eTapestry/JustGiving Integration Improvement for Guest Checkout
Published
Improved Data Sharing between JustGiving and eTapestry for donations made through Guest Checkout! In case you missed it (ICYMI), the current state of the integration supports the following workflow: When a donor chooses to give via Guest Checkout, the donation comes over to eTapestry and sits on 1 account called Guest Checkout. This was very frustrating to organizations (as majority of gifts are via guest) and the only workaround was to remove the gifts and import the guest data from JustGiving manually (defeating the purpose of an integration). Keep reading to hear how we are improving this experience so you can get the data you need at a time when you need it most.
Thanks to the rapid development from the JustGiving and eTapestry teams, guest checkout frustrations for eTapestry users will be a thing of the past, effective November 8, 2020. As you can imagine, the rapid work from the teams was critical as organizations like you plan to use JustGiving for GivingTuesday and EOY fundraising. What a huge win!
What can I expect from this product enhancement?
Guest name and address information from JustGiving now imports and creates individual accounts in eTapestry (or updates an existing one if one is found during Online Duplicate Checking). Name, Email, Address and Consent are supported fields.
This change will not apply to any gifts integrated prior to November 8th, 2020. No action is required by you to take advantage of the guest data improvements.
You can learn more by reviewing our Product Documentation about the eTapestry and JustGiving integration. If you have not yet integrated eTapestry and JustGiving, you can learn how through the Integration Set Up in eTapestry (see product documentation link above).
Please Note: This update does not apply to gifts marked as Anonymous. These will continue to come over to eTap and sit on the Anonymous account. If you wish for a design change, please click on the Idea Bank tab in the community above and add your request (or search and vote on what interests you!).
As you process gifts and get familiar with these updates, feel free to chat with Customer Support with any technical questions.
What can I expect from this product enhancement?
Guest name and address information from JustGiving now imports and creates individual accounts in eTapestry (or updates an existing one if one is found during Online Duplicate Checking). Name, Email, Address and Consent are supported fields.
- If the guest doesn't enter their last name, eTapestry uses the email address to import and create the account.
- Consent will be mapped to Solicitation.
- Addresses will use the default setting or come in as personal if no default setting has been established.
- Data visibility will be dependent on local data privacy laws, with guest donors without consent still being created as anonymous due to GDPR.
This change will not apply to any gifts integrated prior to November 8th, 2020. No action is required by you to take advantage of the guest data improvements.
You can learn more by reviewing our Product Documentation about the eTapestry and JustGiving integration. If you have not yet integrated eTapestry and JustGiving, you can learn how through the Integration Set Up in eTapestry (see product documentation link above).
Please Note: This update does not apply to gifts marked as Anonymous. These will continue to come over to eTap and sit on the Anonymous account. If you wish for a design change, please click on the Idea Bank tab in the community above and add your request (or search and vote on what interests you!).
As you process gifts and get familiar with these updates, feel free to chat with Customer Support with any technical questions.
News
JustGiving® from Blackbaud® Blog
11/09/2020 9:30am EST
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