Setting up the Facebook Giving Tools integration

Settings

To set up the Facebook Giving Tools integration you need to go to Integrations | Facebook Giving Tools and click on the Settings tab.

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Default Mappings section

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.

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).

Next, to the right, is a setting for you to specify the Anonymous Donor Constituent.

The remainder of this section allows you to specify how donations are attributed to the various codes in Donorfy Transactions. Note that 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 list in the Introduction article).

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 section

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 do not collect the Gift Aid from HMRC for you. That is done by Donorfy (Professional plan only).

In this section you 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), or whether you want the Declaration to be considered an open-ended GAD (in which case the GAD will have an end date 99 years after the donation).

 

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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