TR/FB Integration change

Karen Cincotti

Need more information on this change -

1. Once we make the change and add the new Facebook connection does it start instantly or does that just mean I am ready for when the change occurs at the end of June? It says after I do the connection that “Your integration is now ready to support Facebook's new requirements.” But does that mean I am ready or that it will start happening right away. Because the email said “At the end of June 2023 donations will be processed through Meta.” If it is immediate I need to time it based on payouts, Ride month, online promotions, etc. Our big event is June 24 so this of course is right when everything is happening. If it happens immediately then I will also need to prep the team and start looking at reports, donations, etc.
2. What info will come over from Facebook/Meta to Luminate. It used to be with a devnull email and on the honor roll it said Facebook donations. What will happen now? I don’t see that in the FAQs.

If anyone has any additional information that would be great. I also sent these questions to my rep because I could not find it in their help/faq links.

Thanks, Karen

Crystal Bruce

@Karen Cincotti Hi! Did you hear back from your rep? I'd love if you responded to your post with their answers if you did, in case another member has similar questions.

Karen Cincotti

@Crystal Bruce
Yes and no.

He did say this relating to #1 - “The change that you make will only establish the link Facebook to Luminate- you didn’t turn anything on. Meta is making the changes before the end of June (however he has no date).”

Re #2 - He just sent me back to the FAQs. In which I replied - I read all this and know we will get “constituent, donation and refund data” but if the donor does not share email address I was wondering how that would now look – will it continue to be this devnull email or no email and will they be marked as do not email, and was also wondering how things will look on the fundraiser’s honor roll. If “they” do not have more info I guess we will just have to find out when they turn on. I am not really worried about the reporting but more the day to day ops and what participants will see.

In case you have not noticed there is an active alert on their status page about getting the token for the integration.

Jeremy Reynolds

@Karen Cincotti
There's a permissions error on Meta's end that is narfing the token for some folks. If you got a success message, I don't think it'll apply to your org.

In theory here, ops won't see a whole lot of change after the transition. What we know:

• Fundraiser Experience: No change whatsoever.
  • I guess that their Facebook Fundraising page won't say things like “Donations made to this fundraiser will be paid directly to the nonprofit through their payment processor” anymore, but who ever paid attention to that, anyway?
• Donor Experience: Facebook now handles all payment/refund requests. Exact same experience as when they gave to fundraisers that weren't created via LO (e.g. “you should make a birthday fundraiser for your favorite charity” prompts on Facebook).
• Gift Data: Only change is the payment type is now called “Meta Pay” instead of Discover.
  • NXT connection: No change, other than maybe the payment method label in your Raiser's Edge gift record saying “Meta Pay” instead of “Discover.”
  • Report Writer: Minimal impact, since you were probably using “Facebook payment ID" for any filters on existing reports.
• Cashflow/Payouts: No more split between LO fundraisers immediate flowing through BBMS and FB-native fundraisers getting sent to us whenever Meta pays out. Now 100% of donations come the Meta way.
• DevOps: Facebook Nonprofit Manager admin reports were already listing both API and native transactions, so shouldn't make much difference. Maybe double check that labels didn't change in your Source Name and Payment Processor columns.
• Customer Service: See donor experience above…all refund requests now go through Facebook, same as non-LO-created fundraisers.

Now, I could be wrong about any of those details, but that's my current understanding and I'm pretty confident in it. Only things I don't know for sure yet:

• Will the “refund” link on FB gift records disappear? My guess is yes, since FB is now doing all of those. It's not impossible, though.
• Will the devnull email still be in place if FB donors don't share? My guess is yes.

Tanna Lewis

@Jeremy Reynolds Thank you so much for sharing these details, my friend! Have you seen if these look any different at all in the Meta Transaction Reports from the normal Facebook Fundraiser gifts? My concern is that we'd normally import gifts to the TR which were made through a non-integrated Facebook Fundraiser, but if we can't easily tell in Meta's report which came through the TR integration vs. non-integrated, we'd be at risk of double-counting without a cumbersome process to try to differentiate them. Is that how it's looking?

Karen Cincotti

@Jeremy Reynolds
Thanks for the info Jeremy! Definitely glad to see that Discover becomes Meta Pay. I guess we will see about your unknowns and how it really works when they turn it on.

Karen Cincotti

@Tanna Lewis
I “think” the difference will be the source type/name - “fundraiser” for birthdays and non-integrated fundraisers, and the then “fundraiser_api” for integrated. In theory you should be able to sort and separate to reconcile.

Jeremy Reynolds

@Tanna Lewis
Faucet hasn't been turned on for us yet, but I fully expect it'll be the same from a Meta reporting perspective.

If that's the case, my guess is that Meta reports' “Payment Processor” column becomes useless but “Fundraiser Type” still says "API Integrated Fundraiser" for participant center-initiated fundraisers.

Only real question mark was how quickly Meta was going to report refunds back through the API. BlackBaud was working with them really closely to find that solution, and last I knew it was figured out so it'd be realtime along with everything else. For real, kudos to their team (as well as Meta's) for making things as seamless as possible.