This article walks through how Double the Donation can integrate with both Click & Pledge and Salesforce.
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.
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, follow the step-by-step integration guides to connect your 360MatchPro account to your Salesforce and Click & Pledge accounts. Then, make sure to check out our resource on managing multiple integrations to ensure your account doesn't produce duplicate records.
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.