How to Integrate with ActBlue

You will learn

Learn how to integrate ActBlue 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 ActBlue:

• Amount of the contribution
• Contributor information including first and last name and location, plus contribution referral codes when provided
• Whether the donation is recurring and if so, how often it will occur
• The committee to which the donation was made
• The EntityID and FecID

Add the ActBlue integration

1. In Klaviyo, select the Integrations tab.
2. Click Explore apps, search for ActBlue, and click the card. Then, click Install.
3. Select Connect to ActBlue.
   

4. On the next page, copy the Webhook URL, Username, and Password and send it to your ActBlue Account Manager. If you don't have a contact at ActBlue, please contact our Support Team and we will forward it to ActBlue (this process usually takes less than 24 hours). Copy and store the password in a safe place before completing setup. You won't be able to view it again afterward.
5. Click Complete setup.

Monitor the Klaviyo sync

To check on your ActBlue integration (once you've fully integrated):

1. Click the Analytics dropdown in your Klaviyo account and select the Metrics tab.
2. Click on the Made Contribution metric (identifiable with an ActBlue icon) to verify that there is data populated for this metric.
3. If data appears, Klaviyo is receiving contributions from ActBlue. For historical contributions, confirm with your ActBlue account manager which dates will be sent and when the transfer is complete.
4. Set Measurement to Total and Aggregation to Daily. To verify the data ActBlue has sent, compare the number of contributions on a particular day in Klaviyo with what's in your ActBlue interface. For example, when exploring the Made Contribution metric, 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.
5. If the totals don't match, check that your Klaviyo account and ActBlue use the same time zone, and confirm that ActBlue has sent the contributions for the dates you're comparing. Contributions with a missing or invalid email address do not sync.
6. 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 the setting, click Save.

Data synced from ActBlue

There is 1 major metric that is captured by ActBlue and synced into Klaviyo: Made Contribution.

Made Contribution

This event is tracked when a customer completes the checkout process and makes a contribution in ActBlue. The event Klaviyo syncs includes contribution details such as 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:

• Amount
• Recurring
  This is either True or False.
• Recurring Period
  This will be "Once" if the donation is not recurring, otherwise it will indicate how often the donation recurs.
• Committee Name
  The name of the committee to which the contribution was made.
• EntityID
• FecID

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

Customer data

Along with Made Contribution events, Klaviyo creates or updates a profile when it receives a contribution with a valid email address. It syncs the contributor fields listed below. Other details stored in ActBlue are not automatically added as custom properties. You can use these properties in segments and flows.

• Email
• First Name
• Last Name
• City
• State/Region
• Zip Code
• Country
• Phone Number
• Street address
• Employer
• Occupation

Frequency of ActBlue sync

Made Contribution events and contributor profile details are synced using webhooks. ActBlue sends the contribution data to Klaviyo almost instantaneously when an event occurs.

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 from a browser Klaviyo has identified, but haven't yet made a donation.

The manual setup below requires access to your website's code. If you've already enabled onsite tracking through your website's ecommerce integration, follow Getting started with Klaviyo onsite tracking for the instructions for your platform.

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. In Enable onsite tracking, select Set up manually and click Next. If the installation code is already displayed, continue to the next step.
3. We've also included the Klaviyo Active on Site tracking script here, which you can paste into the main template of your website before the </body> tag. Remember to add your own API key, found under Settings > General > API keys, where you see 'Public API Key'. Save and publish your site template after adding the script:

<script type="application/javascript" async
 src="https://static.klaviyo.com/onsite/js/klaviyo.js?company_id=Public API Key"></script>

1. Return to Enable onsite tracking, enter your website URL, and click Confirm to check the installation. If prompted, click Run test, let your website load, then return to Klaviyo.

2. If Klaviyo asks to update your website in account settings, review the URL before continuing. Updating it also affects existing templates that link to your website. Select Update to use the tested URL, or Continue without updating to keep your current account URL.
3. Once Klaviyo confirms onsite tracking is enabled, click Close.

Outcome

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

Additional resources