Note: Anedot is retiring Campaign pages, so this integration works with Action Pages only.
What the integration does
Donor or lead checks your SMS opt-in box: they're added to your list (or updated if they're already on it), and their donation is recorded.
Donor doesn't check the box but is already an active subscriber: their donation is recorded, and their name, email and zip code are updated. They aren't re-subscribed and don't get a message.
Donor doesn't check the box and isn't on your list, or has opted out: nothing is sent to Tatango.
Monthly recurring donations: each monthly charge is recorded for donors who are active subscribers. Recurring charges never add new subscribers.
No phone number: nothing is added to your list. If you set up Step 4, one-time donations are still credited to the text that drove them.
Step 1: Configure the integration in Tatango
In Tatango, go to My Account > Integrations.
Select the All Apps tab.
Find the Anedot card and click Configure.
You can rename the app, but we recommend keeping the name "Anedot". Click Continue.
Follow the steps in the pop-up to choose the list to add subscribers to and map Anedot fields to Tatango fields.
On the SMS Consent screen, tell us how your Anedot form collects text opt-in:
SMS Consent Source: choose Custom field on my form if you use the Mobile Opt In field described in Step 2 (most accounts). Choose Anedot's built-in consent checkbox if you use Anedot's Communication Consent option.
Opt-In Field Label and Checked Value only appear for a custom field. Enter the field label and option text as they appear on your form. The defaults, "Mobile Opt In" and "I would like to receive text updates.", match the setup in Step 2. Capitalization, extra spaces and ending punctuation don't matter.
SMS Consent screen with "Custom field on my form" selected
SMS Consent screen with "Anedot's built-in consent checkbox" selected
On the last screen, copy the webhook URL and keep it somewhere safe. You'll need it in Step 3.
On the list you selected, go to Settings > General and turn on Donation Link Tracking.
Click Save.
Step 2: Add the Mobile Opt In field to your Action Pages
Note: If you chose Anedot's built-in consent checkbox on the SMS Consent screen, skip this step and keep Communication Consent turned on. Otherwise, every Action Page must include the Mobile Opt In field below.
Find the Action Page you want to add the opt-in field to, and click Edit in the dropdown next to the page name.
On the Form tab, click Edit Form, scroll down and turn off Communication Consent.
Under Choose Form, select Default so the field is added to all your pages.
Scroll up to Standard Fields and click Add a Field. Under Custom Fields, choose Selection List.
Fill in the settings below. The field label and option text must match what you entered on the SMS Consent screen.
Field Label: Mobile Opt In
Help Text: your SMS disclaimer. Your Customer Success Manager can help with the wording.
Internal Name: mobile_opt_in
List Type: Radio
List Items: click Add Option and enter: I would like to receive text updates.
If a second "Add an option" line appears, delete it. You only need one list item.
Click Save.
Click Publish in the top right corner.
You can keep editing your Action Page. From now on, the Mobile Opt In field is available whenever you click Add a Field and choose Account Fields.
Step 3: Connect the webhook in Anedot
In Anedot, go to Settings, then select Integrations > Directory on the left.
Click the blue New Connection button.
Click Webhook - Outgoing. Don't use the "Tatango" option; it won't work with the integration you set up in Step 1.
Select Action Pages.
Fill in the fields:
Name: Tatango + today's date (e.g. Tatango 5/10/22)
URL: the webhook URL you copied in Step 1
Action Page: All action pages
Leave Action Page UIDs and Template blank.
Scroll down and make sure Integration Enabled is checked.
Check Donation Completed. This is needed to record monthly recurring donations.
Check Submission Created.
Click Save.
Step 4 (optional): Credit donations to your texts
On the list from Step 1, go to Settings > Short Links. Under Donation Attribution Parameters, click + Add Platform, enter Anedot as the Platform and your link parameter as the Parameter (e.g. iteration or utm_campaign), then click Save Changes.
Add that parameter to the Anedot link in each text, with a different value for each message (e.g. ?iteration=SMS_1102_A). A plain link works; it doesn't need to be a Tatango short link.
Make sure the value reaches Anedot, for example in a custom field with the same name or in Anedot's UTM fields.
Only texts sent after setup can be credited. Donors without a phone number are credited to the message only.
Test it
You're all set. To test the integration, submit a form on an Action Page that has the Mobile Opt In field (or Anedot's consent checkbox, if you chose that option), then check that the subscriber or donation shows up in Tatango. If you set up Step 4, also check that the donation shows under Donations on that message's Overview tab.