This article walks through Double the Donation's integration with Fundly.
Step-by-Step: Integrate Double the Donation Matching into Fundly
Access Your Double the Donation Matching
Fundly - Double the Donation FAQs
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 into Fundly
Step #1: From your dashboard, click "Add-ons & More."
Step #2: Click the "Integrations" tab and then click on "Double the Donation."
Step #3: Enter your Double the Donation Matching Public and Private API keys.
You will receive a validation message when the connection is successful.
Step #4: Review your donor data in Double the Donation Matching.
With Double the Donation Matching, donations flow into the platform and automatically update to indicate if a donor is match-eligible and the status of their match.
Additionally, some of this matching gift data will be reflected directly in your Fundly CRM, as displayed below.
Access Your Double the Donation Matching Account
If you're not sure how to access your matching module, please follow the steps below:
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Login to your Double the Donation Matching account by going to https://doublethedonation.com/demo-request/.
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Enter your billing information in the "Billing" tab.
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Customize your automated emails and other settings under the "Automated Outreach" and "Settings" tabs.
Fundly - Double 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 Fundly in your demo request form.
You can also create and activate your Double the Donation Matching account from within your Fundly CRM by navigating to the "Fundy CRM Add-ons & Integrations" section of your Fundly CRM account.
Q: Where else can I incorporate matching gifts?
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 matching module.
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 how our Cat Rescue Club website incorporates the Double the Donation plugin on a page dedicated to matching gifts.