Integrations - Email Communications
Harness the power of email communications from within Donorfy via your own email server, and via our integrations - Dotdigital and Mailchimp
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Sending Emails from Donorfy
You can send documents by email to your constituents from Donorfy using your own email server. To set this up you need a valid email address & password to use with your email server. It is best practice to use a specific email address to use with...
Ben Brett -
Creating an Email Template
Before you create your email template, please ensure that your email settings have been established first: Sending Emails from Donorfy Creating an Email Template From Settings > Configuration > Acknowledgements & Documents you can create your emai...
Graham Bell -
Office365 - Using Office365 with Donorfy
Open the Email Server Settings from Settings > Configuration > Email Server Settings - you will see a form like the one shown below: Select Office365 from the drop-down list Enter your email address and press Save Changes Then press Auth...
Graham Bell -
Gmail - Using Gmail with Donorfy
Go into Settings in Donorfy and search for 'Email Server Settings' - you will see a form like the one shown below - choose 'Gmail' as the Pre-configured Email Server Next, enter your Gmail email address and password Click on Save Changes ...
Ben Brett -
Gmail - Error Authorising Gmail
Sometimes when authorising to Donorfy to link to your gmail you may see an error message similar to the one below - to resolve the error click on the Advanced link (If you do not see the Advanced link, then see GSuite Security Centre note below...
Ben Brett -
Gmail - Tokens Expiring
If you have found that your Gmail has stopped working with Donorfy it may be one of the following: Account password: Firstly, has someone changed your email account password and not updated the Donorfy settings and Authorised GMail? Re-enter the...
Graham Bell
Mailchimp
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What does the Donorfy to Mailchimp sync do?
The sync to MailChimp from Donorfy work as follows: Constituent Details The following data from Donorfy is used when updating MailChimp: Email address Last Name First Name (last name and first name are held in MailChimp merge fields). Only one ...
Graham Bell -
Mailchimp integration overview
You can click through a short explainer presentation here or a 40 minute deep-dive video here: The link between Donorfy and Mailchimp allows you to Send constituents and optionally information about their tags and communication purposes from Don...
Robin Fisk -
Moving to one Audience (List) in Mailchimp
Within your Mailchimp account you can have many Mailchimp Audiences (formerly Lists). For example, you may have 3 audiences: those who have subscribed to the Newsletter those who want to hear about Volunteering opportunities those who want to hea...
Robin Fisk -
How to link Donorfy and Mailchimp
NOTE: the integration uses Mailchimp's API. Please check their website for availability of the API for your organisation. It may not be available on certain price plans - this beyond Donorfy's control. Keep Donorfy and your Mailchimp audiences (fo...
Robin Fisk -
Step 1: Mailchimp integration - Configuration settings
To establish the link between Donorfy and Mailchimp you will firstly need to generate a Mailchimp API key. To generate your Mailchimp API key, sign in to your Mailchimp account. Click on the account options under your sign in name and select A...
Ben Brett -
Step 2: Mailchimp integration - Linking your audience to Donorfy
Once you have connected Mailchimp to Donorfy - see this article - you will now be able to choose which Mailchimp audiences (previously known as lists) you want to link Donorfy, as shown below. Link you MailChimp Audience From within Integrat...
Graham Bell
Dotdigital
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Dotdigital integration overview
To enable the Dotdigital integration, you'll need to raise a support ticket. Donorfy’s Dotdigital integration provides the following features: The ability to update contacts in a Dotdigital address book with constituent data from a Donorfy li...
Rich Bee -
Dotdigital account setup
Account setup is found by navigating to Integrations > Dotdigital, then choosing the Accounts tab. (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 dotdi...
Rich Bee -
Mapping Donorfy data to Dotdigital
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. T...
Rich Bee -
Synchronising data to Dotdigital (manual)
Constituents can be imported into Dotdigital from any Constituent list. This will create or update contacts in Dotdigital for all the constituents in the list, with all of the data from the configured mappings. To initiate an update, open the Dotd...
Rich Bee -
Synchronising data to Dotdigital (scheduled)
In Integrations > Dotdigital > Sync you can configure a daily scheduled update for each of your Dotdigital accounts. Select the Constituent list you wish to update from, and the Dotdigital address book you wish to update. The scheduled updates a...
Rich Bee -
Enrolling a contact in a Dotdigital program
Constituents can be enrolled in dotdigital programs (sometimes referred to as Supporter Journeys) using Donorfy Triggers. Create a Trigger by selecting the appropriate Trigger type, providing a name and selecting the list(s) that determine the con...
Rich Bee