Overview of Available Settings
Overview of Available Settings
Within the Settings tab, you can configure various aspects of your Double the Donation Matching account to meet your organization's needs. Below is a quick list of what you can access:
-
Plugin Settings
-
Exclusion Rules
-
Company Exclusions
-
Manage Programs
-
Blocklist Management
-
Advanced Settings
Each of these sections allows you to manage different facets of your matching gift program. Let’s dive into each one in more detail.
Plugin Settings
We recommend creating a dedicated matching gift and volunteer grant page on your website that uses our searchable database. This becomes a call-to-action page, where donors can access forms, guidelines, and instructions needed to submit matching gift requests.
-
Action: To find the embed code for the plugin, go to Settings → Plugin Settings and copy the HTML code from the Plugin URL section.
-
Learn More: Click here to learn more about the Plugin Settings.
Exclusion Rules
The Exclusion Rules section allows you to build exclusions to manage which donation records enter Double the Donation Matching and which receive automated emails.
-
Action: Set specific exclusions for records you don't want to include in your matching gift processing.
-
Learn More: To learn more about the Exclusion Rules, visit this article.】
Company Exclusions
In the Company Exclusions tab, you can exclude specific companies from your organization’s matching gift search tool. This is useful when companies have policies that make them ineligible for your organization based on type.
-
Action: Exclude any companies that should not appear in your donor-facing search.
-
Learn More: To learn more about Company Exclusions, visit this article.
Manage Programs
The Manage Programs tab lets you manage matching gift programs that are specific to your organization. Here, you can update the information on different matching gift programs to ensure they align with your nonprofit’s needs.
-
Action: Configure and track different matching gift programs that are tied to your organization.
-
Learn More: To learn more about the Manage Programs tab, visit this article.
Blocklist Management
The Blocklist Management tab lets you manually block donors from receiving automated emails or phone calls. Use this feature to manage donor outreach preferences and prevent unwanted communication.
-
Action: Add donors to the blocklist to stop email and phone outreach.
-
Learn More: To learn more about Blocklist Management, visit this article.
Advanced Settings
In the Advanced Settings, you can configure various options to refine how donations are tracked and processed. This includes:
-
Automatically updating a donor's previous donations with their employer’s information once the donor identifies it in a new donation.
-
Adjusting your time zone settings for better synchronization with donor data and reporting.
-
Action: Adjust settings to enhance the functionality of your system.
-
Learn More: To learn more about the Advanced Settings, visit this article.
