How do I sync my attendee data with Kindful?

Brushfire allows you to sync your Brushfire attendee data with your Kindful account. This functionality allows you to connect your Brushfire attendees as Kindful contacts and connect them to campaigns and optionally transactions.

Configuration

Configuring your Organization

Before you can configure an event to sync attendee data with Kindful, you must first create a Kindful integration for your organization. For instructions on how to do this, please read this article.

Configuring an Event

Configuration options for syncing an event can be found on the "Integrations" tab of any event's dashboard page. This page will function differently based upon how other aspects of your event are configured.

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How Syncing Works

Kindful syncing runs four times daily, every 6 hours. When a sync runs, it will sync your Brushfire data with Kindful based upon the configuration options you have set up in the Sync Wizard. When the sync runs, Brushfire will search Kindful for people that have signed up in Brushfire and add them as contacts and members of the selected campaign.

Select a Kindful Campaign

Brushfire will connect to Kindful to retrieve a list of campaigns for you. You may select an existing campaign from the list or select "Create a new campaign" to type in a name for a new campaign that will be used hereafter for this sync.

NOTE: if you do this second option and you change the name of the campaign in Kindful, Brushfire will continue to create a new campaign with the name that we have stored. This is because campaign creation in Kindful happens within each sync. If you ever need to change the name in Kindful, you can click the "change" button next to the saved campaign name in Brushfire and select the renamed campaign.

How should data be synced?

Brushfire offers multiple options for organizing how the system syncs groups. This dropdown will present you with up to three options depending upon the configuration of your event.

  • "Each order should correspond to a group containing one person" - This option will search for people using the order email address and name and sync them based upon the other sync criteria you have set.
  • "Each attendee should be in a group by themselves" - This option is only available if you are collecting emails and names at the attendee level. It will search for each attendee to your event based on the attendee email field you select and sync them based upon the other sync criteria you have set.
  • "Each order should correspond to a group containing all of that order's attendees" - This option is only available if your event is collecting emails and names at the attendee level. It will search for people using the order email address. It will then search for people within the found attendee's group by name. It will then either sync them or add them based on the options you have selected.

Update existing information with Brushfire data

If this option is selected, then when a match is found in Kindful, it will update name, phone, and address (where applicable) for the matching contact in Kindful with the respective data from Brushfire. If this is not selected, then the match is merely added to the campaign (and optionally transaction) without updating any of the other information.

Create transactions

If this option is selected, then a Kindful transaction will be created in addition to the member being added to the selected campaign. The transaction will have an amount matching the amount of the attendee/order at the time of the initial sync for that attendee/order. If this option is not selected, no transaction will be created.

Add new attendees to Kindful?

If you would like Brushfire to add attendees that do not have a match in Kindful as new Kindful contacts, then select this option. If syncing order data, the name, phone, and address from the order will be used. If syncing attendee data, then you will be asked to select the fields for each attendee that should be used for name, phone, and address.

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