This article walks through how Double the Donation can integrate with both Blackbaud RE NXT CRM and Donation Forms to ensure complete matching gift coverage.
Overview
Double the Donation Matching integrates with a variety of donation tools, allowing its features to work seamlessly with RE NXT donation forms and its CRM. Organizations using both RE NXT products often choose to integrate them each with the matching module, ensuring no matching gift revenue falls through the cracks.
How it Works
The Blackbaud RE NXT integration allows you to seamlessly identify match-eligible donors from your donation forms and automatically pass all offline gifts from your CRM 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 a donation form and CRM (like RE NXT) 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:
Enable the duplicate donations exclusion rule to prevent duplicate donations from flowing into Double the Donation Matching.
In addition to our standard exclusion rules, you can also set custom exclusion rules within Double the Donation Matching. This dynamic feature allows you to prevent your desired exclusions from being imported into the matching module.
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.
Blackbaud RE NXT: Custom Filters
Upon activating the Blackbaud RE NXT integration, you can also utilize the "Custom Filters" step to ensure your desired data flows from your CRM into Double the Donation Matching:
Utilize custom filters to ensure you capture the correct information within your matching module account.
From this setting, you may select your desired object and choose values to include in your matching module dataflow. Many organizations utilize this feature to ensure that the gifts that will not be captured by their donation forms are indeed captured through their CRM Integration.
For example, if you want to ensure you import all CRM donations with the transaction source of offline gift, you could configure that in this step.
Once your exclusion rules are setup, you can integrate your fundraising tools so that data may begin flowing into your matching module account. Your online donations will flow from your form, and your other offline transactions will flow from your CRM. Navigate to the "Getting Started" section of this article to see your platform-specific integration guides.
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
When using Double the Donation Matching on RE NXT donation forms, fundraisers can identify match-eligible donors during the donation process, and then provide them with a direct link to their matching gift request form on the RE NXT donation confirmation page. Double the Donation Matching then gets to work to automate tailored, customizable matching gift outreach while tagging and tracking valuable insights.
Transaction information from RE NXT CRM also flows directly into the matching module, triggering automated email streams. The CRM integration component allows you to access valuable matching gift information from within your RE NXT account.
Getting Started
To get started, simply set up your matching module account, then follow the Blackbaud integration guide to hook up your CRM and donation forms. Make sure to check out our resource on managing multiple integrations to ensure your account doesn't produce duplicate records.
Blackbaud RE NXT CRM - Donation Forms - 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 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 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: I'm an existing Double the Donation Matching client. Where do I find my credentials?
A: At this time, matching gift information can flow back into RE NXT.
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?