Getting Started: Company Exclusions Overview
Company Exclusions Within your 360MatchPro account, you can exclude companies from your organization's matching gift search tool. The reason you may want to exclude companies is that a matching gift or volunteer grant company may have guidelines that ...
Recommended Approach: Company Exclusions
We strongly recommend that our clients display all companies in the search results and allow the donor to read the information in the matching gift and volunteer grant description fields. Learn more below on the reasons why we recommend displaying ...
Company - Specific Exclusions - Mark as Ineligible
Within your account your 360MatchPro account portal, you can exclude specific companies that do are ineligible for your organization. That means that the company will appear in the matching gift search tool but when a donor selects they work for that ...
Company - Specific Exclusions - Hide from Search
Within your account your Double the Donation account portal, you can exclude specific companies that do are not match eligible for your organization. That means if you exclude a company using this company-specific exclusion, the donor will not see ...
Inclusions and Exclusions
Currently, only exclusion rules are available within 360MatchPro. Inclusions are available for some CRM integrations. Building Exclusions Rules Navigate to "Settings" --> "Exclusion Rules". You will build your new exclusion rules in the "Manage ...