The value of integration
Strengthened loyalty
Marketing automation and personalized messaging enable NGOs and member organizations to engage donors and regular supporters with tailored content, creating a deeper connection and increased loyalty.
Improved visitor experience
By sending timely and relevant messages based on real-time data, NGOs and membership organizations can improve the overall experience by offering valuable information, promotions and offers that match supporters’ interests and needs.
Targeted communication
Advanced segmentation options enable targeted communication, allowing NGOs and member organizations to reach specific audiences with personalized messages tailored to their demographics, preferences and behaviors.
Dropout prediction and prevention
Marketing automation tools help identify members at risk of churn by analyzing their engagement and visitor behavior, and enable proactive strategies to retain them through targeted campaigns and incentives.
Streamlined processes
By automating marketing processes and using personalized messaging, NGOs and membership organizations can streamline operations, save time and resources, and deliver relevant and impactful messages to their target audience.
The integration between OnlineFundraising and Heyloyalty gives you an unrivaled data foundation to automate large parts of your communication to your supporters.
Before you start
To make it easier for yourself, we recommend that you read the frequently asked questions and find the various documents, IDs, login information, etc. that you need for the setup. See more below.
Frequently asked questions
Do I need a developer?
No, you don’t.
How long does it take to finish setting up the integration?
10 minutes and a few minutes of preparation to find the items from the list below first.
Does the integration retrieve data backwards?
Not automatically, but you can have the integration retrieve data for the past 12 months.
Do I need access to other systems?
You need access to both Heyloyalty and the Settings page in OnlineFundraising to complete the setup.
What data is imported?
Read the section Fields in the integration at the bottom of this page to get the full overview.
Can I segment on data coming through the integration?
Yes, you can. Any data that comes through the integration can be used to segment your future communication. You can also use this data to start and stop your flows.
What you need to set up the integration
Have OnlineFundraising open on the Settings page. Leave it open as you will soon need to copy some things from here. You will use the following:
- Payment API Token
- Payment Url
- DataSet API Token
- DataSet Url
The integration operates via OnlineFundraising’s API and Heyloyalty’s tracking database. Read more about Tracking here.
Setting up the integration
With the above preparation, you are now ready to set up the integration between OnlineFundraising and Heyloyalty.
Set up OnlineFundraising by clicking Integrations –> List integrations –> OnlineFundraising –> Set up integration –> Create OnlineFundraising
Now fill in the Payment Api Token and Payment Url. These are copied from Settings in OnlineFundraising (which you already have open in preparation).
Finish with Save integration.
For data to be sent to Heyloyalty, you need to set up webhooks in Online Fundraising. You can read here how to set up webhooks in Online Fundraising.
Click now ⁝ –> Edit OnlineFundraising.
Now insert the DataSet Api Token and DataSet Url. Both of these can also be found under Settings in OnlineFundraising.
Finish with Update integration.
Your integration is now ready and will retrieve all future transactions from Online Fundraising.
If you want to import all the data you already have in Online Fundraising, scroll down to the section Importing backward data.
It is recommended that you send the transactional data below from Online Fundraising to Heyloyalty:
In addition, the following events must be sent for DataSet in Online Fundraising:
Integration in general
Terminology
Heyloyalty operates with contacts (also called members). A contact can have multiple orders associated with it. A contact and a member are, in Heyloyalty terminology, the same thing.
An order in Heyloyalty is a subscription in OnlineFundraising.
Worth knowing about integration
Once the integration is set up, Heyloyalty creates a contact when a contact is created in OnlineFundraising. If this contact has opted out of receiving the newsletter with its registration/creation in OnlineFundraising, has opted out of receiving the newsletter, then it is your responsibility to unsubscribe the contact in Heyloyalty via Heyloyalty’s unsubscribe functions. More information about this:
- The contact is NOT automatically removed in Heyloyalty when the contact cancels their subscription (i.e. the payment subscription in OnlineFundraising)
- The contact is automatically updated in the tracking database. This means that you can segment on whether or not the contacts in Heyloyalty have an active subscription in OnlineFundraising. You can also go a step further and segment on the fact that a contact has an active subscription (and, for example, also combine this with how much the monthly amount is)
You should also be aware that all contacts created in OnlineFundraising are by default paying, which is why they are created in Heyloyalty as soon as they are created in OnlineFundraising. Elaboration is specific situations about this:
- If a contact creates a subscription in OnlineFundraising that doesn’t start until next month, this contact is immediately created in Heyloyalty. For example, a member might start a subscription on January 10, but the first payment is February 1. This member will be in Heyloyalty from January 10, but according to the segmentation options above, you can segment on whether the member has an active subscription or not. During the period January 10 through January 31, the contact does not have an active subscription, but from February 1, this contact will be part of segments that look at whether the contacts have an active subscription.
Importing backward-looking data
To import backward data, click Integrations –> List integrations –> OnlineFundraising –> Edit integration –> ⁝ –> Retrieve data from OnlineFundraising.
There are now six fields to consider:
- Date range
What time period do you want to retrieve data? Is it one specific month? One week? A quarter?
TIP: You can go back up to one year. The reason why the import is limited to 12 months is that contacts that have not been communicated with in the last 12 months no longer have an active newsletter permission
- Retrieve order data
Do you need to retrieve data for subscriptions, dataSets, payments etc.
TIP: This is all data related to a payment in OnlineFundraising
- Get members
If you select Yes, members will be created in Heyloyalty
- Handling previously unsubscribed members
If you are importing data for the first time, you should select Create unsubscribed members again, as there are no unsubscribed members in Heyloyalty yet.
However, if this is not the first time you are doing a backward import of data, there may be some members who have been unsubscribed and will be created again. It is your responsibility to know who you can communicate to
- Send opt-in message
If you select No, the import will create members without double opt-in.
If you do not use double opt-in on the list, leave the field set to No.
If you select Yes, make sure you have an active double opt-in automation
- Send automations
Any automations, such as the welcome flow or the post purchase flow, will be sent to the members created in the backward import if you select Yes.
These members may have had a relationship with you for a longer period of time, so consider whether it makes sense to send these types of automations for this import.
Often it makes the most sense to leave the field set to No.
Fields in integration
For a complete overview of the fields in the integration, you can see an overview here.
In general, every field created and updated in Heyloyalty is named exactly the same as you know it in OnlineFundraising.
The above list is data that Heyloyalty retrieves in connection with a payment. a payment.
Hvis du mangler information eller hjælp, som du ikke finder her på guide sitet, er du altid velkommen til at kontakte vores support!
support@heyloyalty.com / tlf. 87 300 399