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Does Double the Donation integrate with Blackbaud's Luminate Online?

This article walks through Double the Donation's integration with Blackbaud's Luminate Online.

Step-by-Step: Integrate Double the Donation Matching into Luminate OnlineClick 

Blackbaud Luminate Online - Double the Donation FAQs

Step-by-Step: Integrate Double the Donation Matching into Luminate Online

Phase 1: Create the custom field

Step 1 — Open Donation Form Management

In Luminate Online:

  1. Navigate to Donation Management

  2. Select Create a Donation Form or open an existing form

  3. Click DesignEdit Donation Form

 

Step 2 — Add a New Field

  1. Go to Configure Donation Levels

  2. Click New to add a field

 

Step 3 — Configure the Field

  1. Create a new field and name it exactly as follows: Double the Donation Company ID

  2. Select the newly created field (Double the Donation Company ID) and move it to the right-hand column by clicking Add.

  3. Click Save Order and Edit Selected.

  4. Uncheck the following options:

    1. Yes, this field is visible

    2. Yes, this field is visible in the transaction summary

  5. Click Finish.

This process adds a hidden field to the page, which is used behind the scenes to capture and store the company information that users search for—without displaying it to donors.

Phase 2: Determining the value of the custom field

Step 4 — Locate the Custom String

  1. Navigate to Design Donor Screens

  2. Click Edit on the Thank You Page

  3. Open the Plain Text Editor

  4. Click the first dropdown and select Other.

  5. Insert Donation Custom Fields → Double_the_Donation_Company_ID

  6. Copy the resulting string formatted like: [[S120:dc:custom:custom_stringXXX]]
  7. Exit out of the field without saving; you only need to save [[S120:dc:custom:custom_stringXXX]] to your clipboard for the next phase of this integration.

Phase 3: Set up Double the Donation code snippets in Luminate Pages

You will need to set up two different reusable code snippets to use on multiple forms. Create the following two Luminate Reusable Pages (one for the donation form and one for the confirmation page) with the corresponding code:

Streamlined search tool: reus_360matchpro_donation_widget

Confirmation page plugin: reus_360matchpro_confirmation_page

 

This name will align with the code blocks available within your Double the Donation Matching account.  The steps to add each reusable page are illustrated below.

Step 5 — Create the Donation Widget Page

  1. Navigate to Fundraising → PageBuilder

  2. Click Create a New Page

  3. Name it: reus_360matchpro_donation_widget

  4. Check This is a reusable page

  5. Click Next

  6. Set the Version Name to “Double the Donation - current date, v1" →

  7. Click Publish Now.

  8. Click Edit Content.

  9. Click Double Arrow button → Select the HTML Content.

  10. Click Plain Text.

 

Step 6 — Paste the Streamlined Search Code

In Double the Donation Matching:

  • Go to Settings → API Keys → Embed Codes for Setup

  • Select Luminate Online / Convio

  • Copy the streamlined search tool code

  • Paste it into the Plain Text Editor of the reusable page and click Save.

 

Step 7 — Create the Confirmation Widget Page

Repeat the steps above to create:

  • Page name: reus_360matchpro_confirmation_page

  • Paste the confirmation-page widget code

  • Replace the placeholder with the copied custom string value

  • Click Save

These two reusable pages can now be added to your donation forms and confirmation/Thank You pages by following Phases 4 and 5 below.

Phase 4: Adding a streamlined company search on the donation form

Step 8 — Place the Widget

  1. Edit your donation form

  2. Move Double the Donation Company ID to the right column Click Save Order and Edit Selected → Uncheck the box next to Yes, this field is visible.

  3. Add an HTML Caption field

  4. Select reusable page: reus_360matchpro_donation_widget

  5. Place it in the billing section

 

Result

Phase 5: Embedding the matching gift widget on the confirmation page (Thank You Page)

Step 9 — Embed the Confirmation Widget

  1. Navigate to Design Donor Screens → Thank You Page → Edit

  2. Open Plain Text Editor

  3. Insert reusable page: reus_360matchpro_confirmation_page

  4. Click Save

    DocsDisplay-Dec-15-2023-02-56-23-1659-PM

 

Test & Validate

After publishing:

Blackbaud Luminate Online - Double the Donation FAQs

Q: I don't have a Double the Donation Matching account. How do I get one? 

A: Visit the Double the Donation demo request page to schedule a demo. Mention that you use DBlackbaud Luminate Online in your demo request form.

 

Q: I integrate with Luminate and Blackbaud RE-NXT CRM. How can I prevent Luminate donations from being duplicated in Double the Donation Matching?

A: You can set a custom filter so only non-Luminate records are imported from RE-NXT. Following the instructions here, set a filter for “Gift: Luminate Online Gift ID (custom field)” which is missing. The following filter should then be visible in your matching module under Integrations → Manage:

 

Q: Will corporate donations be registered with Double the Donation Matching

A: No. If you happen to see recent corporate donations in your Double the Donation Matching, make sure that you are using the most recent version of our embed code  (To find this, navigate to Settings select API Keys, then navigate to Embed Codes for Setup from within your matching module). 

 

Q: Where else can I embed Double the Donation's plugin?

A: We recommend creating a dedicated matching gift page on your website. This page will help all website visitors, not just those on your donation form, understand matching gift programs and easily find their company’s matching gift guidelines and forms.

 

To embed the matching gift search tool, locate your embed code from your matching module. Full instructions are available here.

 

Q: Where can I learn more about the Double the Donation Matching and Blackbaud Luminate Online integration?

A: Navigate to our partner landing page to learn how Double the Donation Matching and Blackbaud can increase your matching gift revenue!