This guide will walk you through integrating Funraise 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 website activity. Here's some of the data we sync from Funraise:
- When a contribution is made
- Amount of the contribution
- Customer information including first and last name, location and how they found your site
- Whether the donation is recurring and if so, how often in will occur
- Whether contributor wants to be anonymous
Add the Funraise Integration
Click on the Integrations tab in the left sidebar of your account. Navigate to All Integrations and find Funraise on the list of available integrations. All integrations are in alphabetical order so you'll find Funraise halfway down the page.Next, click Add Integration next to the Funraise icon.
You will be brought to another page where you need to add your Funraise Username and Password. The Email and Password must have admin access, otherwise Klaviyo will not pull in all of your fundraising and campaign data.
You will also have the option here to automatically subscribe new contributors to a list in Klaviyo.
Once you have entered this information and adjusted your settings, click Connect to Funraise.
Monitor the Klaviyo Sync & Verify Donation Data
To check on your Funraise 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 Funraise 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 Funraise data. To verify this, you can compare the number of contributions on a particular day in Klaviyo with what's in your Funraise interface 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 Funraise 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 Funraise timezone. To check your timezone setting in Klaviyo, go your Account Settings and navigate to Contact Information > Organization. At the bottom, you will see an area to set timezone.
Understand your Funraise Data
There is one major metric that is captured by Funraise and loaded into Klaviyo: Made Contribution
This event is tracked when a supporter makes a contribution in Funraise. The event Klaviyo tracks includes all of the information Funraise collects including the contribution amount, whether the donation is recurring, and if so, how often the donation will recur. You can filter and target Made Contribution events based on the following key criteria:
- Donation Type
- Form Name
- Form URL
- Is Anonymous (True or False)
- Is Dedication (True or False)
- Is Recurring (True of False)
- Page URL
Here is an example of the all data we receive along with a Made Contribution event:
In addition to this core metric Klaviyo syncs from Funraise, Klaviyo also creates a comprehensive Klaviyo Profile for every contributor. Along with basic contact information, Klaviyo will also sync any additional details you might have stored in Funraise about a given person - these details will sync as Custom Properties that get added to each Klaviyo profile. You can use these properties in segments and flows.
Here are the default properties that are automatically synced from Funraise:
- Email, First Name, Last Name, City, State/Region, Zip Code, Country, Phone Number: these built-in Klaviyo fields are automatically synced
Add Klaviyo 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 website visits and visitor behavior. Through this metric, Klaviyo will track website activity for all 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:
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 underAccount > Settings > API Key, where you see 'API KEY':