Learn how to set up and manage ClickBid's Text to Give feature, including customizing your donation page, enabling donor registration, refunding or deleting donations, and more. Perfect for nonprofits looking to simplify mobile giving.
🛠️ How to Create a Text to Give Item
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Go to Items > Manage Items in your admin menu.
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Click Add Item.
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Change the Item Type to Donation.
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Under the Denomination section, enter the giving levels your auctioneer will call out during the appeal (e.g., $1,000, $500, $100).
- Select "Make this your Online Donation/Text to Give Item"
📎 Setup Instructions:
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Find your donate link under the Donation item under the Online Donation / Text to give Settings. Copy your Donation Link to share directly with supporters via text, email, or website.
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Click the link to download your Donation QR Code image.
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Right-click the image to save and print it on flyers, programs, or signage.
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Donors who scan the QR code will be taken directly to the donation form.
💳 Steps to Refund a Text to Give Payment:
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Go to Event Central
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Click Event Payments
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Select the Paid Checkouts tab
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Find the transaction and click the round arrow icon to initiate a refund
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Enter the amount you’d like to refund
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To refund the full amount, check the box for Refund Whole Line Item
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Click Submit
ℹ️ Info: ClickBid does not automatically send a refund receipt.
To send an updated statement manually:
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Go to Event Central > Event Payments > Paid Checkouts
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Click the email icon on the far right to resend the receipt
🗑️ 2. Remove the Bid After a Full Refund
If you refunded the full amount, the bid will now show in Unpaid Checkouts. You'll want to delete the bid to prevent it from being charged again.
🧹 Steps to Remove a Bid:
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Go to Bidders
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Click Manage Bidders
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Find the bidder and click Has Bids
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Click the X icon next to the refunded bid
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Click Yes to confirm the deletion