This article walks through how Double the Donation can integrate with both Fundraise Up and Microsoft Dynamics 365 to ensure complete matching gift coverage.
Fundraise Up- Microsoft - 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 these partner platforms. Not a 360MatchPro client? Schedule a demo at https://360matchpro.com/demo-request/.
Overview
Double the Donation's 360MatchPro integrates seamlessly with both Fundraise Up and Microsoft Dynamics 365. Many fundraisers take advantage of these three platforms to ensure no matching gift revenue falls through the cracks.
Connecting both your Fundraise Up donation forms and Microsoft Dynamics 365 CRM to 360MatchPro ensures that you can identify matching gift eligibility and automate engaging matching gift outreach to all donors - regardless of if they contribute online or offline.
This allows you to uncover more matching gift revenue opportunities.
How it Works
The Fundraise Up and Microsoft Dynamics 365 integrations allow you to seamlessly add 360MatchPro's matching gift search field to your Fundraise Up donation forms and automatically pass all other gifts from your CRM into 360MatchPro. Then, 360MatchPro's automation gets to work, providing the right matching gift next steps to donors to help them drive their matching gift requests to completion.
360MatchPro Exclusion Rules
When integrating a donation form and CRM (like Fundraise Up and Microsoft Dynamics 365) to 360MatchPro, 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 360MatchPro.
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 360MatchPro:
Enable the duplicate donations exclusion rule to prevent duplicate donations from flowing into 360MatchPro.
In addition to our standard exclusion rules, you can also set custom exclusion rules within 360MatchPro. This dynamic feature allows you to prevent your desired exclusions from being imported into 360MatchPro.
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 360MatchPro. 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.
Microsoft Dynamics 365: Custom Filters
Upon activating the Microsoft Dynamics 365 Integration, you can also utilize the "Custom Filters" step to ensure your desired data flows from your CRM into 360MatchPro:
Utilize custom filters to ensure you capture the correct information within your 360MatchPro account.
From this setting, you may select your desired object and choose values to include in your 360MatchPro dataflow. Many organizations utilize this feature to ensure that the gifts that will not be captured by their Fundraise Up 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 360MatchPro account. Your online donation form donations will flow from Fundraise Up, and your other offline transactions will flow from Microsoft Dynamics 365. Navigate to the "Getting Started" section of this article to see your platform-specific integration guides.
Using this data, 360MatchPro can automate matching gift messaging and help to drive matching gift requests to completion.
Some matching gift data can also flow from 360MatchPro into Fundraise Up, allowing you to see which online transactions have associated matching gift data. To access this information, navigate to your Fundraise Up Dashboard Donations Table View, and filter for transactions with the associated briefcase icon. This icon represents associated matching gift information.
See how the data flows across platforms below:
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With this three-way data flow setup, you'll be sure to capture more matching gifts for your organization.
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 Microsoft Dynamics 365 CRM or Fundraise Up donation forms.
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 they have transaction information in both Fundraise Up and Microsoft Dynamics 365.
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 360MatchPro account to your Microsoft and Fundraise Up accounts.
- Managing multiple integrations
- Microsoft Dynamics 365 integration guide
- Fundraise Up integration guide
Fundraise Up - Microsoft Dynamics 365 - 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 + Microsoft Dynamics 365 in your demo request form.
Q: Why should I integrate both Microsoft Dynamics 365 and Fundraise Up 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. Without integrating all fundraising tools, you risk missing out on matching gifts that your organization qualifies for.
Q: How does 360MatchPro integrate with Fundraise Up and Microsoft Dynamics 365?
A: The Fundraise Up and Microsoft Dynamics 365 integrations allow you to seamlessly add 360MatchPro’s matching gift search tool to your Fundraise Up donation forms and automatically pass all donations records from your CRM into 360MatchPro. Then 360MatchPro’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: Matching gift information will be indicated within your Fundraise Up dashboard, however, if you would like a holistic view of your matching gift metrics, we recommend referencing your 360MatchPro dashboard.
Q: How do you avoid duplicate records from flowing in from both Fundraise Up and Microsoft Dynamics 365?
A: Fundraise Up, Microsoft Dynamics 365 and 360MatchPro 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 360MatchPro settings, you can ensure clean data within your 360MatchPro account.
Q: Does Microsoft Dynamics 365 create a pledge within the CRM when a donor selects a matching gift company?
A: No, at this time Microsoft Dynamics 365 does not create any promises or pledge corresponding to the 360MatchPro data. To understand your donors' matching gift eligibility, we recommend utilizing your robust 360MatchPro dashboard.