The topics in this section provide information on the configurations required for integrating Anthology Raise and Encompass solutions.
Prerequisite for Anthology Raise and Encompass Integration
The required components for Anthology Reach and Anthology Raise are installed and the API credentials for Encompass site are configured. For details, contact your system administrator.
Configurations for Data Integration
The following configurations must be performed in the Anthology Raise system to enable integration with Encompass:
Review and Update the Predefined Field Mapping Templates
In the predefined field mapping templates for the Raise and Encompass data integration, perform the following steps:
- Use the excel workbook to check what predefined fields have been delivered already mapped.
- Set the dataset values (update the integration mappings to set the appropriate Encompass and Raise choice list values used in your instance).
Configure the Frequency for Data Integration
The frequency of data integration between Anthology Raise and Encompass needs to be configured in the flows available in Anthology Raise. The following table provides information on the Flows and the default recurrence settings for sending and retrieving data from Encompass.
|Flow Name||Default Recurrence Settings|
|Encompass Integration - Create New Contact Member Message||1 time per hour|
|Encompass Integration - Fetch Gift Transactions||1 time per hour|
|Encompass Integration - Process Gift Transaction Messages||1 time per hour|
|Encompass Integration - Process Pending Contact Member Messages||1 time per hour|
Turn on the Power Automate Flows for Integration
The following Power Automate Flows must be turned on to enable data integration between Anthology Raise and Encompass:
- Encompass Integration - Create New Contact Member Message
- Encompass Integration - Create Updated Contact Member Message
- Encompass Integration - Fetch Gift Transactions
- Encompass Integration - Fetch Transactions for a Campaign
- Encompass Integration - Process Gift Transaction Messages
- Encompass Integration - Send Message to Encompass