{"id":591,"date":"2026-01-15T13:45:49","date_gmt":"2026-01-15T12:45:49","guid":{"rendered":"https:\/\/heyloyalty.com\/support\/knowledge-base\/onlinefundraising\/"},"modified":"2026-04-17T09:25:27","modified_gmt":"2026-04-17T07:25:27","slug":"onlinefundraising","status":"publish","type":"ht_kb","link":"https:\/\/guides.heyloyalty.com\/en\/help\/onlinefundraising\/","title":{"rendered":"OnlineFundraising"},"content":{"rendered":"<div class=\"wp-block-post-date__modified-date wp-block-post-date\"><time datetime=\"2026-04-17T09:25:27+02:00\">17. April 2026<\/time><\/div>\n\n\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-info\"><strong>OnlineFundraising:<\/strong> What is it and what does it require? <br><br>With OnlineFundraising , you have all your payments and agreements gathered in one place, and you therefore can search all your transactions, see your payments and agreements, follow the status of payments and make it easy for your bookkeeping. <br><br>OnlineFundraising allows you to accept donations anywhere; on your website, in telemarketing, on the street and\/or by text message (SMS).<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">The value of the integration <\/h2>\n\n\n\n<p><strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#fc8d46\" class=\"has-inline-color\">Enhanced loyalty <br><\/mark><\/strong>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.<\/p>\n\n\n\n<p><strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#fc8d46\" class=\"has-inline-color\">Improved customer experience <\/mark><br><\/strong>By sending timely and relevant messages based on real-time data, NGOs and member organizations can improve the overall experience by offering valuable information, promotions, and offers that match the interests and needs of supporters. <\/p>\n\n\n\n<p><strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#fc8d46\" class=\"has-inline-color\">Targeted communication <\/mark><\/strong><br>Advanced segmentation enables targeted communication, allowing NGOs and member organizations to reach specific target groups with personalized messages tailored to their demographics, preferences and behavior.<\/p>\n\n\n\n<p><strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#fc8d46\" class=\"has-inline-color\">Churn Prediction and Prevention <\/mark><\/strong><br>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.<\/p>\n\n\n\n<p><strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#fc8d46\" class=\"has-inline-color\">Streamlined processes <\/mark><\/strong><br>By automating marketing processes and using personalized messaging, NGOs and member organizations can streamline operations, save time and resources, and at the same time deliver relevant and impactful messages to their target audience.<\/p>\n\n\n\n<p>The integration between OnlineFundraising and Heyloyalty gives you an unparalleled data foundation to automate large parts of your communication to your donors. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Before you begin<\/h2>\n\n\n\n<p>To make it easier for you, we recommend that you read the frequently asked questions and find the various documents, IDs, login information, etc. that you will need for the setup. See more below.  <\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Frequently asked questions<\/h3>\n\n\n\n<p><strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#fc8d46\" class=\"has-inline-color\">Do I need a developer? <\/mark><br><\/strong>No.<\/p>\n\n\n\n<p><strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#fc8d46\" class=\"has-inline-color\">How long does it take to finish setting up the integration? <\/mark><br><\/strong>10 minutes and a few minutes of preparation to find the items from the list below first. <\/p>\n\n\n\n<p><strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#fc8d46\" class=\"has-inline-color\">Does the integration retrieve retroactive data? <\/mark><br><\/strong>Not automatically, but you can manually make the integration retrieve data for the last 12 months.<\/p>\n\n\n\n<p><strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#fc8d46\" class=\"has-inline-color\">Do I need access to other systems? <\/mark><br><\/strong>You need access to both Heyloyalty and the Settings page in OnlineFundraising to complete the setup. <\/p>\n\n\n\n<p><strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#fc8d46\" class=\"has-inline-color\">Which data is being imported? <\/mark><\/strong><br>Read the <a href=\"#felter\">Fields in the integration<\/a> section at the bottom of this page for the full overview.<\/p>\n\n\n\n<p><strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#fc8d46\" class=\"has-inline-color\">Can I segment data that comes through the integration? <\/mark><\/strong><br>Yes. All 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.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What you need to set up the integration <\/h3>\n\n\n\n<p>Have OnlineFundraising open on the Settings page. Leave it open as you will soon need to copy some things from here. You will need the following:   <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Payment API Token<\/strong> <\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Payment Url<\/strong> <\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>DataSet API Token<\/strong> <\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>DataSet Url<\/strong> <\/li>\n<\/ul>\n\n\n\n<p>The integration operates via OnlineFundraising&#8217;s API and Heyloyalty&#8217;s tracking database. Read more about <a href=\"https:\/\/guides.heyloyalty.com\/en\/help\/tracking\/\" data-type=\"ht_kb\" data-id=\"401\" target=\"_blank\" rel=\"noreferrer noopener\">Tracking<\/a> here.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Setting up the integration <\/h2>\n\n\n\n<p>With the above preparation, you are now ready to set up the integration between OnlineFundraising and Heyloyalty. <\/p>\n\n\n\n<p>Set up <strong>OnlineFundraising<\/strong> by clicking<strong> Integrations<\/strong> &#8211;&gt;<strong> List Integrations<\/strong> &#8211;&gt; <strong>OnlineFundraising<\/strong> &#8211;&gt; <strong>Set up integration<\/strong> &#8211;&gt;<strong> Create OnlineFundraising<\/strong><\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a07e34816100&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a07e34816100\" class=\"wp-block-image size-large wp-lightbox-container\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"539\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Setup-list-integration-1-1024x539.png\" alt=\"\" class=\"wp-image-4034\" style=\"box-shadow:var(--wp--preset--shadow--natural)\" srcset=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Setup-list-integration-1-1024x539.png 1024w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Setup-list-integration-1-300x158.png 300w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Setup-list-integration-1-768x404.png 768w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Setup-list-integration-1-50x26.png 50w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Setup-list-integration-1-1536x808.png 1536w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Setup-list-integration-1-60x32.png 60w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Setup-list-integration-1-100x53.png 100w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Setup-list-integration-1.png 1835w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a07e3481647d&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a07e3481647d\" class=\"wp-block-image size-large wp-lightbox-container\"><img decoding=\"async\" width=\"1024\" height=\"539\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-new-OF-1024x539.png\" alt=\"\" class=\"wp-image-4035\" style=\"box-shadow:var(--wp--preset--shadow--natural)\" srcset=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-new-OF-1024x539.png 1024w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-new-OF-300x158.png 300w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-new-OF-768x404.png 768w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-new-OF-50x26.png 50w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-new-OF-1536x808.png 1536w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-new-OF-60x32.png 60w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-new-OF-100x53.png 100w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-new-OF.png 1835w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>Now fill in Payment Api Token and Payment Url. These are copied from Settings in OnlineFundraising (which you should already have opened according to the preparation).  <\/p>\n\n\n\n<p>Finish with Save integration. <\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a07e34816831&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a07e34816831\" class=\"wp-block-image size-large wp-lightbox-container\"><img decoding=\"async\" width=\"1024\" height=\"539\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Insert-token-and-api-url-1024x539.png\" alt=\"\" class=\"wp-image-4036\" style=\"box-shadow:var(--wp--preset--shadow--natural)\" srcset=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Insert-token-and-api-url-1024x539.png 1024w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Insert-token-and-api-url-300x158.png 300w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Insert-token-and-api-url-768x404.png 768w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Insert-token-and-api-url-50x26.png 50w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Insert-token-and-api-url-1536x808.png 1536w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Insert-token-and-api-url-60x32.png 60w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Insert-token-and-api-url-100x53.png 100w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Insert-token-and-api-url.png 1835w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>Click on the url under Integrations URL so that the link is copied. <\/p>\n\n\n\n\n\n<p>Send this link to OnlineFundraising&#8217;s support and request that they put it up in your account. <\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a07e34816c46&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a07e34816c46\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"539\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Copy-integrations-url-1024x539.png\" alt=\"\" class=\"wp-image-4038\" style=\"box-shadow:var(--wp--preset--shadow--natural)\" srcset=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Copy-integrations-url-1024x539.png 1024w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Copy-integrations-url-300x158.png 300w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Copy-integrations-url-768x404.png 768w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Copy-integrations-url-50x26.png 50w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Copy-integrations-url-1536x808.png 1536w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Copy-integrations-url-60x32.png 60w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Copy-integrations-url-100x53.png 100w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Copy-integrations-url.png 1835w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>Now click \u205d &#8212; &gt;Edit OnlineFundraising. <\/p>\n\n\n\n<p>Now paste the DataSet Api Token and DataSet Url. Both of these can also be found under Settings in OnlineFundraising.  <\/p>\n\n\n\n<p>Finish with Update integration. <\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a07e34817010&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a07e34817010\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"539\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Insert-dataset-token-and-url-1024x539.png\" alt=\"\" class=\"wp-image-4039\" style=\"box-shadow:var(--wp--preset--shadow--natural)\" srcset=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Insert-dataset-token-and-url-1024x539.png 1024w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Insert-dataset-token-and-url-300x158.png 300w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Insert-dataset-token-and-url-768x404.png 768w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Insert-dataset-token-and-url-50x26.png 50w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Insert-dataset-token-and-url-1536x808.png 1536w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Insert-dataset-token-and-url-60x32.png 60w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Insert-dataset-token-and-url-100x53.png 100w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Insert-dataset-token-and-url.png 1835w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>Your integration is now ready and will fetch all future transactions from OnlineFundraising. <\/p>\n\n\n\n<p>If you want to import all the data you already have in OnlineFundraing, scroll down to the section <a href=\"https:\/\/guides.heyloyalty.com\/en\/help\/onlinefundraising\/#importing-historical-data\"><strong>Importing historical data<\/strong><\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">General information about integration<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Terminology <\/h3>\n\n\n\n<p>Heyloyalty operates with contacts (also called members). A contact can have multiple orders associated with it. A contact and a member are, in Heyloyalty\u2019s terminology, the same thing.   <\/p>\n\n\n\n<p>An order in Heyloyalty is a subscription in OnlineFundraising. <\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Worth knowing about the integration <\/h3>\n\n\n\n<p>Once the integration is set up, Heyloyalty creates<strong> <\/strong>a contact when a contact is created in OnlineFundraising. If this contact has opted out of receiving the newsletter in connection with their registration\/creation in OnlineFundraising, then it is your responsibility to unsubscribe the contact in Heyloyalty via Heyloyalty&#8217;s unsubscribe functions. Further information on this:   <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The contact is NOT removed automatically in Heyloyalty when the contact cancels their subscription (i.e. cancels the paid subscription in OnlineFundraising) <\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The contact is automatically updated in the Tracking database. This means you can, among other things, segment on whether the contacts in Heyloyalty have an active subscription in OnlineFundraising or not. You can also go further and segment on the fact that a contact has an active subscription (and i.e. also combine this with the value of the monthly amount)   <\/li>\n<\/ul>\n\n\n\n<p>In addition, you should be aware that all contacts created in OnlineFundraising are generally paying, which is why they are created in Heyloyalty as soon as they are created in OnlineFundraising. Elaboration is specific situations about this:  <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>If a contact creates a subscription in OnlineFundraising that doesn&#8217;t start until next month, that contact is created immediately in Heyloyalty. For example, a member might start a subscription on January 10th, but the first payment is February 1st . This member will be in Heyloyalty from January 10th, but according to the above segmentation options, you can segment on whether the member has an active subscription or not. In the period from January 10th to January 31st, the contact does not have an active subscription, but from February 1st, this contact will be part of segments that look at whether the contacts have an active subscription.    <\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"import-af-data\">Importing historical data<\/h3>\n\n\n\n<p>To import historical data, click on <strong>Integrations<\/strong> &#8211;&gt; <strong>List Integrations&#8211;<\/strong>&gt;<strong> OnlineFundraising &#8212;<\/strong> &gt; <strong>Edit Integration &#8212;<\/strong>&gt; <strong>\u205d<\/strong> &#8211;&gt; <strong>Get data from OnlineFundraising<\/strong>. <\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a07e3481777f&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a07e3481777f\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"539\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Get-data-2-1024x539.png\" alt=\"\" class=\"wp-image-4041\" style=\"box-shadow:var(--wp--preset--shadow--natural)\" srcset=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Get-data-2-1024x539.png 1024w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Get-data-2-300x158.png 300w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Get-data-2-768x404.png 768w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Get-data-2-50x26.png 50w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Get-data-2-1536x808.png 1536w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Get-data-2-60x32.png 60w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Get-data-2-100x53.png 100w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Get-data-2.png 1835w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>There are now six fields to consider: <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Date range <\/strong><br>What time period do you want to retrieve data from? Is it one specific month? One week? A quarter? <br><em>TIP: You can go back up to one year. The reason why the import is limited to 12 months is that contacts who have not been communicated to within the last 12 months no longer have an active newsletter permission <\/em><\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Get order data <\/strong><br>Need to retrieve data for subscriptions, dataSet, payments, etc. <br>TIP: This is all data related to a payment in OnlineFundraising<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Get members<\/strong> <br>If you choose Yes, the members will be created in Heyloyalty<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>How to handle previously unsubscribed members <\/strong><br>If you are importing data for the first time, you should select Recreate previously unsubscribed members, as there are no unsubscribed members in Heyloyalty yet. <br>If, on the other hand, this is not the first time you have made an import of historical data, there may be some members who have been unsubscribed and who will be re-created. It is your responsibility to know who you are allowed to communicate to.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Trigger opt-ins <\/strong><br>If you choose No, the import will create the members without double opt-in. If you are not using double opt-in on the list, leave the field at No. <br>If you choose Yes, you must ensure that you have an active double opt-in automation <\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Trigger automations <\/strong><br>Any automations, such as the welcome flow or the &#8216;post purchase&#8217; flow, will be sent to the members who are created in connection with the backward import if you select Yes. <br>These members may have had an affiliation with you for a long period of time, so consider whether it makes sense to send this type of automation in connection with this import. Often it makes the most sense to leave the field at No.<\/li>\n<\/ul>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a07e34817d39&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a07e34817d39\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"539\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Get-data-1024x539.png\" alt=\"\" class=\"wp-image-4040\" style=\"box-shadow:var(--wp--preset--shadow--natural)\" srcset=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Get-data-1024x539.png 1024w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Get-data-300x158.png 300w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Get-data-768x404.png 768w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Get-data-50x26.png 50w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Get-data-1536x808.png 1536w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Get-data-60x32.png 60w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Get-data-100x53.png 100w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Get-data.png 1835w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"felter\">Fields in the integration<\/h3>\n\n\n\n<p id=\"felter\">If you want a complete overview of the fields in the integration, you can see an overview <a href=\"https:\/\/heyloyalty.com\/support\/wp-content\/uploads\/sites\/2\/2026\/02\/Alle-felter-Heyloyalty-indhenter-ifm.-en-betaling.-.pdf\" data-type=\"attachment\" data-id=\"1196\">here<\/a>.<\/p>\n\n\n\n<p>In general every field that is created and updated in Heyloyalty is named exactly the same as you know it in OnlineFundraising. <\/p>\n\n\n\n<p>The above list is data that Heyloyalty retrieves in connection with a payment. <\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-wide\"\/>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\"><form role=\"search\" method=\"get\" action=\"https:\/\/guides.heyloyalty.com\/en\/\" class=\"wp-block-search__button-outside wp-block-search__icon-button wp-block-search\"    ><label class=\"wp-block-search__label\" for=\"wp-block-search__input-1\" >Didn&#8217;t find what you were looking for?<\/label><div class=\"wp-block-search__inside-wrapper\" ><input class=\"wp-block-search__input\" id=\"wp-block-search__input-1\" placeholder=\"Search for topics, features or pages\" value=\"\" type=\"search\" name=\"s\" required \/><button aria-label=\"Search\" class=\"wp-block-search__button has-icon wp-element-button\" type=\"submit\" ><svg class=\"search-icon\" viewBox=\"0 0 24 24\" width=\"24\" height=\"24\">\n\t\t\t\t\t<path d=\"M13 5c-3.3 0-6 2.7-6 6 0 1.4.5 2.7 1.3 3.7l-3.8 3.8 1.1 1.1 3.8-3.8c1 .8 2.3 1.3 3.7 1.3 3.3 0 6-2.7 6-6S16.3 5 13 5zm0 10.5c-2.5 0-4.5-2-4.5-4.5s2-4.5 4.5-4.5 4.5 2 4.5 4.5-2 4.5-4.5 4.5z\"><\/path>\n\t\t\t\t<\/svg><\/button><\/div><\/form>\n\n\n<div class=\"wp-block-group is-nowrap is-layout-flex wp-container-core-group-is-layout-6c531013 wp-block-group-is-layout-flex\">\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"208\" height=\"118\" src=\"https:\/\/heyloyalty.com\/support\/wp-content\/uploads\/sites\/2\/2026\/01\/HL-Logo.png\" alt=\"\" class=\"wp-image-85\" style=\"width:108px;height:auto\" srcset=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/HL-Logo.png 208w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/HL-Logo-50x28.png 50w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/HL-Logo-60x34.png 60w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/HL-Logo-100x57.png 100w\" sizes=\"(max-width: 208px) 100vw, 208px\" \/><\/figure>\n\n\n\n<p><br>If you need information or help that you cannot find here on the guide site, you are always welcome to contact our support! <br><a href=\"mailto:support@ubivox.com\">support@heyloyalty.com<\/a> \/ tel. 87 300 399<\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>The value of the integration Enhanced 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 customer experience By sending timely and relevant messages based on real-time data, NGOs and member organizations&#8230;<\/p>\n","protected":false},"author":6,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[73],"ht-kb-tag":[],"class_list":["post-591","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-integrations-and-api"],"_links":{"self":[{"href":"https:\/\/guides.heyloyalty.com\/en\/wp-json\/wp\/v2\/ht-kb\/591","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/guides.heyloyalty.com\/en\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/guides.heyloyalty.com\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/guides.heyloyalty.com\/en\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/guides.heyloyalty.com\/en\/wp-json\/wp\/v2\/comments?post=591"}],"version-history":[{"count":8,"href":"https:\/\/guides.heyloyalty.com\/en\/wp-json\/wp\/v2\/ht-kb\/591\/revisions"}],"predecessor-version":[{"id":4042,"href":"https:\/\/guides.heyloyalty.com\/en\/wp-json\/wp\/v2\/ht-kb\/591\/revisions\/4042"}],"wp:attachment":[{"href":"https:\/\/guides.heyloyalty.com\/en\/wp-json\/wp\/v2\/media?parent=591"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/guides.heyloyalty.com\/en\/wp-json\/wp\/v2\/ht-kb-category?post=591"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/guides.heyloyalty.com\/en\/wp-json\/wp\/v2\/ht-kb-tag?post=591"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}