Integrating with NationBuilder
We've made it super simple to integrate Custom Donations with NationBuilder. This allows you to automatically sync donor data and donations into your NationBuilder community, all in real-time.
You can be fully integrated in just a few steps:
Add the Integration
Click on the NationBuilder logo in the Integrations section of your Custom Donations Account tab.
Enter Your Community Name
Enter your NationBuilder Community name in the space provided.
Authorize the Integration
Allow Custom Donations to sync with NationBuilder and you're all set!
Collecting Donor Data
By default, Custom Donations will install two Form Blocks to be used on your forms: "Donor Name" and "Contact Information." Form Blocks are used to collect information from your donors when they make a transaction.
While you can create any Form Block you like, the two default form blocks collect the information to be synced to NationBuilder. You can easily edit these Form Blocks if you wish to make them required.
To add these Form Blocks to your site, simply create a new form and drag and drop the blocks into the form.
Then update your form and you are done! Custom Donations will automatically sync the following fields if they are filled out by the donor: First Name, Last Name, Street Address, City, State, Postal Code, Country, Phone Number, and Email Address.
Following a successful donation, Custom Donations will insert or update the donor's data into NationBuilder and then attach a donation to their profile.
You can implement NationBuilder Tracking Codes by using the trackingId URL parameter.
For example, the following web page has a donation form: https://demo.customdonations.com
To track donations, add the trackingId URL parameter: https://demo.customdonations.com/?trackingId=dolorem
Tracked donations will now display like this:
Setting up memberships to sync with NationBuilder is fast and easy. In the Allocations section of Giving Forms, you can setup direct giving areas with either fixed amounts or a range of amounts that the donor must give to purchase that allocation/membership.
After you sync your NationBuilder account, there will be an option for each Allocation to determine if we will sync that over to NationBuilder as a Membership. You can also set the length of time for which the Membership is valid.
If the Allocation name in our system matches an existing Membership level in NationBuilder, the donor's membership status will be updated. If the Allocation name doesn't match an existing Membership level in NationBuilder, it will be inserted and synced as a new level.