How to integrate with Donate.ly

You will learn

Learn how to integrate Donately with Klaviyo. After completing these steps, 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 Donately:

• Contribution amount
• Customer information including first and last name, address, and phone number
• Whether the donation is recurring
• Whether the contributor wants to be anonymous

First, you'll locate your Donately account slug, then you'll enable the integration in Klaviyo. You need Donately admin credentials and permission to manage integrations in Klaviyo.

Locate your account slug

1. Log in to your Donately account.
2. In the top right-hand menu bar, click on the dropdown menu labeled with your organization's name then click Account Settings. This will direct you to a page where you can find your account slug. Copy the account slug for the next section.
   

Enable the Donately integration in Klaviyo

1. In Klaviyo, select the Integrations tab.
2. Select Explore apps, search for Donately, and click the card. Then, click Install.
3. Enter your Donately Account slug, Email, and Password. The email and password must belong to a Donately admin; otherwise, Klaviyo will not pull in all of your fundraising and campaign data. Click Connect to Donately.

4. A success message confirms the connection, and your historical Donately data starts syncing.

Monitor the Klaviyo sync and verify data

To check on your Donately integration:

1. Click the Analytics dropdown in Klaviyo and select the Metrics tab.
2. Click the Made Contribution metric to verify that there is data populated for this metric. Wait until your initial Donately integration sync has completed; this process can take up to 2 hours depending on how much data you have in your account. Klaviyo imports historical donor information and processed donations with valid email addresses. To verify the sync, compare the number of these donations on a particular day in Klaviyo with what is in Donately.
3. For example, on the Made Contribution chart, select Total and Daily. Mouse over yesterday's data point or look at the table below the chart to see how many contributions were reported yesterday.
4. Compare that number with processed donations that have valid email addresses in Donately for the same day. If the totals differ, check that the initial sync has finished, allow for the hourly sync of new donations, and make sure your Klaviyo and Donately accounts use the same time zone.
5. To check your timezone setting in Klaviyo:
   • Click your account name in the lower left.
   • Select Settings > General > Account.
   • Scroll down to Time zone. If you change it, click Save.

Understand your Donately data

There is 1 major metric that is captured by Donately and loaded into Klaviyo: Made Contribution.

This event is tracked when a supporter makes a processed donation in Donately and the donation has a valid email address. It includes the contribution amount and whether the donation is recurring, but not how often it recurs. You can filter and target Made Contribution events based on the following criteria:

• Value
• Anonymous (True or False)
• CampaignTitle (when the donation is associated with a campaign)
• CampaignUniqueIdentifier (when the donation is associated with a campaign)
• FundraiserTitle (when the donation is associated with a fundraiser)
• FundraiserUniqueIdentifier (when the donation is associated with a fundraiser)
• DonationType
• IsRecurring (True or False)

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

Customer data

In addition to Made Contribution events, Klaviyo syncs donor information to profiles when a valid email address is available. The integration imports the fields listed below; other custom Donately fields are not synced. You can use these properties in segments and flows.

Here are the default properties that are automatically synced from Donately to built-in Klaviyo fields:

• Email
• First Name
• Last Name
• Address
• Address 2
• City
• State/Region
• Phone Number

Frequency of Donately sync

After the initial historical sync, Klaviyo checks Donately for new donor and donation data every hour.

Add Klaviyo onsite tracking

The final step here is adding Klaviyo's Active on Site 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 using a browser Klaviyo has identified, but haven't yet made a donation. Learn how Klaviyo identifies site visitors.

1. The following tracking script can be found in Klaviyo by selecting the Integrations tab, then clicking Manage data > Set up web tracking in the upper right corner.
2. If prompted to choose an installation method, select Set up manually, then click Next. You need access to your website’s code.
3. Copy the code shown in Klaviyo, or use the snippet below. If you use the snippet below, replace PUBLIC_API_KEY in both places with your public API key (site ID), found under Settings > General > API keys.

<script type="text/javascript" async
 src="https://static.klaviyo.com/onsite/js/PUBLIC_API_KEY/klaviyo.js?company_id=PUBLIC_API_KEY"></script>

1. Paste the code into your website’s main template before the </body> tag, then save and publish your changes.
2. Return to Enable onsite tracking, enter your Website URL, and click Confirm to test the setup.

3. If prompted to update your website in account settings, select Update only if you want to change the website URL used by existing templates. Otherwise, select Continue without updating. Klaviyo shows a confirmation when onsite tracking is enabled.

Outcome

You have now integrated with Donately, verified your synced data, and added Klaviyo onsite tracking.

Additional resources