This article walks through how Double the Donation can integrate with both UC Innovation and Salesforce.
UC Innovation - 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 this partner platform. Not a 360MatchPro client? Schedule a demo at https://360matchpro.com/demo-request/.
Overview
360MatchPro integrates with many fundraising platforms, including UC Innovation and Salesforce. Because the UC Innovation platform is built on Salesforce, many fundraisers who use UC Innovation also utilize other Salesforce features. Fortunately, each of these platforms works seamlessly with 360MatchPro, so that you can drive matching gift revenue in a simple, automated way.
Features
360MatchPro integrates seamlessly with UC Innovation's ascend and Salesforce. Using these integrations, fundraisers can identify match-eligible donors, automate tailored, customizable matching gift outreach, and tag and track valuable donor metrics.
These integrations also provide settings to avoid duplicate tracking and outreach, meaning your donors will not receive multiple matching gift messages even if you track transaction information from multiple platforms.
Getting Started
To get started, follow the step-by-step integration guides to connect your 360MatchPro account to your UC Innovation and Salesforce accounts. Make sure to check out our inclusions and exclusions guide for more information on avoiding duplicate records.
1. UC Innovation Integration Guide
UC Innovation - 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 UC Innovation and Salesforce in your demo request form.
Q: Why should I integrate multiple platforms with my 360MatchPro account?
A: Integrating all of your available fundraising platforms with 360MatchPro ensures no matching gift record falls through the cracks. By utilizing multiple integrations, your organization can ensure matching gift outreach is conducted for every relevant donation along with actionable insights recorded for each of your match-eligible supporters.