Does Double the Donation integrate with Click & Pledge?

This article walks through Double the Donation's integration with Click & Pledge.

Step-by-Step: Integrate Double the Donation Matching into Click & Pledge CONNECT

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 Click & Pledge CONNECT

Step #1: Navigate to “Settings” by clicking the grid icon on the top right of your MYCONNECT platform.

Step #2: Click on “3rd Party Integrations” on the left menu.

Step #3: Select “Double the Donation”.

Step #4: Enter your public API key and click “Submit.” You’ll see the message “Third Party updated successfully” if the key is valid. You can then activate the integration by checking the box next to “Enable Double the Donation.”

Not sure how to find your API keys? Check out this article.

Step #5: Check the box to post all transaction data to Double the Donation so that you can send automated matching gift emails to donors, regardless of whether they entered their company name during the donation process. You are now ready to add the Double the Donation Matching search tool to your forms.

Step #6: Either create a new campaign or select an existing campaign to edit within the “Campaigns” menu. The images in this guide demonstrate editing an existing campaign.

Step #7: Once you have selected the campaign you want to edit, navigate to the “Campaign Details” submenu.

Step #8: Scroll down to “Payment Settings” and expand the “3rd Party Integration” menu.

Step #9: Click the box next to “Double the Donation” and select “Update.” The Double the Donation Matching tool will now appear on your donation forms.

Frequently Asked Questions

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 Click & Pledge CONNECT in your demo request form.

Q: If I'm using Click & Pledge with Salesforce, what should I do to make sure I don't end up with duplicate donations in Double the Donation Matching?

A: This is a common combination of integrations! Double the Donation Matching is well-suited to help you manage this configuration. We recommend reviewing this article for best practices in managing multiple integrations. Specifically, we recommend activating the Duplicate Donations exclusion rule for multiple integrations, which you can learn more about here.

Q: Can I edit the text surrounding the Double the Donation Matching search field on my Click & Pledge donation form?

A: Yes, you can edit the title of the search field section. To make this change, click on the title line, add your desired text, and update the form.

Q: Where else can I embed Double the Donation's plugin?

A: We recommend you create a dedicated matching gift page on your website to place matching gift information in the path of every website visitor, not just those already on your donation form. On this page, 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. Your dedicated matching gift page will become a useful resource to include in emails, newsletters, and direct messages.

To install Double the Donation’s matching gift search tool anywhere on your website, simply copy and paste the same Embed Code that you used before. Take a look at the following example:

Q: Where can I learn more about the Double the Donation Matching and Click & Pledge integration?
A: Navigate to our partner landing page to learn how Double the Donation Matching and Click & Pledge can increase your matching gift revenue!