Setting up the Facebook Giving Tools integration

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To set up the Facebook Giving Tools integration you need open Integrations > Facebook Giving Tools

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Next, click on the Settings tab.

 

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Default Mappings section

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Complete the mappings for each item:

  • Purpose for Opt-ins
    The first option lets you specify the Purpose that should be enabled for donors who have elected to share their email address with you for ongoing communications.
    It should be noted that the integration does not set the Channel as this is not provided by Facebook. 
    The Preferred Channel will defaulted to Do Not Mail

 

  • Apply donations to named constituents even if donor marketing consent was not given?
    The next option allows you to let the integration find or add a new constituent record. Why? Even though most donors do not want the charity to be able to contact them you may still want to record the donation under their timeline. So this option lets you instruct Donorfy to find or add a new constituent for each donor for whom we have at least some contact info.

    Donors who opt into Gift Aid will need to exist on Donorfy in order for Gift Aid to be claimed (their contact preference will be respected).

    If this option is set to No the donations will be added to the anonymous constituent profile set within the next option.

 

  • Anonymous Donor Constituent
    Here you need to specify the Anonymous Donor Constituent - it is suggested that you have a specific Anonymous constituent profile just for Facebook.
    Donations, where there are no donor details, will be added to this constituent profile.

 

Transaction settings

The two sections relating to Transactions allow you to specify how donations are attributed to the various codes Donorfy. 

 

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Transactions - Payments

  • Campaign
  • Bank Account
  • Acknowledgment
Note: Payment Method is not one of the choices - that's because we assign the payment method based upon the type of Fundraiser or Button (see the list in the Introduction article).

 

Transactions - allocation

  • Product
  • Fund
  • Department

 

Note: Facebook Giving Tools do not have the concept of a campaign, so it is not possible to default the codes at that level.

However, you can manage the attribution of donations on a specific button or fundraiser - see the Managing Donations from Facebook Fundraisers and Donate Buttons article for more information.

 

 

Gift Aid Declarations

Facebook's Giving Tools will ask the donor whether they would like to Gift Aid their donation, and we get that information in the file, but Facebook does not collect the Gift Aid from HMRC for you. That is done by Donorfy (Professional plan only).

In this section, select whether you want to consider the Gift Aid Declaration to be:

  • limited to the donation being made (in which case a GAD will be created with the same start and end date) - leave the toggle set to No
  • or the Declaration to be considered an open-ended GAD (in which case the GAD will have an end date 99 years after the donation). - set the toggle to Yes

 

Integration Start Date section

It is possible that prior to using the integration you had been entering Facebook-originated donations into Donorfy manually. Therefore you can instruct Donorfy to ignore any donations that it finds in your Facebook multi-day transaction report prior to the date that you enter here.

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