Donorfy Setup Instructions
It's time to set up your Dataro integration for Donorfy. Here's how it works.
1. Provide Admin Access
To begin the integration, your team will need to provide Dataro with an admin user account in Donorfy. We suggest setting up the admin user account as integrations@dataro.io. This account allows Dataro to configure the integration and ensure smooth data syncing.
2. Dataro Creates Custom Lists
Once admin access is granted, the Dataro team will create a series of lists in your Donorfy account. These lists serve as the data source for generating AI models and delivering propensity scores.
3. Data Extraction via Donorfy’s REST API
Dataro extracts essential donor data from Donorfy using its REST API. This process is secure, efficient, and compliant with privacy best practices. Dataro uses only the data necessary to generate accurate propensity scores.
You are now connected to Dataro! We will now collect your data and let you know when it's time to proceed to campaign tagging.
4. Propensity Scores in Constituent Tags
Once the data is processed, Dataro’s AI assigns propensity scores and ranks to your donors. These scores are stored in Donorfy as constituent tags. Each donor may have multiple tags, such as:
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Propensity to Give an Appeal Gift
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Propensity to Upgrade a Regular Gift
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Propensity to Churn from a Regular Giving Program
You’ll see both a score (between 0 and 1, where 1 indicates high likelihood) and a rank (relative to your donor pool) for each propensity.
