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Send AI SMS Messages Using Conversr

Conversr by Kudosity uses AI to engage donors in personalized SMS conversations. Evergiving integrates with Conversr to send donor cohorts at specific times, triggering actions based on donor responses. These actions might include calling the donor instantly or scheduling a follow-up visit.

Steps to Configure the Integration

1. Configure an Export to Send Data to Conversr

  1. Create a New Export:
  2. In Evergiving, create a new export.

  3. Name the export, select the Type and Campaigns, and choose Output Type: Webhooks.

  4. Select Target:

  5. Under JSON POST (WEBHOOK), set Target to: Conversr - Add Contact to List.

  6. Enter API Key and Secret:

  7. Obtain your API Key and API Secret from Conversr by navigating to the 'API Settings' section of the Settings page at Conversr.

  8. Enter the API credentials in the export configuration.

  9. Set Filters and Schedule:

  10. Apply a Filter to determine which records will be sent.

  11. Configure the Export Schedule to specify when and how often the export should run.

  12. Configure the Schema:

  13. In the Schema section, click the clipboard button with an UP arrow (hover text: "Bulk import column header names from a CSV file").
  14. Drag and drop the CSV file with the required schema fields. Alternatively, manually configure the fields as shown below.

Manual Schema Configuration:

Field Description
list_id The campaign contact list ID in Conversr
msisdn The mobile number in e.164 format (without '+')
countrycode ISO country code (lowercase)
first_name Supporter's first name
last_name Supporter's last name
field_1 Pledge ID - used for return data (crm_id)
field_2 Lead import label - used for return data (source)
field_3-5 Campaign merge fields (ensure correct order)

Your export will run according to the schedule and send the filtered data to your campaign in Conversr. After the first export, send one test and create a response for the next step.

2. Configure Zapier to Return Data to Evergiving

You will need a paid Zapier account since this process uses Webhooks (a premium feature).

  1. Create a Zap:

  2. Set up a new Zap in Zapier with two steps:

    • Step 1: Catch Hook in Webhooks by Zapier.
    • Step 2: Create Lead in Evergiving.

  3. Copy the Webhook URL:

  4. After creating the Zap, Zapier will provide a Webhook URL (e.g., https://hooks.zapier.com/hooks/catch/{ID}/{ID}).

  5. Copy this URL and go to Conversr.

  6. Add Webhook to Conversr:

  7. In Conversr, paste the Webhook URL into the Add Webhook section of the campaign.

  8. Create an API Token in Evergiving:

  9. In Evergiving, go to Account > API Tokens to generate an API token.
  10. Copy the token for use in the Zapier setup.

Once configured, Conversr will automatically trigger responses and actions, and Zapier will push the data back to Evergiving for further processing.