Text Giving Fund Setup

This is a quick overview of how to create funds and set them up on a merlin widget for text giving:

  1. Create your funds and provide a texting keyword (tie them to a RockRMS account if applicable)
  2. Create a new Merlin widget specifically for text giving:
    1. Add a description for the Widget so that you know its purpose is for text giving
    2. Drag any funds you'd like to have for text giving from Available Funds into the Widget Funds area
    3. Save Widget Settings

Wistia video thumbnail