Announcing PhoneRaise for Desktop!
We are excited to share that PhoneRaise is moving beyond the phone and is now available on a desktop.
Until today you needed a smartphone to take full advantage of PhoneRaise. Today we are happy to share that PhoneRaise can be used by individuals who do not have a smartphone or prefer to use their desktop.
Currently, you can call, email, and send WhatsApp messages on the desktop. WhatsApp calling and Text Messaging are expected to be released in the 2nd quarter of 2023.
How PhoneRaise for Desktop Works
Check out the full play-by-play of how PhoneRaise for Desktop works.
1. In the volunteer section of a campaign click on the link button to copy the link.
2. Paste the link in your browser to access the PhoneRaise desktop app.
3. Click on the phone icon to bring up the household member you want to call.
4. Select the person you want to call.
5. You will then be prompted to start the call.
6. Once the call starts you can see in-call info on the right side. Click end call to hang up.
7. You can also choose your microphone and speaker inputs.
8. You can also click on the email icon to open your default email web app
9. Click on the WhatsApp icon to open the WhatsApp desktop app or WhatsApp for the web.
10. Adding your own phone number
An organization can add its own phone number so its number will show up on Caller IDs Here is how this can be accomplished.
11. In Campaign Settings go to Third-Party Apps
12. Scroll Down to the Twilio Section
13. Enter the organization's Phone Number and click Verify
14. Verify The Phone Number
All phone numbers need to be verified. To have your number verified the number you entered will be called and you will need to enter a six-digit number.
15. Once you enter the number into your phone a verification success message will be displayed.
16. Allow volunteers to add their own phone numbers
You can allow volunteers to use their own number when calling donors instead of the default phone number.
17. Toggle on the Allow Volunteers to use their own phone Number and click save
18. When volunteer is in the desktop app click on settings
19. Select Contact Options
20. Add in your number and click update
21. You will be asked to verify your phone number
22. When your phone rings enter the 6-digit number that is displayed
23. That's It!
If you would like to learn about using PhoneRaise for a fundraising campaign or ongoing donor cultivation please don't hesitate to reach out!
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