This article walks through how Double the Donation can integrate with your Qgiv donation form and Bloomerang CRM to ensure complete matching gift coverage.
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Qgiv - Bloomerang Double the Donation Matching FAQs
Overview
Double the Donation Matching integrates seamlessly with both Qgiv and Bloomerang. Many fundraisers take advantage of these three platforms to ensure no matching gift revenue falls through the cracks.
Connecting both your Qgiv account and Bloomerang account to the matching module 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 your organization to uncover more matching gift revenue opportunities.
How it Works
The Qgiv and Bloomerang integrations allow you to seamlessly identify match-eligible donors from your Qgiv donation forms and automatically pass all offline gifts from your Bloomerang 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.
When integrating a donation form and CRM (like Qgiv and Bloomerang) 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.
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 Qgiv, and your other offline transactions will flow from Bloomerang. Navigate to the "Getting Started" section of this article to see your platform-specific integration guides.
You can also access match-eligible transaction records with their matching gift status in the Qgiv "Matches" module.
Please Note: The Bloomerang integration may pass historic donation records into your matching module account once you complete the integration. You can prevent historic donation records from receiving the matching gift emails and/or from entering your matching module account by setting an exclusion rule. View this guide to learn more.
See how 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 Qgiv donation form and Bloomerang CRM instance.
This means that no matter which platforms register your donations, you can rest assured that Double the Donation Matching 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 Qgiv and Bloomerang.
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 Qgiv and Bloomerang accounts.
Qgiv - Bloomerang - 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 Qgiv + Bloomerang in your demo request form.
Q: Why should I integrate both Qgiv and Bloomerang with my Double the Donation Matching account?
A: Integrating all of your available fundraising platforms with Double the Donation Matching 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 Qgiv and Bloomerang?
A: The Qgiv and Bloomerang integrations allow you to seamlessly add Double the Donation Matching gift search tool to your Qgiv donation forms and automatically pass all donations records from your CRM into the matching module. Then the matching module 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 Qgiv "matches module", however, if you would like a holistic view of your matching gift metrics, we recommend referencing your matching module dashboard.
Q: How do you avoid duplicate records from flowing in from both Qgiv and Bloomerang?
A: Qgiv, Bloomerang 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.