This article provides an overview of the advanced settings in your Double the Donation account, including related record detection and timezone selection.
Related Record Detection
Recommendation: We recommend activating this feature and setting the lookback period to 13 months.
Please note that Double the Donation recognizes unique donors by email address. Two transactions associated with the same email address will be identified as the same donor by Double the Donation Matching.
- When a new donation with an employer name is recorded, automatically check for donations associated with the same email address with timestamps within the past 6 months. If any of those previous transactions are not associated with an employer name, add the newly identified employer name to the previous transaction records.
- When a new donation without an employer name is recorded, automatically check for donations associated with the same email address with timestamps within the past 6 months. If any of those previous transactions are associated with an employer name, add that employer name to the new transaction record.
Note that this setting will check for records of any kind (e.g., donations, volunteer registrations) with the same email address across all modules and update them using the same workflow described above.
- Override employer names associated with previous transactions, even if a new transaction from the same donor is associated with a different company. Only transactions without employer information will be affected. Donor employment changes over time, so historical employer information will be honored to maintain data hygiene.
- Change the content in any emails associated with the previous transactions that are already scheduled.
- Check for any records associated with the same email address beyond the previous 6 months.
Email Address Autocorrection
Double the Donation offers a feature designed to enhance the accuracy of donor email addresses by automatically correcting common misspellings in the email domain. This is particularly beneficial as many donors may inadvertently input their email addresses with typographical errors, such as “gmail.con” instead of “gmail.com” or “yahoo.co” instead of “yahoo.com.” Such mistakes can lead to communication issues or result in missed opportunities for workplace giving programs. By utilizing this autocorrection feature, your organization can ensure that email addresses are accurately recorded, helping to facilitate better communication with donors.
For more information on how to enable and configure this feature, as well as to understand the specific domains that are included in the autocorrection list, view this article.
User Defined Fields
The user defined fields feature provides a flexible way for your organization to enhance the Donations table by incorporating custom fields tailored to your specific needs. This functionality allows you to capture additional information that may not be included in the standard donation records, offering a more comprehensive view of each donor's interactions and contributions.
With user defined fields, you can enter free-form text to document various types of information. For example, you might use these fields to note important donor interactions, such as follow-up conversations, special requests, or feedback received from donors. Additionally, internal comments can be recorded to facilitate team communication and ensure that all staff members are informed about donor preferences or unique circumstances surrounding each donation.
To create a user defined field, simply select the "Add New Field" option. Once you do this, the newly created field will appear immediately in the Donations table, allowing you to start populating it with relevant data right away.
By utilizing user defined fields effectively, your organization can better track and manage donor relationships, ultimately leading to more personalized communication and improved donor engagement.
Please Note: It's not currently possible to edit the field name or delete the field. If you'd no longer like the field to appear in the Donations table, un-check the "Show field in Donations table" box.
Timezone Selection
When you are integrating Double the Donation Matching with a CRM you currently use like Raiser's Edge NXT or Salesforce, sometimes the donation record can be imported with no time zone associated with it. So as a default, Double the Donation Matching will select the timezone to be in London time (GMT+00:00), and the timezone that the donations display in will be in Eastern Tim (GMT-05:00). Because of this default time zone, this can cause your dates to be a day off when you view donation records in the Donations section within the matching module. To solve this problem, you can select the correct Timezone Selection based on where your nonprofit organization is located.
Recommendation: Keep the time zones the same. The timezone in which you'd like donations to be displayed should be the same timezone in which data import should default if there is no timezone information specified. For example, if you are in Eastern Time, select Eastern Time for both time zones so all of the dates/times within Double the Donation are reflective of the correct timezone you are in.
FAQs
Q: It appears the wrong company is being associated with several donor records. Why could that be?
A: The Related Record Detection feature maps donor records based on email addresses, so donor records that share the same email address will be associated with the same donor information (i.e. company name) in Double the Donation Matching. If the Related Record Detection feature is enabled, donor records should include a unique email address for each donor or, if the email is unknown, the email field should be kept blank for that record. Click here to learn more about how donation records are identified in Double the Donation Matching.