This article walks through how Double the Donation can integrate with both Funraise and Blackbaud RE NXT CRM to ensure complete matching gift coverage.
Double the Donation 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 Double the Donation account to activate the matching gift functionality within this partner platform. Not a Double the Donation client? Schedule a demo at https://doublethedonation.com/demo-request/.
Double the Donation Matching has the capability to integrate with many platforms, including Funraise and RE NXT. Using the matching module, Funraise, and RE NXT, 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 through Double the Donation Matching.
How it Works
The Funraise and Blackbaud RE NXT integrations allow you to seamlessly identify match-eligible donors from your Funraise donation forms and automatically pass all offline gifts from your DonorPerfect 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 Funraise and RE NXT) 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.
Blackbaud RE NXT: Custom Filters
Upon activating the Blackbaud RE NXT integration, you can also utilize the "Custom Filters" step 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 Funraise 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.
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 Funraise, and your other offline transactions will flow from RE NXT. 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
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 your Funraise donation forms or recorded in your RE NXT CRM.
Double the Donation Matching integrates seamlessly with both Funraise donation forms and RE NXT. This means you can get started with each integration in minutes and no matter which platform registers your donations, you can rest assured that the matching module will tag and track match-eligible donors as they 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 are tracking transaction information from both 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 matching module account to your Funraise and RE NXT accounts.
Funraise - RE NXT - Double the Donation Matching FAQs:
Q: I don’t have a Double the Donation Matching account. How do I get one?
A: Visit https://doublethedonation.com/demo-request/ to request a demo! Make sure you mention that you use Funraise and RE NXT in your demo request form.
Q: I'm an existing Double the Donation Matchingclient. Where do I find my credentials?
A: The Funraise and RE NXT integrations allow you to seamlessly add Double the Donation Matching gift search functionality to your donation forms and automatically pass all donations records from your CRM into the matching module. Then Double the Donation 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 flow back into RE NXT.
A: Funraise, RE NXT and Double the Donation Matching 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 matching module settings, you can ensure clean data within your matching module account.
Q: What types of gifts flow from RE NXT CRM into Double the Donation Matching?