Knowledge Base | Double the Donation

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Knowledge Base | Double the Donation

Features

Features

Learn more about the features available in Double the Donation accounts, such as the Donations table, reporting, and account settings.

Donations Table

Understanding Individual records

Using CSV Download

Understanding Insights

What do the different donor statuses mean?

Updating a Company Name

Sorting and Filtering Donation Records

Updating the Status of a Donor

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Reporting

Company Leaderboard

Donor Event Feed

Email Statistics

Breakdown by Status

Using Reporting Data

Do you have benchmark Double the Donation data we can compare our organization to?

Is there reporting that allows us to identify a specific donor who searched and found their company?

Key Dashboard Metrics

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Settings

Restricting Double the Donation Matching Emails to Donors Located in Certain Countries

Bulk Backup Download

Data Import: Triggering Outreach

Recommended Approach: Company Exclusions

Company - Specific Exclusions - Mark as Closed

Category Exclusions

What Occurs After Import

Blocklist: Phone Blocklist

Understanding the Sample CSV File

Blocklist: Understanding Notes

Blocklist: How Records are Added

Exclusion Rules

Customize Search Results and Functionality By Region (US, Canada, Western Europe, and Australia)

Data Import: Mapping Companies

Updating existing donation records in bulk

Promise Creation

Custom Fields

How does Double the Donation handle timestamps on donation records?

Company - Specific Exclusions - Hide from Search

Managing Matching Gift Programs Unique to Your Organization ("Custom" or "One-Off" Programs)

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Double the Donation Matching Enterprise Functionality

Sending SMS automated outreach

Parent/Child Accounts

Second Chance Submission Popup