How to connect Donorbox + Salsa Engage
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New or Updated Campaign
Add a new campaign. Can be used to update an existing campaign too.
Try ItNew or Updated Donor
Add a new donor. Can be used to update an existing donor too.
Try ItGroup NameRequired
Group the supporter will be added into
Supporter IDRequired
Unique ID in Salsa Engage assigned to the preexisting supporter being added to the selected group
EmailRequired
Email address of the supporter
Email OptIn Status
Indicates whether the supporter opts-in to receive email from Salsa Engage
Title
First Name
Middle Name
Last Name
Suffix
Date of Birth
Gender
Address Line 1
Address Line 2
City
State
Postal Code
County
Country
Address Opt-In
Indicates whether the supporter opts-in to receive physical mail at the submitted address
Home Phone
Cell Phone
Work Phone
Engage Supporter Id
Unique ID assigned to a preexisting supporter record by Salsa Engage that can be supplied here to update the matching record
Custom Field Values
Name and value of custom data stored with the supporter record (use the full name of the Supporter Custom Field created in Salsa Engage, i.e., "Favorite Color")
External Supporter ID
Unique ID assigned to the supporter by the source application that can be stored in Salsa Engage and used to update the matching supporter record when supplied in the future
Source Tracking Code
Source code assigned to any new supporters created (up to 255 characters with letters, numbers, -, _, ?, =, ], and [ characters allowed)
Facebook
Twitter
Supporter's username on Twitter (i.e., mytwitter)
LinkedIn
Supporter's username on LinkedIn (i.e., mylinkedin)
New or Updated Donation
Add a new donation. Can be used to update an existing donation too.
Try ItNew or Updated Plan
Add a new plan. Can be used to update an existing plan too.
Try ItEmailRequired
Email address of the supporter
Email OptIn Status
Indicates whether the supporter opts-in to receive email from Salsa Engage
Title
First Name
Middle Name
Last Name
Suffix
Date of Birth
Gender
Address Line 1
Address Line 2
City
State
Postal Code
County
Country
Address Opt-In
Indicates whether the supporter opts-in to receive physical mail at the submitted address
Home Phone
Cell Phone
Work Phone
Engage Supporter Id
Unique ID assigned to a preexisting supporter record by Salsa Engage that can be supplied here to update the matching record
Custom Field Values
Name and value of custom data stored with the supporter record (use the full name of the Supporter Custom Field created in Salsa Engage, i.e., "Favorite Color")
External Supporter ID
Unique ID assigned to the supporter by the source application that can be stored in Salsa Engage and used to update the matching supporter record when supplied in the future
Donation TypeRequired
Date of TransactionRequired
AmountRequired
Transaction IDRequired
Unique ID assigned to the donation by the source application that will be stored in Salsa Engage and used to update the matching donation record when supplied in the future
Account Type
Type of payment account used (i.e., Credit Card, eCheck, PayPal)
Account Number
Number for payment account used (do not include full credit card number to protect donor security)
Account Expiration
Expiration date of payment account used (i.e., credit card expiration date)
Account Provider
Financial entity providing payment account (i.e., USA Bank)
Fund
Fund designation for the donation (for Salsa CRM users, Fund must already exist)
Campaign
Campaign designation for the donation (for Salsa CRM users, Campaign must already exist)
Appeal
Appeal designation for the donation (for Salsa CRM users, Fund must already exist)
Dedication Type
Indicates whether the donation is "In Memory of" or "In Honor of" someone
Dedication
Indicates who the donation was given "In Memory of" or "In Honor of"
Notify
Name of a person or entity that should be notified about the donation
Designation
Program or initiative for which the donation is designated
Deductible Amount
Amount of the donation that is tax-deductible (must be a positive number)
Fees Paid
Amount of the donation given to cover transaction fees (must be a positive number)
Gateway Authorization Code
Unique transaction code given by the merchant gateway for the donation
Activity Form ID
Unique ID of the activity form in Salsa Engage that can be supplied to link the donation to the preexisting form
Activity Form Name
Name of activity form in Salsa Engage that can be supplied to link the donation to the preexisting form (used if supplied and no Activity Form ID is provided)
Activity Custom Field Values
Name and value of custom data stored with the donation record (use the full name of the Activity Custom Field created in Salsa Engage, i.e., "Gift Memo")
Source Tracking Code
Source code assigned to any new supporters created (up to 255 characters with letters, numbers, -, _, ?, =, ], and [ characters allowed)
Facebook
Supporter's username on Facebook (i.e., myfacebook)
Twitter
Supporter's username on Twitter (i.e., mytwitter)
LinkedIn
Supporter's username on LinkedIn (i.e., mylinkedin)
TypeRequired
Date of TransactionRequired
AmountRequired
Transaction IDRequired
Unique ID assigned to the donation by the source application that will be stored in Salsa Engage and used to update the matching donation record when supplied in the future
Supporter ID
Unique ID assigned to a preexisting supporter record by Salsa Engage that can be supplied here to update the matching record. Either this field, external ID, or the email address of the supporter must be provided.
External Supporter ID
Unique ID assigned to the supporter by the source application that can be stored in Salsa Engage and used to update the matching supporter record when supplied in the future. Either this field or the Supporter ID or an email address must be provided.
Email
Email address of the supporter. Either this field or the External Supporter ID or the Supporter ID must be provided.
Account Type
Type of payment account used (i.e., Credit Card, eCheck, PayPal)
Account Number
Number for payment account used (do not include full credit card number to protect donor security)
Account Expiration
Expiration date of payment account used (i.e., credit card expiration date)
Account Provider
Financial entity providing payment account (i.e., USA Bank)
Fund
Fund designation for the donation (Salsa CRM users only, Fund must already exist)
Campaign
Campaign designation for the donation (for Salsa CRM users, Campaign must already exist)
Appeal
Appeal designation for the donation (for Salsa CRM users, Fund must already exist)
Dedication Type
Indicates whether the donation is "In Memory of" or "In Honor of" someone
Dedication
Indicates who the donation was given "In Memory of" or "In Honor of"
Designation
Program or initiative for which the donation is designated
Notify
Name of a person or entity that should be notified about the donation
Deductible Amount
Amount of the donation that is tax-deductible (must be a positive number)
Fees Paid
Amount of the donation given to cover transaction fees (must be a positive number)
Gateway Authorization Code
Unique transaction code given by the merchant gateway for the donation
Activity Form ID
Unique ID of the activity form in Salsa Engage that can be supplied to link the donation to the preexisting form
Activity Form Name
Name of activity form in Salsa Engage that can be supplied to link the donation to the preexisting form (used if supplied and no Activity Form ID is provided)
Custom Field Values
Name and value of custom data stored with the donation record (use the full name of the Activity Custom Field created in Salsa Engage, i.e., "Gift Memo")
How Donorbox + Salsa Engage Integrations Work
- Step 1: Authenticate Donorbox and Salsa Engage.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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