This article walks through how to update the status of a donor on the donations table.
Within your 360MatchPro portal, you have the ability to update the status of a Donation record. The reason that you may choose to update the status of a donation record is to keep the donation record updated as it aligns with the timeline of the matching gift submission process.
Automatically, when the donation record flows into 360MatchPro, that donation record will be placed into one of the three statuses:
Waiting for Donor (Match Eligible)
Unknown Employer (Unknown Company)
Then automated emails will be sent to donors. The status of each donation record can change as the donor interacts with the automated emails. Some donation records will automatically change to Match Initiated if the donor identifies that they've submitted their match by clicking on the "Step 2" button within the automated emails.
From there, you can choose to change the status in the following scenarios:
Changing a donor's status to Match Initiated: A donor may have received an automated matching gift email and replied to the email saying that they've submitted a matching gift request already. You can manually change the status of the donor from their previous status to "Match Initiated"
Changing a donor's status to Pending Payment: Your organization receives a verification email from a matching gift company because a donor has submitted their matching gift request to their employer. You confirm that you did receive a donation for that donor. When you confirm within that verification email, you can log in to your 360MatchPro portal and manually change the status to "Pending Payment." To show that you are awaiting the matching gift funds. This helps your organization keep track of donation records that you are waiting on matching gift funds.
Changing a donor's status to Match Complete: Your organization receives matching gift funds from the matching gift company and you can log in to your 360MatchPro portal and manually change the status of the donor to "Match Complete." This lets your organization know that this donation record has completed their match and no more action is required for that specific donation record.
How to update the status of a Donor?
You can update the status of a donation record by clicking on the status of the donor you’d like to update. Then, select the new status and “Update.” View the images below showing the process: