Can 360MatchPro integrate with Allegiance and ACD Direct?

This article walks through how Double the Donation can integrate with both Allegiance and ACD Direct to ensure complete matching gift coverage.

DTDACDAllegiance - Integration Graphic

Overview

How it Works

Features

Getting Started

ACD Direct - Allegiance - 360MatchPro FAQs

 

360MatchPro is the industry-leading matching gifts automation solution for nonprofits and educational institutions to identify more matching gift revenue opportunities and drive more matches to completion. You’ll need a 360MatchPro account to activate the matching gift functionality within these partner platforms. Not a 360MatchPro client? Schedule a demo at https://360matchpro.com/demo-request/.

Overview

Double the Donation's 360MatchPro integrates seamlessly with both Allegiance and ACD Direct. Using simple data flow technology, fundraisers using the Allegiance CRM 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 all offline gifts from your CRM into 360MatchPro. Then, 360MatchPro's automation gets to work, providing the right matching gift next steps to donors to help them drive their matching gift requests to completion.

360MatchPro Exclusion Rules

When integrating a donation form and CRM (like Allegiance and ACD) to 360MatchPro, 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 360MatchPro. 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 360MatchPro:

 

Duplicate donation settings screenshot

Enable the duplicate donations exclusion rule to prevent duplicate donations from flowing into 360MatchPro.

In addition to our standard exclusion rules, you can also set custom exclusion rules within 360MatchPro. This dynamic feature allows you to prevent your desired exclusions from being imported into 360MatchPro.

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 360MatchPro. 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.

Custom exclusion rule screenshotCreate custom exclusion rules to exclude records within 20% donation amounts of each other.

Once your exclusion rules are setup, you can integrate your fundraising tools so that data may begin flowing into your 360MatchPro account. Navigate to the "Getting Started" section of this article to see your platform-specific integration guides.



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 360MatchPro 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 360MatchPro account to your ACD Direct and Allegiance accounts.

1. Managing multiple integrations

2. Allegiance Integration Guide 

3.  ACD Direct Integration Guide

ACD Direct - Allegiance - 360MatchPro FAQs

Q: I don't have a 360MatchPro account. How do I get one?

A: Visit https://360matchpro.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 360MatchPro account? 

A: Integrating all of your available fundraising platforms with 360MatchPro 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 360MatchPro portal at 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://360matchpro.com/demo-request/.

 

Q: How does 360MatchPro integrate with ACD Direct and Allegiance?
A: The ACD Direct and Allegiance integrations allow you to seamlessly add 360MatchPro’s matching gift search functionality to your donation forms and automatically pass all donations records from your CRM into 360MatchPro. Then 360MatchPro’s 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 360MatchPro. 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.
The company name of match-eligible donors is also associated with individual transaction records within ACD Direct Call Scripts (SimplePledge).
 
Q: How do you avoid duplicate records from flowing in from both ACD Direct and Allegiance?
A: ACD Direct, Allegiance and 360MatchPro 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 360MatchPro settings, you can ensure clean data within your 360MatchPro account.