Use calling and text conversations

For GiveCampus Gift Officer users. Your role and school configuration determine the available portfolio, school-wide and administrative controls.

How to use

When enabled, use the constituent’s call window/calling action and the configured phone-number workflow. Gift Officer → School Settings → Calling contains school setup; Gift Officer → My Settings → Calling contains the officer’s available calling preferences, and the available options include forwarding and browser-calling services. Use the displayed setup prompts and verify the intended recipient number.

Use Text Conversations to inspect replies and conversation history. Text templates and unread-message counts support follow-up; use the actual conversation status to confirm sending.

Troubleshooting

Confirm calling/texting access, assigned number, account configuration, and the specific error. A forwarded call and a browser-originated call are different flows. Do not assume that every school has telephony enabled or that every number is eligible.

Account-specific settings

Ask your school administrator or Support to confirm supported calling regions, recording options, device requirements and any applicable charges for your school’s calling service.

Role requirements

Calling and texting are included in Gift Officer, GC Gift Officer Student, and Superadmin. School calling settings require GC Gift Officer Admin or Superadmin. Have an authorized staff manager review Gift Officer → Staff Management and assign the appropriate role rather than attempting to enable a separate calling/texting permission. Product enablement, phone-number setup and portfolio scope still apply.

Can I type a new number into the call window?

No. The calling controls let you choose from the phone numbers already stored on the constituent's record; they are not a general-purpose dial pad for entering an arbitrary new number.

Open the constituent's call task or constituent record in Gift Officer, choose the calling action, and select the intended stored number. If a constituent or family member gives you a replacement number, have your institution's data administrator update the source contact information and import it into GiveCampus. Confirm that the correct number appears on the constituent before calling. Changing your own calling number under My Settings does not change the constituent's number.