This article walks through how Double the Donation can integrate with both Click & Pledge and Salesforce to ensure complete matching gift coverage.
Salesforce - Click & Pledge - 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 this partner platform. Not a 360MatchPro client? Schedule a demo at https://360matchpro.com/demo-request/.
Overview
360MatchPro integrates with many fundraising platforms, including Click & Pledge and Salesforce. Because the Click & Pledge platform is built on Salesforce, many fundraisers who use Click & Pledge also utilize other Salesforce features. Fortunately, each of these platforms works seamlessly with 360MatchPro, so that you can drive matching gift revenue in a simple, automated way.
How it Works
The Click & Pledge and Salesforce 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 Click & Pledge 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: 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.
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 Click & Pledge, 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:
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 Click & Pledge donation forms. The integration can then pull valuable matching gift information back into your Salesforce account for simple data tracking. 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.
These integrations also provide settings to avoid duplicate tracking and outreach, meaning your donors will not receive multiple matching gift messages even if you track transaction information from your donation forms and CRM.
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 Click & Pledge and Salesforce accounts.
Salesforce - Click & Pledge - 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 Click & Pledge + Salesforce in your demo request form.
Q: Why should I integrate both my donation forms and CRM 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/.
A: The Click & Pledge and Salesforce 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: At this time, matching gift information can be accessed in both Click & Pledge and Salesforce.
A: Click & Pledge, Salesforce 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.
Q: What types of gifts flow from Salesforce CRM into 360MatchPro?