dotdigital account setup

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dotdigital integration is in beta testing, so functionality is only available to registered beta testers and may change in response to feedback. You can register as a beta tester here.


 

Account setup is found by navigating to Integrations | dotdigital, then choosing the Accounts tab.

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(You may see fewer tabs if no accounts have been added yet)

When adding a dotdigital account to Donorfy, you must supply a Description, the dotdigital API username and password. The Description may contain any text of your choosing, and will be used to identify the account in Donorfy.

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Click the button to test the settings.

If the settings validate OK, you will need to enter two additional values before saving your account settings:

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  • Integration Start Date - the earliest date for which campaign activity data (opens, clicks etc) will be collected from dotdigital.
  • A dotdigital address book in which to place constituents that are enrolled in a dotdigital programme (supporter journey)

To edit a previously added account (e.g. to change the API credentials), click on the account name.

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