This article walks through Double the Donation's integration with Fundraise Up.
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 this partner platform. Not a 360MatchPro client? Schedule a demo at https://360matchpro.com/demo-request/.
Watch a video of this integration guide here (note: this video is an abbreviated guide).
Follow the step-by-step guide to integrate 360MatchPro into your Fundraise Up donation forms.
Step-by-Step: Integrate Double the Donation's 360MatchPro into Fundraise Up
Step #1: Navigate to "Settings," then "Integrations".
Step #2: Select "Add integration" and then search and select "360MatchPro by Double the Donation"
Step #3: Select "Connect" to connect an existing account.
Step #4: Enter your public and private API keys and select "Connect".
Not sure how to find your API keys? Check out this article.
Step #5: Scroll to the bottom of the page and select "Enable Automatic Sync" to complete the integration process! Keep reading to learn more about the specific settings options for your organization.
Fundraise Up and 360MatchPro - Settings Options
You can choose which donations to send to Double the Donation. Navigate to your 360MatchPro integration settings to see the different options:
- Send all donations - This will send 100% of your donations to Double the Donation, regardless of whether Corporate Matching is enabled on your campaigns, and every donor will receive an email from Double the Donation asking if they want to have their gift matched by their employer. This could result in questions from donors since they aren't expecting this email.
- Send all donations where Corporate Matching is enabled on the campaign form - If Corporate Matching is enabled on the campaign, 100% of the campaign's donors will be sent to Double the Donation, regardless if they enter an employer or not during checkout. If you choose this option, make sure you enable company matching on the forms you wish to use. Not sure how to do that? Keep reading to find out.
- Send only donations where donor enters employer name - Only donors who enter an employer on campaigns with Corporate Matching enabled will be sent to Double the Donation.
If you choose the option to send all donations where Corporate Matching is enabled on the campaign form, then you will need to enable corporate matching on the campaign forms you wish to use. Simply navigate to that form's "checkout" settings and select the option that says: "Enable company matching".
You're all set! You've enabled the integration and choose which settings you would like to use for your campaigns.
Fundraise Up - Double the Donation 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 in your demo request form.
Q: What are the payment options?
A: If you provision an account through Fundraise Up, then your default payment option is our variable billing plan. For this billing structure, your organization will be billed according to account usage.
There is also an annual fee option, where your organization can pay one set price for the year. Email firstname.lastname@example.org to ask about payment plan options. You can also check out this page to learn more about entering your billing information.
Q: Where do I find my 360MatchPro API credentials?
A: Login to your 360MatchPro portal at https://doublethedonation.com/members/login/. Navigate to "Settings" and then "API Keys."
Q: Not all of my donations are appearing in 360MatchPro — just the ones with company names. What's wrong?
A: If you created a 360MatchPro account through Fundraise Up before June 11, 2020, you will need to navigate to your 360MatchPro integration settings within Fundraise Up and uncheck the "Send only donations where donor entered employer name" checkbox. This is the recommended setting for all 360MatchPro-Fundraise Up users but was not the default until June 11, 2020.
Q: Does 360MatchPro work with Fundraise Up Campaign Pages?
A: Yes! 360MatchPro integrates with both embedded and campaign-style donation forms.
Q: Where can I embed Double the Donation's matching gift search plugin?
A: We recommend that you incorporate Double the Donation's matching gift search tool across your broader fundraising. To install the search tool anywhere on your website, simply copy and paste the Embed Code from your 360MatchPro portal.
We recommend that you create a dedicated matching gift page where you can explain what matching gift programs are and provide donors with a chance to look up their employer's program forms, guidelines, and instructions. This page can be used as a resource to be included in emails, newsletters, and direct messages.
Take a look at an example from the Cat Rescue Club:
Q: Where can I learn more about the 360MatchPro and Fundraise Up integration?
A: Navigate to our partner landing page to learn how 360MatchPro and Fundraise Up can increase your matching gift revenue!