This article walks through how Double the Donation can integrate with both Virtuous CRM and Classy to ensure complete matching gift coverage.
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/.
How it Works
The Classy and Virtuous integrations allow you to seamlessly identify match-eligible donors from your donation forms and automatically pass all offline gifts from your CRM into the matching module. Then, Double the Donation Matchingautomation 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 Classy and Virtuous) 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.
Classy and Virtuous: Custom Filters
Most Virtuous and Classy users should take advantage of the standard Double the Donation Matching exclusion filters listed above, however, if your organization is an Enterprise Double the Donation Matching client utilizing the Classy two-way sync and offline gift syncing capabilities, then you can also incorporate the Classy set up and exclusion rules during your onboarding process.
Ask your onboarding representative if your account qualifies for the offline Classy sync and therefore requires custom filter setup.
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 Classy, and your other offline transactions will flow from Virtuous CRM. Navigate to the "Getting Started" section of this article to see your platform-specific integration guides.
See how the data flows across platforms below:
Features
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 Classy and Virtuous CRM accounts.
1.Managing Multiple Integrations
3. Virtuous CRM Integration Guide
Virtuous - Classy - 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 Virtuous CRM and Classy in your demo request form.
Q: I'm an existing Double the Donation Matching client. Where do I find my credentials?
A: Login to your matching module portal at https://doublethedonation.com/members/login/ Navigate to "Settings" and then "API Keys".A: The Classy and Virtuous CRM integrations allow you to seamlessly add Double the Donation Matching 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.
Q: Will matching gift information flow back into either of these platforms?
A: At this time, matching gift information can flow back into Virtuous CRM (for all users) and into Classy (Enterprise Users only).
A: Classy, Virtuous, and Double the Donation Matchingare 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.