In This Article:

    Text-to-Initiate

    In This Article:

      Click here to learn more about how to activate Text-to-Initiate.

      Overview

      Text-to-Initiate is an optional Engage feature that enables you to use SMS text messaging and smart phone technologies to increase your organization's reach and supporter engagement. This Engage technology allows you to create a program where supporters text a keyword to a phone number that you have defined in Engage.

      Through your organization's marketing efforts, supporters learn about your Text-to-Initiate program. Your call-to-action should be "Text <keyword> to <phone number>". Supporters will then use their cell phone to text that keyword to the phone number you suggest. Supporters will in turn receive a text message which includes a web site URL for your supporters to click on and take action.

      If you have a questions about migrating an existing phone number or short code to Salsa to use with Text Messaging, please contact support@salsalabs.com for more information.

      Text_2_Initiate_Compose.png

      Campaign Manager Workflow

      Text_To_Initiate_Workflow.png

      Campaign Managers may select one Activity form to relate to each Keyword as the destination link. However, multiple Keywords can be linked to the same activity form.

      To configure a Text-to-Initiate program, first choose the Keyword that Engage should recognize in the inbound text message. Then, choose the link to send in the reply message to the supporter. The Program Name must identify your organization, so that a supporter recognizes exactly who is replying.

      Supporter Workflow

      Campaign Mangers create a program where supporters text a keyword to a phone number. Supporters then receive replies to their text message which contain a hyperlink to one of your activity forms. The supporters click the link and take action on that form, whether it’s a sign-up form or petition or any of your non-fundraising activity forms.

      Text_to_Initiate_Supporter_Workflow.png

      If supporter A shares the text message with supporter B and both supporters click the link and complete the form, logistically speaking you will see 1 inbound text to your program, 2 total clicks on your destination link, 1 unique click, and 2 conversions.

      Create a New Text-to-Initiate Program

      Text-to-Initiate programs are the programs that you want to run. To create a new program...
      1. Click the Text menu on the left. You will be taken to the Text-to-Initiate tab by default.
      2. Click the teal-colored Create a Text-to-Initiate button.
      3. Add a Name and a Description that summarizes the purpose of your Text-to-Initiate activity.
      4. Click Next in the bottom right to continue.
      5. Choose a Keyword for this program.
        • Click Select on the same row as the keyword you want to use for this program.
        • Add a new keyword by clicking the Add Keyword button.
          T2I_keywords.png
      6. Click Save in the bottom right of this window to lock in your keyword for this program.
      7. Back on the program configuration page, click to add your Destination Link to include in Automated Response. That destination link will be a web site:
        • If you are using the short-code number, you may choose from any Engage activity form except for Fundraising forms. You may not use external URLs.
        • If you are using a text number that you migrated to Salsa, you may choose from any Engage activity form except for Fundraising forms. You may also use external URLs.
      8. Enter the Program Name. This should be the name of your organization, so that supporters know who is replying. Since the Program Name is limited to 56 characters, you may abbreviate the name or use a recognizable acronym for your organization.
      9. Click Save & Activate. At this moment...
        • Keyword is considered active because it is associated with an active program.
        • Program is active because the CM clicked Save & Activate.
        • The expected SMS response is "Thanks for supporting [PROGRAM NAME]! Visit [DESTINATION LINK| to complete this action."
        • If you click Save instead of Save & Activate then the program is created but put into an inactive state. In this case, the expected SMS response is "Sorry! We're unable to process that keyword..."

      Deactivate a Text-to-Initiate Program

      When text-to-initiate programs have run their course, you can deactivate your program and release the keyword you have been using for someone else to use. This removes the keyword from your billing at the end of the billing cycle. To deactivate a program...

      1. Click the Text menu on the left. You will be taken to the Text-to-Initiate tab by default.
      2. Click once on the name of the program you wish to deactivate.
      3. In the top right corner, the Text-to-Initiate Status should be active. Click on the word Active, in blue, and select Make this Text-to-Initiate Inactive. The status will immediately switch to Inactive.

      Deactivate_Text_Program.png

      Keyword Administration

      Text-to-initiate programs for all Engage clients may use the same phone number. Therefore, keywords make different text-to-initiate programs unique. For example, Foundation1 may have supporters text "HUNGER2019" to a phone number and Foundation2 may have supporters text "PAEITC" to the same number. The text responses to those keywords will be completely different because the organizations reserved those keywords for use only by their organization.

      Reserve new keywords so that your organization can use them for Text-to-Initiate programs. Release keywords that are no longer needed so other organizations may use it. You can not use a Released keyword, but you can always add the keyword again in the future, assuming no one else has reserved it and is using it. 

      Keywords may be created separately from Text-to-Initiate programs so as to reserve them for future programs. They may also be created within the Text-to-Initiate creation process.

      Add a New Keyword

      Have a new keyword in mind? Enter it and check its availability to see if it’s available for you to use. Once you’ve decided on a keyword, to reserve the new keyword for a future program...

      1. Click the Text menu on the left. You will be taken to the Text-to-Initiate tab by default.
      2. Click the Administration tab.
      3. Click the teal-colored Add Keyword button to the right.
      4. The number that your Text-to-Initiate program is associated with will display on this pop-up window. Enter your keyword you are interested in reserving. No spaces or special characters are allowed. If you enter a space or special character you are warned immediately.
        Keyword_availability.png
      5. Click Check Availability.
        • If the keyword is available, you will see a green message: keyword is available for immediate use.
        • If the keyword is not available, you will see a red message: keyword is not available at this time. Please try a different keyword.
      6. Save your keyword choice by clicking Add Keyword.

      At this moment:

      • The keyword is considered active and reserved because it has been created in the scope of a phone number, but it is not yet associated with a program.
      • The program does not exist yet.
      • If someone were to text that keyword to the phone number, the expected SMS response is "Sorry! We're unable to process that keyword..."

      Release a Keyword

      Keyword_release.png

      Releasing a keyword will mean that it is no longer reserved for your organization's use, and it may be reserved by another organization. To release a keyword...

      1. Click the Text menu on the left. You will be taken to the Text-to-Initiate tab by default.
      2. Click the Administration tab.
      3. Under the Keywords tab, you will see a list of your currently reserved keywords in a table. The last column to the right is the Release column. Click the Release link in the same row as the keyword you want to release.
      4. Releasing a keyword will mean that it is no longer reserved for your organization's use, and it may be reserved by another organization. Are you sure you want to release this keyword? Confirm by clicking OK or click Cancel to abort releasing that keyword.
      5. At this moment...
        • Keyword is considered released because it is no longer associated with the org, any phone numbers, or any programs.
        • Program is archived because its keyword has been released.
        • The expected SMS response is "Sorry! We're unable to process that keyword..."

      Create a New Text-to-Initiate Program for an Existing Keyword

      1. Open a Text-to-Initiate program and deactivate the program by changing the status from "active" to "inactive" (if it is not already inactive) as described above.
      2. Create a new program.
      3. Select the keyword from the recently deactivated program (since it is now available).
      4. Click Save & Activate.
      5. You will receive a warning modal pop-up that says that activating this program will archive the previous program name and that the previous program name will not be able to be activated ever again. Click OK.
      6. At this moment...
        • Keyword is considered active because it is associated with an active program.
        • Program is active because you clicked Save & Activate.
        • Previous program is archived because its keyword is now in use by a different program.
        • The expected SMS response is "Thanks for supporting [PROGRAM NAME]! Visit [DESTINATION LINK] to complete this action."
      Was this article helpful?
      0 out of 0 found this helpful
      Have more questions? Submit a request

      Comments

      0 comments

      Please sign in to leave a comment.