Map custom consent preferences to Neon CRM

Email consent that syncs automatically

For each donation, Fundraise Up sends the supporter’s email consent status to Neon CRM when the Email field is active in Data Privacy & Consent.

Fundraise Up updates the Email consent value as follows:

• If the supporter agrees to receive emails, Neon CRM receives Given.
• If the supporter does not agree to receive emails, Neon CRM receives Declined.

Consent preferences that do not sync automatically

Fundraise Up does not automatically sync these consent preferences to the built-in consent fields in Neon CRM:

• SMS consent.
• Phone consent.
• Postal mail consent.
• Custom consent options.

You also cannot map these consent preferences directly to the built-in consent fields through Mapping Rules.

Why do Custom Questions not appear in Mapping Rules?

Neon CRM provides separate tools for Custom Fields and Custom Questions. Fundraise Up detects Custom Fields for mapping but does not add Custom Questions to Mapping Rules.

If you create a Custom Question in Neon CRM, it does not appear as an available Neon CRM field in Fundraise Up.

Create Custom Fields in Neon CRM

To map additional consent preferences from Fundraise Up to Neon CRM:

1. In Neon CRM, click Settings, then open Global Settings.
2. Under Custom Fields, select Account.
3. Click New Custom Field.
4. Enter an Internal Field Name and Public Field Label.
5. Set Display Type to Text Input-Single Line.
6. Set Data Type to Text.
7. Create a field for each consent value that you want to store, such as SMS consent, phone consent, or postal mail consent.
8. Save the fields in Neon CRM.

After you create the fields, they become available in Mapping Rules in the Fundraise Up integration with Neon CRM.

Map consent values in Fundraise Up

After creating the Account-level Custom Fields in Neon CRM:

1. In Fundraise Up, go to Settings > Integrations.
2. Open the Neon CRM integration.
3. Open Mapping Rules.
4. Select the Fundraise Up consent value that you want to send.
5. Map the value to the corresponding Neon CRM Custom Field.
6. Save the mapping rule.

Use text fields for multiple consent values

Use Text Input-Single Line fields in Neon CRM for custom consent mapping.

Fundraise Up can send multiple consent selections as a single text string. For example, if a supporter selects SMS and phone consent, Fundraise Up may send this value:

1SMS, Phone

A single-line text field stores this value as 1 string. Checkbox fields may not accept this format, which can prevent the value from syncing.