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Work with Multiple Dotdigital Sub-Accounts

Learn how Donorfy supports organisations using multiple Dotdigital sub-accounts.

Cristina Gruita avatar
Written by Cristina Gruita
Updated over a week ago

Understanding Multiple Sub-Accounts

Many organisations use separate Dotdigital sub-accounts—for example:

  • One for fundraising communications.

  • One for retail/trading communications.

  • One for membership communications.

Donorfy’s Dotdigital integration supports this structure, with a few important considerations for configuration and user workflows.


Selecting Campaigns and Programs

When multiple Dotdigital sub-accounts are connected:

  • Donorfy users will see all available triggered campaigns (transactional emails) from all connected sub-accounts.

  • Users will also see all available programs (supporter journeys) from all connected sub-accounts.

In larger organisations, user training may be required to ensure staff select the correct campaign or program associated with the appropriate sub-account.


Mapping Donorfy Data to Multiple Sub-Accounts

Mapping rules can be applied flexibly across multiple Dotdigital sub-accounts.

When data fields share the same name

If all sub-accounts use an identical naming scheme for DataFields or Preferences:

  1. Create the mapping once.

  2. In the Accounts multi-select box, choose all sub-accounts that should receive the mapping.

This allows a single mapping configuration to update every selected Dotdigital sub-account.


When data fields differ between sub-accounts

If each sub-account uses different DataField names, you must:

  1. Create separate mappings for each sub-account.

  2. For each mapping, choose the corresponding Dotdigital DataField and select the relevant sub-account.

This ensures data syncs accurately even when naming conventions are inconsistent across sub-accounts.

⚠️Important: ​To access the Dotdigital integration you'll need to raise a support ticket.

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