Sync Campaign Prior to First Notification
This article explains how to trigger a Raisely campaign sync into Salesforce before any donation or profile notifications arrive. This is useful when you want your campaign structure set up in Salesforce ahead of your fundraising launch.
Why You Might Need This#
By default, MoveData creates the Salesforce campaign when the first notification arrives from Raisely (for example, a donation, profile creation, or order). In some cases, you may want the campaign to appear in Salesforce earlier:
- You need to configure campaign fields or assign campaign members before donations start.
- You want to map the campaign to an existing Salesforce campaign before any data flows through.
- Your team needs to review the campaign hierarchy in Salesforce before launch.
Before You Begin#
- Your Raisely integration must be set up and active in MoveData. See Setting Up Raisely.
- You need a webhook configured for the campaign. See Connect Raisely Campaigns into Salesforce.
- You need administrator access to Raisely.
Steps#
Step 1: Open the Raisely Admin#
Log in to Raisely and open the campaign you want to sync.
Step 2: Copy the Profiles URL#
Navigate to the Profiles section of your campaign. Copy the URL from your browser's address bar. It looks like this:
https://admin.raisely.com/campaigns/my-example-campaign/profiles
Step 3: Copy the Campaign Profile UUID#
Navigate to Settings > API & Webhooks for the same campaign. Copy the Campaign Profile UUID value. It looks like this:
50fhyc20-f153-11ee-8f9d-87f9e6fh2e1f
Step 4: Construct the Profile URL#
Combine the Profiles URL from Step 2 with the Campaign Profile UUID from Step 3 to build a direct profile URL:
https://admin.raisely.com/campaigns/my-example-campaign/profiles/50fhyc20-f153-11ee-8f9d-87f9e6fh2e1f
Step 5: Open the Profile#
Enter the constructed URL into your browser's address bar and press Enter. This opens the campaign's root profile in Raisely Admin.
Step 6: Re-save the Profile#
Click Edit, then click Save without making any changes. This triggers a profile.updated webhook event, which sends a notification to MoveData.
Step 7: Verify the Sync#
Open the MoveData app in Salesforce and check the Notifications tab. You should see a notification for the profile update. Once MoveData processes this notification, the corresponding Salesforce campaign is created.
Verify It Worked#
- In Salesforce, navigate to the Campaigns tab.
- Search for the campaign name matching your Raisely campaign.
Troubleshooting#
No notification appeared in MoveData
Check that a webhook is configured for the campaign in Raisely (Settings > API & Webhooks). The webhook must include the profile.updated event. See Connect Raisely Campaigns into Salesforce.
The campaign was created, but I want to use a different Salesforce campaign
You can remap the campaign by following the steps in How to Map Raisely Campaigns into Salesforce. You will need to move the Platform Key from the auto-created campaign to your preferred campaign.