This article walks through how Double the Donation can integrate with both Allegiance and ACD Direct to ensure complete matching gift coverage.
ACD Direct - Allegiance - Double the Donation Matching FAQs
Overview
Double the Donation Matching integrates seamlessly with both Allegiance and ACD Direct. Using simple data flow technology, fundraisers using the Allegiance platform and ACD Direct SimplePledge forms can access fundraising insights across their platforms.
How it Works
The ACD and Allegiance integrations allow you to seamlessly identify match-eligible donors from your donation forms and automatically pass gifts into Double the Donation Matching. Then, the matching module automation gets to work, providing the right matching gift next steps to donors to help them drive their matching gift requests to completion.
Double the Donation Matching Exclusion Rules
When integrating two platforms (like Allegiance and ACD) to Double the Donation Matching, you should ensure that you review our "Managing Multiple Integrations" article, and that you have our default exclusion rules setup to stop duplicate donation records from flowing in to the matching module. This exclusion rule prevents donation records that contain the same email address and donation amount within your desired period of days from being imported into Double the Donation Matching:
In addition to our standard exclusion rules, you can also set custom exclusion rules within the matching module. This dynamic feature allows you to prevent your desired exclusions from being imported into Double the Donation Matching.
If you are using multiple integrations, such as a CRM and a donation form, each platform that records donation data might send slightly different amounts to Double the Donation Matching. For example, one system might include a processing fee in the total donation amount, while the other system removes all fees and just stores the donation portion of the charge as the total amount. In these cases, we highly recommend using the additional filter to exclude records with the same email address and donation amounts within 20% of each other. The 20% buffer is calculated to catch most of these discrepancies based on industry averages for processing fees, platform fees, transaction fees, etc.
Create custom exclusion rules to exclude records within 20% donation amounts of each other.
Features
This 3-way data sync allows you to have greater access to donor employment information. When a donor enter their company name into ACD SimplePledge forms or uses a corporate email address to donate, their company name will appear in their Allegiance record and within your matching module account. This update requires the Allegiance version (WebMSI > 17.2.623 and MSI > 17.2.178).
Getting Started
To get started, review the steps in the "Managing Multiple Integrations" guide to set up your exclusion rules and ensure your account doesn't product duplicate records. Then, follow the step-by-step integration guides to connect your matching module account to your ACD Direct and Allegiance accounts.
1. Managing multiple integrations
2. Allegiance Integration Guide
3. ACD Direct Integration Guide
ACD Direct - Allegiance - Double the Donation Matching FAQs
Q: I don't have a Double the Donation Matching account. How do I get one?
A: Visit https://doublethedonation.com/demo-request/ to request a demo! Make sure you mention that you use ACD + Allegiance in your demo request form.
Q: Why should I integrate both ACD Direct and Allegiance with my Double the Donation Matching account?
A: Integrating all of your available fundraising platforms with Double the Donation Matching ensures no matching gift record falls through the cracks. By utilizing multiple integrations, your organization can ensure matching gift outreach is conducted for every relevant donation along with actionable insights recorded for each of your match-eligible supporters.
Q: How do I access my API keys?
A: Login to your matching module portal https://doublethedonation.com/members/login/ Navigate to "Settings" and then "API Keys". If you do not see your API keys available, you might not have the account tier necessary for this functionality. To get started with a different account tier, visit https://doublethedonation.com/demo-request/.
A: The ACD Direct and Allegiance integrations allow you to seamlessly add Double the Donation Matching gift search functionality to your donation forms and automatically pass donation records into the matching module. Then Double the Donation Matching gift marketing automation goes to work providing the right matching gift forms, guidelines, instructions, and next steps to your donors to help you drive revenue.
Q: Will matching gift information flow back into either of these platforms?
A: When the caller types the donor's company into the SimplePledge forms or uses a corporate email address, the company name will appear in the Allegiance record and in Double the Donation Matching. This update requires clients to have the right Allegiance version (WebMSI > 17.2.623 and MSI > 17.2.178), with no additional configuration necessary within ACD Direct or Allegiance.
A: ACD Direct, Allegiance and Double the Donation Matching are designed to work together - so you can easily prevent duplicates with a couple of clicks. By setting a limit for duplicate donations within your matching module settings, you can ensure clean data within your matching module account.