Linking to a third-party service enables automatic replication of your donor/fundraiser contact details within the environment of the third party, for purposes of using these details when sending out bulk emails or hosting them in a secure online database environment.
Note: donation information such as donation amount, donation date and donation currency will NOT be synched, only contact information.
Connect to and sync with your SalesForce database:
1. Log in to your SalesForce account and create a new account e.g. "GivenGain Contacts":
A: With SalesForce's Lightning version: Visit the Service section > Accounts > New.
B: With SalesForce's Classic version: Visit the Sales section > Accounts > New.
2. Create the following custom fields in your SalesForce account:
A: With SalesForce's Lightning version: Visit Setup > Objects and Fields > Object Manager > Contact > Fields & Relationships > New.
B: With SalesForce's Classic version: Visit Setup > App Setup > Contacts > Fields > Contact Custom Fields & Relationships > New.
• For custom field Supporter ID: Select "Text" and click Next. Enter Field Label "Supporter ID", under Length add "100" and enter Field Name "Supporter_ID". Check the box "External ID" and click Next etc., then Save and New.
• For custom field Location: Select "Text" and click Next. Enter Field Label "Location", under Length add "100", enter Field Name "Location" and click Next etc., then Save and New.
• For custom field Fundraiser: Select "Checkbox" and click Next. Enter Field Label "Fundraiser", keep the Default Value unchecked and enter Field Name "Activist", and click Next etc., then Save and New.
• For custom field Donor: Select "Checkbox" and click Next. Enter Field Label "Donor" keep the Default Value unchecked and enter Field Name "Donor", and click Next etc., then Save.
3. Log in and select the “Settings” tab of your GivenGain charity account and click on “Connect”, then on “Activate” next to SalesForce. Login to your SalesForce account if needed and click on “Allow” if prompted. In your GivenGain account, type and select the created account, e.g. e.g. "GivenGain Contacts" from the “Salesforce Account” dropdown, select “Enabled” from “Automatically sync changes”.
4. Now match the created (and other) SalesForce fields with the relevant fields in the dropdown fields. When done, click "Save" and "Sync All” to sync your supporter records with your SalesForce account database. It should display the message "Sync request submitted" below the "Automatically sync changes" section. Allow a few minutes, depending on the size of the database, to sync.
5. In your SalesForce account, select "Accounts" in the top Search box and type your new account e.g. "GivenGain Contacts" created above. You'll then be able to view the newly synched contacts from your GivenGain account.
Connect to and sync with your MailChimp mailing list:
1. Log in to your MailChimp account and create a list (see the Lists tab in your MailChimp account)
2. Create the following fields in your MailChimp list (see Set up a sign-up form > General Forms):
• Supporter ID (External ID) - (Data Type: Number)
• Location - (Data Type: Text)
• Address - (Data Type: Text)
• Fundraiser? - (Data Type: Text)
• Donor? - (Data Type: Text)
3. Log in and select the Settings tab of your GivenGain charity account and click on “Connect”, then on “Activate” next to MailChimp. Log in to your MailChimp account and click on Login. Select the created list from the “Mailing List” dropdown and “Save”. Select “Enabled” from “Automatically sync changes”, then match the created MailChimp fields with the relevant fields in the dropdown fields. When done, click “Save and Sync All” to sync your supporter records with your MailChimp mailing list.
Note: When synced, use the segmentation option in MailChimp to create various sub-lists for your bulk email communication.
Connect to and sync with your Campaign Monitor mailing list:
1. Log in to your Campaign Monitor account and create a list (see the “Lists & Subscribers” tab in your Campaign Monitor account – click on “Create a new list”)
2. Create the following fields in your Campaign Monitor list (see Custom Fields):
• Supporter ID (External ID) - (Data Type: Text)
• Location - (Data Type: Text)
• Address - (Data Type: Text)
• Fundraiser? - (Data Type: Text)
• Donor? - (Data Type: Text)
3. Log in and select the “Settings” tab of your GivenGain charity account and click on “Connect”, then on “Activate” next to “Campaign Monitor”. Log in to your Campaign Monitor account and click on “Login”, then “Allow access”. Select the client from the “Client” dropdown and “Save”. Select the new list from the “Mailing List” dropdown and “Save”. Select “Enabled” from “Automatically sync changes”, then match the created MailChimp fields with the relevant fields in the dropdown fields. When done, click “Save and Sync All” to sync your supporter records with your Campaign Monitor mailing list.
Note: When synced, use the segmentation option in Campaign Monitor to create various sub-lists for your bulk email communication.