Recording your phone line's welcome message

The first thing a donor hears when they call sets the tone for the whole conversation. By default, callers hear a standard automated voice — but with a Custom Campaign Greeting, they hear you: your voice, your cause, your warmth, before the donation menu begins.

Where to set it up

1. Open your campaign and go to the Phone tab (the Telephony Center).
2. Open the System Settings tab.
3. Find the Custom Campaign Greeting card — "Upload a custom voice recording that donors will hear when they call, before the main menu."

You have two ways to add a greeting: record it on the spot, or upload a file.

Option 1: Record in your browser

1. Click the microphone button. Your browser will ask permission to use your microphone the first time.
2. Wait for "Warming up mic…" to finish, then speak your greeting. A timer shows your recording length.
3. Click Stop & Upload when you're done — or Cancel to discard and start over.

Your recording is saved and becomes the active greeting immediately.

Tip: Wait one full second after pressing record before you start speaking. Microphones need a beat to warm up, and that pause guarantees your first word isn't clipped.

Option 2: Upload an audio file

If you've prepared a recording elsewhere — a studio-quality read, a message from your organization's leader — click the upload button and choose your file.

• Formats: MP3 or WAV
• Size: up to 5 MB
• Length: greetings work best short; recordings made in the browser can run up to 120 seconds

Uploading a new file replaces your current greeting.

Reviewing and removing your greeting

Once saved, your active greeting appears in the card with a built-in audio player — click play to hear exactly what callers will hear. Not happy with it? Record or upload again to replace it, or click the remove button to delete it entirely (you'll see "Welcome audio removed"). Without a custom greeting, callers go straight to the standard automated menu.

What to say

Callers hear your greeting first, then the menu options (hear campaign stats, make a donation). A strong greeting is short, warm, and specific:

"Hi, this is Rabbi Cohen from the Yeshiva building campaign. Thank you so much for calling — your support means everything to our students. Please stay on the line to hear our progress or make a donation."

A few guidelines:

• Keep it to 10–20 seconds. Donors called to give — don't make them wait to do it.
• Say who you are and what the campaign is in the first sentence, so callers know they've reached the right place.
• Don't read the menu options aloud — the system announces them right after your greeting, so repeating them just adds length.
• Record somewhere quiet. Background noise reads as unprofessional over the phone, where there's nothing visual to compensate.

Tip: Have the most recognizable voice in your community record the greeting — your rabbi, your director, your campaign chair. Hearing a familiar voice on the line builds instant trust, and trust is what turns a caller into a donor.

Who can manage the greeting

Like the rest of the Telephony Center, the greeting is managed by campaign Managers and Campaign Admins. (See Setting up your campaign's phone line for the full phone setup.)