This article walks through how Double the Donation can integrate with both DonorDrive and Salesforce.
DonorDrive - Salesforce - 360MatchPro FAQs:
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 these partner platforms. Not a 360MatchPro client? Schedule a demo at https://360matchpro.com/demo-request/.
Overview
Double the Donation's 360MatchPro integrates seamlessly with both DonorDrive and Salesforce. Using DonorDrive, Salesforce, and 360MatchPro, your organization can maximize matching gift revenue and account for all matching gift opportunities. These seamless integrations are used by countless fundraisers as they double donations with 360MatchPro.
Features
With your DonorDrive, Salesforce, and 360Match accounts, you can drive the matching gift process from start to finish. Identify match opportunities directly on your donation forms or from transaction records in your CRM, so you know which donations are eligible to be matched. Then, 360MatchPro's automated emails will provide your donors with all of the tools they need to complete the matching gift submission process.
These integrations allow 360MatchPro to tag and track match-eligible donors as they complete their matching gift requests. Whether donation records are flowing in from your DonorDrive donation forms or Salesforce, 360Match will still trigger all of the necessary follow-up messaging to your donors.
These integrations also provide settings to avoid duplicate tracking and outreach, meaning if you track transactions from both your donation forms and CRM, your donors will not receive duplicate follow-up messaging.
Getting Started
There is no additional configuration necessary to access these features. Simply set up your 360MatchPro account and integrate it with your DonorDrive and Salesforce accounts by following the individual integration step-by-step guides. Then, make sure to check out our resource on managing multiple integrations to ensure your account doesn't produce duplicate records.
1. DonorDrive Integration Guide
2. Salesforce Integration Guide
3. Managing Multiple Integrations
DonorDrive - Salesforce - 360MatchPro FAQs:
Q: I don’t have a 360MatchPro account. How do I get one?
A: Visit https://360matchpro.com/demo-request/ to request a demo! Make sure you mention that you use DonorDrive + Salesforce in your demo request form.
Q: I'm an existing 360MatchPro client. Where do I find my credentials?
A: Login to your 360MatchPro portal at https://doublethedonation.com/members/login/ Navigate to "Settings" and then "API Keys".