Integrate with NeonCRM

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Overview

This guide will walk you through integrating NeonCRM with Klaviyo. After completing the steps outlined in this guide, you'll be able to personalize and target emails based on each Contributor's donation and event registration activity. Here's some of the data we sync from NeonCRM:

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

Enable the NeonCRM Integration

Click on the Integrations tab in the left sidebar of your account. Navigate to the All Integrations tab and find NeonCRM on the list of available integrations. All integrations are in alphabetical order.
647699Next, click Add Integration next to the NeonCRM icon. You will be brought to another page where you need to add your NeonCRM API Key and Organization ID.

To generate an API Key:

  1. Login to your NeonCRM system and navigate to System Settings > System Users
  2. 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
  3. Specify a user name and password
  4. Enable the API access for this user account; click the checkbox to enable
  5. Type in an email address; this address will receive alerts and updates from the NeonCRM team related to the API
  6. Click Generate to create your API key; you will want to copy this API Key to paste into Klaviyo
  7. Click Next to complete the process of creating this user

To find your Organization ID, navigate to the login screen for your NeonCRM system. Look at the URL in your web browser: The text after /clients/ and before /login.jsp is your Organization ID.

Monitor the Klaviyo Sync & Verify Donation Data

To check on your NeonCRM integration, navigate to the Metrics tab in your account.

Click on the Made Contribution metric to verify that there is data populated for this metric. If there is data, all you need to do is wait until your initial NeonCRM integration sync has completed; this process can take up to a couple hours depending on how much data you have in your account.

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.

For example, when exploring the Made Contribution metric in your Klaviyo account's Metrics tab, you can mouse over yesterday's data point or look at the table of data below the chart to see how many contributions were reported yesterday. Compare that number to what's stored in NeonCRM from yesterday and you should see they match exactly. If they don't, the issue is most likely that your Klaviyo account's timezone doesn't match your NeonCRM timezone. To check your timezone setting in Klaviyo, go your Account Settings and navigate to Account > Contact Information > Organization. At the bottom, you will see an area to set timezone.

Understand your NeonCRM Data

There are two major metrics that are captured by NeonCRM and loaded into Klaviyo: Made Contribution and Registered for Event 

647700Metrics and profile properties from NeonCRM are synced every 30 minutes.

The Made Contribution Metric

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 consituent 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

Here is an example of the data we receive along with a Made Contribution event:

647701The Registered for Event Metric

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

NOTE: Klaviyo does not currently receive a "registered at" timestamp for each registered event. We thus default to the timestamp of when the event is synced to Klaviyo.

Customer Data

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

  • 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

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

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Add Klaviyo Web Tracking

The final step here is adding Klaviyo's web tracking code to your website footer. This Klaviyo tracking code will allow us to track an Active on Site metric for you so that you can see and leverage data related to site visits and visitor behavior. Through this metric, Klaviyo will track website activity for 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. 

The following tracking script can be found in the Setup Wizard in Klaviyo:

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Paste the following Klaviyo tracking script into the main template of your app before the </body> tag; remember to add your own API Key, found under Account > Settings > API Key, where you see 'API KEY': 

<script type="text/javascript">
 var _learnq = _learnq || [];

 _learnq.push(['account', 'API KEY']);

 _learnq.push(['identify', {
 // TODO: Change the line below to be the current user's unique ID.
 '$id' : '123',
 // TODO: Change the line below to be the current user's email.
 '$email' : 'john.smith@example.com',
 // TODO: Change the line below to be the current user's first name.
 '$first_name' : 'John',
 // TODO: Change the line below to be the current user's last name.
 '$last_name' : 'Smith',
 // TODO: Change the line below to be when the current user signed up.
 'Created At' : 1458046212

 // TODO: If you want to track a user's plan, uncomment the line below and change it to the current user's plan.
 // , 'Plan' : 'Basic Plan'
 }]);

 (function () {
 var b = document.createElement('script'); b.type = 'text/javascript'; b.async = true;
 b.src = ('https:' == document.location.protocol ? 'https://' : 'http://') + 'a.klaviyo.com/media/js/analytics/analytics.js';
 var a = document.getElementsByTagName('script')[0]; a.parentNode.insertBefore(b, a);
 })();
</script>
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