A step by step guide to setting up your TrueGivers & Little Green Light integration
Step 1: Step 1: The registration page will require:
- Organization Name
- Email Address
- API Key
The API Key provided by Little Green Light is used for registration. It provides enhanced security for the TrueGivers and Little Green Light connection and allows you to control access to your data.
Administrators can generate API keys in their Little Green Light account by going to Settings > Integration settings, and then clicking on the LGL API link.
However, if that link is not visible, you will need to email email@example.com. You will need to provide your Little Green Light Account information.
If you need help finding any of this information, visit Little Green Light's API documentation: https://api.littlegreenlight.com/api-docs/static.html
Step 2: Register at https://app.truegivers.com/applications/littlegreenlight Once you have entered your Organization Name and Email Address, TrueGivers will validate your information to confirm that you are a Little Green Light 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 3: In order to receive deceased, and individual and household demographic data, TrueGivers will automatically create Constituent Category fields In Little Green Light, Constituent Categories are fields that are not default Little Green Light fields. Even if these fields are accidentally removed or edited, TrueGivers will re-add the field for you to make sure you are getting the most out of the integration.
You can read more about this in our setup guide: https://truegivers.com/littlegreenlight-setup
Step 4: TrueGivers downloads and processes your data. Registering for the TrueGivers & Little Green Light Integration does not include automatic synchronization, so you will not see new data in your database until you purchase credits. Additionally, some search features are disabled until you purchase. You can read more about this process in the "Purchase Credits" section of our set up guide here: https://truegivers.com/littlegreenlight-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. 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 downloaded 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 user defined fields you have created in Little Green Light. 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. Below this 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 and 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 synchronization, the default custom fields will be displayed on your dashboard. TrueGivers will automatically create these fields for you during your registration. Even if this field is accidentally removed or edited, TrueGivers will re-add the field for you to make sure you are getting the most out of the integration. You can deselect any that you do not want to synchronize to your CRM. After your initial synchronization you can edit these in 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/littlegreenlight-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. You may also enable or disable updates with the button in the top right corner. 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. You can read more about integration settings in our training guide here: https://truegivers.com/littlegreenlight-training
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/littlegreenlight-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/littlegreenlight-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.
Using the record display page
1: To search your downloaded records, navigate to the search bar at the top right of your TrueGivers dashboard. You can search using one of the following search terms:
- First Name
- Last Name
- Full Name
- Partial Name
- CRM Record ID
You can also click on the search button without entering a search term, and a full list of downloaded records will be returned.
2: The record display page will include the original downloaded address in the column marked Original and the standardized or move address in the column marked Updated. The Updated column will also include the values for any custom fields the record matched to in our data source, such as date of birth and deceased information. Not all records will match every data source, so certain fields may be blank.
3: The Original column will include the input address as it appears in your CRM as well as the version of that record as parsed by TrueGivers system. The Updated column will include the standardized version of that address if no move information is found.
4: If move information is found for your record, the middle Updated column will contain the new move address. There will also be a third column to the right of this that contains the standardized version of the downloaded address (if this address was not already standardized). You can find a detailed description of the record display page here: https://truegivers.com/truegivers-integration-best-practices
5: You can use the synchronize and revert buttons in the upper right of the record display page to manually synchronize an updated address or revert a record to the original input address.
6: If you would like to prevent TrueGivers from updating a particular record, you can toggle off updates for that record using the updates button in the upper right of the record display page. TrueGivers will no longer update this record in your CRM until the update button is turned back on.
7: You can delete a record from TrueGivers using the delete button in the upper right of the record display page. This will only delete the record out of TrueGivers. Nothing will happen to your account within the CRM. The record will be downloaded and processed during the next nightly synchronization.
If you notice a single record that you want to clear out of TrueGivers and re-download for processing immediately, you can use the Download button on the individual record. The download button will delete the record out of TrueGivers; any related tasks will also be deleted. The record will then be downloaded and processed.
8: The bottom of the record detail page contains a record history indicating any changes to a record as well as a timeline indicting any actions taken on a record, which includes a date and time stamp as well as the user initiating the action.