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ollow this step-by-step guide to create an SMS campaign that charges a payment. We recommend first checking whether you should apply for a keyword, as this may save you some transaction costs.

Note: Do you have a fundraising permit for SMS? If not, you should first read How to obtain a fundraising permit for SMS.

1. Create your campaign

From the OnlineFundraising main menu, go to SMS Inbound → Campaigns → Create new campaign.

2. Name the campaign

Enter a name for your campaign. The name will only be visible to you under Campaigns and will not be shown to the donor.

3. Select the reply message type

Choose Payment as your reply message type.

4. Enter your reply text

In the Successful reply message field, enter the text that should be sent when your keyword is used.
Note that this is only the message sent at registration – the ongoing messages sent each month are managed via the selected Communication.

The small number in the lower corner of the box indicates the number of characters used, and therefore how many SMS messages will be sent. Each SMS consists of 160 characters, but you can write an almost unlimited number of characters. Almost, because 9 sequential messages (1377 characters) is maximum.

Insert variables

You can insert various variables into your text:

• [phone] – the donor’s phone number

• [amount] – the payment amount

• [url] – the URL defined below

• [keyword] – your chosen keyword

• [channel] – your shortcode

Create a URL

If you want to include a URL in the message (for example, to a form), enter it here. In the message text itself, insert the variable [url].

Send a test

You can test the message by entering your phone number and clicking Send test.
Note: Do not include the country code (+45 or 0045).

Shorten your URL

Use this field if you insert a link in your message:

• Do not shorten – the link will not be shortened

• giiv.dk – shortens the link, e.g. https://giiv.dk/7w3u6g, where the characters after / are auto-generated and contain your link

• kortl.ink – shortens the link in the same way, e.g. https://kortl.ink/r3eyr7

You can only use this feature if your link is entered in the URL with variable box.

5. Enter a message for failed replies

In the Failed reply message field, define the text that should be sent if it is not possible to collect a payment. This happens if the donor’s phone number does not allow premium-rate SMS. The procedure is the same as in Step 4.

6. Add metadata

If you want to attach extra data to your CRM system, you can add metadata here.

Example:

• Key: Campaign

• Value: wintercampaign2021

This is additional data for your own use – donors will not see it.

7. Select the transaction type

Your choice will affect the transaction cost associated with your keyword:

• Donation for humanitarian purposes – e.g. humanitarian charity donation

• Donation for non-humanitarian purposes – e.g. a political cause

• Product with physical goods – e.g. membership including merchandise

• Product with digital services – e.g. music, app, web service

8. Select transaction settings

Set the parameters for recurring agreements.

• Shared Agreement / Personal agreement name / Personal agreement description – choose which agreement should be created. Read more about agreements here.

• Amount – enter the total amount to be charged.

• VAT percentage – enter the VAT percentage. If exempt from VAT, enter 0. If subject to VAT, enter 25. Only enter numbers, not the % sign.

• Purpose accounting code – enter your purpose code to help your accounting team identify payments for different purposes.

• Invoice text – the text to appear on the member’s invoice.

• Tax deductible – ticking this option will mark the payment as tax-deductible in exports and your CRM. Donors will not see this unless stated in the receipt.

• Communication – allows you to send notifications for recurring payment collections. See Notifications for recurring collections for more details.
  Note: You must send a message each time funds are withdrawn, and this message must contain required information in accordance with "Rammeaftalen".

Schedule

• Schedule starts – set when the recurring agreement should start.

• Repeat every – determines how many months pass before renewal. This can only be changed if Custom Schedule is selected; otherwise, it defaults to the 1st of the month in which the agreement starts.
  Example: setting it to 4 means the donor is charged every 4 months.

• Repeat based on – allows you to select the exact day and month for renewal.
  Example: Monthly renewal starting 1 January:

  • Schedule: Monthly

  • Repeat based on: 1 Jan
    For a custom example: renewal on 15 October every two months starting in October:

  • Repeat every: 2

  • Repeat based on: 15 Oct

• Expires after – set the agreement’s expiry date.

9. Save your campaign

Finally, click Create to save your campaign (or Update if making changes).

If it is a new campaign, you must now go to your keyword and select the campaign. This is described in the guide How to reserve keywords and subkeywords.