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      Can 360MatchPro integrate with Virtuous CRM and Classy?

      This article walks through how Double the Donation can integrate with both Virtuous CRM and Classy to ensure complete matching gift coverage.

      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.
       

      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 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 Classy and Virtuous) 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:

       

      Duplicate donation settings screenshot
      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.

      Custom exclusion rule screenshotCreate 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 360MatchPro exclusion filters listed above, however, if your organization is an Enterprise 360MatchPro 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 360MatchPro 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:

      DTD_Classy_Virtuous - Data flow chart

      Using this data, 360MatchPro can automate matching gift messaging and help to drive matching gift requests to completion.

      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

      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 Classy and Virtuous CRM accounts.

      1.Managing Multiple Integrations

      2. Classy Integration Guide

      3. Virtuous CRM Integration Guide

      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.
       
      Q: How does 360MatchPro integrate with Classy and Virtuous CRM?
      A: The Classy and Virtuous CRM integrations allow you to seamlessly add 360MatchPro’s matching gift search functionality to your 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: At this time, matching gift information can flow back into Virtuous CRM (for all users) and into Classy (Enterprise Users only).
      Within Virtuous, match-eligible donors will be indicated with a Double the Donation logo next to their donation amount. By selecting the logo, you can access relevant matching gift program information.
      Enterprise Classy users can access matching gift promise creation to send promises from 360MatchPro into Classy.
       
      Q: How do you avoid duplicate records from flowing in from both Classy and Virtuous?
      A: Classy, Virtuous, 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.