TeamRaiser Setup for Facebook Integration

Apply the TeamRaiser - Facebook Integration permission set to a group of administrators in your organization to give them access to the Facebook Integration Settings tab where they can configure a Facebook Integration connection.

1. In Luminate Online, click Constituent360 > Groups.

2. Click Administrator Group List.

3. In the Actions column for the appropriate group, click Edit Permissions.

4. From the Permissions Type list, select TeamRaiser - Facebook Integration and click Choose.

   

5. Review the Default Permissions, which are sets of permissions assigned to group members receive unless you override them for special circumstances. For more information, see Understanding Default Permissions.

6. Configure the Permissions Type.

7. Click Save.

1. In Luminate Online, click Fundraising > TeamRaiser > Facebook Integration Settings.

   

2. Click Configure a new Facebook Connection.

3. On the Facebook configuration page:

   • Facebook Page Username - Enter the username of your charity Facebook Page. Find your username at the end of the Facebook page vanity URL. (For example: www.facebook.com/username )

     Tip: If you have multiple centers or multiple 501(c)(3)s, you can create multiple-approved charity pages on Facebook. For clarity, you might give the Facebook Page Username the same name as your existing Centers or 501(c)(3)s.

     Warning: Although it's possible to edit the Facebook Page Username in Luminate Online and Facebook, don't edit the name after you create the connection, because this could cause confusion later when trying to identify which Facebook Fundraiser is associated with your TeamRaiser.

   • Facebook App Id - Enter the Facebook App ID provided by Facebook during the App setup. To find this ID, see Facebook Fundraising Setup

   • Facebook App Secret - Enter the Facebook App Secret key provided by Facebook during the App Setup. To find this key, see Facebook Fundraising Setup

     Note: Your Facebook App Secret works like a password to your Facebook App, for that reason, this field will not be saved in Luminate Online after the connection is complete. When you want to edit the Facebook connection later, you will need to reenter your Facebook App Secret.
     

   • Security Category - Select the security category associated with this Facebook App connection.

4. Click Finish.

   The new charity is listed under Facebook Charity Connections on the Facebook Integration Settings tab.

   Note: An error displays if your page isn't approved by Facebook a charity or payments are not properly set up.

You can give your event managers the ability to add a new Facebook Integration connection. In TeamRaiser, they access the Facebook Integration Settings where they can configure a Facebook Integration connection.

1. In Luminate Online, click Fundraising > TeamRaiser > Event Management Settings

2. Click the Event Roles tab.

3. Click Edit next to a role.

4. Click 3. Event Management Permissions.

5. Under 1. Event Management, select Enable Facebook Fundraising Integration.
   

6. Click Save and Finish.

Now when an Event Manager goes to the TeamRaiser tab, they will see the Facebook Integration Settings tab.

Participant Centers must be at version 18.2 or later for this integration, so you'll need to upgrade to a copy of the current Participant Center. For details, see Upgrade a Participant Center, or follow the steps below.

Warning: Customized files for a customized Participant Center will be overwritten, and that can affect TeamRaiser events associated with the Participant Center.

To verify that your Participant Center is compatible with any customizations of your Participant Center without impacting your active or main Participant Center, make a copy of your Participant Center, upgrade that, then apply it to a test TeamRaiser so that you can test the updates.

a. Upgrade to a copy of the Participant Center

1. In Luminate Online, go to Fundraising > TeamRaiser.

2. Click the Participant Centers tab and locate the Participant Center.

3. In the Actions column, click Upgrade.

   

4. Choose Create Upgraded Copy of This Participant Center.

   

5. Click Upgrade.

b. Make a test TeamRaiser and apply the Participant Center copy to it

1. In Luminate Online, go to Fundraising > TeamRaiser.

2. In the Action column for a TeamRaiser, click Copy.

   

3. Locate the copied TeamRaiser in the list, and in the Action column, click Edit.

   

4. On the left, click 3. Select Event Options.

5. In step 7, Participant Center for this TeamRaiser, choose the copy of the upgraded Participant Center.

   

6. Click Save.

Test your copied Participant Center to ensure that it looks and performs well at the 18.2+ version. If the Participant Center displays as expected, apply the copy of the Participant Center to the actual TeamRaiser.

When donors give to a Facebook Fundraiser, they can enter whatever amount they'd like for their donation. For that reason, the donation form associated with the TeamRaiser event must have the Donor Entered Amount donation level enabled.

Verify or enable the Donor Entered Amount on the TeamRaiser's donation form, or create a new form with this option enabled.

Warning: Once the donation form has Donor Entered Amount published, do not unpublish it. Unpublishing the form can cause issues later when trying to merge constituent records with registrations tied to the TeamRaiser event.

Verify or edit a TeamRaiser event's donation form

If a TeamRaiser event's donation form doesn't have Donor Entered Amount enabled, or if Donor Entered Amount was disabled from the donation form, you must enable the option. To verify or to enable it:

1. Go to Fundraising > Donation Management.

2. In the Online Giving tab, select All Donation Forms.

3. Click Edit next to the donation form associated with the TeamRaiser event.

4. Click 2. Configure Donation Levels.

5. To the right of Donor Entered Amount, if Unpublished displays, the option is enabled, and you can exit. If Publish displays, click Publish to enable the option.
   

6. Click Save.

Create a new donation form for a new TeamRaiser event

When you create a new TeamRaiser event with a new donation form, select Create a new responsive donation form for this TeamRaiser and the Donor Entered Amount donation level is added to the donation form by default.

The Validate API Donation Requests option is not compatible with API integrations, such as Facebook Fundraising integration with TeamRaiser. For that reason, the donation form associated with the TeamRaiser event must not enable this option.

Verify or disable the Validate API Donation Requests on the TeamRaiser's donation form, or create a new form with this option disabled:

1. Go to Fundraising > Donation Management.

2. In the Online Giving tab, select All Donation Forms.

3. Click Edit next to the donation form associated with the TeamRaiser event.

4. In the Identify the Donation Form options, scroll down to the Validate API Donation Requests step. Ensure that this option is not selected.

   
   

5. Click Save.

To enable Facebook Fundraising on a TeamRaiser event, select Enable Facebook Fundraising Integration under the fundraising options for the event. After this option is selected, event participants can link their registration to a Facebook Fundraiser.

Note: The Enable Facebook Fundraising Integration option is available to any admin or event manager who already has access to edit a TeamRaiser.

1. Click Fundraising > TeamRaiser.

2. On the TeamRaiser List page, click Edit next to the TeamRaiser event that you want to enable with the Facebook Fundraising integration.

3. Click Select Fundraising Options.

4. For Enable Facebook Fundraising Integration, select Yes to allow participants to link their registration to a Facebook Fundraiser.

   

   1. From the Facebook Charity drop-down, select one of your existing Charities to tie to this TeamRaiser event. All Facebook donations given to this Charity will be tied to this TeamRaiser event.

   2. Select the Use personal page content for Facebook Fundraisers option to automatically set the Facebook Fundraiser title and story to the same set on a linked Personal Page.

   3. Enter a title in Default Facebook Fundraiser Title. When the Use personal page content for Facebook Fundraisers option is checked, but a Personal Page's title is blank, this text is used as the Facebook Fundraiser title.

   4. Enter a description in Default Facebook Fundraiser Description. When the Use personal page content for Facebook Fundraisers option above is checked, but a Personal Page's story is blank, this text is used as the Facebook Fundraiser description.

   5. Choose a Facebook Fundraiser Photo to display on the Facebook Fundraiser page. You can choose an image from your Image Library, upload a new image, or use the default Facebook image.

      Tip: Facebook only accepts images in a .png or .jpg format. For best results, use 492 x 250 or higher resolution (1.968 aspect ratio). This photo can also be updated from the Facebook Fundraiser.

   6. For the Facebook Fundraiser End Date, specify the end date of the Facebook Fundraiser by choosing either a specific Calendar date, or the Number of days past the end date of the TeamRaiser event. No donations are accepted on Facebook after this date. If no value is set for this option, the Facebook Fundraiser end date is automatically set to 90 days past the TeamRaiser Event end date.

5. Click Save.

1. Log into the Participant Center.

2. Click Fundraise on Facebook.
   

3. Click Create Fundraiser.

4. The Facebook login page opens to enter the login information. The participant enters the login information, and the new Facebook Fundraiser is created.
   

5. The Participant Center now contains a link to the newly created Facebook Fundraiser. The title and story for the Facebook Fundraiser are automatically populated with the Personal Page information. If a goal was not defined for the TeamRaiser, the default goal is set to $150.00.
   

   The participant can copy/paste the Facebook Fundraiser link in a email to send out to their friends and family to ask for donations.

   Or, click Go to Facebook Fundraiser to open the fundraiser in Facebook in a separate tab.