What is Virtuous CRM?

Virtuous CRM is a comprehensive customer relationship management system designed to help nonprofits build better donor relationships, manage fundraising campaigns, and streamline operations. By providing tools for donor engagement, data management, and marketing automation, Virtuous CRM enables organizations to maximize their impact and create more meaningful connections with their supporters.

Uses for ID Verification in Virtuous CRM

Integrating ID verification into Virtuous CRM can greatly enhance the security and efficiency of your nonprofit’s operations. Some possible use cases for ID checks include:

• New Donor Verification: Verify the identity of new donors during the registration process to ensure the information provided is accurate.
• Event Registration: Use ID verification to confirm the identity of attendees signing up for events, ensuring a smooth and secure check-in process.
• Payment Processing: Authenticate donors’ identities before processing large donations to prevent fraudulent transactions.
• User Access Control: Verify the identity of team members accessing sensitive donor data within the CRM.

Setting Up IdentityCheck with Virtuous CRM Using Zapier

Integrating IdentityCheck with Virtuous CRM via Zapier is a straightforward process. Follow these steps to get started:

1. Create Accounts: Ensure you have active accounts with IdentityCheck, Virtuous CRM, and Zapier.
2. Login to Zapier: Navigate to Zapier and log in with your credentials.
3. Create a New Zap: Click on the “Make a Zap!” button to start creating a new Zap.
4. Select Trigger App: Choose Virtuous CRM as your trigger app and select the trigger event relevant to your ID verification needs (e.g., New Donor, Event Registration).
5. Connect Virtuous CRM: Follow the prompts to connect your Virtuous CRM account to Zapier.
6. Add Action App: Choose IdentityCheck as your action app and select the action event, such as “Verify ID.”
7. Connect IdentityCheck: Connect your IdentityCheck account by entering the necessary API credentials.
8. Map Fields: Map the required fields between Virtuous CRM and IdentityCheck to ensure accurate data transfer.
9. Test the Zap: Perform a test run to check if the integration is working correctly.
10. Turn on the Zap: Once everything is set, turn on the Zap to enable automatic ID verification workflows.

How to Use IdentityCheck with Virtuous CRM

After setting up the integration, using IdentityCheck with Virtuous CRM is seamless. Here are the steps for different ID verification scenarios:

New Donor Verification

1. When a new donor registers via your website or form integrated with Virtuous CRM, the information is automatically sent to IdentityCheck for verification.
2. IdentityCheck processes the donor’s details and verifies their identity.
3. Verification results are returned to Virtuous CRM, and the donor profile is updated accordingly.

Event Registration

1. An individual registers for an event through a form connected to Virtuous CRM.
2. The registrant’s information is forwarded to IdentityCheck for ID verification before finalizing the registration.
3. IdentityCheck verifies the data and shares the results with Virtuous CRM.
4. You receive a notification of the successful verification, allowing you to confirm the attendee’s registration.

Payment Processing

1. When a donor initiates a large donation, Virtuous CRM triggers an ID check using the IdentityCheck integration.
2. IdentityCheck verifies the donor’s identity to ensure the transaction is genuine.
3. Upon successful verification, Virtuous CRM proceeds with processing the donation.

Conclusion

Integrating IdentityCheck with Virtuous CRM through Zapier provides an efficient and secure way to handle ID verification for various use cases. By following the setup and usage instructions, nonprofits can enhance their donor management processes, ensure data security, and foster greater trust among their supporters.