Knowledge Base | Double the Donation

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Knowledge Base | Double the Donation

Features

Features

Learn more about the features available in 360MatchPro accounts, such as the Donations table, reporting, and account settings.

Donations Table

Updating the Status of a Donor

Understanding Insights

What do the different donor statuses mean?

Sorting and Filtering Donation Records

Understanding Individual records

Using CSV Download

Updating a Company Name

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Reporting

Email Statistics

Key Dashboard Metrics

Using Reporting Data

Company Leaderboard

Is there reporting that allows us to identify a specific donor who searched and found their company?

Breakdown by Status

Donor Event Feed

Do you have benchmark 360MatchPro data we can compare our organization to?

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Settings

Blocklist: Understanding Notes

Blocklist: How Records are Added

Inclusions and Exclusions

Custom Fields

Data Import: Triggering Outreach

Data Import: Updating existing donation records in bulk

Promise Creation

Data Import: Mapping Companies

Category Exclusions

What Occurs After Import

Blocklist: Phone Blocklist

How does Double the Donation handle timestamps on donation records?

Company - Specific Exclusions - Mark as Ineligible

Bulk Backup Download

Company - Specific Exclusions - Hide from Search

Restricting 360MatchPro Emails to Donors Located in Certain Countries

Customize Search Results and Functionality By Region (US, Canada, Western Europe, and Australia)

Recommended Approach: Company Exclusions

Understanding the Sample CSV File

Managing Matching Gift Programs Unique to Your Organization ("Custom" or "One-Off" Programs)

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360MatchPro Enterprise Functionality

Second Chance Submission Popup

Bulk Employer Appends

Parent/Child Accounts

Sending SMS automated outreach