Overview
Kindful offers a connection to your Brushfire account setup directly in Brushfire. The integration allows you to track which contacts in your Kindful database have registered for your Brushfire events by connecting them through campaigns and optionally transactions.
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Of Note: This process takes place exclusively in your Brushfire dashboard. You will not see an option to connect Kindful to Brushfire in the Kindful App Directory.
Getting Started
Go to your dashboard in Brushfire and select "Integrations" from the menu on the left side of the page. Click the "Create New" button under the Kindful logo.
Connecting the Apps
Next, you will be presented with a page where you connect to your Kindful account. After clicking "Connect to Kindful," you will be redirected to log into Kindful and authorize Brushfire.
After authorizing Brushfire, you will return to Brushfire and will be asked to provide the following information:
Integration Name - this is the name of the integration that will appear publicly in Brushfire so you can manage it.
System fields - these fields are read-only and are just used internally by the system.
Configuring Your Organization
Before you can configure an event to sync attendee data with Kindful, you must first create a Kindful integration for your organization. For instructions on how to do this, please read this article.
Configuring An Event
Configuration options for syncing an event can be found on the "Integrations" tab of any event's dashboard page. This page will function differently based upon how other aspects of your event are configured.
Select a Kindful Campaign
Brushfire will connect to Kindful to retrieve a list of campaigns for you. You may select an existing campaign from the list or select "Create a new campaign" to type in a name for a new campaign that will be used hereafter for this sync.
Of Note: If you do this second option and you change the name of the campaign in Kindful, Brushfire will continue to create a new campaign with the name that they have stored. This is because campaign creation in Kindful happens within each sync. If you ever need to change the name in Kindful, you can click the "change" button next to the saved campaign name in Brushfire and select the renamed campaign.
Understanding the Sync
Kindful syncing runs four times daily, every 6 hours. When a sync runs, it will sync your Brushfire data with Kindful based upon the configuration options you have set up in the Sync Wizard. When the sync runs, Brushfire will search Kindful for people that have signed up in Brushfire and add them as contacts and members of the selected campaign.
Brushfire offers multiple options for organizing how the system syncs groups. This dropdown will present you with up to three options depending upon the configuration of your event.
- "Sync a single person based on the order information" - This option will search for people using the order email address and name and sync them based upon the other sync criteria you have set.
- "Sync all attendees based on their attendee information" - This option is only available if you are collecting emails and names at the attendee level. It will search for each attendee to your event based on the attendee email field you select and sync them based upon the other sync criteria you have set.
Update Existing Data with Brushfire Data
If this option is selected, then when a match is found in Kindful, it will update name, phone, and address (where applicable) for the matching contact in Kindful with the respective data from Brushfire. If this is not selected, then the match is merely added to the campaign (and optionally transaction) without updating any of the other information.
Create Transactions
If this option is selected, then a Kindful transaction will be created in addition to the member being added to the selected campaign. The transaction will have an amount matching the amount of the attendee/order at the time of the initial sync for that attendee/order. If this option is not selected, no transaction will be created.
Add New Attendees to Kindful
If you would like Brushfire to add attendees that do not have a match in Kindful as new Kindful contacts, then select this option. If syncing order data, the name, phone, and address from the order will be used. If syncing attendee data, then you will be asked to select the fields for each attendee that should be used for name, phone, and address.
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