Dotdigital
Details of the Donorfy integration with the Dotdigital marketing automation platform
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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...
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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...
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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...
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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...
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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...
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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...
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Using Triggers to send transactional email (Dotdigital)
Transactional (or one-off) emails can be sent through dotdigital using Donorfy Triggers. There are many reasons why you might want to send a transactional email, including acknowledging form submissions and acknowledging donations. Before follow...
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Collecting campaign behavioural activity
Behavioural activity data (e.g. sends, opens, clicks, suppression requests) is collected nightly from dotdigital for all email campaigns in all connected accounts. Contacts in Dotdigital are uniquely identified by email address. Activities will...
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Working with multiple Dotdigital sub-accounts
A common pattern for Dotdigital users is to maintain multiple sub-accounts - perhaps one for fundraising communications and one for a trading operation, for example. Donorfy's integration handles this, albeit with some caveats. Users in Donorfy wi...