TABLE OF CONTENTS |
The Scale to Win ActBlue Integration allows you to connect your Scale to Win Account to your ActBlue fundraising platform . This connection enables automated data syncing, streamlined workflows, and enhanced fundraising capabilities.
How to Set Up Your ActBlue Integration
Getting Your Credentials
First, navigate to the Integrations page in Scale to Win Text.
Click Add New Integration and choose "ActBlue Donation Webhook".
Assign a name for quick reference, especially if you plan to connect multiple ActBlue instances, then click Create.
After selecting the ActBlue Donation Webhook, you'll receive an endpoint URL, username, and password. Save this information.
Requesting Your Webhook
Next, access your ActBlue dashboard. Go to the Integrations section, under Tools. In the Webhooks section, select Manage.
Choose Request a New Webhook, and select ActBlue Default as the type. Ensure the contact email is accessible to you, and input the endpoint URL, username, and password obtained from Scale to Win Text earlier.
If you have an active Shortcode, an additional dropdown will appear that prompts you to select if you’d like your donors to be automatically subscribed/opted in. They will receive your registered opt-in message.
Click Submit Request to initiate the ActBlue webhook request.
ActBlue will then review the webhook request before activation. This process typically takes around 5 business days, however, you may need to bump to ActBlue if it takes any longer!
Once approved, ActBlue notifies you via email, and the webhook becomes active.
The ActBlue webhook captures real time donations and displays them on the Campaigns pages, including ROI.
Set up ActBlue Contact Upload
Generate Client UUID and Secret from ActBlue
In ActBlue, create new API credentials by navigating back to the Dashboard and selecting API Credentials under Admin.
From this page, you’ll be able to name and generate a new API Credential. Once you do, you’ll receive the Client UUID and Secret. Make sure to save this information in a safe place, because you will need to input it in Scale to Win Text to complete the setup in the next steps.
Upload Credentials in Scale To Win Text
Return to the Integrations page in Scale to Win Text, select Add New Integration, and then ActBlue Contact Import.
Assign a name for quick reference, especially when connecting multiple ActBlue instances. Upload the Client UUID and Secret obtained from ActBlue into the form.
Click Create, and you’re done! The tool will tell you right away if the integration is successful, or if you need to edit the information you’ve added.
Subscribe Donors to Short Code
If your organization has a short code sending number, you can enable a feature on the Integrations page that will allow you to add donors to your short code subscribers list. This is enabled here when you open up the webhook integration:
If this feature is enabled, you'll be able to see the time and date that a subscriber is opted in on your Short Code page.