This article walks through how Double the Donation can integrate with both Fundraise Up and Salesforce.
Fundraise Up - Salesforce - 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 standard or enterprise 360MatchPro account to activate the matching gift functionality within these partner platforms. Not a 360MatchPro client or interested in upgrading your product tier? Schedule a demo at https://360matchpro.com/demo-request/.
Overview
360MatchPro has the capability to integrate with many platforms, including Fundraise Up and Salesforce. Using these three platforms, your organization can maximize matching gift revenue and account for all matching gift possibilities. These seamless integrations are used by many fundraisers to double donations with 360MatchPro.
Features
Using these three platforms, your organization can identify match-eligible donors and present them with tailored matching gift information no matter if their gifts are made online through Fundraise Up or recorded in your Salesforce account.
360MatchPro integrates seamlessly with both Fundraise Up donation forms and Salesforce CRM. When a donor makes a gift on a Fundraise Up donation form, the tool identifies their employer and prompts them with a matching gift upsell, inviting the donor to meet their minimum match amount if applicable. Then, 360MatchPro automates matching gift outreach and sends valuable employer data into your Salesforce CRM for tracking purposes. Gifts entered directly in Salesforce will also flow into 360MatchPro to trigger the matching gift automation features.
Getting Started
To get started, follow the step-by-step integration guides to connect your 360MatchPro account to your Fundraise Up and Salesforce accounts. Then, make sure to check out our resource on managing multiple integrations to ensure your account doesn't produce duplicate records.
1. Salesforce integration guide
Fundraise Up - Salesforce - 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 Fundraise Up + Salesforce in your demo request form.
Q: Why should I integrate both Fundraise Up and Salesforce 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/.