CONNECT: Shoutout – Click & Pledge

Shoutout is a feature your organization can use to send a custom "shoutout" audio or video message. Shoutouts are sent individually as links via email or SMS.

Shoutouts are created and sent primarily using Swiper1. Shoutout's default settings, library of recordings, and log are accessed in CONNECT. Shoutouts can also be sent from existing recordings or from the transaction detail in CONNECT. This article describes the aspects of Shoutout in CONNECT and their function. Use the links in the outline below to reference related documentation.

Swiper1: Shoutout (related article)
- Navigation
- Create a Shoutout
- Shoutout Recipient Experience
- Shoutout Transaction List - manage Shoutout creation in Swiper1
CONNECT: Shoutout

Navigation

From the App Launcher, go to the Fundraising App, and click Shoutout in the left column menu.

Shoutout Again

Shoutout again using an existing recording in the Recording Library . Send a Shoutout to a existing recipient from the Shoutout Log or in Transaction Detail.

Shoutout Recording Library

The Shoutout Recording Library shows a list of up to 100 Swiper1 Shoutout recordings that have been created in your organization's account.

Recording Id - unique Id assigned to the recording, This is a different value than the Message Id seen in the Shoutout Log
File Name (internal use) - set while creating a Shoutout in Swiper1.
Category - also set while creating a Shoutout in Swiper1. Used to indicate whether the recording is specific to a patron or transaction or is a generic Shoutout intended for reuse
Created Date - when the recording was created in Swiper1. Helpful to determine if the Shoutout link has expired.
Recorded By - indicates the user logged into Swiper1 when the recording was created.
File Size - file size of the recording. File size is managed by limiting recording time to 1 minute.
File Format - format of the file as it was recorded.
Actions - use the envelope icon to send a recording as a new Shoutout, or the trash bin icon to delete it

Shoutout Log

Use the Shoutout Log to review shoutouts that have been sent.

A Shoutout Message is a reference to a specific recording attached to its delivery information. Because the Shoutout recording can be sent multiple times, there is a message for each delivery

Message ID - Id that is unique to the Shoutout message.

Clicking on the Message ID both shows the Shoutout message previously sent, and allows you to send to the same recipient using either the same recording or a new one

.

File Name - file name of the Shoutout recording.
Category - indicates whether the Shoutout recording was "Audio" or "Video"
Send To Name - recipient's name from the delivery information entered in Swiper1. This value is set when the Shoutout is created in Swiper1.
Send To Address - The email address or mobile number used to send the Shoutout
Send Date - the date the Shoutout was sent
Sent By - the user logged into the C&P account which sent the Shoutout
Recorded By - the user who recorded the Shoutout
Order Number - the transaction related to the Shoutout. Delivery information from this transaction is auto-populated when the Shoutout is sent. If a Shoutout is sent from a Salesforce Contact record, this value will not be available.
Twilio Number - the selected Twilio number used to send a message via SMS

Shoutout Settings

Use Shoutout Settings to set the values in common for all Shoutout Messages.

Message Expiration - The amount of time the Shoutout recipient has to review the message before the message is no longer available to be viewed
Default Twilio Number - . the Twilio number that will be used to send the Shoutout SMS
Enable Shoutout in Swiper1 - Allow Swiper1 users to send shoutouts. If this box is unchecked, Swiper1 users see a popup box instructing them to enable Shoutout in CONNECT.
Web Page/Logo Image - Upload an image to reflect your Campaign or organization logo. The image appears at the top of the Shoutout page
Email/SMS Message Settings
- From Name - Name displayed as the 'From' field for Shoutout emails in the recipients inbox. By default this is your organization's nickname.
- Sent From Email - Email displayed as the "Sent From" on emailed Shoutouts.
- Reply To Email - Email showing as the "Reply To" on emailed Shoutouts
- Email Subject -'Subject' field for Shoutout emails. The Subject can be modified in Swiper1 before sending the Shoutout.
- Email/SMS Message - Default text for shoutouts related to specific transactions. The text can be modified in Swiper1 before sending the Shoutout. Because this message can include the 'wildcard' for amount, manual shoutouts do not include this text by default.