What does the integration do?
The integration will allow Fundraise Up and Tatango users to collect SMS opt-ins from Fundraise Up donation pages. These donors that opt-in to receive SMS messages will be added to the customer's Tatango list. Along with the donor contact information, Tatango will also capture the donation record data so that users can utilize it to segment and personalize messages.
The Fundraise Up integration also allows you to track the number of donations and total donation amount from your text messages when linking to a Fundraise Up donation form using UTM parameters.
How do I set up the integration?
Overview:
Customers first configure the integration in Tatango by selecting the Tatango list to add donors to and mapping custom fields. They are then presented with a unique callback URL that they will use in Fundraise Up. The user then goes into their Fundraise Up account and configures the webhook using the callback URL that we provided in the Tatango app. Once configured Tatango will start adding new subscribers in near real-time (technically hourly).
Detailed Instructions:
Log into your Tatango account. Go to My Account -> Integrations
Click on Fundraise Up -> Configure -> Continue
Select your list name you want data to sync with (normally your main list) -> Next
Match Fundraise Up fields to Tatango fields - most common are first/last name, email, and zip code. (Note: You do not need to map the phone number.)
Follow the directions on this screen.
Copy the unique URL and post in a separate note.
Remove "https://" from unique URL
Add "trigger+" in front of unique URL
Add "@traymail.io after the unique URL
See example below for finished product (note: trigger+unique URL@traymail.io)
Copy the newly created email address
Select finish and the Tatango part is complete!
Go to your Fundraise Up account. (Note: you must be a Fundraise Up Admin)
Click on Exports -> Destinations -> Add a new Destination
Name "Tatango", type is "Send by email" and add the unique email address you just created, then Save changes
Click on Template -> New template
Change name to Tatango, and leave all other fields the same (note: do not save changes yet)
Click on File Columns (next to general settings), click Apply preset, select Tatango (Note: do not save changes yet)
Click on Export Schedule, change to create files hourly, check send files to destination and make sure that Tatango is selected. (Note: now you can save changes!)
That's it! You are done and Fundraise Up will pass data through to Tatango hourly.