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Integrations

Double the Donation Matching Integration Guides

Can Double the Donation Matching integrate with Blackbaud RE NXT CRM and Donation Forms?

This article walks through how Double the Donation integrates with both Blackbaud RE NXT CRM and Donation Forms to ensure complete matching gift coverage.

Blackbaud RE NXT CRM - Donation Forms - Double the Donation Matching FAQs

Double the Donation 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 Double the Donation account to activate the matching gift functionality within this partner platform. Not a Double the Donation client? Schedule a demo at https://doublethedonation.com/demo-request/.

Overview

Double the Donation Matching integrates seamlessly with Blackbaud's RE NXT CRM and Donation Forms, ensuring that no matching gift revenue is missed. This integration helps organizations identify match-eligible donors and automatically triggers the matching gift process.

Key Benefits of the Integration:

Automated Matching Gift Processing: Match-eligible donors are identified and automatically directed to submit their matching gift requests.
Data Synchronization: Offline donations from the CRM flow into the Double the Donation Matching module, ensuring comprehensive tracking.
Seamless User Experience: Donors receive tailored matching gift messaging directly through their donation process.

How It Works

When the Blackbaud RE NXT CRM is integrated with Double the Donation, donation records flow seamlessly into the matching module. This allows automated matching gift messaging to be sent to donors based on their status.

Steps:

Donation Form Integration: Donors fill out the donation form, and if they are match-eligible, the Double the Donation Matching tool helps them submit their matching gift request directly from the confirmation page.
CRM Integration: Offline donations from RE NXT CRM are automatically passed into Double the Donation Matching. The matching module then activates the correct follow-up email streams and tracks matching gift progress.

Double the Donation Matching Exclusion Rules

This section explains how to manage exclusion rules when integrating donation forms and CRMs (like Blackbaud RE NXT) with Double the Donation Matching to prevent duplicate donation records from entering the matching module.

Exclusion Rules Overview

When integrating Double the Donation Matching with your donation form and CRM, it’s essential to review the "Managing Multiple Integrations" article to ensure your exclusion rules are set up correctly. These rules help prevent default exclusion rules from being imported into the matching module.

Duplicate Donation Exclusion Rule:

The default exclusion rule prevents records with the same email address and donation amount from being imported if they occur within a specified period. This ensures that duplicates do not create discrepancies in your matching gift process.

Action: Enable the duplicate donations exclusion rule to stop duplicate records from flowing into the system.

Custom Exclusion Rules:

In addition to the default exclusions, you can create custom exclusion rules based on your specific needs. These rules allow you to filter out donation records that should not be imported.

Use Case Example:

If two systems (CRM and donation form) record donation amounts differently, you can set an exclusion rule to filter out records where the amounts are within 20% of each other. This accounts for discrepancies due to processing fees, platform fees, or transaction fees.
20% Buffer: This buffer helps catch discrepancies based on industry averages, ensuring accurate donation records.

Create custom exclusion rules to exclude records within 20% donation amounts of each other.

Blackbaud RE NXT: Custom Filters

When you activate the Blackbaud RE NXT integration, you can further refine the data flow by utilizing the "Custom Filters" feature. This ensures that the correct data from your CRM flows into Double the Donation Matching.

Utilize custom filters to ensure you capture the correct information within your matching module account.

How to Use Custom Filters:

Select the Desired Object: Choose the data object you want to filter.
Choose Values: Pick the specific values to include in the matching module dataflow.

For example, if you want to capture all offline gifts from your CRM, you can configure the filter to import those donations.

Data Flow Across Platforms

Once your exclusion rules and custom filters are set up, your online donations will flow from the donation form, and offline transactions will flow from the CRM into the Double the Donation Matching module. This integration ensures that matching gift messaging is automated, and the matching gift process runs smoothly.

See how the data flows across platforms below:

Using this data, Double the Donation Matching can automate matching gift messaging and help to drive matching gift requests to completion.

Features of the Integration

Double the Donation’s integration with Blackbaud RE NXT provides several key features that help organizations streamline the matching gift process:

1. Match Eligibility Identification:

Identify match-eligible donors directly through the donation form.
Automatically pass all offline gifts from your CRM into the matching gift module.

2. Exclusion Rules:

Set up exclusion rules to prevent duplicate donations from entering the matching module.
Use custom filters to capture the correct data when using multiple platforms.

Getting Started

To get started with integrating Blackbaud RE NXT CRM and Donation Forms with Double the Donation, follow these steps:

Set Up Your Matching Module Account: Complete the setup of your Double the Donation Matching account.
Follow the Blackbaud Integration Guide: Use the integration guide to link your RE NXT CRM and Donation Forms with the Double the Donation platform.
Check Exclusion Settings: Make sure your exclusion rules are set up correctly to prevent duplicate records.

Resources:

FAQs:

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

A: Visit this demo request page to request a demo. Make sure to mention that you use RE NXT in your demo request form.

Q: Why should I integrate both my CRM and donation form with my Double the Donation Matching account?

A: Integrating both ensures that no matching gift record is missed. It allows you to capture matching gift opportunities from both online and offline donations, maximizing your matching gift revenue.

Q: How do I find my API keys for integration?

A: Log in to your Double the Donation matching module at this link and navigate to Settings > API Keys to access your keys. If you do not see them, you may need to upgrade your account. To get started with a different account tier, visit https://doublethedonation.com/demo-request/.

Q: Will matching gift information flow back into either of these platforms?
A: At this time, matching gift information can flow back into RE NXT.

Double the Donation Matching will send Company Match information back to RE NXT in two places: The Organization constituent record (Company record) and the Gift Record.

Organization constituent record (Company record): The DTD plugin appears within an add-in tile in your organization constituent records. The Double the Donation search tool pulls the user-inputted freeform text from the “Org Name” field. The plugin presents standardized company name choices from the DTD database. You must select the right company name to view the matching gift policy details.

Q: How do you avoid duplicate records from flowing in from both the donation form and CRM?
A: RE NXT donation forms and the CRM are designed to work with Double the Donation Matching- 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.

Q: What types of gifts flow from RE NXT CRM into Double the Donation Matching?

A: The Blackbaud integration processes gift types that are categorized as "Donation", "Recurring Gift Payment", and "Pledge Payment" under the Raiser's Edge NXT section on this page.