This guide will walk you through integrating Donate.ly 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 Donate.ly:
- 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
Locate your Account Slug
In order to integrate Donate.ly with Klaviyo, you will need to first locate your Donate.ly account slug.
First, login to your Donate.ly account. 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.
Add the Donate.ly Integration
Click on the Integrations tab in the left sidebar of your account. Navigate to the All Integrations tab and find Donate.ly on the list of available integrations. All integrations are in alphabetical order so you'll find Donate.ly halfway down the page.
Next, click Add Integration next to the Donate.ly icon. This takes you to your Donate.ly integration settings page.
Enter your Donate.ly account slug, Email, and Password. The Email and Password must have admin access, otherwise Klaviyo will not pull in all of your fundraising and campaign data.
Once you have entered this information, click Update Donate.ly Settings.
Monitor the Klaviyo Sync & Verify Donation Data
To check on your Donate.ly integration, navigate to the Analytics tab in your account and click into Metrics.
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 Donate.ly 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 Donate.ly data. To verify this, you can compare the number of contributions on a particular day in Klaviyo with what's in your Donate.ly interface and confirm they match.
For example, when exploring the Made Contribution metric in your Klaviyo account's Analytics 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 Donate.ly 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 Donate.ly timezone. To check your timezone setting in Klaviyo, go your Account Settings and navigate to Contact InformationOrganization > . At the bottom, you will see an area to set timezone.
Understand your Donate.ly Data
There is one major metric that is captured by Donatel.ly and loaded into Klaviyo: Made Contribution
This event is tracked when a supporter makes a contribution in Donatel.ly. The event Klaviyo tracks includes all of the information Donatel.ly 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:
- Anonymous (True or False)
- Is Recurring (True of False)
Here is an example of the data we receive along with a Made Contribution event:
In addition to the two core metrics Klaviyo syncs from Donate.ly, 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 Donate.ly 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 Donate.ly:
- Email, First Name, Last Name, City, State/Region, Zip Code, Country, Phone Number: these built-in Klaviyo fields are automatically synced
Frequency of Donate.ly sync
Metrics and profile properties from Donatel.ly are synced using webhooks. This means that Donatel.ly 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 by navigating to Account > Setup Web Tracking.
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 'Public API Key':