This article explains that, if a donation record enters the matching module via an integrated platform or data import, you can track the companies your donors are searching for in the donations table.
Yes! With the matching module, your organization can track individual donors through the entire matching gift lifecycle. There are a few components that must be in place to enable this detailed tracking:
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When your organization activates one of our built-in integrations, each donation made through your integrated platform will enter the matching module with a unique donation ID. This unique identifier allows the matching module to track the individual donation through the matching gift process. Learn more about integrations here.
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Using our recommended plugin approach, when a donor searches for a company on your dedicated matching gift page after being redirected from the matching module automated email, your organization will capture the company selected by the donors. Learn about our plugin implementation here.
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Once a gift enters the matching module, it will progress through the different statuses. Learn about the different matching module statuses here.
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You can find individual donations using filters and search on the Donations tab. Learn about the Donations tab here.
Looking for more reporting options? Check out this article!