How would you recommend we test a custom integration that our nonprofit just completed with our custom donation form or with a custom CRM integration?

This article provides Double the Donation’s recommended approach for testing a custom integration that your nonprofit has completed with a custom donation form or custom CRM integration.

Why Testing Is Important

Testing your custom integration ensures that the matching gift data is flowing correctly from your donation form or CRM into your Double the Donation Matching account.
Although every implementation is unique, following these testing scenarios will help catch 95%+ of potential issues, ensuring your integration performs as expected.

Note: These may or may not be applicable for every single technology partner/donation form / peer-to-peer platform that Double the Donation has integrated with as each platform we work with has configured their Double the Donation Matching integration slightly differently.

User Stories: Donation Records

The following user stories simulate donor interactions when submitting donations through your custom donation form.

Scenario 1: Donor Uses a Corporate Email Address

Title: Donor donates online using a corporate email address and receives matching gift information.

User Value:
As a donor, I want to donate online using my corporate email address so that I automatically receive matching gift information and instructions.

Acceptance Criteria:

Given: The donor completes the donation process using a corporate email address associated with a company that offers a matching gift program.
When: The donation form accepts the email address.
Then:
- The Double the Donation plugin appears on the confirmation page, displaying matching gift information for the company.
- The donor receives an automated email with matching gift details.
- The transaction appears in the Double the Donation Matching portal, with:
  - The company name populated in the “Company” column.
  - The status listed as “Waiting for Donor.”

Scenario 2: Donor Uses a Non-Corporate Email and Self-Reports Employer (During Donation)

Title: Donor donates using a personal email and self-reports their employer during the donation process.

User Value:
As a donor, I want to self-report my employer during the online donation process to receive matching gift information.

Acceptance Criteria:

Given: The donor completes the donation using a non-corporate email address.
When: The donor uses the Double the Donation streamlined search field and selects their company name.
Then:
- The Double the Donation plugin appears on the confirmation page, populated with the matching gift details for the company the donor selected.
- The donor receives an automated email containing matching gift information.
- The donation record appears in the Double the Donation Matching portal, with:
  - The company name populated in the “Company” column.
  - The status marked as “Waiting for Donor”.
OR
Given: The donor completes the donation using a non-corporate email address.
When: The donor does not use the Double the Donation streamlined search field.
Then:
- The Double the Donation plugin appears on the confirmation page, blank, and prompts the donor to search for their company name.
- The donor uses the plugin to search and select their company name, which populates the matching gift information.
- The donor receives an automated email with the matching gift details.
- The donation record appears in the Double the Donation Matching portal, with:
  - The company name populated in the “Company” column.
  - The status marked as “Waiting for Donor”.

Scenario 3: Donor Self-Reports Employer (Post-Donation)

Title: Donor donates online using a personal email address and self-reports their employer later through an email.

User Value:
As a donor, I want to self-report my employer after completing my donation via a follow-up email.

Acceptance Criteria:

Given: The donor completes the donation using a personal email and does not select a company during the donation.
When: The donor receives a follow-up email from Double the Donation prompting them to check their matching gift eligibility.
Then:
- The donation initially appears in the Matching portal with:
  - A blank Company field.
  - The status listed as “Employer Identification in Progress.”
- Once the donor selects their company via the email link:
  - The company name is added to the Company field.
  - The status changes to “Waiting for Donor.”

User Stories: CRM Records

These user stories describe how donor records should behave when donations are processed offline and entered into your CRM system.

Scenario 4: Offline Donation with Corporate Email

Title: Donor donates offline using a corporate email address.

User Value:
As a donor, I want to donate offline using my corporate email address and automatically receive matching gift information.

Acceptance Criteria:

Given: The donor’s donation is linked to a constituent record with a corporate email.
When: The donation is entered into the CRM.
Then:
- The donor receives an automated email with matching gift program information.
- The donation appears in the Matching portal with:
  - The company name listed in the “Company” column.
  - The status marked as “Waiting for Donor.”

Scenario 5: Offline Donation with Non-Corporate Email

Title: Donor donates offline using a personal email and receives a follow-up to self-report their employer.

User Value:
As a donor, I want to donate offline using a non-corporate email and still receive an email prompting me to check matching gift eligibility.

Acceptance Criteria:

Given: The donor’s donation is linked to a constituent record with a personal email address.
When: The donation is entered into the CRM.
Then:
- The donor receives a follow-up automated email prompting them to self-report their employer.
- The donation appears in the Matching portal with:
  - A blank Company field.
  - The status listed as “Employer Identification in Progress.”

Scenario 6: Offline Donation Without an Email Address

Title: Donor donates offline without an email address associated with their record.

User Value:
As a donor, I want my donation to be recorded in the system, even if no email address is associated with my record.

Acceptance Criteria:

Given: The donation is linked to a constituent record without an email address (or no constituent record).
When: The donation is entered into the CRM.
Then:
- The donation record appears in the Double the Donation Matching portal with:
  - A blank Company field.
  - The status listed as “Employer Identification in Progress.”