Double the Donation Matching Integration Guides
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      3. Double the Donation Matching Integration Guides

      Does Double the Donation Integrate with PatronManager?

      This article walks through Double the Donation's integration with PatronManager.

      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/.

      Step-by-Step: Integrate Double the Donation Matching by Double the Donation into PatronManager

      Follow the instructions below to activate the  Double the Donation Matching and PatronManager integration, PatronManager also lists activation instructions on their site, which you can access here:  https://bit.ly/3DTo6Us.

       

      Step #1:  Install the Double the Donation Matching app into your PatronManager account by navigating to the Salesforce AppExchange.

       

      Step #2: Follow the directions here to Activate the Integration between Double the Donation Matching and Salesforce, but make sure to reference section one of the   PatronManager guide to ensure accurate setup.

       

      Step #3: Connect PatronManager to Double the Donation Matching by logging in to the matching module, heading to settings > API Keys, and copying your public API Key.

      Not sure how to find your API keys? Check out this article.

       

       

      Step #4:  Log in to PatronManager and select the App Launcher.

       

       

      Step #5:  Search for and select Organization Settings.

       

       

      Step #6: Select the “Organization Settings” Link.

       

       

      Step #7: Select “Edit.”

       

       

      Step #8: Paste your Double the Donation Matching Public Key into the corresponding field, then save.

       

       

      Step #9: Add the Double the Donation search widget to your donation forms by heading to the donation forms tab.

       

       

      Step #10: Select the first Donation Form that should include the search widget.

      This functionality is only available on V2 Donation Forms.

       

       

      Step #11: On the form setup page, scroll down to the Form Builder and click ‘New Content.’

       

       

      Step #12:  Select ‘Double the Donation Matching Search Widget.’

       

       

      Step #13:  Enter a Sort Order.

       

       

      Step #14: Enter a label for the field, and save!

       

       

      Step #15: Open the public URL of your donation form to confirm placement for the field.

       

       

      Step #16: If needed, select ‘Edit All’ in the form builder section and adjust the sort order to move the search widget.

       

       

      Step #17: Repeat the steps above for any other donation forms where you’d like to encourage matching gifts.

      PatronManager - Doublet the Donation 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 PatronManager in your demo request form.

       

      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 Double the Donation 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 Double the Donation Matching and PatronManager integration?
      A: Navigate to our partner landing page to learn how Double the Donation Matching and PatronManager can increase your matching gift revenue!