Integrate DonorDock with Retently

Trigger NPS/CSAT surveys after significant donor interactions or events, sync donor contact information and preferences, and use feedback scores to enhance donor engagement strategies.

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About DonorDock

DonorDock is a CRM for small nonprofits that enables users to manage contact records, marketing lists, appeals, gifts, and activities efficiently.

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DonorDock to Retently

1

New Badge Added to Contact

Triggers when a new badge is added to a contact record.
2

Contact Added to Marketing List

Triggers when a contact is added to a marketing list.
3

New Appeal Created

Triggers when a new appeal is created.
4

New Contact Created

Triggers when a new contact is added to DonorDock.
5

New Gift Created

Triggers when a new gift is created.
6

Gift Batch Closed

Triggered when a gift batch is closed in DonorDock.
7

New Activity Created

Triggers when a new activity is created in DonorDock.
8

New Campaign Created

Triggers when a new campaign is created.
9

New Fund Created

Triggers when a new fund is created.
10

Contact Updated

Triggers when a contact is updated in DonorDock.
RetentlyDonorDock logo

Retently to DonorDock

1

Add Badge to Contact

Adds a badge to a contact.
2

Create Appeal

Creates a new appeal.
3

Create Contact

Creates a new contact in DonorDock.
4

Create Gift

Creates a new gift in DonorDock.
5

Add Contact to Marketing List

Adds the contact to a specified marketing list.
6

Create Activity

Creates a new activity.
7

Create Campaign

Creates a new campaign in DonorDock.
8

Create Fund

Creates a new fund in DonorDock.
9

Create Pledge

Creates a pledge in DonorDock.
10

Send Template Email

Sends a template-based email through the DonorDock email system.

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