Phone, text & WhatsApp
Giving line, text-to-give, messaging
- Text to give: how it works
People give, check their balance and pay pledges by text message — no app and no card numbers in texts. Every account works on the Yahiv number right away; nothing to set up.
6 steps · Owners & admins - Set up text to give and your keyword
Add your own keywords — like BUILD or PURIM — that send people straight to a campaign's giving page, with your own reply.
7 steps · Owners & admins - What donors can text (DONATE, BALANCE, PAY, CARD, STOP)
A one-page list of every word donors can text, and what they get back. Print it for the office.
7 steps · Everyone - Paying by text with the card on file
Once a donor's card is saved, they can give or pay a pledge by replying PAY — one charge per reply, always with a receipt.
4 steps · Office staff - Texts, calls and how they are billed
Receipts by text, sign-in codes and answers to people who text in are free. Messages you send and gifts by text or phone are billed as part of your Yahiv plan.
4 steps · Owners & admins - Get your own phone number
Instead of the shared Yahiv number and your code, you can have a number of your own — people text and call it directly.
4 steps · Owners & admins - Phone giving line (pay by phone)
People call and give — or pay their pledge — with the phone keypad. Great for older donors. The card goes straight to your processor; Yahiv never hears or keeps it.
6 steps · Owners & admins - Turn on and set up the phone giving line
Choose the greeting callers hear, which menu options they get, and which campaign phone gifts go to.
6 steps · Owners & admins - Messages left on the phone line
When a caller presses 4 and leaves a message, it becomes a task with the recording, and you get an alert.
4 steps · Office staff - A donor says they didn't get the text
Most missing texts have a simple reason — the person said STOP, the number is wrong, a limit was reached, or it's Shabbos. Here's how to check, step by step.
7 steps · Office staff - Two-way texting: answer people who text you
Outreach → Messages shows every text and WhatsApp people send you, as conversations. Answer right there — they get it from the same number.
6 steps · Office staff - WhatsApp: receipts, reminders and messages
Send receipts, pledge reminders and messages by WhatsApp to people who agreed, and answer them in Outreach → Messages.
5 steps · Office staff - Set up WhatsApp (through Twilio)
WhatsApp goes through Twilio — Yahiv's account (Yahiv sets up the sender for you) or your own. You turn on "Send by WhatsApp too" and add a WhatsApp sender number and one approved message template, once.
6 steps · Owners & admins - WhatsApp receipts and reminders with a Pay button
Turn on one box and receipts, pledge reminders and bills go by WhatsApp to everyone who agreed — with buttons: Pay now, Update my card, My balance.
5 steps · Owners & admins - Show your office number on robocalls (caller ID)
Verify a number you own once, then choose it as the caller ID whenever you send phone calls.
4 steps · Owners & admins - Choose which number your texts or calls come from
On Send a message, the Send from (texts) or Caller ID (calls) box lets you pick the number people see.
3 steps · Office staff