iMIS 2017 Integration

Create a New Query

1. Navigate to RiSE > Intelligent Query Architect.
2. Choose an appropriate location (e.g., create a "Message2Give" folder).
3. Click New > Query to create a new IQA query.

Configure Columns

Configure your query with the following required columns:

• Contact Phone Number: To send communications to.
• Contact ID: Unique identifier for correlation.
• Additional columns as needed (names, emails, etc.).

Test & Save

1. Test your query to ensure it returns the expected results.
2. Save your query with a descriptive name (e.g., "Active Members for SMS").

Enable REST API Access

Navigate to the Security tab and check Available via the REST API to enable Message2Give integration access.

Note the Query Path: After saving, take note of the query path (e.g., $/Message2Give/Active-Members). You will need this later.

Example query paths:
$/Message2Give/Active-Members
$/Message2Give/Event-Attendees
$/Custom-Queries/SMS-Campaign-List

Create Message2Give Content Folder

1. Navigate to RiSE > Page Builder > Manage Content.
2. Create a new content folder by clicking New > Website Content Folder.
3. Configure settings:
   • Title: Message2Give
   • Folder name: Message2Give
4. Click Save to create the folder.

Create Message2Give App Page

1. Navigate into the new Message2Give folder.
2. Create new content by clicking New > Website Content.
3. Configure page settings:
   • Title: App
   • Publish file name: App
   • Layout: SingleColumn
4. Click Add Content to add content to this page.
5. Select Content HTML and click OK.
6. Set an appropriate title for the HTML content (e.g., "Message2Give Application Interface").
7. Click Show Editor or Show iMIS Editor to toggle to editor mode.
8. Paste the following HTML content into the text area editor:

<style>
  #YabbrFrame {
    display: block;
    border: none;
    height: 1000px !important;
    width: 100% !important;
  }
  #ctl01_ContentPanel {
    padding: 0px !important;
  }
</style>
<iframe name="Message2Give" id="YabbrFrame" allow="clipboard-write" src="https://integrations.app.message2give.com"></iframe>
<script>
document.getElementById('YabbrFrame').addEventListener('load', function () {
  // Each permission on a separate line in the array
  const permissions = [
    'read',
    'write',
    'delete'
  ];
  const iframe = this;

  // Post message to iframe
  iframe.contentWindow.postMessage(permissions, 'https://integrations.app.message2give.com');
});
</script>

9. Click OK to save the HTML content.

Configure Security

1. Click on the Properties tab in the content editor.
2. Check Content requires user to log in.
3. Click Save & Publish to save and deploy the page.
4. Wait a moment and refresh the page to ensure the newly added website content is deployed.

Add to Site Navigation

Now that the Message2Give app page is created, add it to your site navigation to make it accessible to users.

1. Navigate to RiSE > Site Builder > Manage Sitemaps.
2. Click New > Website Navigation Item.
3. Configure the navigation item:
   • Link Text: Message2Give
   • Content/URL: @/Message2Give/App
4. Click Save to create the navigation item.
5. Click Publish and then OK in the confirmation dialog.
6. Close the dialog and refresh the page.

Welcome Screen

Click Get Started.

API Key Configuration

1. Paste your Message2Give API key into the provided field (see Get Started).
2. Click Next.

iMIS Admin Credentials

1. Enter the iMIS Username and Password (account with IQA permissions).
2. Click Next.

Data Sources Configuration

Add the IQA queries created in Step 1 as data sources for your Message2Give campaigns. You can configure parameters for your IQAs, allowing for dynamic data retrieval.

1. Click Add Data Source or Add New to open the configuration dialog.

2. Enter Friendly Name (e.g., "Event Attendees") and IQA Path (e.g., $/Message2Give/Event-Attendees).

3. Click Load Parameters to retrieve parameters defined in your IQA. For each detected parameter, select the appropriate input type:

   • Text / Date / DateTime: Standard input fields for filtering.

   • Select (Dropdown): Use this to restrict users to a predefined set of values defined by another IQA.

     Select Options IQA Requirements

     • Requires an Options IQA Path that returns Value and Label columns.
     • The options IQA should not have any required parameters.
     • Click Fetch Options to validate.

4. Click Add to save the data source.

Repeat this process for each IQA query you want to use as a data source.

Complete Setup

Once all data sources have been configured, you can complete the setup process.

1. Click Finish to complete the initial setup.
2. Your integration is ready!