Organize Your Data In One Place
You have a lot of data on your supporters, but it’s all stored in different places. You can quickly lose a donor by treating them like a newbie when in fact they have been giving to you for years. All because your online fundraising database doesn’t talk to your offline database.
It’s vital to join data from your different systems. You can achieve this either by exporting and importing spreadsheet files (CSV / Excel), using XML or with our API (Application Programming Interface). We integrate directly with multiple databases using our API. The Engaging Networks API allows you to automatically transfer data back and forth, provided your existing database can make a secure online connection. You can customize the structure of your data for an easy flow.
- Our RESTful web service enables you to pull transactional data from our servers (daily, weekly, etc)
- The Engaging Networks platform validates the request with a private token for security
- Data is available for all transaction types (broadcast email response, donation, advocacy action and so on)
- A column identifies the ‘transaction type’ – this allows you to parse the data because we use a consistent format
- You can customize the file format and sequence of the constituent data (either XML or CSV)
- You can match imported data by email address and a second primary key field (external database constituent ID, for example)
- Also create and save import formats to save time on future imports
- For automatic imports, the system pushes data to a secure URL where the records are imported into your account
- We check the private token and import format before importing
- You can download the import job results
- The same process can be done manually
- Import both constituent and transactional data
- Associate import records with a segment or appeal code – this allows you to use the same profiling and list building features for legacy supporters as you do for new ones
Using several different sources? You can have more than one custom import format. Have a unique set-up? We can tailor the system for you.
Databases We Integrate With
Portfolio by Amergent
Amergent, using Engaging Networks API, has a connector providing a bi-directional data sync between our Portfolio Solution and Engaging Networks. Our clients can now select the information they want shared between the two platforms. A key benefit is you can begin to reap the benefits of a truly “multi-channel” approach to fundraising. This is accomplished by enhancing the depth of your supporter data allowing for more sophisticated analysis. Ultimately you are improving your supporter’s experience by developing more insightful targeted segments for online and traditional communications such as direct mail and telemarketing.
Engaging Networks to Portfolio
The sync is scheduled to run daily. Once the sync is set up and running, a client can expect Engaging Networks transaction files to be delivered and imported into Portfolio each day. Based on client business rules, exception reports along with the corresponding transaction files can be delivered for review and exception processing.
- New Constituents
- Constituent updates
- One-time and recurring gifts
- Recurring pledges
- Tribute donations
- Preference management
- Digital communication history
- Adding to this list based on client feedback
- Portfolio to Engaging Networks
The sync is scheduled to run daily. Based on your business rules, you will have the most current information available in Engaging Networks.
- Setting up and running supporter profiles
- Sending customized email messages to your supporters
- Customizing action instructions to improve supporter experience on your pages
- Viewing Supporter records
For more information on how Portfolio and Engaging Networks can provide a complete solution call Helen Martocchio, Vice President P: 978-278-1946
Our partnership with ROI Solutions provides clients with the full front end-to-end solution across all online and offline constituent management and marketing activities. In March 2015, ROI Solutions and Engaging Networks announced a formal, non-exclusive, partnership which both companies believe allows us to leverage each company’s strengths and cutting-edge technologies, to provide a better and more comprehensive, integrated solution to our clients.
What this means for our mutual clients is that we are able to apply the lessons from our collective experience to optimize our new clients’ implementations, integrations and multi-channel marketing efforts. Our companies will continue to develop and incorporate functionality that interacts with the other’s solution, making life easier for those users who have to jump between online and offline systems today, and improving the constituent experience through more informed and targeted marketing strategies and business intelligence. The spirit of collaborative development embodied in this partnership empowers our mutual clients to grow, innovate and achieve success.
ROI Solutions maintains a standard integration that supports data exchange between our two solutions for four existing clients. ROI Solutions serves as both a strategic partner by advising Engaging Networks on data requirements and as a general contractor for the ongoing maintenance and updates to this valuable integration for our mutual clients.
Synchronized data are defined by client and by client’s business requirements. Engaging Networks provides a daily export of all constituent and transaction from prior day data that ROI Solutions picks up and processes according to the clients requirements. All retrieved data is staged in a pending queue and processed according to client defined requirements for automation. Exceptions remain in pending queue to be manually reviewed and processed by knowledgeable client staff.
We have two ways of integrating Engaging Networks with Raiser’s Edge: the ImportOmatic connector, and the Super Importer/Exporter.
ImportOmatic from Omatic Software, which is a certified Blackbaud partner, provides a seamless sync between Raiser’s Edge and Engaging Networks. The import sync is automatic and you can export data via query. The Engaging Networks connector for ImportOmatic (IOM) consists of several sub-connectors for different transaction types from Engaging Networks. Transaction types are grouped based on their associated record types in Raiser’s Edge (RE) and settings in IOM. This allows users to develop IOM profiles and RE mappings for each different record type.
The sub-connector is chosen by the user when creating a new profile in IOM. During setup of each profile, the user enters their Engaging Networks API key which is validated against the Engaging Networks servers. They can also optionally choose an Export Group to apply. Once a profile is created and the mappings are complete the user will be able to download and process transactions directly from Engaging Networks through IOM and into RE. Attached is more information about the ImportOmatic tool.
The Super Importer Exporter from JMG Solutions (certified Blackbaud partner) provides a two-way sync, taking online transaction data and constituent information from Engaging Networks into Raiser’s Edge, and taking constituent data (new records and updated records) from Raiser’s Edge into Engaging Networks. SIE uses our application programming interface (API) to export transactions from Engaging Networks, map them to the RE data format and import them. SIE also exports data from RE and imports it into Engaging Networks. This allows you to pull any offline gifts from RE into Engaging Networks, as well as any other data to aid in email segmentation.
There are two types of data that is exchanged – supporter (constituent) information and transactions. After SIE exports all transactions from the preceding day, it checks if each transaction to see if the supporter already has a corresponding record in RE. If not, a new constituent record is created. We import the Raiser’s Edge Constituent ID field into the Engaging Networks supporter record, so that the records are linked. Engaging Networks uses three-digit codes to distinguish transaction types, like one-time donations (FCS), recurring donations (FCR). The transactions are mapped to the appropriate tables or fields (i.e. an FCS transaction creates a gift record in RE).
Omatic provides support and training/implementation of the ImportOmatic tool directly, and Chris Carter Marketing provides support and training/implementation of the Super Importer/Exporter tool directly.
We have quite a few clients whose donor database is Salesforce (both the Nonprofit Success Pack version and the NGO Connect version of Salesforce). We own and maintain the connecting bridge app to enable the sync between Engaging Networks and Salesforce (we commissioned a partner agency to build the integration for us, and it’s been updated several times to continuously improve the tool). We’d recommend that you use a qualified Salesforce consultant to set up the connector for you – and we are happy to recommend some of the agencies that we’ve worked with.
Here’s the link to our Salesforce integration documentation and an overview of our connector: http://engagingnetworks.technology/index.php?title=Main_Page
More information can be found here: http://engagingnetworks.technology/index.php?title=About_the_connector
We have a free connector, which is built to provide a way of creating ‘rules’ that process staging objects, coming from Engaging Networks. Its design is to be flexible and customizable. It requires the processing rules to be created from the data coming over from Engaging Networks and often where the work lies is figuring out how your Salesforce account will associate the data.
For example, on donation pages, certain sources codes are used for gift designations. This is stored in X column in Engaging Networks, and in Salesforce needs to be aligned with Z field. Z field links to another object that indicates a faculty / designation / attribute etc. So for implementation, it needs to be understand how your business flows and processing works.
The transaction types you wish to be synced will require work to build out the appropriate processing rules. For example, I would say the simplest implementation is to create / update contacts based on fundraising data.
This means that each day, yesterday’s gift records are pulled in to Salesforce account. Contacts are then created (if new) and then the single or recurring gifts are attached to the appropriate Contact though the Opportunity object. This would probably be three mapping rules.
If advocacy campaigns are also to be synced, then appropriate mapping rules must be set. Considerations of which object in salesforce would represent that action and if there are any source codes that need to be reflected.
We also have information on our client support website, the Supportal, here: http://support.engagingnetworks.net/integrating-salesforce