Report Results in Text Mode

It would be extremely helpful for a caller to report a result from a text conversation. For example, if a prospect responds they don't want to give, that should be reported as a Refusal but there is currently no way to report that result in GF. We can only record a donation. I know they are "completed" in regards to the play, but I don't have an accurate count of my refusals unless I keep a separate list of refusals by text.

  • Nicole Vicari
  • May 5 2021
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  • Guest commented
    September 15, 2021 19:21

    Hi Nicole, thanks for your feedback. You may already be aware, but we just released an update last week that allows you to report results from within the texting workflow. You can set up those settings within the staff portal for Guided Fundraising under: Campaign>Settings>SMS Result Options. For any additional questions please reach out to your assigned Business Consultant.