How to Set up a Donation/Text To Give Option in ClickBid

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

📄Embed the Donation Form on your Website

1. Click Copy Embed Code to generate your unique embed snippet.
2. Paste this code into your website’s HTML or web editor to display the donation form on your page.
3. For detailed instructions on embedding the form in specific website platforms, refer to the following support links: 
   1. How to Embed a Donation Form on Your Website
   2. How to Embed Online Donations on a Wix Site

🎯Customize the Donation Page

In Settings, you can configure:

• Primary Color
  This color setting controls the underlines, outlines, Donations Raised bar, and the Giving Activity icon.

• Secondary Color 
  This color setting applies to the top bar of the page, the “One Time” button, and the dollar amount shown in the Giving Activity section.
  
  

• 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.

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

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

• Reporting Start & End Date
  This lets you include only specific dates in certain reports, so you can filter donations that came through Text-to-Give.

• Recurring Donations 
  A Recurring Donation allows a donor to give on a regular schedule, monthly instead of one-time. This helps nonprofits build a sustainable fundraising model.

• Double the Donation
  Double the donation allows donors to search for their company to match their donation

• Show Comments & Activity
  This allows donors to see other donors’ comments and giving activity, if you choose to make that information visible.
  

• Include Landing Page Navigation Bar on Donation/TTG Page
  This setting lets you choose whether donors can access your landing page and menu, or if you prefer to keep it hidden from them.
  

• 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.)

🧾 Customize Your Donation Receipts

In the Settings panel:

• Add your Tax ID to the Donation Receipt Footer.

🖼️ Add a Donation Image

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

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

📝 Adding Custom Questions for Donors

If you have additional information you’d like to collect from donors, you can add Custom Questions to your forms or ticket pages. These questions appear during registration and help you gather details your organization needs.

2 Types of Custom Questions

• Text-Only Questions

  • Donors type their own response

  • Can be set as required or not required

• Dropdown (Pick an Answer) Questions

  • Donors choose from a list of preset answers

  • Can be set as required or not required

📱 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 Link"

To display a Donate Link on your event page:

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

2. Under Navigation Settings, set Show Donate Link? to Yes.

💸 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.