360MatchPro is the industry-leading matching gifts automation solution for nonprofits and educational institutions to identify more matching gift revenue opportunities and drive more matches to completion. You’ll need a 360MatchPro account to activate the matching gift functionality within this partner platform. Not a 360MatchPro client? Schedule a demo at https://360matchpro.com/demo-request/.
Step-by-Step: Integrate Double the Donation's 360MatchPro into Luminate Online
Phase 1: Create a new test donation form to setup 360MatchPro
Navigate to "Donation Management" and click "Create a Donation Form." Our plugin will work on any type of form or template.
We will create a custom field to store the company that the user searches for. Name the element exactly as follows: Double the Donation Company ID
Select the new field (Double the Donation Company ID), and move it to the column on the right by clicking the "Add" button in the middle. Then click "Save Order and Edit Selected." Uncheck the box next to "Yes, this field is visible." Then click "Finish."
This adds an invisible element to the page that we will use to store the companies that users search for.
Phase 2: Determining the value of the custom field
The next steps are to determine what custom field the "Double the Donation Company ID" field corresponds to in your Luminate Online pages. This will allow us to use the correct values on the confirmation page. Please follow the instructions illustrated below.
Copy / make a note of the string that appears that looks like [[S120:dc:custom:custom_stringXXX]]. This is the string that you will need to populate the confirmation page with the company information that the donor has searched for.
Be sure to delete the code blocks that were inserted at the end. You only need the [[S120:dc:custom:custom_stringXXX]] text.
Phase 3: Set up Double the Donation code snippets in Luminate Pages
You will need to setup three different reusable code snippets to use on multiple forms. Create the following three Luminate Reusable Pages with the corresponding code. Make sure to replace the bolded segments with your unique API Key, which was provided in the 360MatchPro setup document you should have received from us.
Also, make sure to replace the [[S120:dc:custom:custom_string13]] with the actual value determined in the previous section. Instructions for creating the reusable pages themselves can be found after the table.
Reusable Page Name
Navigate to Settings, then API Keys. Select Luminate Online/Convio. Select the donation form embed code.
Navigate to Settings, then Plugin Settings to find the embed code.
Navigate to Settings, then API Keys. Select Luminate Online/Convio. Select the confirmation page embed code.
Make sure to replace [[S120:dc:custom:custom_string1]] with the actual value determined in the previous section.
The steps to add each reusable page are illustrated below.
Phase 4: Adding a streamlined company search on the donation form
Navigate to the form you wan to put the donation form on, then edit the "Donation Form."
In the editor, move the "Double the Donation Company ID" custom field to the column on the right (in any order). Click on "Save Order and Edit Selected." Make sure to uncheck the box next to "Yes, this field is visible."
Add an "HTML Caption" field and add the reusable page titled "reus_360matchpro_donation_widget." Place this field where you want the streamlined search to appear. We recommend including it somewhere in the billing section of your form.
Phase 5: Embedding the matching gift widget on the confirmation page (Thank You Page)
In this phase, you will add the code to show our matching gift widget and the code to submit the donation information to 360MatchPro. Navigate to "Design Donor Screens" and then click "Edit" on the "Thank You Page."
Then click "Use Plain Text Editor."
In the plain text editor, navigate the cursor to where you want the Double the Donation plugin to appear. Then add the reusable code for our plugin.
Finally, add the Double the Donation submission code right next to this with the same process.
Blackbaud Luminate Online - Double the Donation FAQs
Q: I don’t have a 360MatchPro account. How do I get one?
Q: Where else can I embed Double the Donation's plugin?
A: We recommend you create a dedicated matching gift page on your website to place matching gift information in the path of every website visitor, not just those already on your confirmation page. On this page, you can explain what matching gift programs are and provide donors with a chance to look up their employer's program forms, guidelines, and instructions. Your dedicated matching gift page will become a useful resource to include in emails, newsletters, and direct messages.
To install Double the Donation's matching gift search tool anywhere on your website, simply copy and paste the same Embed Code. Take a look at an example from the Cat Rescue Club: