To authenticate requests to Surveys API, generate an API key in your Surveys API dashboard and include it in the Authorization header as a Bearer token. Ensure the key has the socialplanner/post.write scope to perform the required actions.
Bloomerang Fundraising supports API key or OAuth-based authentication. Create credentials in the Bloomerang developer console and apply them to your requests, following Bloomerang’s recommended security practices.
POST /social-media-posting/:locationId/posts; PUT /social-media-posting/:locationId/posts/:id; DELETE /social-media-posting/:locationId/posts/:id; PATCH /social-media-posting/:locationId/posts/:id
Trigger: When a new survey is completed or a contact updates, create a social post draft.
Actions: POST to the social endpoint to create a post; specify locationId and content payload; optionally schedule the post.
Method Path: POST /social-media-posting/:locationId/posts
Key Fields: locationId, post content, scheduled time, postId
Trigger: Content changes or updated survey data require post edits
Actions: PUT /social-media-posting/:locationId/posts/:id and PATCH /social-media-posting/:locationId/posts/:id
Method Path: PUT /social-media-posting/:locationId/posts/:id; PATCH /social-media-posting/:locationId/posts/:id
Key Fields: locationId, id, content payload
Trigger: Campaigns end or posts become irrelevant
Actions: DELETE /social-media-posting/:locationId/posts/:id
Method Path: DELETE /social-media-posting/:locationId/posts/:id
Key Fields: locationId, id
Automate data flow and post publishing without writing code.
Improve campaign consistency with centralized triggers and mapping.
Easier onboarding with clear, visual workflows and dashboards.
This glossary defines API, endpoints, authentication, triggers, and data mapping concepts used throughout the integration guide between Surveys API and Bloomerang Fundraising.
Application Programming Interface: a defined set of rules that lets two apps talk to each other and exchange data.
OAuth is an open standard for authorization that lets apps access user data securely without sharing passwords.
A URL path in an API that performs an action or retrieves data.
A callback mechanism that notifies your apps about events in real time.
Trigger surveys after key donor milestones and push responses into Bloomerang to enrich donor profiles.
Coordinate surveys with emails and social posts to present cohesive campaigns and lift response rates.
Combine data from both tools to visualize donor journeys and measure impact.
Generate and securely store API keys for Surveys API and Bloomerang. Confirm scopes and permissions.
Map fields between systems and set up webhooks or polling to keep data fresh.
Run end-to-end tests, verify data integrity, and monitor for errors before going live.
No code setup is required for most common use cases; you can connect Surveys API to Bloomerang Fundraising using pre-built connectors and API keys. This lets you automate data flow and posting without writing custom software. For advanced scenarios, you can fine-tune field mappings, triggers, and schedules to fit your campaigns, all through configuration rather than code.
The integration supports API key authentication and OAuth-based flows depending on the capabilities of Surveys API and Bloomerang Fundraising. Ensure the required scopes are granted for posting, reading responses, and updating profiles. Follow security best practices: store credentials securely, rotate keys regularly, and limit access to production systems. Test credentials in a sandbox before going live.
The core endpoints involve creating, updating, and deleting social posts via the social-media-posting path. Specifically, POST, PUT, PATCH, and DELETE actions are used to manage posts in a location. This keeps your content synchronized across platforms. Other endpoints exist for authentication and health checks in your environment. Refer to the endpoint list in this guide to verify exact paths and required parameters.
Data mapping aligns fields such as donorId, survey responses, campaign IDs, and post content between Surveys API and Bloomerang Fundraising. Define a mapping schema that fits your data model, then apply it in your integration flow. Use a middleware layer or built-in mapping features to translate values, handle data types, and manage date formats. Validate mappings with test data before sending to production.
Yes. You can test the integration in a sandbox environment provided by both platforms. Create test donor records, responses, and posts to verify behavior without impacting real data. Review test results, adjust mappings or triggers as needed, and perform a final round of checks before going live.
Monitoring is essential. Enable error logging, retries, and a dashboard to track synchronization status between Surveys API and Bloomerang Fundraising. Set up alerts for failed calls or quota breaches. Regularly review logs to identify and fix issues quickly and keep data aligned.
API rate limits vary by plan and platform. Check the Surveys API and Bloomerang Fundraising documentation or your account settings for current quotas and any burst allowances. Design your integration with polite back-off strategies and batching where possible to avoid throttling while maintaining timely data flow.
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Complete Operations Catalog - 126 Actions & Triggers
