Insights to Power Social Good

Navigating the mGive Dashboard

Posted by Ethan Kotel on May 4, 2017 11:42:50 AM

    

4 Steps for Getting the Most Out of Your Dashboard

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If you're like most people, joining up with mGive might have been your first foray into the world of Text to Give. Learning any new type of technology can be confusing, and we want to make sure that you have the resources you need to learn our system fast, and to learn our system well. 

We here at mGive have no intention of getting you signed up, just to let you wander blindly around our website with no idea what you should be doing. So, here is a guide to your mGive dashboard, including tips and tricks for setting up your keywords, checking your reporting, managing account users, and more. 

Of course, if you'd rather do your learning in video form, you can review our mGive Dashboard Tour video here!

1) Home and My Account

Once you've logged into mGive.com using the email and password you created during registration, you'll be greeted by this screen, your overview.

mgive-dashboard-demo.png

The overview contains a look at some quick stats for your account, including recent opt-ins/opt-outs, recent donations, outbound message activity, and details about your active account package. 

The graph in this overview is just an example. This data will change as your campaigns continue, so be sure to check back frequently for up to date information!

Now that you've examined the overview and checked in with your stats, let's take a peek at the "My Account" tab, located on the top bar in the above image.

mGive-my-account.png

From here, you can view your account details, primary account contact, nonprofit organization description, and more. This information can be edited at any time.

From the bar on the left, you can navigate through all of your account details. You can add new users (and decide whether to give them full access or access only to your reports), manage your existing users, check and change your billing information, and look at past invoices.

Additionally, if you use our API, you can change and manage user access to the API from this screen. You can also upload your mGive documents here.

Next, let's click on the "Keywords" tab, again in the top navigation bar, and check in on your keywords.

 

2) The Keywords Tab

This is the home for all of your keywords, and will serve as your home base for creating and monitoring new and existing keywords.

mGive-keywords-tab.png

Now, of course, we have many more keywords on our test account than you are likely to have on yours. When you initially set up your account, you will only see one keyword under this tab.

Notice the green boxes marked "running" on the left hand of each keyword. This means that the keyword is active and registered with all of our carrier partners, and is ready to be used on any cell phone. The yellow box, labeled "pending," means that the keyword is not yet activated with all of the carriers, and so will not work reliably across all mobile phones. When the keyword is activated, the status will be changed to green, "running." 

There are three types of keywords available through your mGive account.

  1. Mobile Donation Keywords: these keywords are only available to those using Text to Give Premium, our carrier billing method. These keywords have fixed dollar amounts attached to them (i.e. text MUSIC to 80077 to donate $10 to Youth on Record). Note: this is a live keyword and shortcode. If you do this yourself, you will be charged $10. These keywords will not automatically subscribe a donor to your list. After a donation is completed, the donor will receive a prompt to reply "YES" to subscribe to your mobile list. More on that later.
  2. Mobile Community Keywords: these keywords are available to all mGive clients, and function as the keywords for Text to Give Standard (credit card billing), among a variety of other uses. Texting in to one of these keywords automatically subscribes the supporter to your mobile subscriber list. You can point the links included in these texts anywhere. Consider directing supporters to build a peer-to-peer fundraising page, register to volunteer, or anything else you can think of. Get creative! If you're not feeling creative, we have a template mobile web form for you to use to collect data.
  3. Mobile Polling Keywords: these (in my opinion, underutilized) keywords are a fantastic tool for supporter engagement and data collection. Texting in a polling keyword will not subscribe a donor to your message flow. However, it will allow you to ask yes/no or multiple choice questions in order to learn more about your supporters, helping you to create contextually relevant marketing later on. See below for a great example of a polling keyword in action by Parent Project MD.

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 By clicking on "Message Flow" next to any of your keywords, you can change the message text that is sent automatically to your subscribers upon opting in, your polling questions, and your 24 hour welcome message as well as your instant thank-you message (for Text to Give Premium). It is crucial to edit the text in the thank-you to be specific to your organization, as it will help convert as many donors to subscribers as possible!

mGive-keyword-message-flow

Your 24 hour welcome message is a fantastic conversion opportunity, so consider placing a link to a video you'd like to be seen, or a website page that you're trying to drive traffic too. People are more likely to click on the link in this message than in the instant thank-you message, so use it to your advantage! You also have the full 160 characters to work with in your welcome message, providing valuable room for conversions. 

Additionally, to save on characters, be sure to use our link shortener by clicking "add link" in the message flow tab.

From the left-hand bar in the keywords tab, you can navigate to send a new SMS message, utilize the mGive mEnrollment Builder, and more. Click here for a short video on how to send a new text message, and click here for a very informational video on how to use the mEnrollment Builder.

 

3) The Tools Tab

Now that your keyword is all set up, we can start exploring what you can do with it (other than sending texts). Once again, find your way to the navigation bar at the top of the screen, and click the "Tools" tab. 

mGive-tools-tab

The first, and arguably most important tool in your mGive toolkit is the message scheduler. The name is fairly self-explanatory: the message scheduler allows you to schedule new messages to be sent to your supporters whenever you would like. 

Once you click on "create" next to the message scheduler, you will notice that there are 6 different types of text message to choose from. This may seem overwhelming, so check out this video on the differences between all 6, and an in depth explanation of how to send a message. 

From this tab you can also create a new keyword, access the mEnrollment Builder, create mobile-friendly web forms, and more. If you have any questions regarding any of these tools, please consult our help center or contact support@mgive.com with any inquiries!

 

4) The Reporting Tab

And now, the moment you've all been waiting for: reporting and analytics.

mGive provides you with a robust selection of reports and analytics for you to use however you'd like. For starters, find the navigation bar at the top of your screen once again, and click on "Reporting."

mGive-reporting-tab

As you can see, there is a wealth of reporting available to you, and any report you see can be exported to Excel for internal use.

Along the bar on the left hand side, you can see sections for reports pertaining to your Mobile Donations (Text to Give Premium only), Mobile Subscribers, and a host of Other Reports for you to review. 

All of the reports are, of course, cutomizable by date range, current/total opt-ins, and any other custom parameter that you have set up for data collection, such as age, gender, location, and more. 

mGive-report-segmentation

 

We do receive a certain, albeit limited, amount of donor information from the carriers, as pictured below. Any additional data you'd like to collect (name, age, location) will need to be collected by web forms, additional asks in your text messages, or any other way that you collect data from your supporters. 

mGive-subscriber-list-example

 After you've exported your list to Excel, you can clean the data, add any additional donor information that you have (try running a match-back through your CRM to affix names to phone numbers), and bulk import the new list back into mGive.

To do so, head to the "Users" tab, conveniently located... you guessed it, in the navigation bar at the top of the screen.

mGive-users-tab

 Once you're in the users tab, click "Save User Record" on the left hand bar. Then, select "Bulk Import," and import your new list into the dashboard. Consider adding a custom field into your list, such as "event type." You can then add "holiday party" to each of your users' records. When it is re-uploaded to mGive, you will be able to segment your list according to which event your supporters attended. 

There is an infinite amount of segmentation to be done with your list, so get creative! Add custom fields for any data that you think will be relevant or important to know in the future.

 

Wrapping Up

 

And there we have it! The mGive dashboard is simple to navigate, once you know how. Dive into the tools and features offered to you, and get started sending some messages! We'll be here for you, so if you need any help at all, please don't hesitate to contact us. 

Additionally, if you'd rather do your learning in video form, review the video version of this tour of your mGive dashboard. If you get stuck anywhere along the way, give us a call, or email support@mGive.com and we will get back to you as soon as we can.

 

Get out there and get active. I’ll see you next time!

 

Yours sincerely,

Ethan

 

P.s. need any help learning how to create signage, host a successful event, or anything else? Contact us today to schedule a strategy consultation!

 

Topics: nonprofit, text to give, Strategies and Tactics, Mobile Engagement, Fundraising

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