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CONTACT US

SmartFUNDRAISEUP – up and running checklist

SmartFUNDRAISEUP Checklist

This field is for validation purposes and should be left unchanged.
Required:
An address info source 'Fundraise Up' exists in RE (see RENXT > Settings > Tables > 'Address Info Sources')

SmartSHEET: 'CFAP mapping for FundraiseUp campaign id'
Columns: 'Campaign ID', 'Campaign', 'Appeal', 'Package', 'Fund', 'Checkout Question 1 Custom Field Name', 'Checkout Question 2 Custom Field Name', 'Checkout Question 3 Custom Field Name', 'Checkout Question 4 Custom Field Name', 'Checkout Question 5 Custom Field Name'
Advised:
  • A gift subtype of 'FRU Donation' should be added (RENXT > Settings > Tables > 'Gift Subtypes')
  • An alias type of 'FRU Donor ID' should be added (RENXT > Settings > Tables > 'Alias Types')
  • A constituent notepad type of 'FRU Updates' should be added (RENXT > Settings > Tables > 'Notepad Types')
Gift Custom Fields (RENXT > Control Panel > Custom Fields):

Active, Type 'Text', One per Record

'FRU Donation Page URL', 'FRU P2P Fundraiser Name', 'FRU P2P Fundraiser ID', 'FRU Donation Comment', 'FRU Element Name', 'UTM source', 'UTM Campaign', 'UTM Content', 'UTM Medium', 'UTM Term'

Your details

Your Name(Required)

Database configuration

Confirm the timezone of your FundraiseUP account
The phone type to use when adding numbers
Alias Type in which to store the Fundraise Up record ID
The note type to use when adding audit information to the constituent record
Used when creating new records
Used when creating new records
Used when creating new records

Gift settings

How should gifts be batched when imported
The gift code to use when adding the gift to Raiser's Edge NXT
The subtype to use when adding the gift to Raiser's Edge NXT
Drop files here or
Accepted file types: csv, Max. file size: 2 MB.
    Please add a CSV containing mapping to help us know your Campaign, Fund, Appeal and Package rules.Column headers are as follows:-FundraiseUP Campaign ID, FundraiseUP Campaign, Appeal, Package, Fund.
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