A step by step guide to setting up your TrueGivers & DonorPerfect integration
Step 1: The registration page will require:
- Organization Name
- Email Address
- API Key
To access your Valid API Key, you will need to email the API Help Desk (firstname.lastname@example.org) or email@example.com. You will need to provide your DonorPerfect Online Client ID# and your Organization Name.
To find your DonorPerfect Online Client ID#, login to your DPO account. Then scroll to the bottom of the homepage, and look for your Organization Name in the footer.
After you have identified your Organization Name in the footer, your Client ID # is located after your Organization's name.
You can find detailed instructions for accessing your Valid API Key under the "API Key" section of our set up guide here: https://truegivers.com/donorperfect-setup
Step 2: In order to receive deceased, and individual and household demographic data, you will need to set up User Defined Fields to store this information in DonorPerfect. You can find detailed instructions for setting up these fields under the "Add Customizations" section of our setup guide here: https://truegivers.com/donorperfect-setup
If interested, DonorPerfect has a video available to learn more: Creating User Defined Fields.
Step 3: Register at https://app.truegivers.com/applications/donorperfect Once you have entered your Organization Name and Email Address, TrueGivers will validate your information to confirm that you are a DonorPerfect user. Then, you will be asked to enter your valid API Key. Next, TrueGivers will validate your API Key. Click Submit and you will receive an email with a temporary password to sign into your TrueGivers account.
Step 4: TrueGivers downloads and processes your data. You will receive a password reset email allowing you to reset your password and access your account dashboard. To have your database automatically synchronized, purchase credits in TrueGivers. You can read more about this process in the "Purchase Credits" section of our set up guide here: https://truegivers.com/donorperfect-setup
Data Stewardship Dashboard
1: After you have registered you will receive a password reset email allowing you to login to your Data Stewardship Dashboard.
2: The top right of the dashboard contains the search bar, allowing you to search for individual records. Directly to the right of that is the task icon. This will take you to the task page allowing you to manage Data and Donor Stewardship tasks. To the right of that is a portrait icon with a drop down menu showing recently viewed records and organization settings allowing you to create additional users. Below this is a row of buttons allowing you to view your enhancement profile, manually download your database, pause the integration or refresh your dashboard. You can view and modify your integration settings by clicking the cog icon on the far right.
3: The top level cards provide a count of total records, estimated marketing savings when using TrueGivers data and counts for various types of records. You can hover over each card for more details. The Moves and Deceased cards allow you to click through to a list of records by clicking the word "Moves" or "Deceased" on the card.
4: The Blue Notification Box communicates what processes TrueGivers is working on and helps you understand your next steps. Cards in this box provide counts of records that will be modified during synchronization. Hover over each card for more detail. Prior to the first nightly synchronization, the custom fields selection will display allowing you to review the custom fields you have created in DonorPerfect. Any fields that have not been created will be grayed out. After the first synchronization, the custom fields settings can be accessed in your integration settings by clicking the Cog icon in the upper right of the dashboard.
5: The Choropleth Map allows you to visualize the geographic distribution of records in your database. You can zoom in to see details at the region, county and city level. The Coverage and Quality Analysis indicates the number of records in your database with corresponding attribute coverage. Percentages on the bar graph indicate the percent of records with valid, usable data. Green indicates valid, red indicates invalid or undeliverable, and gray indicates no data is available.
6: The task cards will navigate to a list of tasks filtered by type. Stewardship Tasks provide a specific action you can take on a record to improve data or donor stewardship. Below these cards is a list of recent updates to your database. A new row is added after each processing to show status, record count, and when the file was created an completed. You can view the CASS or NCOA report for the most recent update by clicking on the green buttons to the upper right of the Recent Updates section.
1: Prior to your first sychronization, the User Defined Fields you created during the setup will be displayed on your dashboard. You can deselect any custom fields you do not want to synchronize to your CRM. After the first synchronization, you can edit these via the integration settings by clicking the gear icon in the upper right of the dashboard. You can read more about custom fields here: https://truegivers.com/donorperfect-setup
2: The integration settings allow you to select which users receive notifications, adjust how postal codes, addressee and deceased are updated, and choose which custom fields to include when synchronizing. Once you have selected your preferred settings, click save in the top left corner. Clicking the Green leaf above the save button will return you to the dashboard.
3: If you have any questions about your integration setup or settings, you can live chat with our support team by clicking the live chat icon in the bottom right corner. Our support staff is available to answer your questions 8am – 6pm CST Monday
Purchasing credits and synchronizing your data
Step 1: When TrueGivers finishes processing your data, the dashboard is updated to show high level hygiene details. In order to view and synchronize your data, you will need to click the purchase credits button.
Step 2: The credit tier should default to your database size. This is not a recurring charge, however you can purchase up to 12 months of service. Once your credits have depleted, your nightly synchronization will pause until you purchase and apply more credits.
You can find detailed instructions for purchasing and applying credits under the "Purchase Credits" section of our setup guide: https://truegivers.com/donorperfect-setup.
Step 3: Once you have applied your purchased credits you can search for individual records and synchronize and revert them to see what TrueGivers does during the nightly synchronization. This will only update the individual record in your CRM. You can also turn off updates for individual records, if you do not want them to update in the nightly synchronization.
You can read more about navigating the dashboard and searching for constituents here: https://truegivers.com/donorperfect-training
Step 4: When you are comfortable with your integration settings and how your records are updating, you can enable the nightly synchronization process. To enable this you must first click the synchronize button on your dashboard. After this initial manual synchronization your database will update automatically. You can always click the pause integration button to pause this process at any point.
Getting started with stewardship tasks
1: TrueGivers automatically creates stewardship tasks based on changes and new data identified during update processing. The stewardship task cards will be created at the bottom of your dashboard once your database has completed processing. To view the task list, simply click the task name on each task card. You can also view a list of all tasks by clicking on the task icon next to the search bar.
You can read more about getting started with Stewardship Tasks here: https://truegivers.com/getting-started-with-stewardship-tasks
You can read more about Stewardship Task types here: https://truegivers.com/data-and-donor-stewardship-tasks
2: From the tasks page you can sort by task type and status with the drop down menu in the upper left corner. You can also select all or individual tasks, and change their status using the buttons above this drop down. You can print a task list or adjust task settings by clicking the print or settings button in the upper right. To view the details for a task, just click the task name.
3: The task detail window allows you to view additional details about the task record and take the following actions:
- Approve: This will synchronize the task to DonorPerfect as a contact under the individual’s record and set its status to active.
- Decline: This sets the status to declined, indicating you do not wish to complete this task.
- Complete: This sets the status to completed, indicating that the task has been completed.
- Delete: This will delete the task from the task list. Deleting a task does not prevent TrueGivers from recreating the task in the future.
To view the individual’s record, click on the green “View record” links at the bottom of the window.
4: In the task settings you can change the default status, purpose, channel, and assigned user for a task type. By default task types are set to pending. The status definitions are as follows:
- Disabled- No tasks will be created for task types set to this status.
- Pending- Tasks will be created for task types set to this status in the TrueGivers app, but not in DonorPerfect. These tasks types will be set to a status of "Pending".
- Enabled- Task types set to this status will be created in the TrueGivers App and in DonorPerfect as a contact under the individual’s record. These tasks types will be set to a status of "Active".
Once you have made the appropriate changes to your task settings, you can click "Tasks" in the upper left corner to return to the tasks page.