This article walks through how Double the Donation can integrate with both Funraise and Salesforce.
Funraise - 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 standard or enterprise 360MatchPro account to activate the matching gift functionality within these partner platforms. Not a 360MatchPro client or interested in upgrading your product tier? Schedule a demo at https://360matchpro.com/demo-request/.
Overview
Double the Donation's 360MatchPro integrates seamlessly with both Funraise and Salesforce. Using Funraise, 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 Funraise, Salesforce, and 360MatchPro accounts, you can drive the matching gift process from start to finish no matter where your donation records are flowing in from. These integrations allow you to identify match opportunities during and after the donation process. Then, 360MatchPro gets to work providing all of your donors with multiple opportunities to identify their match eligibility and complete the matching gift submission process.
Using 360MatchPro with Funraise and Salesforce, you can send the right matching gift information to your donors no matter where they are in the matching gift submission process. Equipped with this information, your donors can kick off the matching gift submission process with just one click.
These integrations have settings to prevent duplicate tracking and outreach, meaning your donors will not receive duplicate matching gift messages even if you track transaction information from both your donation forms and your CRM.
Getting Started
There is no additional configuration necessary to use your standard or enterprise 360MatchPro with Funraise and Salesforce. Simply set up your 360MatchPro account and integrate it with your Funraise 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.
3. Managing Multiple Integrations
Funraise - 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 Funraise + Salesforce in your demo request form.
Q: I'm an existing 360MatchPro client. Where do I find my credentials?