Making OnlineFundraising Forms work with Donorfy

The OnlineFundraising integration allows you to configure your OnlineFundraising forms to map data back into Donorfy so that Donorfy is populated with the right information when someone makes a payment (or takes out a recurring payment).

For general information about creating OF forms, please see their documentation.

When creating a form in OF you can include hidden elements which even though they can't be seen on the form by the donor / member, they are used to pass information about that donation to Donorfy.

Example (Campaign)

In Donorfy we have a campaign called Easter 2019.

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When editing our OnlineFundraising form we can configure the reference to be the Donorfy_CampaignId (see more details below). The name of our campaign is added into the options field.

Since we don't want this field to be visible to the user when completing the form, we have hidden it.

https://lh4.googleusercontent.com/qZeBTmTibZZx6sm_nVtbHLH0Ax4ZaBerTtgGQFYvqdw7lu-BxedechMjSr8REixcRnJYmAVE9BJ89nO8SaPGBLYgrWDnADPdvvKM2LMatH6U6S6MdESItPNsHRkyhTggpQeHyKp5

Basic Mappings

  • All of the values from Donorfy such as descriptions must be as shown in Donorfy, include spaces (including any trailing spaces) and keep upper and lower casing the same.
  • A field can be hidden if you do not want the data to be shown to the user.
  • If Donorfy cannot find this data it will NOT attempt to create it. Ensure all of the data already exists in Donorfy before the forms are used.

FirstName (OnlineFundraising default field)

Reference: N/A
Options: N/A
Data maps to: Constituent

LastName (OnlineFundraising default field)

Reference: N/A
Options: N/A
Data maps to: Constituent

Email (OnlineFundraising default field)

Reference: N/A
Options: N/A
Data maps to: Constituent

Phone (OnlineFundraising default field)

Reference: N/A
Options: N/A
Data maps to: Constituent

National ID (OnlineFundraising default field)

Reference: N/A
Options: N/A
Data maps to: Constituent

Address (OnlineFundraising default field)

Reference: N/A
Options: N/A
Data maps to: Constituent

Address2 (OnlineFundraising default field)

Reference: N/A
Options: N/A
Data maps to: Constituent

Postcode (OnlineFundraising default field)

Reference: N/A
Options: N/A
Data maps to: Constituent

City (OnlineFundraising default field)

Reference: N/A
Options: N/A
Data maps to: Constituent

Organisation Name (OnlineFundraising default field)

Reference: N/A
Options: N/A
Data maps to: Constituent

Acknowledgement

Reference: Donorfy_AcknowledgementId
Options: The description of the acknowledgement
Data maps to: RPI, Transaction

Bank

Reference: Donorfy_BankId
Options: The description of the bank
Data maps to: RPI, Transaction

Campaign

Reference: Donorfy_CampaignId
Options: The name of the campaign
Data maps to: RPI, Transaction, RPI Payment, Constituent

Channel

Reference: Donorfy_ChannelId
Options: The description of the channel
Data maps to: RPI Payment, Transaction

Constituent Type

Reference: Donorfy_ConstituentTypeId
Options: The description of the constituent type
Data maps to: Constituent

Collection References

The collection references can be used to add some custom text to Donorfy which is visible on the RPI.

Reference: Donorfy_CollectionReference1
Donorfy_CollectionReference2
Donorfy_CollectionReference3
Donorfy_CollectionReference4
Donorfy_CollectionReference5
Options: Any text value
Data maps to: RPI

Constituent

Providing either the constituent ID or number allows a first class match in Donorfy without having to go through any duplicate detection.

This field is not intended for Donor facing forms, but rather for an operator filling the form in on behalf of a constituent such as a telemarketer.

Reference: Donorfy_ConstituentId
Options: The ID or number of a constituent
Data maps to: Constituent

Department

Reference: Donorfy_DepartmentId
Options: The description of the department
Data maps to: RPI Allocation, Transaction Allocation

Fund

Reference: Donorfy_FundId
Options: The description of the fund
Data maps to: RPI Allocation, Transaction Allocation

Product

Reference: Donorfy_ProductId
Options: The description of the product
Data maps to: RPI Allocation, Transaction Allocation

Advanced Mappings

This section describes some more advanced mappings, for example rather than a piece of data such as a name of campaign being the form, we can add a piece of data with a yes or no value.

Custom Fields

You can create up to 10 custom fields which are stored in the database with the RPI. These are not displayed in the UI and are primarily for custom stored procedures.

Reference: Donorfy_CustomField1
Donorfy_CustomField2
Donorfy_CustomField3
...
Donorfy_CustomField10

Options: Any text
Data maps to: RPI

Comms Purpose

Reference: Donorfy_Purpose_{PurposeDescription}
Options: Yes, No, On, Off
Data maps to: Constituent

Donorfy

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Online Fundraising
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Tag (single)

The tag category and tag name must be separated by an underscore.

Reference: Donorfy_Tag_{TagCategory}_{TagName}
Options: Yes, No
Data maps to: Constituent

Donorfy

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Online Fundraisingmceclip5.png

 

Tag (multiple)

Each tag you want to be available must be added as an option, separated by a comma.

Reference: Donorfy_Tag_{TagCategory}
Options: {Tag},{Tag},{Tag}
Data maps to: Constituent

Donorfy

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OnlineFundraising

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