How to integrate with NeonCRM

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You will learn

Learn how to integrate NeonCRM with Klaviyo in order to personalize and target emails based on each Contributor's donation and event registration activity. Data synced from NeonCRM to Klaviyo includes:

  • When a donation occurs, with details about the contribution
  • Contact information, including first and last name, location, and custom fields
  • When someone registers for an event, with details about the registration

Integrate NeonCRM with Klaviyo

  1. In Klaviyo, navigate to the Integrations tab
  2. Click All Integrations and search for NeonCRM
  3. Click Add Integration next to NeonCRM to be brought to the integration settings page, where you will need your NeonCRM API Key and Organization ID
  4. To generate your NeonCRM API Key, open a new tab and log in to your NeonCRM system
  5. Navigate to System Settings > System Users
  6. Click New User; you can name this user anything you like, but we recommend naming the user something that distinguishes its use, such as Klaviyo API User
  7. Specify a user name and password
  8. Enable API access for this user account by clicking the checkbox
  9. Type in an email address; this address will receive alerts and updates from the NeonCRM team related to the API
  10.  Click Generate to create your API key; you will want to copy this API Key to paste into Klaviyo
  11.  Click Next to complete the process of creating this user
  12.  Switch back to Klaviyo and paste your API Key on the integration settings page
  13.  To find your Organization ID, navigate to the login screen for your NeonCRM system
  14.  Look at the URL in your web browser; the text after /clients/ and before /login.jsp is your Organization ID
  15.  Copy and paste your Organization ID on the integration settings page in Klaviyo
  16.  If you want to subscribe NeonCRM accounts to a list in Klaviyo, check this setting
  17.  Click Connect to NeonCRM

Add Klaviyo onsite tracking

The final step is to add Klaviyo's Active on Site tracking code to your website footer. This code snippet will enable Klaviyo to track an Active on Site metric so that you can leverage data related to the site visits and behavior of known browsers. 

For example, you can use the Active on Site metric to create segments of people who have visited your site (while logged in), but haven't yet made a donation. 

  1. Copy the Active on Site tracking code snippet below
    <script type="application/javascript" async src="https://static.klaviyo.com/onsite/js/klaviyo.js?company_id=Public API Key"></script>
  2. Paste the snippet into the main template of your app before the </body> tag
  3. Replace ‘Public API Key’ in the snippet with your own Klaviyo Public API Key, which can be found under Account > Settings > API Key
  4. In Klaviyo, click the account name dropdown and navigate to Account > Setup Web Tracking
  5. Enter your site URL on step 2 of the Setup Web Tracking page
  6. Click Next to test your web tracking setup; a green success callout will appear if it’s working successfully
    Test web tracking URL textbox in Klaviyo with Next with blue background

Monitor the Klaviyo sync 

To check on the data syncing through your NeonCRM integration: 

  1. Navigate to the Analytics tab in your account and click into Metrics.
  2. Click on the Made Contribution metric to verify that there is data populated for this metric; note that your initial NeonCRM integration sync may take up to a couple hours depending on how much data you have in your account
  3. Klaviyo will import all of your historic NeonCRM data; to verify this, you can compare the number of contributions on a particular day in Klaviyo with what's in your NeonCRM account and confirm they match
  4. If they don't match, the issue is most likely that your Klaviyo account's timezone doesn't match your NeonCRM timezone
  5. To check your timezone setting in Klaviyo, go to your Account Settings and navigate to Contact Information > Organization, where you will see an option to set timezone

Data synced from NeonCRM

There are two major metrics synced from NeonCRM to Klaviyo: Made Contribution and Registered for Event.

Metrics page in Klaviyo showing NeonCRM metrics Made Contribution and Registered for Event

Metrics and profile properties from NeonCRM are synced every 30 minutes.

Made Contribution

This event is tracked when a supporter makes a contribution in NeonCRM. The event Klaviyo tracks includes all of the information NeonCRM collects, and you can filter and target Made Contribution events based on the following criteria:

  • Anonymous Donation
    Indicates whether or not this donor wishes to remain anonymous (Yes/No)
  • Campaign End Date
    End date of campaign (if available)
  • Campaign Goal
    Goal of campaign (if available)
  • Campaign Name
    Name of campaign
  • Campaign Start Date
    Start date of campaign (if available)
  • Donation amount
    Value of donation
  • Donation Date
    Timestamp of donation event
  • Donation ID
    ID associated with donation event
  • Donation Solicitation Method
    How the donation was solicited
  • Donation Solicitor
    The solicitor who assisted with this donation
  • Donation Status
    Transaction status of donation
  • Donation Type
    Type of donation (donation, pledge, pledge payment, match pledge)
  • Donor Name
    Typically used to indicate how the donor would like to be acknowledged publicly (if available)
  • Donor Note
    Note filled in by constituent when making donation (if any)
  • Fund
    To which fund (if any) the donation should be attributed
  • Honor/Memory Full Name
    Honoree for this donation (if any)
  • Pledge Amount
    Amount of donor pledge
  • Pledge Status
    Status of donor pledge
  • Transaction ID
    Transaction ID

Registered for Event

This event is tracked when a supporter registers for an event in NeonCRM. The event Klaviyo tracks includes all of the information NeonCRM collects, and you can filter and target these events based on the following criteria:

  • Campaign Code
    Campaign code
  • Campaign End Date
    End date of campaign (if available)
  • Campaign Goal
    Goal of campaign (if available)
  • Campaign Name
    Name of campaign
  • Campaign Start Date
    Start date of campaign (if available)
  • Event Admission Fee
    Event admission fee
  • Event Category Name
    Event category name
  • Event Code
    Event code
  • Event End Date
    Event end date
  • Event ID
    Event ID
  • Event Name
    Event name
  • Event Start Date
    Event start date
  • Fund
    To which fund (if any) the event fee should be attributed

Klaviyo does not currently receive a "registered at" timestamp for each registered event. The timestamp shown for the event is when it is synced to Klaviyo.

Customer Data

In addition to the two key event metrics Klaviyo syncs from NeonCRM, Klaviyo also syncs information about each contact/account you have in NeonCRM - both Individual Accounts and Organization Accounts. The default account properties that are automatically synced from NeonCRM are:

  • Account Created Date/Time
  • Account Type
  • Address Line 1
  • Address Line 2
  • City
  • Company Name
  • Country
  • Deceased
  • Do Not Contact
  • Email 1
  • Email Opt-Out
  • First Name
  • Full Zip Code
  • Individual Type
  • Job Title
  • Last Name
  • Organization Type
  • Phone 1
  • Source
  • Province
  • State

Klaviyo also syncs all Custom Fields in NeonCRM surrounding a contact - these Custom Fields will appear as Custom Properties attached to a contact's Klaviyo profile.

Profile information in Klaviyo showing associated NeonCRM contributions, contact information, and custom properties synced from NeonCRM such as account type and job title

Outcome

You’ve finished integrating NeonCRM with Klaviyo, added Klaviyo web tracking to NeonCRM, and verified your synced data. Now, you can personalize and target emails based on each Contributor's donation and event registration activity.

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