Texting Templates for Advancement

Overview

Templates allow teams to have and use a set of pre-created messages that can be easily inserted when composing a text message. Templates not only help save time but help maintain consistency of messages across your team.

Texting templates also:

Promote using proven best practices
Ensure clear, engaging communication
Increase efficiency while communicating with students

Learn more about using templates and click here to see all of our texting templates for Advancement!

When texting alumni and donors, w e recommend following compliance best practices and establishing consent with contacts that may not have received texts from your office before.

Graduating Students & New Graduates

Initial Contact

> Prior to Commencement

<FIRST NAME><USER FIRST NAME> (School Alumni Office)

Opt-Ins

> One Month After Commencement

Congrats <FIRST NAME> ! Welcome to the (School Name) alumni family! Could you let us know what you’d like to in hear from us by updating your interests? Check your email for the link, and please feel free to text back any time with questions! Reply “STOP” to opt-out of these communications.

(School Name)

Alumni

Affinity/Chapter Event

> 2-4 Weeks Before Event

Hi <FIRST NAME>, this is <USER FIRST NAME> from (School Name) Alumni Relations letting you know about (Event) at (Location) on (Date). Are you interested in learning more?

<FIRST NAME><USER FIRST NAME>(School Name)(Event)(Location)(Date)

Major Event

> 2-4 Weeks Before Event

Hi <FIRST NAME>, this is <USER FIRST NAME> from ( School Name). (Homecoming/Alumni Weekend/ Other Event) is approaching and I’m here to help if you have any questions about travel/accommodations. Are you interested in attending?

<FIRST NAME><USER FIRST NAME> (School Name)(Homecoming/Alumni Weekend/ Other Event)

Prospective, Targeted, & Pledged Donors

Challenge/Ambassador Message

> Giving Day, Year End Appeal, Annual Appeal

Hi <FIRST NAME>, this is <USER FIRST NAME>. I volunteered to help with (School Name)’s Giving Day. If we reach ($ Goal), (Donor) has pledged to contribute an additional ($ Amount). We appreciate any help! Are you able to donate to the cause? Reply “STOP” to opt-out of these communications.

<FIRST NAME><USER FIRST NAME>(School Name)($ Goal)(Donor)($ Amount)

Student Appeal

> Annual Appeal

Hi <FIRST NAME>, this is <USER FIRST NAME>. Just like you, I ( Common Interest). With your support, we could accomplish (Objective). We appreciate any help! Please help us continue (Tradition/Cause) by visiting our website.

<FIRST NAME>,<USER FIRST NAME>Common Interest)(Objective)(Tradition/Cause)

Hard Pledge

> Giving Day, Annual Appeal, Year-End, Fiscal Year

Hi <FIRST NAME> , thank you for taking the time to speak with (Student Caller’s Name) today and for your pledge of support for (Cause)! Please visit our website to complete your pledge.

(Student Caller’s Name) (Cause)

Pledge Solicitation

> Occasional

Hi <FIRST NAME>, thank you for everything you do for (School Name). We’re looking for support for (Campaign Name) and no gift is too small. With your donation we can (Objective). Could you offer your support? You can reply “STOP” to opt-out of these communications.