Customizing the EveryAction Integration

CRMs are useful because they let you see everything centrally. Make sure your Fundraise Up data is showing up in EveryAction in the fashion you'd expect!

Now that you've connected your EveryAction Integration, you can customize it further and start automatically syncing donations from your DonorPerfect Integration settings page, available by clicking into Settings -> Integrations -> EveryAction:

Once there, you'll likely want to do the following:

  • Review the Integration's default behavior + Enable Automatic Sync
  • Set your defaults using General Settings & Mapping Rules
  • Cover any exceptions using Special Rules
  • Sync your historical data

Review the Integration's default behavior + Enable Automatic Sync

Once you Enable Automatic Sync from the bottom of the Integration screen, our Integration's sync will run after every successful donation made via Fundraise Up, including for installments of recurring donation plans. 

To the extent that we can, we seek to make our CRM Integrations fill in every standardized field and create every standardized record that's expected.

Contributions

The integration makes Contributions in EveryAction to represent all Donations, and fills in certain key fields by default like amount and date.

Refunding a Donation in Fundraise Up will sync a Refund Adjustment into EveryAction for the corresponding Contribution.

People

When a Donation is synced in and creates a Contribution in EveryAction, the integration uses EveryAction's matching rules to attempt to find an existing Person.

If EveryAction does find a matching Person, the integration associates the Contribution with that Person. If it doesn't, it makes a new Person, and it associates the Contribution with the new Person.

In both cases, it updates any stock personal or contact information fields for which the Donation had updated information, such as name, email address, phone number, and physical address.

If the donor checked the Mailing List box during checkout, it marks their email address' Status in EveryAction to Subscribed, and if it's unchecked or the question isn't offered, we'll mark that email address' Status to Not Subscribed. That behavior only works if the person hasn't Unsubscribed directly in EveryAction previously though; if an email address has previously been marked Unsubscribed in EveryAction, you'd need to change that from within EveryAction upon donor request for resubscription.

Commitment

The integration makes Commitments in EveryAction to represent any synced Recurring Plan. 

Any Contributions made in EveryAction that represent installments of a Fundraise Up Recurring Plan get associated with the corresponding Commitment in EveryAction.

 


Set your defaults using General Settings & Mapping Rules

The EveryAction Integration page has four sections:

  • the header, which shows you what account you connected,
  • the tabbed area, which lets you set your sync behavior,
  • the sync log, which shows you records that've synced into EveryAction,
  • and the footer, with options to run historical syncs or deactivate this Integration.

It's good to start in the tabbed area (with tabs labeled General Settings, Mapping Rules, and Special Rules) so that you can cover your most common donation scenarios. Any changes you make in any of the tabbed sections are not saved until you hit the Save Changes button at the bottom of that area. 

Look over your General Settings

The screen will have the General Settings tab open by default, as shown here:

Within General Settings, you'll find a few checkboxes and a few dropdowns. 

Checkbox options:

Dropdown options:

  • Default designation
  • Email status if not submitted
    • This allows you to control the Email status saved on new people in EveryAction created by synced donations where the mailing list checkbox was not offered during Fundraise Up checkout.
    • For regions allowing implied mailing consent, it can safely be set to Subscribed; for all other jurisdictions, we recommend leaving it blank to ensure compliance.
  • Default comment

Make some Mapping Rules

The second tab in is labeled Mapping Rules - it allows you to make 1-to-1 mappings of fields in Fundraise Up to fields in EveryAction.

As covered above, some mappings are already built-in by default (i.e. donation amount to donation amount), so this area is really for defining what additional things should be true most of the time.

To add a rule here, you'll click the Add Rule button to start choosing what Fundraise Up object the mapping should start with.

You can modify existing rules by clicking on any of the object or field buttons that represent the mapping, or delete them by clicking the grey x on the right-hand side of that rule's row. 

When talking about mappings, we'll follow the format:

Object in Fundraise Up: Field in Fundraise Up -> Object in Every Action: Field in EveryAction

The available Fundraise Up entities to map data from are:

  • Account
  • Campaign
  • Designation
  • Donation
  • Checkout Question
  • Custom Field
  • UTM Parameter
  • Static Value
    • This allows you to enter a specific value to pass in for every Donation.

The available EveryAction entities to map data to are:

  • Designation
  • Source Code
  • Contact
    • This will allow you to map to any custom fields on the Person object
  • Contribution
    • This will allow you to map to any custom fields on the Contribution object

EveryAction's Commitments lack certain frequencies that Fundraise Up supports in Recurring Plans, such as Daily. In those cases, we'll sync in the Donation installments of those Recurring Plans as Contributions, but will not sync in those Recururring Plans as Commitments. 

So, it can be a good idea to make a custom field to track Recurring ID, and do the following:

  • Donation: Recurring ID -> Contribution: Fundraise Up Recurring ID

That way, it's easy to aggregate which Contributions in EveryAction are part of Fundraise Up Recurring Plans, even if we couldn't sync in a Commitment for the plan itself.

To handle Donations where the supporter checked the "Anonymous" checkbox, we recommend making a custom text field on the Contribution object in EveryAction, and mapping:

  • Donation: Supporter Anonymous -> Contribution: Anonymous

Once you've done so, you can make sure that any reporting in EveryAction you use to power attribution reporting exclude any gifts marked anonymous.


Cover any exceptions using Special Rules

Your defaults will have you covered most of the time - what about the edge cases?

For exceptions, we have the Special Rules tab! Any mappings you set here will override your Mapping Rules. As such, we allow you to get more granular here - where Mapping Rules limits you to mapping field-to-field, Special Rules allows you to map option-to-option. 

To add a rule here, you'll click the Add Rule button to start choosing what Fundraise Up object the Special Rules' mapping should start with.

Fundraise Up offers Accounts (if subaccounts are being used), Campaigns, and Designations as the basis for our side of any Special Rule going into EveryAction.

EveryAction can then say what Designation or Code matching the above criteria Contributions and Commitments should get written towards in EveryAction.

So, let's say any gift coming in with the "After School Program" Designation in Fundraise Up should go to the "Extracurricular" Code in EveryAction. The Special Rule would be made as follows:

  • Designation: After School Program -> Code: Extracurricular

 


Sync your historical data

Once you chose to Enable Automatic Sync, all new donations will have started coming over to your EveryAction account, generating records as applicable.

How do you get past donations and donor data in? What about changes that've been made to your mappings; how do you get that new data in? 

For scenarios like those, we offer the ability to run a sync that'll add any new records and update any previously synced ones. In the footer section of the EveryAction Integration page, you'll find a button labeled Synchronize in a section that summarizes the last sync run.

Screen Shot 2020-09-15 at 2.29.21 PM

Clicking that Synchronize button will launch a popup labeled Synchronize Donations, which will provide you the following options:

  • All donations
  • Specify period
    • This will offer a date range selector, so that you can sync only donations made in your date range of choice. 

Once you click Start Synchronization, the sync will begin.

Refreshing the page and scrolling back down to the footer will show you the progress/results of that latest manually-started sync. 

Note: This mass sync option will only sync live Donations. To sync a test Donation historically, go to that test Donation's record in Fundraise Up and use the Synchronize button there.