This article provides step-by-step recommendations for new users who have been added to an existing Double the Donation account. These actions will help you maximize the use of the matching gift module and ensure the system is set up efficiently.
Step 2: Update platforms and integrations
Step 3: Review automated emails
Step 1: Update Users
Regularly update the user list to ensure that only active team members have access and to ensure that the necessary personnel are notified of any important updates.
Key Actions:
-
Remove inactive users: Delete users who no longer need access, such as former employees.
-
Add new users: Include team members who will maintain the system or assist with other tasks like marketing or IT.
-
Add recovery options: Set up a team inbox or recovery email to ensure continuous access to the account.
-
Maintain at least 3 active users: This helps prevent issues if a user leaves or is unavailable.
How to Update:
Navigate to User Management to add, remove, or manage users. Check this article for recommendations and instructions.
Step 2: Update Platforms and Integrations
Importance of Integrations
Integrations ensure that donation data from your systems (like donation forms and CRMs) continuously flows into Double the Donation, allowing the matching module to engage donors and track matching gift opportunities.
Key Actions:
-
Activate integrations: If your organization uses a new platform or donation system, set up the matching module to integrate with that platform.
-
Monitor existing integrations: Double the Donation regularly updates integrations, so ensure yours reflect the latest functionality and best practices.
How to Update:
Go to the Integrations tab to browse and manage your integrations. For more guidance:
-
Get started with integrations: Follow this article to understand integration setup.
-
Explore integrations per platform: Find integration instructions specific to your platform in our support resources.
-
Best practices for CSV imports: If you’re using CSV imports temporarily, review our best practices here.
Step 3: Review Automated Emails
The matching module sends automated emails (and sometimes SMS messages) to promote matching gifts. Activating these emails leads to higher engagement and more matching gifts.
Key Actions:
-
Enable email streams: We recommend enabling at least 2 out of 3 emails in the Match Eligible stream and at least 1 out of 2 emails in the Identification In Progress stream.
-
Review templates: Ensure the email templates are aligned with your organization’s tone and branding.
-
Configure sending parameters: Review settings for when and how the emails are sent.
Why Email Automation Matters:
-
Match Eligible emails: Activating the second email in this stream leads to 48% more matching gifts initiated by donors.
-
Identification In Progress emails: Activating the second email results in a 40% increase in matches initiated by donors.
How to Update:
Navigate to the Automated Outreach tabs to edit email templates and turn on email streams. For customization, go to the Email Customization section to adjust sending parameters, appearance, and other details.
Looking for More?
Once you’ve completed these initial steps, you can explore more advanced configuration options to further optimize your Double the Donation account. Check out our support center for advanced recommendations on maximizing matching gift revenue.
If you have been added to a Legacy Plan account, some of these action items will not apply to your account. Learn more about the differences between Double the Donation and the Legacy Plan here.
FAQs
Q: What should I do first as a new user?
-
Update the user list by removing inactive users and adding new team members.
-
Set up integrations for donation forms and CRMs.
-
Review email streams to ensure the automated outreach is activated.
Q: Why is it important to keep the user list updated?
A: It helps ensure security, proper notifications, and continuous access to your account by keeping at least three active users.
Q: How can I ensure the matching module works smoothly?
A: Make sure your integrations are activated and reflect the latest updates, and that automated emails are enabled to engage donors and increase matching gift submissions.