Does Double the Donation integrate with Anthology (Previously iModules®)?

Step-by-Step: Integrate Double the Donation Matching into Encompass from Anthology (Previously iModules)

Formatting the Double the Donation Matching Search Field on your Encompass Donation Form

Section 2: Integrate Double the Donation Matching with Raise from Anthology

Anthology (iModules) -Double the Donation FAQs

 

Formatting the Double the Donation Matching Search Field on your Encompass Donation Form

Double the Donation recommends the following formatting configurations, which will ensure the highest conversion rates, the most matches identified, and the least donor confusion.

1. Place the Double the Donation "Gift Matching" field on the form in your default category, not in a collapsible, so it is visible as soon as the page loads.

   1. Why? This immediately visible configuration ensures that every donor has the best chance of seeing and interacting with the employer name search field. Requiring donors to take an additional action like expanding a new section adds friction to your form, lowering your matching gift identification rates as well as the overall conversion rate of your form.

2. Edit your custom Display Name to the following: "See if your company will match your donation! Search your employer's name. More information will be provided after your donation is completed."

   1. Why? Providing donors with clear instructions and expectations allows them to move as quickly and confidently as possible through your Encompass form. Their speed is directly correlated to higher matching gift identification and revenue.

   2. Note: Remember that your Display Name is different on each of your donation forms. You should check the Display Name for each integrated donation form.

3. Remove any other matching gift-related fields. Your new Double the Donation Matching employer search field should replace any fields, checkboxes, text, or links that might have been on your Encompass donation form previously.

   1. Why? Donors will be confused if they see multiple matching gift-related fields and confused donors are much more likely to skip the conflicting fields altogether. This results in lower matching gift identification and lower revenue for your organization.

   2. Note: Remember that any additional elements around your matching gift field could be different on each of your donation forms. You should check each integrated donation form to make sure you've removed any confusing legacy information.

 

View this great example of these best practices below:

Section 2: Integrate Double the Donation Matching with Raise from Anthology 

To use Double the Donation Matching with Anthology’s Raise CRM, simply integrate your matching module with your Raise/Microsoft instance by following the steps below!

Step 1 — Activate the Raise Integration

1. Log in to Double the Donation Matching at https://doublethedonation.com/members/

2. Go to Integrations → Browse

3. Search for Raise

4. Click Activate Integration

 

Step 2 — Sign In with Microsoft

Select Sign in with Microsoft and authenticate using your Raise credentials.

 

Step 3 — Apply the Default Raise Data Mapping

After activation:

1. Go to Integrations → Manage → Raise

   

2. Check:
   ✓ “We use Anthology Raise and want to use Double the Donation Matching’s default mapping.”

   

Result:

• Donation amount, date, donor info, and campaign data auto-map

• Hourly sync begins automatically

 

Optional: Customize Mapping and Filters

You may:

• Uncheck default mapping

• Create custom field mappings

• Add filters

• Preview records before syncing

For help with this, we recommend looking at the Microsoft Dynamics 365 integration guide.

You’re all set! Your Raise integration is activated. 

Anthology (iModules) -Double the Donation FAQs

Q: I don't have a Double the Donation Matching account. How do I get one?

A: Visit the Double the Donation demo request page to schedule a demo. Mention that you use iModules in your demo request form.

 

Q: Is there a fee to activate the Encompass-Double the Donation Matching integration?

A: Some activations may include an implementation fee. Confirm with your Double the Donation team.

 

Q: Is matching gift information stored in my Encompass member profiles?

A: Because each institution using Encompass is also using a variety of different systems to sync profile data, which all have different naming conventions and field restrictions, matching gift information from Double the Donation Matching is not stored in the Encompass member profile. If you wish to reflect matching gift information from the matching module in Encompass, you can export matching gift information from Double the Donation Matching and import it into Encompass fairly simply! Contact your iModules client success team member for guidance.

 

Q: We want to customize some of our mapping for the Raise integration. Can we still use the Raise + Double the Donation Matching integration?

A: Yes, if you want to customize the integration to meet your unique data needs and storage, simply uncheck the “We use Anthology Raise and want to use Double the Donation Matching's  default mapping” box. From there, you can customize your mapping based on the specific Raise/Microsoft Dynamics 365 fields and tables you use. We recommend checking out our Microsoft Dynamics 365 integration guide for more details. 

 

Q: How often does Raise sync data to Double the Donation Matching? 

A: Data typically syncs from Raise to Double the Donation Matching on an hourly basis. 

 

Q: How are the fields mapped for the Raise integration? 

A: The screenshot below shows our default mapping for the Raise integration. 

Remember: you can customize the mapping and create new custom filters to control the data flowing into your account. 

 

Q: Using the Raise integration, can I preview which records will flow into Double the Donation Matching? 

A: Yes, simply navigate to Integrations → Manage → Raise. Then, at the bottom, you will see an option to preview records as they would appear in Double the Donation Matching with the settings you’ve configured. 

 

Q: I integrate with Encompass donation forms and Raise CRM. How can I prevent Encompass donations from being duplicated in Double the Donation Matching? 

A: 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: Where can I embed Double the Donation's matching gift search plugin?

 

Q: Where can I learn more about the Double the Donation Matching and Anthology integration?

A: Navigate to our partner landing page to learn how Double the Donation Matching and Anthology can increase your matching gift revenue!