Mapping Donorfy data to Dotdigital

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Integrations > Dotdigital > Mappings

Donorfy - Google Chrome 2024-06-19 at 10.05.52 AM

 

Data held about a constituent in Donorfy may be mapped to contact data fields or preferences in Dotdigital.

If you have set up more than one Dotdigital account, you can choose which (one or more) of those accounts any mapping should apply to.

This choice is made using the multi-select field:

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Mappings may be made from any of the following relating to a Donorfy constituent:

  • Any data field available in a constituent list
  • A tag (and, once added, any custom fields associated with that tag)
  • A channel
  • A purpose 

The mappings are applied whenever data is synchronised to Dotdigital, whether as part of a bulk sync, or during a triggered program enrolment.

Please note:

  • Any mapped purposes will be set as blocked (Red) if a contact unsubscribes from that Dotdigital account, with the activities 'Dotdigital contact suppressed' and 'Dotdigital unsubscribe request' added to their timeline after our nightly updates of the system.
  • In order for the Purpose to be blocked in Donorfy when a supporter is unsubscribed, the Purpose must be mapped to a Dotdigital Preference, not a DataField.
  • A purpose that is mapped to a Dotdigital preference will only show as a Marketing Preference in Dotdigital when that purpose is Green in Donorfy, if the Purpose is amber or red in Donorfy, it will not show as a Marketing Preference:

 

Constituent O'Reilly, Mr Jonny - Google Chrome 2024-06-19 at 10.34.12 AM

Dotdigital - Google Chrome 2024-06-19 at 10.34.51 AM

 


Add New Mappings:

To add a new mapping, select the type of data you wish to map and the destination in Dotdigital, make sure the account for which you wish the mapping to apply is selected in the "accounts" box and then click

 

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You can add as many mappings as you need.

Please note: Some DataFields will be available by default, however for additional DataFields to map your Donorfy fields to, you will need to create them. See this Dotdigital documentation on how to do that:

How to create more DataFields in Dotdigital

Dotdigital - Google Chrome 2024-06-19 at 10.22.42 AM

 

Mapping Tags with Extra Fields

When mapped tag has extra fields, you can pull map this data to Dotdigital also.

The extra fields need to be mapped to their own DataField in Dotdigital, therefore it is likely you will need to create them in Dotdigital. 

To map these, you open up the mapped tag. You will then see the option to map that tag's extra fields:

 

Donorfy - Google Chrome 2024-06-19 at 10.24.42 AM

 


 

To access the Dotdigital integration you'll need to raise a support ticket

 

 

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