Getting Started with Your ThankView Integration

Understanding ThankView and its Benefits

ThankView is a personalized video outreach tool with a mission to build long-lasting relationships with constituents through the videos sent on its platform. EverTrue and ThankView have teamed up to push your ThankView video messages and statuses directly into EverTrue, enabling you to easily access, segment, and review cumulative ThankView data without leaving the platform!   

When your ThankView account is synced with EverTrue, you will see ThankView data in the Interactions tab of your left-hand navigation bar, as well as in the Interactions and Engagement tabs of constituent profiles. You can also use our Interaction Type > ThankView - Video filter to focus specifically on ThankView video interactions! 

  • Note: To ensure seamless data flow from the ThankView platform into the EverTrue platform, make sure your ThankView Donor IDs match your EverTrue Remote Ids (i.e., Constituent IDs.). If you do not currently include Donor IDs in ThankView, begin adding IDs that match your EverTrue Remote IDs. You can even set this field as required for your ThankView portal!  

Below, we’ll take a look at the steps to enable this integration, allowing you to take full advantage of ThankView data in EverTrue. Once the integration is established, take a look at our Using Your ThankView Integration article to learn more about accessing this data. Let’s get started!


Enabling Your ThankView Integration

Step 1. Connect with Your Customer Success Manager (CSM)

Reach out to your CSM or email genius@evertrue.com if you are interested in turning on the ThankView integration. We will prepare the system for your ThankView data by creating 13 new custom interaction fields for your Interaction File. Once integrated, ThankView will send files directly to EverTrue daily (we’ll review these steps in more detail below!). 

Step 2. Import Your Interaction Files

One requirement of the ThankView integration is that you upload only incremental (delta) interaction imports. If you already import incremental files, then you can proceed without changes. However, if you currently upload full files, you will need to adjust your imports to be standard incremental files. 

You may continue to import all interactions from your system, but the file must not be processed as a full import  (indicated manually or via the file name, e.g., example.interactions.full.csv). Since the ability to delete interactions using our implicit full import option will be lost, you must explicitly mark interactions for deletion using a Yes flag in your file. This flag should be mapped to the IsDeleted? field in the import mapping screen.

Step 3. Writing Interactions in EverTrue? Review Your Interaction Export Format.

If your organization is writing interactions directly in the EverTrue app, we will ensure that the new custom ThankView interaction fields do not appear on your Add Interaction form. However, your Interactions export will be adjusted to include these fields. 

Your export will include 13 additional columns, ordered alphabetically by custom field name. If this change might break a script you have running, please coordinate with the EverTrue team to make the transition as seamless as possible. 

Step 4. Access Delivered ThankView Interactions

Once the integration process is complete, your ThankView interactions will be delivered to EverTrue daily via SFTP (Secure File Transfer Protocol). If you are using Data Manager, you will have access to these files within that platform. If you are using Console, files will instead be accessible within that platform. ThankView will not have access to your institution’s SFTP account, and will use a separate account instead.

Step 5. Review Custom ThankView Interaction Fields

Many of the fields we receive from the ThankView files will directly map to existing EverTrue fields. For instance, ThankView Author Name will map straight to our Author Name field. For the other information, we will create the following 13 custom interaction fields to ensure smooth data mapping:

  • ThankView - Campaign (string)
  • ThankView - Campaign Type (string)
  • ThankView - Opened (yes/no)
  • ThankView - Opened Date (date)
  • ThankView - Clicked (yes/no)
  • ThankView - Started (yes/no)
  • ThankView - Watched 50% (yes/no)
  • ThankView - Completed (yes/no)
  • ThankView - CTA Clicked (yes/no)
  • ThankView - Views (number)
  • ThankView - Downloads (number)
  • ThankView - Shares (number)
  • ThankView - Reply (string)

For any other questions, reach out to EverTrue Support at genius@evertrue.com.

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