Integrate Raisely with Retently

Trigger NPS/CSAT surveys after donation events, sync donor profiles and interaction history with Retently, and use feedback scores to improve fundraising campaigns and donor communication strategies.

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About Raisely

Raisely is an online platform for fundraising, allowing charities to create campaigns, manage donations, and track interactions with supporters.

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Raisely to Retently

1

New Campaign

Triggers when a new fundraising campaign is created.
2

New Interaction

Triggers when a new custom interaction is created on a person in Raisely CRM.
3

New Profile

Triggers when a profile is created within a fundraising campaign.
4

New Online Donation

Triggers when a new online donation (via credit card or PayPal) is made in your campaign.
5

New Person

Triggers when a new person signs up to one of your organization's campaigns.
6

Profile Updated

Triggers when a fundraising profile is changed, receives a donation, or logs exercise activity.
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Retently to Raisely

1

Add an Interaction

Adds a custom interaction to a person in Raisely.
2

Create Offline Donation

Creates a record of a donation in Raisely, useful if recording offline donations or donations from other platforms.
3

Remove a Tag

Removes a tag from a person.
4

Add a Tag

Adds a tag to a person.
5

Create or Update a Person

Creates or updates a person in your Raisely account, matched on their email address.
6

Find Person

Finds a matching person based on email address. Optionally create one if none exists.

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