign-up to donate Round-Ups

Now let's customize them! ✨

  1. Name your template

  2. Add it to a folder

  3. Write your message

  4. Attach content

🧙: Folders are where templates are stored and help with easy access. All templates must be in a folder.

What are some first time texting best practices?

1. Start on the Right Foot

You wouldn't propose to a love interest before getting to know them, would you? In the same way, don't expect donors to commit to donating before establishing your genuine interest in your relationship with them. Your first few texts should be simple appreciation messages. Show your donors what it means to be a part of your giving community. Establish that you are on the same team by showing them the work that's being done towards your cause. What THEY have helped create. We recommend starting with a simple "Thank you" for their support. They don't have to be past donors, but if they are, make sure to thank them for that too.

Name your template, add to an existing folder or create a new one, write your text message, attach your content and voilà!

✨
First Impression 😍
One time gift message
RU Sign-Up
How to set your auto-messages