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.
- 1
The number and your code
Settings → "Phone giving line". The top box shows "Give by phone (24 hours)" and "Your code number". Callers dial the number and type your code then #. With your own number, they just call it.
The phone number and your code. - 2
The menu callers hear
Your greeting, then: 1 — give a donation, 2 — pay toward a pledge, 3 — text me a link to give online, 4 — leave a message.
Your greeting and menu choices. - 3
Giving (1)
They type the amount and #, confirm with 1, then type the card number, expiration, ZIP and security code when asked. The gift is recorded as "Pay by phone" and the card is kept on file so they can give by text next time.
- 4
Paying a pledge (2)
Yahiv finds them by caller ID (or asks for their account number), says "Your pledge balance is …", and they press star then pound to pay it all — or type an amount.
The menu options callers get. - 5
Text link (3) and message (4)
3 sends a text with a secure giving link. 4 records a message of up to 2 minutes; it becomes a task with the recording, and you get an alert.
- 6
Card entry status
The page tells you if "Card entry on the call is on". If not, callers who choose an amount get a text with a secure link for it instead.
Whether callers can type their card on the call.
Tips
- It works with whichever card processor you use — Sola, Stripe, NMI, USAePay — nothing to set up.
- Gifts by phone are billed as part of your Yahiv plan.
If something isn't working
"To take cards on calls, reconnect Stripe".
Your Stripe was connected with a pasted key. Settings → Payment processors → Reconnect with Stripe.
"Card entry on the call needs a card processor connected".
Connect a processor under Settings → Payment processors.
A caller heard "We couldn't find that code".
They typed the code wrong. Give them the code from this page.
"The card didn't go through. To try again, press 1."
The card was declined. They can try again or use another card. You'll see a declined-payment alert.