Can Double the Donation Matching integrate with Classy and Salesforce?

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

Overview

Double the Donation Matching integrates seamlessly with both Classy and Salesforce. Many fundraisers take advantage of these three platforms to ensure no matching gift revenue falls through the cracks.

How it Works

The Classy and Salesforce integrations allow you to seamlessly identify match-eligible donors from your Classy 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 Classy and Salesforce) 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.

Salesforce and Classy: Custom Filters

Upon activating the Salesforce integration, you can also utilize "Inclusions and Exclusions" 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.

Similarly, you can use this setting to exclude donations that you do not wish to import into Double the Donation Matching.

For the Classy integration: most Double the Donation Matching users will utilize only the Salesforce and the matching module filters to get up and running with Double the Donation Matching. If you're a Double the Donation Matching Enterprise client utilizing the Classy promise creation functionality, then you may require extra setup/customization steps. Please ask your onboarding representative if you qualify for the Classy promise creation functionality.

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 donation form donations will flow from Classy, and your other offline transactions will flow from Salesforce. 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

Double the Donation Matching works to identify match-eligible donors and drive their matching gift requests to completion for gifts that are entered in either or both your Salesforce CRM or Classy donation forms. The integration can then pull valuable matching gift information back into both the Salesforce and Classy platforms. This means that no matter which platforms register your donations, you can rest assured that the matching module will tag and track match-eligible donors to submit their matching gift requests. 

Getting Started

Classy - Salesforce - Double the Donation Matching FAQs