Crimson now assigns an ID token to every contact record stored on the platform. This ID token, which is unique for every person, can be added to WidgetMakr widgets as a URL parameter that will automatically fill in all of the fields on the donation form with the data available in Crimson for that donor.
When your WidgetMakr widget is combined with the Crimson ID token, payment information is all your donors need to enter.
Use the directions below to merge Crimson ID Tokens with your WidgetMaker donation links.
- From your Crimson dashboard, go to People Search and enter the criteria of the list you wish to export. Click on the blue to display your search results.
- From your results page, click on the button to download a CSV of the records.
- Open the CSV file and scroll to the last column in the worksheet. It will be labeled, ID Token.
These are the tokens that you will use with the URL parameter to auto-fill the fundraising widget.
- Copy the token associated with the donor data you wish to merge with the widget.
- In a web browser, open the widget you want to use. At the end of the URL, enter ?ct= and paste in the token number.
Example: the URL parameter for the ID Token in the first row from the above graphic would be ?ct=f0c725c7-1831-0d71-8fd7-157db3f341c2.
Note: If you have questions about URL Parameters, please see WidgetMakr’s How to Use URL Parameters guide.
- This will merge the donor data from the record in Crimson with the fields in your WidgetMakr widget.
Note: If the donor has an existing Spark account, Spark will auto-fill this same information.
- If your donor has giving history included in the Crimson record, the Spark Giving Matrix will also customize giving levels based on the donor’s highest previous gift. In order for this to work, the Spark Giving Matrix must be enabled on the widget you are using in WidgetMakr. See the guide on Setting up the Giving Matrix for more information.
Creating a Mail Merge with ID Tokens
In order to add all of these ID Tokens to your emails, your email service provider should have a format for inserting URL parameters or dynamic content inside of an email to customize the information for each recipient. These codes, which are different for every email system, allow you to insert donation links containing the individual ID Token.
To use this feature for multiple emails, build a CSV file with the email addresses of all the recipients in one column and the corresponding Crimson ID Tokens in another. When the merge tags/dynamic content are included, your email provider will insert the correct ID Token.
MailChimp, for example, refers to this dynamic content as a Merge Tag and gives the following example from their instruction manuals:
Content encoding merge tags
The content encoding class of merge tags class allows you to modify how the content inside your merge tags is displayed.
This tag handles list field contents as raw HTML and makes no changes. This is a great way to pull in URL parameter values from your list and include them in your links. For example, if you have a merge tag, *|MYPARAMS|*, and a value includes something like ?id=1234&custom=awesome — in your link, use http://www.yourwebsite.com/*|HTML:MYPARAMS|* to keep the value of your merge tag as-is: http://www.yourwebsite.com/?id=1234&custom=awesome.
Because each email service provider formats these types of tags or content differently, please consult your email provider for details on how to correctly pull in URL Parameters or Crimson ID Tokens.