Integrate with DonorPerfect

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Overview

This guide will walk you through integrating DonorPerfect 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 DonorPerfect:

  • Amount of the contribution
  • Contributor 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 the contributor wants to be anonymous

Acquire your API Key

You can retrieve your API Key from your DonorPerfect Account Manager. Send him/her an email requesting your API Key and they will send it to you ASAP. 

Add the DonorPerfect Integration

Click on the Integrations tab in the left sidebar of your account. Navigate to the All Integrations tab and find DonorPerfect on the list of available integrations. All integrations are in alphabetical order so you'll find DonorPerfect halfway down the page.

Next, click Add Integration next to the DonorPerfect icon. 

You will be brought to another page where you need to add your DonorPerfect API Key. Once you have entered this information, click Connect to DonorPerfect.

647690Monitor the Klaviyo Sync & Verify Donation Data

To check on your DonorPerfect 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 DonorPerfect 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 DonorPerfect data. To verify this, you can compare the number of contributions on a particular day in Klaviyo with what's in your DonorPerfect 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 DonorPerfect 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 DonorPerfect's account 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.

Understanding your DonorPerfect Data

There is one major metric that is captured by DonorPerfect and loaded into Klaviyo: Made Contribution

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The Made Contribution Metric

This event is tracked when a supporter makes a contribution in DonorPerfect. The event Klaviyo tracks includes all of the information DonorPerfect 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 criteria:

  • Value
  • Campaign
  • First Gift
  • Gift Type
  • In Memory Of
  • Is Recurring (True of False)

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

647692Customer Data

In addition to the metric Klaviyo syncs from DonorPerfect, there are also custom properties that are added to each Klaviyo profile. You can use these properties in segments and in flows. Here are the properties that are automatically synced from DonorPerfect:

  • Email, First Name, Last Name, City, State/Region, Zip Code, Country, Phone Number: these built-in Klaviyo fields are automatically synced

Frequency of DonorPerfect sync

Metrics and profile properties from DonorPerfect are synced using webhooks. This means that DonorPerfect indicates to Klaviyo when an event has occurred and Klaviyo will then pull all data for the event. This occurs almost instantaneously. 

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:

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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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