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Legacy:📲 Text to Give Settings and Refunds

Empower donors to give easily through their phones with ClickBid’s Text to Give feature. This guide will walk you through how to configure your donation page, enable donor registration, refund or delete donations, and more.

🔗 Access Text to Give Settings

  1. Navigate to Donations/Text to Give > Settings.

  2. Here, you'll find:

    • Your donation link

    • Text-to-Give keyword

    • QR code for quick donor access

💡 Tip: Share your QR code or donation link during live events or on printed materials to increase participation.

🎯 Customize the Donation Page

In Settings, you can configure:

  • Donation Goal
    Add a goal to show a live progress bar on your donation page.

  • Donation Buffer
    Include any donations you've received outside of Text to Give to be reflected in your total.

  • Suggested Amounts
    Add preset donation buttons by entering amounts separated by commas (e.g. 25,50,100,250).

  • Donation Title
    This appears at the top of your donation page.

  • Social Media Buttons
    Choose to show or hide share buttons for Facebook and Twitter.

  • Donation Notification Contact
    Enter the email(s) for someone at your organization to be notified of new donations.
    (Defaults to the address under Event Settings > Event Support Contact if left blank.)

ℹ️ Info: Use the Donation Description field to add more context beneath your title—like why you're fundraising or where the money goes.

🧾 Customize Your Donation Receipts

In the Settings panel:

  • Add your Tax ID to the Donation Receipt Footer.

  • Edit the Footer Contact, which appears at the bottom of receipts.

💡 Tip: Providing your tax ID helps donors with tax reporting and builds credibility.

🖼️ Add a Background Image

  1. Under Donations/Text to Give > Settings, find the section to upload a background image.

  2. Click Drop Files to Upload and select your image.

📱 Enable Text to Register for New Donors

To allow donors to self-register when giving via text:

  1. Go to Software Settings > Auction Settings > Bidder Settings.

  2. Find Text to Register and select Yes from the dropdown.

💬 Enable the “Show Donate” Button

To display a Donate button on your event site:

  1. Go to Software Settings > Landing Page Content > Page Settings.

  2. Under Navigation, turn Show Donate to On.

💸 Refund a Donation

  1. Go to Donations/Text to Give > Manage Donations.

  2. Find the donation and click Refund.

  3. Choose one of the following:

    • Refund Whole Line Item – full amount

    • Or enter a custom amount in the To Refund box

  4. Click Submit.

🗑️ Delete a Text to Give Donation

  1. Go to Donations/Text to Give > Manage Donations.

  2. Select the donation you wish to delete.

  3. Scroll to the Batch Update section.

  4. Click Delete, then type Delete to confirm.

  5. Click OK > Process Batch > OK.

⚠️ Warning: Deleting a donation is permanent and cannot be undone. Consider refunding instead if you may need to retain records.