Raisely Integration for Salesforce Nonprofit Success Pack (NPSP)
devider

 

 

Raisely is a powerful fundraising platform, designed and built to help charities and non-profits do good, better. Packed with flexible features and integrations, Raisely lets you create a stunning, modern and fully responsive website within minutes. With full control, you can manage your campaign with automatic receipts, easy-to-download reports and easy-to-setup tracking. Raisely is non-profit, free to use and are in this for the same reasons you are. Use MoveData to connect to Raisely APIs and push real time donation and fundraising information into Salesforce (including Nonprofit Success Pack / NPSP).

Frequency

Raisely offers a real time Webhooks API which results in data being pushed into Salesforce within seconds of an event occurring.

Supported Triggers

Donation

When a donation is created, updated or refunded in Raisely, MoveData will receive the notification and push into Salesforce automatically. This results in Opportunity, Contact and Account structures being created and related to both each-other and the Campaign through which the donation occurred. The information pushed into Salesforce is comprehensive, and if you would like a demo or require a complete list of fields and relationships created please contact us.

Registration

When a registration is created or updated in Raisely, MoveData will receive the notification and push into Salesforce automatically. This results in Campaign, Contact and Account structures being created and related to each-other. The information pushed into Salesforce is comprehensive, and if you would like a demo or require a complete list of fields and relationships created please contact us.

Recurring Donation

When a recurring donation is created, updated or cancelled in Raisely, MoveData will receive the notification and push into Salesforce automatically. This results in a Recurring Donation record being created, and all related downstream donations being marked off as Opportunities against that Recurring Donation. The information pushed into Salesforce is comprehensive, and if you would like a demo or require a complete list of fields and relationships created please contact us.

Supported Actions

Create Campaign

When a Donation or Registration is received from Raisely, a Campaign will be pushed into Salesforce automatically. Campaigns respect a parent/child hierarchy and are nested in Campaign → Team → Fundraiser structure. Campaign Members are also supported.

Create Contact

When a Donation or Registration is received from Raisely, a Contact will be pushed into Salesforce automatically. Your Salesforce Duplicate Management rules are respected at all times. Soft Crediting and Contact Roles are also supported.

Create Account

When a Donation or Registration is received from Raisely, an Account will be pushed into Salesforce automatically. If the Account is a Company then a Company Account will be created – if not, a Household Account will be created as per Nonprofit Success Pack rules.

Create Opportunity

When a Donation is received from Raisely, an Opportunity will be pushed into Salesforce automatically.

Create Recurring Donation

When a Recurring Donation is received from Raisely, a Recurring Donation will be pushed into Salesforce automatically. Includes support for all related downstream donations being marked off as Opportunities against that Recurring Donation.

How it Works

Overview

When a fundraiser signs up or a supporter makes a donation, an event is pushed real-time into Salesforce by MoveData. These map to Nonprofit Success Pack and can be easily extended to any unique Salesforce customisations you have already made or might make in the future. This enables improved data accuracy and a large reduction of data entry – while also setting the foundation for meaningful marketing interactions to occur as you look to leverage new real time data capabilities. And because MoveData is built specifically for Nonprofits who use Salesforce, the integration you receive is deeper than anything you could create using Zapier, more configurable than anything provided out of the box by the source platform, and cheaper to implement than a traditional bespoke integration delivered through a consultant. A good example of how this has been enabled and real time marketing journeys delivered through Salesforce Pardot is available in our Cure Cancer Australia case study.

Binding to your unique Salesforce configuration

Your Salesforce instance may already be configured in a particular way which deviates lightly or heavily from standard Nonprofit Success Pack. MoveData is built with this in mind, and it is easy to configure MoveData so that when notifications are received from Raisely and pushed into Salesforce – your existing structures and expected data conventions are adhered to. This is achieved by installing a detailed suite of configurable actions exposed via Lightning Flows which are then used to tailor the integration to your specific needs.

Intelligent Duplicate Management

MoveData stores the unique ID from Raisely when processing notifications. This means when donations or registrations are updated in Raisely, MoveData is able to match the unique ID and upsert information into Salesforce rather than create a new record. If a match on unique ID is not found, MoveData runs your Salesforce deduplication rules before a new record is created in Salesforce. Because of this approach, MoveData never creates duplicate records.

Affordability and Implementation Time

MoveData takes notifications from various platforms and pushes into Salesforce via a standardised MoveData fundraising structure. One of the strengths of this approach is that you can connect real time data from multiple platforms into Salesforce without having to accomodate the nuances of each source platform. This ‘commoditisation’ of fundraising integrations allows us to deliver you a large set of data sources and features at a considerably lower cost than the traditional integration route – coupled with fast implementation time. Integration to a single platform costs $249 (charged as a monthly subscription) or $399 for integration to unlimited supported platforms. These can be turned on by MoveData in under 24 hours, and you can then connect platforms via oAuth or API key so that data pushes into Salesforce immediately.

Use the Raisely → Salesforce Integration

 

Flexible plans to suit your business
RAISELY → SALESFORCE INTEGRATION
$249
Monthly subscription
  • Raisely → Salesforce Integration
  • Real time data
  • Unlimited monthly tasks
  • Smart duplicate rules
  • Record mapping engine
  • MoveData Salesforce App
  • Ticketed support
CONTACT US
Get the Raisely → Salesforce Integration
  1. 1. Complete this form
  2. 2. We'll schedule a demo
  3. 3. Raisely → Salesforce integration is live in approximately seven days

* These fields are required.

Powering Nonprofits worldwide
"We depend on MoveData to deliver tens of thousands of real-time donations and registrations into Salesforce - so we can successfully run the World's Greatest Shave and our other major campaigns."
Glen Shields,
Head of Data & Analytics Leukaemia Foundation
"Real time integration allows us to run timely and contextual marketing automation. Because of this, we have seen improved metrics across the board as people engage with their fundraising more actively."
Conor Nolan
Digital Executive
Cure Cancer Australia
Use Nonprofit Success Pack?
We'll have you live in 24 hours
Book a Demo
Use Nonprofit Success Pack?<br>We'll have you live in 24 hours