Now that Kindful integrates directly with Legacy RaiseDonors, you can utilize RaiseDonor's beautiful donation pages with Kindful's powerful analytics. In this article, we'll go over the process of connecting Legacy RaiseDonors to Kindful.
There are two primary steps to enable the Kindful integration:
- Step 1 is all about connecting and authorizing Legacy RaiseDonors to communicate with Kindful.
- Step 2 is about configuring the integration settings—getting it dialed in just perfectly.
This article is all about step 1—connecting and authorizing.
Prerequisites
-
In Legacy RaiseDonors:
The Kindful integration is included as part of the Legacy RaiseDonors Pro plan. If you aren't already on the Pro Plan, upgrading is easy. -
In Kindful:
You'll need your Kindful administrator username and password to complete the integration.
Getting started
Log into Legacy RaiseDonors and head over to the integrations page.
Next, click the link to authenticate with Kindful.
You'll be taken to a Kindful login page. This is where you need to supply your Kindful administrator username and password.
Upon successfully authenticating with Kindful, you'll now be asked to review the permissions Legacy RaiseDonors is asking to receive. Click Authorize.
After authorization, you'll be redirected back to Legacy RaiseDonors. At this point, you have successfully authenticated Legacy RaiseDonors with Kindful.
But your integration setup is NOT yet complete.
The next section walks you through the configuration.
Contacts
How would you like Kindful to match incoming contacts with existing contacts?
There are a few options. Kindful explains the options here, and we've provided a summary below:
-
External ID
This is the recommended choice. This will send the donor Id from Legacy RaiseDonors to Kindful and use the Legacy RaiseDonors' donor ID to match the incoming gift to the existing contact in Kindful. -
First name & Last name & Email
Uses all three data points to match incoming gifts with contacts in Kindful. -
Email
Uses the email address provided on the donation to match the incoming gift with contacts in Kindful. -
Company name & Email
Uses both data points to match incoming gifts with contacts in Kindful.
Transactions
Mark transactions as acknowledged
Check this box if you'd like Legacy RaiseDonors to flag transactions in Kindful as already having been acknowledged.
Include test transactions from Legacy RaiseDonors
Check this box if you would like to have test transactions sent through to Kindful. Leaving this unchecked will configure your integration to send only live, approved donations to Kindful.
Include verbose notes with each transaction
Every transaction sent to Kindful will include these basic notes:
- Fund allocations
- Donation ID
- Gift Type:
- One time
- New recurring schedule
- Recurring schedule instance
- Referral URL (If your donor was referred from any website to give a gift, that original url will be included.)
- Authorization Number
- Transaction ID
- Legacy RaiseDonors Page where the donation originated
- Any comment from the donor provided in the donation
- Shipping address (when applicable)
Check these boxes to include this additional information for each donation:
- Payment information details
(ie: credit card type, last 4 digits, expiration date, and gateway name) - Motivation Code
- Source Code
- Google UTM codes
- IP address of the donation
- Product Name and Product Code (when applicable)
- Media outlet (when applicable)
- In Honor of / In Memory of information
- Gift aid (True / False)
- Test Mode (True / False)
Data Formatting
Country Code Name Format
Configure how Country names will be sent to Kindful by choosing one of the available options:
- Full name - ie: United States
- ISO3 - ie: USA
- ISO2 - ie: US
US State Name Format
Configure how State names will be sent to Kindful by choosing one of the available options:
- Full name - ie: Texas
- ISO2 - ie: TX
Deliver error notifications to the following email address(es)
If there is ever an issue with the integration to Kindful, an email can be sent with detailed information to the addresses provided here. Be sure to separate multiple addresses with a comma.
Enable Debug Mode
Legacy RaiseDonors can log the entire payload sent and received to/from Kindful. This is helpful for troubleshooting purposes. We advise to always leave this enabled as it records a lot of information related to all transactions and donors.
Also please note, turning this feature on will not retroactively record the information sent to Kindful. It will only record data after it is enabled.
Save & Activate
Please be sure to click the save button to activate the integration.