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How to integrate with Qgiv

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You will learn

Learn how to integrate Qgiv with Klaviyo. After completing these steps, you'll be able to personalize and target emails based on each Contributor's donation and website activity. Here's some of the data we sync from Qgiv:

  • Amount of each contribution
  • Contributor information including first and last name, location, and how they found your site
  • Whether each contribution is recurring and if so, how often in will occur

First, you'll need to generate an API token in Qgiv, and then enable the integration in Klaviyo.

Generate your Qgiv API token

  1. Log in to your Qgiv account.
  2. Click on Settings in the left sidebar of your account then click on API Access.
    Qgiv account showing settings menu open and API Access outlined in red
  3. Click Create API Token.
  4. You will then be prompted you to create a token name and establish a token type. Under Token Type, select "Permanent".
    Token set up in Qgiv with red arrows pointing at token name box and permanent option
  5. Once you select "Permanent" as the Token Type, select the forms that you want to make accessible in Klaviyo. If you want all your donation data, select all your campaigns. 
  6. Qgiv will then provide you with your API Token located on the left hand side under Combination. This is what you will need in the next step to integrate Qgiv with Klaviyo.
    Combination section with blurred out API Token in Qgiv, copy with gray background

Add the Qgiv integration in Klaviyo

  1. In Klaviyo, select the Integrations tab.
  2. Select Explore apps, search for Qgiv, and click the card. 
  3. Then, click Install.
  4. Enter your API Token and click Connect to Qgiv.
  5. You should receive a success message.

Monitor the Klaviyo sync and verify data

To check on your Qgiv integration:

  1. Click the Analytics dropdown in Klaviyo and select Metrics.
  2. Click on the Made Contribution metric to verify that there is data populated for this metric. If there is data, all you need to do is wait until your initial Qgiv integration sync has completed; this process can take up to a couple hours depending on how much data you have in your account.
  3. Klaviyo will import all of your historic Qgiv data. To verify this, you can compare the number of orders on a particular day in Klaviyo with what's in your Qgiv interface and confirm they match. For example, when exploring the Made Contribution metric in Klaviyo, you can mouse over yesterday's data point or look at the table of data below the chart to see how many orders were reported yesterday.
  4. Compare that number to what's stored in Qgiv from yesterday and you should see they match exactly. If they don't, the issue is most likely that your Klaviyo account's timezone doesn't match your Qgiv timezone.
  5. To check your timezone setting in Klaviyo:
    • Click your account name in the lower left.
    • Select then clicking Settings > Organization.
    • Scroll down to Time zone.

Data synced from Qgiv

There are two metrics captured by Qgiv and synced to Klaviyo: Made Contribution and Registered for Event.

Made Contribution

This event is tracked when a donor makes a contribution in Qgiv. You can filter and target Made Contribution events based on the following criteria: 

  • DonationSource
  • Restriction
  • OptedIn
  • Type
  • IsAnonymous
  • FormName
  • FormID
  • $value

Registered for Event

This event is tracked when a peer-to-peer event registration form is submitted. You can filter and target Registered for Event events based on the following criteria: 

  • FormID
  • RegistrationID
  • TransactionID
  • Title
  • FundraisingGoal
  • DonationSource
  • TeamCaptain
  • $event_id
  • $value

Customer data

In addition to the metrics Klaviyo syncs from Qgiv, there are also custom properties that are added to each Klaviyo profile. You can use these properties in segments and in flows. The following properties are built-in Klaviyo fields that will be automatically synced:

  • Email
  • First Name
  • Last Name
  • City
  • State/Region
  • Zip Code
  • Country
  • Phone Number

Frequency of the Qgiv sync

Metrics and profile properties from Qgiv are synced using webhooks. This means that Qgiv indicates to Klaviyo when an event has occurred and Klaviyo will then pull all data. This occurs almost instantaneously. 

Add Klaviyo onsite tracking

The final step here is adding Klaviyo's Active on Site tracking code to your website footer. This Klaviyo tracking code will allow us to track an Active on Site metric for you so that you can see and leverage data related to site visits and visitor behavior. Through this metric, Klaviyo will track website activity for known browsers.

For example, you can use the Active on Site metric to create segments of people who have visited your site (while logged in), but haven't yet made a donation. 

To enable onsite tracking:

  1. In Klaviyo, select the Integrations tab.
  2. Selct Manage data > Set up web tracking.
  3. Copy the code under Step 1 and paste it in your website's main template, before the </body> tag. Make sure you paste it on the website associated with the Klaviyo account you're in.
    The Enable onsite tracking modal showing steps to install onsite tracking.
  4. After you've pasted the code snippet, click Confirm under Step 2 to test the tracking setup. You should receive a success message if it's working correctly.
    The success message informing you that onsite tracking was enabled.

Outcome

You have now integrated with Qgiv, verified your synced data, and added Klaviyo onsite tracking. 

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