Knowledgebase

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Mailing List Integration (Full Version Only)

The first thing you have to do is choose which mailing list vendor you will use (Constant Contact or Mail Chimp). You will have to make account or use an existing account (Constant Contact or Mail Chimp) before you can choose this integration option in Total Donations.

How to Set Up Mail Chimp

  1. Make an account on Mail Chimp if you do not already have one.
  2. Go to your account > Extra > API keys and create a new key.
  3. Copy this API Key to Total Donations Form Options > Mailing list integration > Mail Chimp settings > API Key and save.
  4. Click Retrieve Available Lists to pull all your list from your Mail Chimp account. (*you need to have some lists on your Mail Chimp beforehand).
  5. Now you can integrate MailChimp with Total Donations. With all the lists, you can set them to:

    a. Don’t Add  :  Do not add any donors to this list.

    b. Add every donor automatically to this campaign : All donors on Total Donations will be added even if they don’t click the Check Box.

    c. Add donor if they have checked the check box : Only donors that have checked the check box will be added to this list.

    * the check box is the field “Add to mailing list?” on your Form Options > Form Settings. This field is a default field, you must use this field to integrate the Mailing List with Total Donations and you cannot use a custom list that you create. You can rename this field to whatever you want however
  6. Save with click Update List.

 

How to Set Up Constant Contact

  1. Make an account on Constant Contact if you do not already have one.
  2. Register you application and make the API here: https://constantcontact.mashery.com/apps/register
  3. Click API Keys and you must fill some information to register such as Application Name, Company Name, Website and Application Description.
  4. After you get API Key, Click Get Access Token on IO Doc tab. This will generate the token that you can use.
  5. Copy this API Key and Token to Total Donations Form Options > Mailing list integration > Constant Contact Integration  > API Key and Token. Save both these inputs.
  6. Click Retrieve Available Lists to pull all Lists on your Constant Contact account. (*you need to make lists on your Constant Contact beforehand).
  7. Now it is time to integrate Constant Contact with Total Donations. From all lists you can setup to :

    a. Don’t Add  :  Do not add any donors to this list

    b. Add every donor automatically to this campaign : All donors on Total Donations will be added even if they don’t click the Check Box.

    c. Add donor if they have checked the check box : Only donor that has checked the check box will be added to this list

    * the check box is field Add to mailing list? on your Form Options > Form Settings. This field is default field, you must use this field to integrate Mailing List to Total Donations and not a custom list that you create.
  8. Save with click Update List.