GDPR changes

Through an API key you can retrieve information (automatically) on the platform. There are several parties that have established links to systems such as Salesforce, Collectekracht, Microsoft Dynamics.  Content of articleAPI-keyLimitUse API keygenerate API keyAPI key sharingLink with CRMBased on downloadsAutomatic linking (not real-time)Coupling via iRaiser Connect (real-time)Salesforce linkage (real-time via iRaiser objects)Famous integratorsiRaiser Connect couplers CMSTB EudonetIfunds (Engage)Cisis (Converse/Collect force)XaptiCivicoopSalesforce links (via our Salesforce link)Xebia (former Gcompany)CobraBluedeskOutbirds (formerly Bridgin.it)Customer examples API-keyYou can generate and use an API key yourself at no cost. An API key allows you to make API calls and retrieve information from the database associated with the platform. An API key is linked to a site and so it only allows you to retrieve information about that site.LimitThere is a default limit of 100 requests per minute and 500 requests per hour. This is also sufficient to retrieve the data. If you want to increase this number you can contact iRaiser.Use API keyIn our developer portal you can find all the technical information about using the API key. So you can see exactly what information you can retrieve. For example, there you can see the iRaiser API, the Digicollect API and the technical information about iRaiser Connect.API key generationVia Integrations > API users you will arrive at the overview page with API users. Here you can generate a new key as follows:Click Add and enter the user's name there. You can then choose whether the user can only read information, or also modify it (via write permissions). In this Menu you can also deactivate the user at a later time.When you click save, the API users have been created. Click on the i to see the keyYou will also see information there about the known ip addresses this key has been used by and what calls have been made.API key sharingAn API key basically gives you access to all data found on the site. Therefore, make sure you share a key in a secure way. For example, if an integrator needs it to establish the link, we recommend that you send it via a password-protected file and share the password by text message, for example.  Link with CRMYou can get data from the iRaiser platform into your own CRM in several ways. In this we offer a fixed form where you can get the data from the platform and then you have to process it yourself and get it into your CRM. Often there is still a conversion needed to make sure that the data is converted to the format of data in the CRM and needs to be linked properly. Therefore, to set up that process, an integrator is often used.Based on downloadsFrom the iRaiser dashboard you can create downloads, for example of Fundraisers, Teams and Donations. There are customers of ours who periodically do an import into a CRM based on these downloads. Often there is still some editing to do to make the data suitable for import, or the import is aligned with the Excel file you can generate from iRaiser. We usually announce changes to the columns, to ensure that this does not disrupt the customer process.Automatic linking (not real-time)Using the api key, you can periodically retrieve data from the iRaiser platform. For example, if you retrieve the data once an hour or a day and process it in the CRM. Creating such a link does require technical knowledge and usually you need an integrator for this. Coupling via iRaiser Connect (realtime)You can also establish a real-time link via iRaiser Connect. This works on the basis of webhooks. We are given an endpoint to send a message to when a certain event occurs and based on that, you can use the api key to retrieve all the corresponding data and then process it yourself. We can optionally set at which events such a message is sent. Creating such a link does require technical knowledge and usually you need an integrator for this. Installing the link also involves costs on our side. If you want to know more about this, please contact your account manager.Salesforce link (real-time via iRaiser objects)This functionality will be deprecated. While existing configurations will remain functional, they will no longer receive updates or support moving forwardYou can interface with Salesforce based on iRaiser Connect. However, we have also established a standard link with Salesforce. The difference with the link via iRaiser Connect is that in Salesforce we put all the information in ready-made iRaiser objects (a kind of packages with all the data in it) directly into Salesforce. It then has to be retrieved by you and put into Salesforce. However, you do need technical knowledge to ensure that the data is then processed in Salesforce. For example, you need to see exactly what data you want and you may need to convert the data to another format so that it matches your data. To automate this, customers of ours often use an integrator. You can find the technical information on this page under the heading Salesforce. Installing the link on our side also involves costs. If you want to know more about this you can contact your account manager. Famous integrators iRaiser Connect couplersCMCM offers links to their CDP (Customer Data Platform) where all the information comes in. From here you can set up mails, but especially mobile journeys during events, for example. They can also link with Digicollect for during a collection. More information.STB EudonetSTB Eudonet has built a link to its CRM for both iRaiser and Digicollect. In real time, a Donations or Fundraisers is also immediately visible in Eudonet's CRM. More information.Ifunds (Engage)Via Ifunds, iRaiser can be paired with Engage 365. All campaigners, donors and donations and Newsletter subscriptions that are recruited automatically land in Engage 365. More information.Cisis (Converse/Collective Force)Cisis can link an iRaiser platform to Converse and Digicollect platforms link to Collectekracht. More information.XaptiXapti offers an online CRM solution in which everything around the giving process can be recorded. Data from iRaiser can be linked to this. More information.Civicoop (automatic link, not real-time)Civicoop has linked to CiviCRM. CiviCRM is an open source CRM aimed at non-profits and CiviCooP has been active in the Dutch speaking CiviCRM world for quite a few years. In doing so, they are mostly in Flanders.The extension that has been developed is open source and can therefore be used by more organizations that work with CiviCRM and would like to retrieve data from iRaiser. The existence can be found here. Salesforce links (via our Salesforce link)Xebia (formerly Gcompany)Xebia as an integrator has already helped many customers establish Salesforce links and ensures that data from iRaiser is processed in your own Salesforce environment. More information.CobraCobra also works with the standard Salesforce link and helps streamline customer processes with Salesforce. More information.BluedeskBluedesk integrates data from the iRaiser platform into Salesforce via the iRaiser link. More informationOutbirds (formerly Bridgin.it)Outbirds provides a customized link between the iRaiser platform and Salesforce. More information. Customer examplesThe api can also be used in other ways, such as during events. Here are some examples: Maarten van der Weijden Foundation - streamingThe Maarten van der Weijden Foundation themselves linked to their stream via the api. In doing so, they periodically collected recent Donations and displayed them on the stream:They also created a library for this purpose, which other customers (with technical knowledge) can also use. They did not use an iRaiser Connect link, but kept in mind any limits during data retrieval.Dutch gaming marathon - streamingThe Dutch Gaming Marathon used iRaiser Connect in 2020 to show real-time Donations and related messages on the stream. You can read more about this in this article. KNRM - Auction SiteKikz has linked to the KNRM via the api. They have a special auction site where action starters can log in with their iRaiser account (this is checked via the api if the data is correct) and auction their own items. After the auction the amount is added to the right place in the iRaiser platform via a manual donation.Erasmus MC Foundation - link to EroutesAfter starting an action for the Tour Against Cancer, action starters received an invitation from eRoutes. Based on your own chosen distance and your GPS location, the app suggests routes to run.

Please note: This functionality does not yet work on sites with the Fuji or Everest theme (or where the Flex Editor is active)An A/B test is a form of split testing in which you can test multiple variants against each other to see which variant has the best conversion rate. The aim is to use the test to measure which suggested donation amounts yield the most and therefore increase conversion.Content articleBaselineSuggested donation amountsInformation about baselineA/B testSetup A/B testResults A/B testSee here also the explanation as given at the iRaiser Academy on 20 January 2022 BaselineSuggested donation amountsYou can A/B test on the donation flow within the Kentaplatform. Via Settings > Set donation amounts you can set different suggested donation amounts. The currently set amount is your baseline. The baseline is the basis from which you measure and compare split tests. When someone makes a donation you will see the suggested donation amounts: This can also include text to give more interpretation of what you are doing with the amount. For example: When adjusting donation amounts, at the bottom you have to indicate whether you want to keep the current baseline or create a new one. If you create a new baseline it will start measuring from that point on. You can see all its results via Settings > A/B testing. If you keep the current baseline, the adjustments are taken into account, but the baseline in terms of measurement remains intact. This is useful if, for example, you have made a typo and want to adjust it.  Information about baselineIf you go to Settings >A/B testing you will always see the huige baseline at the top: You can see here:Active sinceThe moment when the chosen amounts were setChosen amountsThe chosen donation amounts. If you move over them you will also see the descriptionNumber of visitsThe number of visitors who came to the donation formNumber of DonationsThe number of times the donation has been completedConversionThe percentage of visitors who completed the donationAverage donation amountThe average amount made per donationDays activeThe number of days these donation amounts are like thisAchievementsYou can see here whether that is the baseline or a split test groupYou can click on the gear icon and then view details to see more specific information about the Donations: That's all information about the current baseline. A/B test Set testYou start an A/B test by clicking on "start A/B test". All currently set data will then be filled in automatically:In the A/B test, variants can be specified for:the amountsthe order of the amountsthe mouse-over textYou can do two types of A/B test:Test against current baselineWhere you change only Group A or Group B, testing against the current baselineTest two separate groupsWhere you change both Group A and B, testing two new groups against each other.From then on, donors randomly see the suggested amounts belonging to Group A or B. Suppose you have set these amounts:And you click save then the test starts:From then on, visitors who go to the donation form will either see the donation amounts as set at A, or from B. You'll see these randomly. You can't change the suggested donation amounts while an A/B test is running.Results testYou can abort a test yourself by going to the cog above the test and choosing 'Abort'. And otherwise it is automatically stopped when 100 Donations have been made to both groups. Because you can get a group randomly, it may be that, for example, 130 Donations have been made to one group and 100 to the other.If the test is stopped then the results will appear in the history, as for example in the case of this test that was manually aborted:Interpreting the results is also important. It may seem that one group has better results, but if there is a very high Donations in one group it distorts the picture. We recommend looking at these critically and you can choose to set one of the groups that has a better conversion rate as a new baseline via Settings > Suggested donation amounts.

Settings > Extra descriptionIn the Extra description, you can enter an extra attribute. You can add this attribute at all levels. So at website- Sub site, campaign level. This can be useful to earmark money or give a label to certain Fundraisers, for example.The donor or fundraiser does not see anything about this attribute, but it is added to the overviews you can create by clicking 'download'. For example, in an Overview of Donations or Fundraisers. You will then find it in the Excel file in the column headed 'Characteristic'.Via the api, it also returns. The additional attribute there is called:external_reference    string     External reference for this site. For more information about the api, please visit our Developer Portal

Settings ⟶ Default fundraising page settingsCreativity is not given to everyone. And not everyone has the patience to come up with their own texts or upload their own photo in the submission flow either. Give the user a hand by already filling in a title, description or photo! Participants who just want to join in don't have to face unnecessary barriers, which improves conversion. But participants who want to actively manage their own fundraiser can still fill in their own picture, title and description. Changing default fundraiser settingsChange fundraiser pictureClick on Upload fundraiser photoSelect the location of the photoIf an activist has not uploaded a photo then this photo will be shown by defaultChange default fundraiser titleEnter the fundraiser title you want to usePress saveThis title appears prefilled in the login flow and can still be modified by the user.Change default fundraiser descriptionEnter the description you want to usePress saveThis description appears prefilled in the login flow and can still be modified by the user.Settings ⟶ Default team settingsChanging default team settingsTexts can also already be entered before creating a team. The default team settings involve the default team title and description. All of this is to speed through the sign-up flow, and the user can then choose to keep this text or give it their own interpretation.We have now made this option available for teams too! You can enter a default team title and description.Change default team titleEnter the team title you want to usePress saveThis title appears prefilled in the login flow and can still be modified by the user.Change default team descriptionEnter the description you want to usePress saveThis description appears prefilled in the login flow and can still be modified by the user.Cap on number of team membersIf you have an event where you have a maximum number of team members, you can set this via Settings > Default fundraising page settings. All teams that are then created may have a maximum of that set number of members.You can set a maximum via Team members limit via Settings > Default team settingsIf you choose "Yes, I want to specify a limit for teams under this page." then you can set the maximum number of team members there. The fundraiser who is himself a team captain also counts as an fundraiser.After activation, any limits set by the team captain will be overwritten. However, if you reset it at a later time, the previously set limit will also be reset.Existing teams that already have more members than your set maximum will remain intact. Suppose you have a team of 6 people, and you set a maximum of 4 people per team over the entire campaign, then that team will keep those six people. Therefore, make sure that you have set it up properly beforehand. This can be done by a site administrator, sub site administrator, and campaign administrator.The option 'allow team members' disappears the moment you set a maximum number of team members over a certain level. A team captain can therefore no longer set the maximum himselfYou can set the cap at site level, sub site level and campaign level and there is no inheritance in it (so it is only for that level).Can't figure it out? please contact us!

There are several places where you can enter a target amount. You can set this specifically per level (Website, Sub site, Campaign, Fundraiser, Team). You can set these via Settings >Target amounts. We distinguish between a:Default amountThis amount is shown by default as the target amount when creating a campaign, company, team or fundraiser. But can be changed afterwardsMinimum amountWhen creating a campaign, company, team or fundraiser, you can adjust the target amount, but it cannot be set lower than this amountYou can set this at the website level and for campaigns, companies, teams and fundraisers.WebsiteUnder website, you can set the target amount for the entire site. This will then appear on the homepage with a retrieved percentage. You can also leave the target amount empty. Then no target amount will appear in the counter status. You will also not see a collected percentage.An example of a set target amount of €200000 on the homepage CampaignsThis is where you set the default target amount for campaigns. This is mainly used when site users can create their own campaigns. You can then also set a minimum amount to be entered there. Alternatively, you can leave the target amount blank.CompaniesHere you set the default target amount that companies enter when creating a company. You can leave the target amount blank, but teams must always enter a target amount themselves (it cannot be left blank)TeamsHere you set the default target amount that Teams specify when creating a company. You can leave the target amount blank, but teams must always enter a target amount themselves (it cannot be left blank)FundraisersHere you set the default target amount that Teams specify when creating a company. You can leave the target amount blank, but teams must always enter a target amount themselves (it cannot be left blank) Target amounts based on number of participationsIf you use editions, you can choose to let people who have participated before raise a lower target amount a second time. Depending on the number chosen, the suggested target amount may vary.Example: If you participate for the first time, the minimum target amount is €300. If you participate in this event for the second time or more, the minimum target amount is €250.You can set this at the level where people can subscribe, under Settings > Target amounts. There you can choose a target amount, depending on the number of entries. This way, you can allow participants who have already collected a very high amount once to collect a lower minimum amount the next time. In practice, you often see that they still raise a good amount, while the threshold to participate again and ask for an amount is lower. 

Settings ⟶ Rewards (Crowdfunding)Do you want to give Users extra motivation to Donate? Then maybe rewards are right for your website. With rewards, you can link a goal or consideration to a specific amount you choose. For each reward, you can indicate whether the donor's address should be requested so that you can send the reward afterwards. You can also indicate how many of these rewards are available, and the availability is automatically updated as soon as the donor chooses this reward.Also, you can indicate how many of these rewards are available and the availability is automatically updated as soon as the donor chooses this reward.Add rewardsSelect Yes under the heading Rewards on DonationsEnter the donation amount under Amount (tip: start with an amount higher than € 5,-)Enter a Title inEnter a Description Select at Reward payout whether it is a physical reward to be sentIndicate the availability of the reward at Number available (Optional)Tick I want to send the reward.. at (Optional)Label the reward as recommended with the button Mark as recommended (Optional)Click Save or select Add another reward to make multiple rewards availableRewards After a contributor has chosen a reward, the data (title, description, etc.) of this reward cannot be modified by the Managers. This requires contacting the iRaiser support team (chat, email or phone) to do so. This measure is in place to prevent fraud.The main level administrator (site administrator) can enable an automatic Emails in order to be informed of the chosen (physical) rewards. This e-mail is fully customisable and can be found under: Emails > Emails to site administrator > Receive Donations linked to a physical rewardA reward that has already been sent and thus completed can be marked as such by the site administrator. By clicking on the gift icon behind the donation in question, the details screen appears, where at the bottom the reward can be ‘ticked’; off. Here the processing time appears. This time is also shown in the Excel export.

This page shows an overview of all donations (including manual and matchfunding) that fall under the level you are currently working on. You can look up specific donations here, see more information about a particular donation and move donations around. You can also make a download of all donations. Article content:OptionsDonations searchPeriodColumnsDownloadInformationManagement optionsManageMoveAnonymiseRemoveOptionsDonations searchIn the search bar (top right), you can search by a name, e-mail address or transaction id. The transaction id is the number that usually starts with T2023 and is a unique number. Through that number, you can quickly trace a donation.PeriodYou can choose to show only donations from a certain period. If you have many donations, or are only interested in recent or older donations, this may come in handy. You select a period by clicking on 'Period'.Then select the desired period:To make navigating the dashboard easier, we save the period selection in the browser, so the next view you view will also have this period pre-selected. ColumnsThere are several columns belonging to the donations:The columns Date, Amount, Payment status and Payment method are clickable. You can filter with these. If you click it again, it will filter in reverse.At the 'Donation on' column, you can hover over it with the mouse. You will then see the level at which the donation was made appear.In the column 'Amount' you will see icons when web shop items, discount codes or rewards are involved. You can recognise donations with a web shop item by the shopping cart. For donations where a discount code was used, you will see a ticket icon and for donations where a reward was chosen, you will see a gift behind the donation. DownloadYou can use the 'Download' button to create a Download of all donations under where you are at the moment. After clicking the button, an Excel file is generated and its link is sent to the e-mail address you are logged in with. If you click on the link (and are logged in) then you can open the Excel file. If you have made a selection you will only see the donations made in that period. The second tab of the Excel file shows the answers to the additional questions. InformationClicking on the i's will show you all the information about the donation:If there is a donation with a reward you will also see this. Here, you can click on the box to indicate that the reward has been processed:Management optionsIf you click on the three dots you will see the options you have with a donation. These are Manage, Move, Anonymise and DeleteManageBy managing a donation, you can change a donor's name, or change a message accompanying the donation (for example, if a donor wants to correct a spelling mistake). You can also hide or make visible the name attached to a donation.MoveIt can happen that a donation has ended up in the wrong place, for example on a team instead of a team member. You can then move it by clicking on the three dots and move and find the place where the donation should go. If there is a registration fee attached to the donation, you cannot move it. You cannot move manual donations either. If you want to move them, you can delete them in one place and add them in another. Finally, you cannot move donations made via matchfunding. You can only do that after the matchfunding donation (which is listed as a manual donation) has been removed.AnonymiseThis option allows you to completely anonymise a donation. The account number information will be removed and you will see 'Anonymous Anonymous (Name Shielded)' as a donor.RemoveYou can only delete donations made with a test checkout. You can delete them via this option. Real donations are always saved.

One of the most important pages within the platform is the donation page. In the donation form, the donor can decide how much to donate, or choose one of the suggested donation amounts. By default, these amounts are set at €15, €25, €50 and €100.Suggested donation amounts adjustableIn the Dashboard, these amounts are customisable via Settings/ Set donation amounts, allowing you to experiment with the right amounts based on average donation amounts or linked to impact.Show text at donation amountAn explanation or encouragement can be added to each suggested donation amount. This explanation appears when the donor hovers over the amount. You can use this explanation to make the proposed donation amount concrete or as an encouragement, for example:Donation form in registration flow (self-donation)Not only on the donation form are donation amounts customisable. The sign-up flow also includes a donation form. Of course, these amounts are also adjustable, and it is possible to display a text with each amount.

Settings ⟶ CouponsSometimes you have that special sponsor, ten employees of a particular organisation or someone who also committed last year, who deserves a discount on their registration. Coupons have been created for this purpose. With this feature, it is possible to create one or more discount code(s) that allow one to pay less registration fee.00:00 - Welcome00:25 - Where to find the Coupon feature00:42 - Let's create a coupon03:51 - How to use a couponAdd CouponsUse coupons use couponsAdd CouponsClick Add Coupons addFill in a descriptionOn the left at 'Discount' you can set the type of code and the discount Select One-time code or Reusable codeA One-time code is a code that is used only ééonce. Choose this one if you want to use several codes s. For example, when handing out codes in person at an event.A Reusable code is a generic code, which can be used several times. This code is generated and can then be used a set number of times (or infinitely).Select the type of discountWith Percentage (%) a certain discount percentage is given on the Registration fee.At Fixed amount (€), a fixed discount is given on the registration fee. However, this can never be lower than 0.On the right-hand side you can now set how you wish the code to be generatedChoose Generate automatically or Define the text yourselfIn the case of Generate automatically the text of the coupon code is randomly determinedIn the case ofDetermine text you can specify your own text of the discount code (at the bottom). This can be useful, for example, if you use the discount code for promotional purposes. You can only use the capital letters A-Z, 0-9 and dashes, and no spaces, when entering your own Coupons.Fill in the number of codes (max 500 per batch in the case of a One-off code)You can then choose to attach an End date and Time to the code. If you don't want to specify an end date, you can leave this field blank.Click SaveThen you return to the Overview and you can view discount code(s) under the blue eye ()  Download an export of the Coupons using Make Excel file  Coupons in useAs soon as an action starter has used a Once usable discount code it is crossed out (under the blue eye). The exact time when the coupon code was used and by which action starter is indicated. You can also use the button View to see which campaign starter it concerns. The code cannot be used after this.In case a Reusable code is used, the eyelet shows when and by whom this code was used. AnExcel file of this is also available for download.In the Donations Overview (under menu item Donations), it is indicated whether a coupon code has been used by the following icon: In the Donations export, the column Discount shows how much discount the action starter received on the Registration fee. The column Coupon shows the code used.On the My Entry page that each action starter has, it also states whether a Coupons was used and what effect it had on the entry. 

Within the platform, there are various options for viewing statistics. For example, you can export Donations, Fundraisers, Teams, Campaigns and Sub sites, as well as view Monthly reports. We also have ready-made overviews of relevant overall statistics and more on this in this support article.FiguresThe key figures can be found at the website level under Analytics > Download statistics. Here you can select a certain period for which you want to see the key figures and then click 'Create Excel file'. This will give you an Overview of the relevant key figures (the content may vary based on the content of your platform). These key figures can be useful to analyse the data on the platform and make adjustments if necessary.Specifically, you will see key figures in the following categoriesën (if present on the platform):PaymentsDonorsDonations by deviceDonations by payment method Average donation amountNumber of donationsPay Later Actions (including closed and invisible)TeamsProjectsSegmentsTransactionsAnalyticsAt each level you will see Analytics. These are graphically displayed statistics on the following components:Number of DonationsAverage donatedNumber of FundraisersSmile of participantsAnd if used on the platform:Selected ActivitiesSelected Registration feesReturning participantsYou can select a period you want to see the Analytics from at the top and you can optionally choose to download the statistics as a pdf.If you hover over the Analytics itself, you will see more information about it. Under 'Number of Donations', for example, you can see how many donations have been made. Statistics from underlying levelsBy default, statistics from underlying levels are turned on. This means that all statistics are shown. If you turn this off then you only get the statistics of that level. Concretely, for example, this looks like this:You are at the website level and also have Campaigns. If you don't choose to show statistics from underlying levels then you will only see statistics done at the website level. For example, general Donations. You won't see a donation made on a Campaign then.StatisticsOn each level you will also see general statistics:For example, you can immediately see the average donation amount, how many Donations there are and the amount raised. These statistics appear at every level. For example, for a Campaign specifically, you can immediately see all relevant information. In addition, action starters, for example, also see relevant statistics for them.Also here you see that toggle 'Also show statistics of underlying levels' and it works in the same way. With this, you differentiate between all statistics, and statistics that are directly below that level (which you are currently on). Statistics with this icon are clickable. This shows you graphs that are also clickable.