Julep: Anedot to Julep Integration - Adding Custom Fields

Integrating an Anedot Campaigns directly with Juelp to push your real time online fundraising data directly into your organization’s Julep database is easier than ever, please see the “Anedot to Julep Integration Setup” guide on the Julep HelpDesk to get started today.

If you have already completed your integration setup, then you may also want to review our recommended standard fields and expected Julep output below.

Anedot Custom Fields and Their Corresponding Julep Fields

Anedot Campaigns offer a custom field options to help clients customize their design to fit their needs. Each custom field will push to Julep in different ways.

• CHECKBOX – Checkbox items will push to Julep as a Keyword assigned to the People Record. NOTE: There will be a character limit of 30 characters passed.
  • Example Anedot Form Settings:
    
  • Example Field on Form:
    
  • Example Julep Results
    • Checked – This will pass as Keyword = “Newsletter=TRUE”
    • Unchecked – This will pass as Keyword = “Newsletter=FALSE”

• DROPDOWN – The dropdown title and option selected will push to Julep as a Keyword assigned to the People Record. NOTE: There will be a character limit of 30 characters passed.
  • Example Anedot Form Settings:
    
  • Example Field on Form:
    
  • Example Julep Results
    • If “Phone” is selected, then this will pass as Keyword = “Volunteer=Phone”

• TEXT FIELD – The dropdown title and option selected will push to Julep the gift Comment on the transaction detail. NOTE: There will be a character limit of 100 characters passed.
  • Example Anedot Form Settings:
    
  • Example Field on Form:
    
  • Example Julep Results
    • If “Please contact me to volunteer.” is entered in the Text field of the form, then it will pass to Julep in the gift’s “Comment” field as “Please contact me to volunteer.”

Special Handling Custom Fields

The below list of field names can be used to pass specific Julep data to the corresponding field in Julep. The exact title and custom field option must be used for the data to pass to the corresponding Julep fields.

• These fields may be used for clients using Anedot for Data Entry:
  • “Internal Process” (Checkbox) – Adding this custom checkbox indicates this donation page setup will be used for Internal processing only and will allow the below additional fields to pass to Julep.
  • “Batch#” (Text Field) – Adding this custom text field allows you to pass Batch# to Julep.   NOTE: Should be alphanumeric and limited to 4 characters.
  • “Transaction Type” (Dropdown) – Adding this custom dropdown option with the below options, allows the
    • Online
    • One Off by Staff
    • Batch Entry – Client
    • Batch Entry – CMDI
    • Telemarketing
  • “Flag 1” (Text Field) – Adding this custom text field allows you to pass up to five3 flag fields. NOTE: Limited to 10 characters passed. Flag naming below, up to 5 flags:
    • Flag 1
    • Flag 2
    • Flag 3
    • Flag 4
    • Flag 5

• These fields may be used on any form type and will be passed to the corresponding Julep fields noted:
  • “Tracking#” (Text Field) – 12
  • “Source Code” (Text Field) – 15 Character limit
  • “Event Code” (Text Field)
  • “Comment” (Text Field)

• Event fields
  • Add fields for up to 5 guests by including fields for “guest1”, “guest2”, etc.
    • Guest1 – First Name
    • Guest1 – Last Name
    • Guest1 – Prefix
    • Guest1 – Suffix
    • Guest1 – Home Phone
    • Guest1 – Business Phone
    • Guest1 – Cell Phone
    • Guest1 – \Email
    • Guest1 – Street
    • Guest1 – Address Line 1
    • Guest1 – Address Line 2
    • Guest1 – City
    • Guest1 – State
    • Guest1 – Zip
  • Up to 10 Question fields
    • Question1 – VARIOUS
    • Question2 – VARIOUS
    • etc.