This article walks through how Double the Donation can integrate with your Givecloud donation form and DonorPerfect CRM to ensure complete matching gift coverage.
Givecloud- DonorPerfect - Double the Donation Matching FAQs
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/.
Overview
Double the Donation Matching integrates seamlessly with both Givecloud and DonorPerfect. Many fundraisers take advantage of these three platforms to ensure no matching gift revenue falls through the cracks.
Connecting both your Givecloud account and DonorPerfect account to the matching module ensures that you can identify matching gift eligibility and automate engaging matching gift outreach to all donors - regardless of whether they contribute online or offline.
This allows your organization to uncover more matching gift revenue opportunities.
How it Works
The GiveCloud and DonorPerfect integrations allow you to seamlessly identify match-eligible donors from your GiveCloud donation forms and automatically pass all offline gifts from your DonorPerfect CRM into Double the Donation Matching. Then, the matching module's 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 GiveCloud and DonorPerfect) 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 into 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.
DonorPerfect: Custom Filters
Upon activating the DonorPerfect 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.
From this setting, you may select your desired object and choose values to include in your Double the Donation Matching dataflow. Many organizations utilize this feature to ensure that the gifts that will not be captured by their GiveCloud 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. Your online donation form donations will flow from GiveCloud, and your other offline transactions will flow from DonorPerfect. 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
Double the Donation Matching works to identify match-eligible donors and drive their matching gift requests to completion for gifts that are entered in either or both your Givecloud donation form and DonorPerfect CRM instance.
This means that no matter which platforms register your donations, you can rest assured that the matching module 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 they have transaction information in both Givecloud and DonorPerfect.
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 Double the Donation Matching account to your GiveCloud and DonorPerfect accounts.
Givecloud- DonorPerfect - 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 Givecloud + DonorPerfect in your demo request form.
Q: Why should I integrate both Givecloud and DonorPerfect with my Double the Donation Matching account?
A: Integrating all of your available fundraising platforms with the matching module 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 does Double the Donation Matching integrate with GiveCloud and DonorPerfect?
A: The GiveCloud and DonorPerfect integrations allow you to seamlessly add Double the Donation's matching gift search functionality to your donation forms and automatically pass all donations records from your CRM into Double the Donation Matching. Then Double the Donation'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 does not flow back into either of these platforms. Use your robust Double the Donation Matching dashboard to tag and track matching gifts through the matching process.
Q: How do you avoid duplicate records from flowing in from both GiveCloud and DonorPerfect?
A: GiveCloud, DonorPerfect, 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 Double the Donation Matching settings, you can ensure clean data within your matching module.
Q: What types of gifts flow from DonorPerfect CRM into Double the Donation Matching?
A: Double the Donation Matching will only pull in "hard credits" from DonorPerfect CRM, meaning Gifts, Pledge Payments, and Main Gifts from split gifts. It does not pull in pledges or other soft credits.