Does Double the Donation integrate with Classy?

Does Double the Donation integrate with Classy?

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 Classy

Step #1: Log in to your Classy account.

Step #2: Navigate to "Apps & Extensions" on the lefthand menu. Select the "Double the Donation" App.



Step #3: Enter your 360MatchPro public and private API keys in the appropriate fields.



Once you save your settings, your private key will be hidden for security purposes. Your public API key will still appear, like in the image below.



Step #4: Next, navigate to your desired campaigns to ensure you have matching gifts enabled on each specific form and confirmation page. Simply navigate to the "Edit" screen, select "Details" and find the Donation Matching section.

 

We recommend having each option toggled on, which the "Preselect the employer match option" box checked. Making sure these pieces are activated will ensure that you have the search tool visible on your page with the confirmation page plugin activated.



You're now all set to drive matching gift revenue with 360MatchPro! 

Classy - Double the Donation 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 Classy in your demo request form.

Q: Which donation fields will be imported into 360MatchPro?
A: The following information is always passed into 360MatchPro:
  1. Classy donation identifier
  2. First and last name
  3. Donation amount
  4. Email address
  5. Phone number
  6. Campaign (when present)

Q: Using the Classy integration option, will 360MatchPro push data back into Classy?
A: Double the Donation and Classy offer a promise creation feature for their integration. See the "Advanced Settings" section for more details. 

Q: Can I add employer matching functionality to some campaigns and not others?
A: No. Currently, activating the integration in your Apps & Extensions tab will add the employer name search field to all your campaigns. Future functionality updates may include the option to selectively activate the employer search field to some campaigns and not others.

Q: I integrate with Salesforce and Classy. How can I prevent Classy donations from being duplicated in 360MatchPro?

A: In most cases, you can prevent duplicate records from being imported into 360MatchPro by setting a limit for duplicate donations. Learn more here. On rare occasions, some duplicate donations will not be caught by this limit because the primary email address pulled in from Salesforce may differ from the one the donor used when they donated via Classy. In these cases, you can configure a Salesforce inclusion so only non-Classy records are imported from Salesforce. Following the instructions here, set an inclusion for the Classy Transaction ID and check the two boxes that appear below. The following inclusion should then be visible in your 360MatchPro account:



Q: How can I turn off the integration?
If you wish to disable 360MatchPro, navigate to the Double the Donation App in Apps & Extensions and select "Disable Integration".



Q: Is the 360MatchPro integration available for all Classy plans?
A: The 360MatchPro integration is available for all prepaid Classy plans! The 360MatchPro integration is not available for free/pay-as-you-go Classy plans.

Q: What happens if a donation is deleted from Classy?
A: The donation will automatically be deleted from 360MatchPro.
Note: This functionality is available once you have enabled advanced Classy settings as described in the last FAQ on this page.

Q: Which donations/campaigns will flow from Classy into 360MatchPro?
A: Only donations from campaigns with a designation of "peer_to_peer," "crowdfunding," or "donation" will flow into 360MatchPro. If you would like to exclude donations from other campaigns, you can do so from within the "Integrations" tab within the 360MatchPro platform.


Select the image to enlarge it.



Note: This functionality is available once you have enabled advanced Classy settings as described in the last FAQ on this page.

Q: How can I enable campaign exclusions, blacklist settings, and other optional configuration settings?
A: Optional advanced settings can be configured within the "Integrations" tab of 360MatchPro. To enable these advanced settings,  you must first create an API profile for 360MatchPro within your Classy account and link it to 360MatchPro. Follow the steps below to complete this setup.

Enabling Advanced Integration Settings in 360MatchPro

Phase 1: Get credentials (Client ID and secret) from your Classy platform

Step #1: Log in to your Classy account.

Step #2: Navigate to "Apps & Extensions" on the lefthand menu. Select "Classy API."



Step #2: Create an app for Double the Donation by inputting the following information:
  • Application Name: DoubletheDonation[Classy Client Organization ID]
    • Note: Application Names must be unique for each Classy organization. Replace [Classy Client Organization ID] with your Classy Client Organization ID to ensure your Application Name is unique.
  • Oauth2 Redirect: https://doublethedonation.com/
Check the box beside "By creating an API application you are agreeing to our Terms of Service" and then select the "Create App" button.



Step #3: A box with your new application will appear beneath the "Create App" button. Select "Edit."



Step #4: Navigate to the new application and copy down the following information, which you will input in your 360MatchPro portal:
  • Classy Client Organization ID (from the page URL)
  • Client ID
  • Client Secret
The image below demonstrates where you can find this information.



Phase 2: Provide 360MatchPro with your Classy client ID and secret

Note: Access your 360MatchPro portal at https://doublethedonation.com/members/login/

Step #1: Navigate to the "Settings" menu item on the left. Then select "Integrations" in the sub-menu.

Step #2: Enter the following information from your Classy app into the corresponding fields:
  • Classy Client Organization ID (from the page URL)
  • Client ID
  • Client Secret
Step #3: Click "Validate Credentials." Look for the response message from 360MatchPro.
  • If "Success," move on to the next step.
  • If "Client ID and/or Client Secret are invalid," ensure that you have entered the exact credentials from the API Application within your Classy account.
Step #4: Once you have successfully validated your credentials, click the "Integrate" button.



You have now successfully activated your advanced Classy integration settings, which will not be visible within the Classy section of your 360MatchPro "Integrations" tab.

Phase 3: Turn on Promise Creation to Track Matching Gifts Within Classy

Step #1: First, ensure that your 360MatchPro integration is activated within Classy. This will allow the “Promise Creation” option to be visible in 360MatchPro.


Step #2: Next, navigate to your 360MatchPro dashboard and select “Settings” then “Promise Creation”. 



Step #3: Enable Promise Creation and select the statuses that you wish to track as a pending matching gift promise. Make sure to save your settings.



Step #4: Next, navigate back to your Classy platform and select “Apps & Extensions”, then select the Double the Donation app. 



Step #5: Scroll down to “Additional Configuration” to find the “Classy Reporting” section. Then, select the box titles “See matched donations in Classy reporting”. Save your settings. 



You’re all set! You can now access the matching gift reporting feature in Classy.


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