Summary

As part of our commitment to continuously update and enhance our Fundraising system, we recently made the following enhancements to the Artez Application:

• Artez P2P – Added Text-to-Give
• Artez Event/Campaign - Initial Charge on Plan Creation

Artez P2P – Added Text-to-Give

We are introducing Text to Give for P2P events, allowing organizations to configure keywords and automated responses for donor engagement via SMS, along with enhanced visibility into keyword usage and performance through Admin Console and reporting.

With this feature, donors can initiate the donation process by sending a keyword via text message and receiving a direct link to the event’s donation page. To support this functionality, administrators can now configure keywords, automated responses, and keyword validity periods, as well as track keyword usage across the organization through a new centralized view.

Text-to-Give Configuration for P2P Events

A new configuration capability is now available within the Admin Console, allowing admins to set up and manage Text-to-Give campaigns for P2P events.

Admins can:

• Define a unique keyword for each event
• Configure the automated SMS response message sent to donors
• Set Keyword Start Date and Keyword End Date (defaulted to the event’s start and end dates)
• Editable at any time

The system ensures Keywords must be unique and if a keyword is already in use, an error message is displayed: “This Keyword is already in use. Please choose another.” Keywords can be updated, and previously used keywords become available again.

How it works (Donor Experience)

1. Donor sends a text message with the keyword to the phone number: 202-999-3805
2. The system responds automatically with a message containing the event URL
3. The donor clicks the link and is taken to the event donation form

How to Configure Text-to-Give for a P2P Event

1. Navigate to Admin Console → Event → Widgets → Text to Give Configuration
2. Enter a unique Keyword
3. Add the response message
4. Set or adjust Keyword Start and End Dates
5. Save changes

View Keyword Usage

1. Navigate to Admin Console → Configuration → Text to Give Keywords.
2. Review all keywords and their associated event details.

Artez Event/Campaign - Initial Charge on Plan Creation

Organizations can now choose to process the first monthly donation payment immediately when a recurring plan is created, improving payment success rates and reducing manual follow-up.

Previously, monthly donation plans were created without charging the donor immediately, and the first payment was processed only on the scheduled billing date. This could lead to failed charges or require manual intervention to complete the initial payment. With this enhancement, organizations can enable a new setting to charge the first installment at the time the plan is created, while maintaining the existing billing schedule for future payments.

Admins can enable “Charge on plan creation” to process the first payment immediately. When this option is enabled, a field “Minimum Days to Next Charge” (defaulted to 7 days) becomes available to define the minimum gap required between the initial payment and the next scheduled charge. If the next billing date falls within this threshold, the system automatically shifts the next installment to the following billing cycle.

To enable this feature, go to Payment Types in the Event, and click on Details beside Credit Card Monthly Payments:

The donor will see the following additional information on the donation page:

Notes

• The first payment is processed immediately when the plan is created.
• The initial payment is treated as the first billing cycle.
• Future payments follow the original plan-defined billing schedule.
• If the next scheduled charge falls too close to the initial payment, it is shifted to the following billing cycle.
• If the initial payment fails, the donor can retry using an updated payment method.

Note: Existing plans are not affected unless the setting is enabled

Additional Items

• P2P events - Top Individuals widget will display individuals with $0 correctly on location pages
• P2P events - Top Teams widget will display teams with $0 raised correctly on location pages
• P2P events - postal code will be saved properly when registering proxy registrants

• P2P events - donation page will display correct totals when the donation fee is included