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

Using CSV Download

Understanding Individual records

Sorting and Filtering Donation Records

What do the different donor statuses mean?

Understanding Insights

Updating a Company Name

Updating the Status of a Donor

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Reporting

Breakdown by Status

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

Company Leaderboard

Using Reporting Data

Key Dashboard Metrics

Email Statistics

Donor Event Feed

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

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Settings

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

Custom Fields

Understanding the Sample CSV File

Recommended Approach: Company Exclusions

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

Bulk Backup Download

Company - Specific Exclusions - Mark as Ineligible

How does Double the Donation handle timestamps on donation records?

What Occurs After Import

Category Exclusions

Data Import: Mapping Companies

Data Import: Triggering Outreach

Blocklist: How Records are Added

Blocklist: Understanding Notes

Promise Creation

Updating existing donation records in bulk

Exclusion Rules

Blocklist: Phone Blocklist

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

Bulk Employer Appends

Parent/Child Accounts

Second Chance Submission Popup

Sending SMS automated outreach