Integrating Facebook

Facebook continues to be a valuable social media platform, helping fundraisers expand their donor networks, and enabling strategic advertising of new and repeated campaigns for your charity. This guide explores three primary Facebook integrations supported by Raisely, each helping you to fundraise and grow.

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Getting Set Up with Facebook accounts

Facebook, a social media product by Meta, is commonly used by charities and non-profits around the world. In order for an organisation to utilise Facebooks features, there are 4 accounts that must first be setup:
1
Individual Facebook account (this will be the personal account of your administrator)
2
Meta Business Account - https://business.facebook.com/create
3
Meta for Developers Account - https://developers.facebook.com/
4
Facebook Fundraisers - https://www.facebook.com/donate/signup
🟡   Facebook has eligibility requirements for Facebook Fundraising. Click HERE to view their eligibility guide for more details.
Your Facebook Business account will allow you to manage your organisation's needs, such as who has access (People), Meta business assets (pages, accounts, etc),  Ads, Data Sources, and more. Without a business account, you will not be able to set up Facebook Fundraising or Meta Pixel. 
Meta for Developers allows you to create Apps, providing you with greater functionality for your campaign sites. These include Facebook Login and Facebook Fundraisers.
It is recommended that all four accounts are set up, as the following integrations each require a number of these. Follow the links above to set up any of these accounts that are required.

Creating an App

Meta Apps enable you to set up unique features that can integrate seamlessly into your campaign's site. In order to integrate Facebook Login or Facebook Fundraisers with Raisely, you’ll need to create a  single App where you can activate these ‘products’. When your App is created you are given an App ID that enables the integration to sync between Raisely and Meta.
To create an App, simply:
1
Head to https://developers.facebook.com/apps and login to your Facebook account.
2
Click the green "Create App" button on top-right.
3
Select Business for App Type, scroll down and select Next
4
Name your App (usually the same as your organisation name), enter contact email,  and choose a Facebook Business Account from the dropdown
5
You will find your App ID now at the top-left of the screen.
Add App ID to Raisely:
1
Within your Raisely campaign, from the sidebar select Settings > Facebook Integrations
2
Enter your App ID in the settings field and select Save.

Facebook Login

Facebook login enables your fundraisers a simple and quick way of both registering their details at signup and accessing their account in the future. 
Setup Facebook Login 

In order to set this integration up with a custom or Raisely sub-domain, you will need to add the Facebook Login product to your Facebook App. Follow the steps below:

1
Login to your Meta for Developers account, select My Apps, and select the App you have created for Raisely integrations (see above)
2
Find the Facebook Login product and select Set Up
3
Choose Web as the platform, and now enter your sites URL (exclude https and www e.g. campaignsite.com). Select Next
4
Now copy the Javascript Code and within your Raisely campaign, go to Settings > Apps & integrations, and activate Custom Javascript. You can simply paste the Javascript code here and Save
5
Back in Meta for Developers, skip through all the next steps.
6
From the Meta for Developers sidebar, select Settings > Basic and enter your Privacy Policy URL and organisation image.
7
Now select App Review > Permissions & Features from the sidebar and Request advanced access for Public_profile & email
8
Under Products on the sidebar select Facebook Login > Settings. Activate Login with the JavaScript SDK and enter the domain URL in Allowed Domains for the JavaScript SDK (e.g. campaignsite.com).
9
Back in your Raisely campaign, from the sidebar select Settings > Facebook Integrations > and switch Facebook Login to On
Now when fundraisers use the Sign Up form, there will appear a Continue with Facebook button enabling them to sync their accounts. 

Facebook Fundraiser

The Facebook Fundraisers integration enables a simple and fast method for fundraisers to create a fundraising page on their Facebook account, in which they can share and take donations. All donations taken from the Facebook fundraising page are processed through Raisely, the same as all your other donations, allowing you to manage them within your campaign.
💚  Raisely charges a 2% fee on donations made to connected Facebook Fundraisers, invoiced monthly to fund the integration.
There are three stages in the setup process for Facebook Fundraisers, including:
  1. Setting up Facebook App products in Meta for Developers
  2. Confirming with Raisely and setting up billing
  3. Setup Integration in Raisely and adding it to your campaign

🔴   Facebook Fundraisers has a unique setup process within Meta, and requires the following:

• Verified Meta Business Account - head to business.facebook.com/settings/security to check your account. Facebooks support guide is found here

• Meta Business Account registered for Facebook Fundraising - to register simply click here

Do note, these requirements can take up to 6 weeks for Facebook to approve if you haven't already completed them in the past. Once done, you can set up your App to enable the Fundraisers product.

Set Up App for Fundraisers 

1
Login to your Meta for Developers account, select My Apps, and select the App you have created for Raisely integrations (see above)
2
Find the Fundraisers product and select Set Up
3
If your Business Account has not been verified, you will receive a notification pointing you to the resources you will need. See this guide from Facebook for support.
4
Select Add to Submission then Edit Details. In the modal select the first option, enter Raisely as the provider, and enter your Facebook charities page URL. Select Save.
5
If all requirements are fulfilled, you can select Submit for Review
6
From the sidebar, select Settings under Facebook Login. 
7
Underneath Valid OAuth Redirect URLs, enter your campaign URLs (eg. domain.com, www.domain.com etc.) and underneath Allowed Domains for the Javascript SDK, you will need to make sure your allowed domains (eg. domain.com, www.domain.com etc.) are entered correctly. Be sure to add all of the domains that you have connected within the Raisely campaign. Select Save Changes once done.
Raisely now needs to be informed of your App request so we can set up the integrations access for your campaign. To do this, fill out the form below once the above steps are complete.
This process will take around 24hrs, and you will be notified by our support team when integration is ready.

Setup Facebook Fundraisers in Raisely

Now you have the integration set up, you can customise Facebook Fundraisers for your Raisely campaign and add the block to your campaign page. 
To customise Facebook Fundraisers in Raisely, from the sidebar select Settings > Facebook Integration > and turn Facebook Fundraising to On, then configure the remaining Fundraiser Details settings.
If you're running an on-Facebook campaign using our Facebook Fundraising template, you can now promote your signup page.
If you're integrating Facebook Fundraisers with a standalone fundraising campaign, your participants will now be prompted to create a Facebook fundraiser right after they sign up and land on your campaign dashboard.

Meta (Facebook) Pixel

Each Facebook Pixel comes with a unique pixel number. You need this to add the Facebook Pixel tracking code to Raisely.

If you are getting expert help from a Facebook consultant or specialist, just ask them for your Facebook Pixel ID. Or, follow the steps below to find your Pixel ID yourself.

Steps:
1
Log in to the Settings section of your Facebook Business Manager
2
Navigate to Data sources > Pixels
3
If you already have a Facebook Pixel it should appear here, otherwise you can create a new one. Select the pixel you'd like to integrate.
4
Click on the Pixel to copy it to your clipboard.

Now you have your Facebook Pixel ID, you need to add it to Raisely.

Basic Setup: Using a Browser-only Pixel

You can start with Facebook Ads using a browser-only pixel, which uses a little code snippet on your website to send data on conversions over to Facebook. The Browser

Steps:
1
In your Raisely admin panel, go to the campaign you're editing and navigate to Settings > Facebook Integrations
2
Toggle on the Facebook Pixel integration
3
Select the Browser Only tab
4
Paste your pixel ID into the box titled  Facebook Pixel ID
5
Click Save.

Advanced Setup: Using the Conversions API

🔴 You will need to setup a custom domain to use the Conversion API, as the domain needs to be verified in Facebook Business settings. You will not be able to add your default Raisely domain to your Facebook Business account.

You can use the Conversions API alongside your regular Facebook Pixel. This is Facebook's recommended way to integrate events that happen on your fundraising website with Facebook ads, and allows Facebook to directly receive information from our servers.

First, you need to head back to Facebook to get an access token.

Steps:

  1. Select your pixel under Data sources > Pixels in your Facebook Business Manager
  2. Click Open in Events Manager in the top right

  1. Click Settings in the new Events Manager window and scroll down to the section with the heading Conversions API
  2. Click Generate access token under Set up manually

  1. Copy and save the access token presented on the screen

Now, you're ready to set up the Conversion's API in Raisely.

Steps:

1
In your Raisely admin panel, go to the campaign you're editing and navigate to  Settings > Apps & Integrations.
2
Toggle on the  Facebook Pixel integration
3
Select the  Browser + Conversions API tab
4
 Confirm you have the appropriate permission in your privacy policy to share data with a third party, then enable the API.
5
Paste your Pixel ID in the box titled Pixel ID
6
Paste your access token in the box titled Access Token

Your integration will now be set up. If you wish, you can also customise the data sharing preferences. By default Raisely won't send email or name to Facebook, but if you're experiencing issues with data matching in Facebook you can switch this to Maximum.

The Test Code allows you to test your integration, and will be given to you by Facebook under the Test events tab in Event Manager.

Verify your domain

Facebook Pixel now requires additional verification of the domain. This requires adding a meta-tag to your campaign to prove to Facebook that you have control of the domain and site. 
Facebook will supply a special meta-tag that you can insert, it will look similar to:
<meta name="facebook-domain-verification" content="somerandomstringofcharactersandnumbers" />
	

You will need to copy this tag and place it into your campaign via the Campaign Settings > Apps & Integrations > Page Head (Advanced)

Once you have placed the meta-tag into the Page Head, head back to Facebook and click Verify Domain. it may take up to 5-minutes for Facebook to verify the domain, but in most cases will be verified immediately.

Tracking your campaign with events

Once your Facebook Pixel integration is set up, Raisely will begin sending events to Facebook each time someone does something significant on your fundraising campaign.

We automatically send page views to Facebook, along with the following pixel events.

💡 Note: Raisely often doesn't have thank you pages with unique URLs. Instead, we recommend you track the success of your Facebook ads based on these events below.

Event Name Description Parameters
PageView Website page views None
Lead
CompleteRegistration
New campaign registrations None
AddToCart
Selected a dollar amount on the donation form None
AddPaymentInfo Entered payment information and clicked donate  None
Purchase
Donate
Successfully completed a donation Donation amount and currency.

{
  value: 100,
  currency: "USD"
}
		
Purchase
Subscribe
Successfully started a regular donation Donation amount and currency.

{
  value: 100,
  currency: "USD"
}
		

If you need additional or custom events, you may be able to add those events through our Custom Javascript integration.


Video Resources and Walkthroughs

Setting up Facebook Login

Common Questions

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# What countries can utilise Facebook Fundraising?

Countries that are eligible for Facebook Fundraising (due to Meta's requirements) can be found in this Meta support guide.

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# How do I verify my Facebook Business account?

In order to setup the Fundraisers product in your Facebook App, you will need your Business Account to be verified by Facebook. If it is not, your screen will bring up this message when setting up the product:

To verify your Facebook Business account, head to your security settings (https://business.facebook.com/settings/security), select your organisations account (if there are multiple), and select Start Verification (see image below). 

Follow the necessary steps to complete verification. For more details you can find Meta's support guide here.

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# How are payments processed with Facebook Fundraiser?

Facebook uses Meta Pay or its payment partners such as PayPal Giving Fund to process all payments. For more information see this Facebook guide.

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# Can I manage Facebook Fundraising Donations?

Unlike donations made through your campaign site, donations made through Facebook Fundraising are simplified, containing only donation amount, time, date, and processing method. You can therefore report on Facebook donations, and filter the donation Method field to see Facebook donations. 

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# How do I use Facebook Fundraising over multiple campaigns?

Once your Facebook App has been approved via Facebook, and Raisely has processed your request to enable the integration, your new Facebook Fundraising settings will be available across all new campaigns. When creating a new campaign, you would need to update your Facebook Login product in your app, add the new campaign URLS for Javascript SDK and OAuth URLS (see step 7 for Facebook Fundraising).

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