Can 360MatchPro 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's 360MatchPro 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 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 Classy and Salesforce) 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:

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.

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 360MatchPro.

Utilize custom filters to ensure you capture the correct information within your 360MatchPro account.

From this setting, you may select your desired object and choose values to include in your 360MatchPro 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 360MatchPro.

For the Classy integration: most 360MatchPro users will utilize only the Salesforce and 360MatchPro filters to get up and running with 360MatchPro. If you're a 360MatchPro 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 360MatchPro 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, 360MatchPro can automate matching gift messaging and help to drive matching gift requests to completion.

Features

360MatchPro 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 360MatchPro will tag and track match-eligible donors to submit their matching gift requests. 

Getting Started

Classy - Salesforce - 360MatchPro FAQs