This article walks through how Double the Donation can integrate with both GiveCampus and Kindsight to ensure complete matching gift coverage.
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How it Works
GiveCampus - Kindsight - Double the Donation Matching FAQs
Overview
Double the Donation Matching has the capability to integrate with many platforms, including GiveCampus and UC Innovation. Using the matching module, GiveCampus, and UC Innovation, your organization can maximize matching gift revenue and ensure no matching gift opportunities fall through the cracks. These seamless integrations are used by many fundraisers to double their donations with the help of Double the Donation Matching automation.
How it Works
The UC Innovation and DonorPerfect integrations allow you to seamlessly identify match-eligible donors from your GiveCampus donation forms and automatically pass all offline gifts from your UC Innovation 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 GiveCampus and UC Innovation) 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 the matching module. This dynamic feature allows you to prevent your desired exclusions from being imported into Double the Donation Matching.
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.
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 together, your organization can identify match-eligible donors and alumni. Then, present them with tailored matching gift information whether the gift was online through your GiveCampus donation form or recorded in your UC Innovation ascend CRM.
Double the Donation Matching integrates seamlessly with both GiveCampus and ascend, meaning you can get started with each integration in a matter of minutes and rest assured that Double the Donation Matching will tag and track and match-eligible donors to submit their matching gift requests, no matter what platform the donation record came from.
These integrations are equipped with 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, follow the step-by-step integration guides to connect your matching module account to your GiveCampus and UC Innovation accounts. Then, make sure to check out our resource on managing multiple integrations to ensure your account doesn't produce duplicate records.
1. GiveCampus Integration Guide
2. UC Innovation Integration Guide
3. Managing Multiple Integrations
GiveCampus - Kindsight - 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 GiveCampus and UC Innovation in your demo request form.
Q: I'm an existing Double the Donation Matching client. Where do I find my credentials?
A: The GiveCampus and UC Innovation 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.
A: At this time, select matching gift program information can be accessed within the ascend platform. You can also use your matching module dashboard to tag and track matching gifts through the matching process.
A: GiveCampus, UC Innovation 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.
A: Standard gifts, recurring gifts, or payments on pledges create a matching record in ascend and are then sent to the Double the Donation Matching platform.