Migrating Text-To-Give

If you have text giving (text-to-give) through Stewardship technology there are a few steps you'll need to take to move text-to-give to CDM+.

There are additional Text Giving Fees that apply even within your 12 month pricing lock-in phase. Please be sure to review these fees before proceeding.

These fees are new in 2023. Prior to this change, using Text Giving in CDM+ required no additional fees. Clients who moved their text giving from Stewardship prior to these fees will be required to pay them to continue to use text giving after April 2023.

Why This Matters

When your account moved from Stewardship to CDM+ a CDM+ giving set was created for all Stewardship donation links, including the one used by text giving. Donors using your text giving after the migration have simply been directed to a CDM+ giving set, just like donation links on your website.

However, CDM+ offers a more robust text giving solution, and you'll need to move your text giving number to CDM+ to complete the migration from Stewardship.

How CDM+ Text Giving Works

Text giving in CDM+ is interactive:

1. The first time a donor texts to give they are redirected to CDM+ Engage
2. The donor makes a gift through the mobile-optimized donation form
3. The donor's account is created and stores their phone number
4. Subsequent gifts can be made exclusively through text using the saved payment information on the donor's account

Here is a short video showing the interactive text giving in CDM+.

Enroll in Text Giving

1. Review the Text Giving Fees
2. When you submit your CDM+ Text Giving enrollment form, note that you migrated from Stewardship
3. We will confirm the order and load your text giving number from Stewardship into CDM+

Set Up Commands

You need to choose the funds that will be available via text giving and create commands (codes) that givers can use to make donations.

1. Open CDM+ Desktop
2. Log in as a user with administrative access
3. Go to Program → Engage Settings
4. Click Text Giving
5. Add funds and enter commands
6. Save

Learn more about configuring funds for text giving.

Move Text Giving to CDM+

Once you've added funds to text giving in CDM+ your current text-to-give phone number in Stewardship can be moved to CDM+.

Simply contact support and request your phone number to be ported to CDM+. This uses a process called porting and can take up to 7 days depending on how quickly the providers work.

Once porting completes, we will begin registering your number. This process can take additional time and we will endeavor to complete it as quickly as possible. Until registration completes, you may not be able to reliably send or receive messages to your text giving number.

Before the number moves, giving will be redirected to a CDM+ form as it is today. Once the port completes, donors will start receiving responses directly from CDM+.

If you have any questions, please contact support.

Moving to a Toll-Free Number

If you want to move to a toll-free number instead, simply complete the Text Giving enrollment form for a new toll-free number. You can continue to use your text giving number through Stewardship while your new toll-free number is registered.

Once your toll-free number is registered, publish and promote this number for text giving.

At some point in the future we will notify you that your text giving number through Stewardship will be deactivated.