Can 360MatchPro integrate with Virtuous CRM and Classy?

This article walks through how Double the Donation can integrate with both Virtuous CRM and Classy.

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 your Virtuous CRM and Classy accounts. Using Virtuous, Classy, and 360MatchPro, your organization can maximize matching gift revenue and account for matching gift opportunities. These seamless integrations are used by countless fundraisers as they double donations with 360MatchPro.

Features

With your Virtuous, Classy, and 360MatchPro accounts, you can drive the matching gift process from start to finish. Using these integrations, your organization can identify match-eligible opportunities for records made through your Classy donation form and records in your Virtuous CRM.  Then, 360MatchPro will provide all of your donors with multiple opportunities to identify their match-eligibility.

With Classy, Virtuous CRM, and 360MatchPro, you can send the right matching gift information to the right donors at the right time based on what you know about them. This information allows donors to kick off the matching gift submission process with just one click.

These integrations also provide settings to avoid duplicate tracking and outreach, meaning your donors will not receive multiple matching gift messages even if you track transaction information from both your donation forms and CRM.

Getting Started

There is no additional configuration necessary to access these features. Simply set up your 360MatchPro account and integrate it with your Virtuous CRM and Classy accounts by following the individual integration step-by-step guides. Then, make sure to check out our resource on managing multiple integrations to ensure your account doesn't produce duplicate records. 

1. Virtuous CRM Integration Guide

2. Classy Integration Guide

3. Managing Multiple Integrations

Virtuous - Classy - 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 Virtuous CRM and Classy in your demo request form.

 

Q: I'm an existing 360MatchPro client. Where do I find my credentials?

A: Login to your 360MatchPro portal at https://doublethedonation.com/members/login/ Navigate to "Settings" and then "API Keys".
 
Q: Why should I integrate both Virtuous and Classy 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.