Does Double the Donation integrate with Blackbaud Raiser's Edge NXT (RENXT)?

This article provides a comprehensive guide on integrating Double the Donation with Blackbaud Raiser's Edge NXT (RENXT) to maximize matching gift opportunities.

Section 1: Establishing a Connection Between Double the Donation Matching and Raiser's Edge NXT

Phase 1: Setup within Raiser's Edge NXT

Phase 2: Setup within Double the Donation Matching

Section 2: Adding Double the Donation Matching to your RE NXT donation forms

Blackbaud Raiser's Edge NXT - Common Customizations

Troubleshooting Common Issues

FAQs

Phase 1: Setup within Raiser's Edge NXT

Follow these steps to install Double the Donation Matching in your Raiser's Edge NXT account:

1. Log in to Raiser's Edge NXT

• Go to the Blackbaud Marketplace and search for the Double the Donation Matching app.

• Click Get Started to begin installation.
  (Note: Organization and Solution Admins must have Marketplace permissions in order to install the Double the Donation Matching application.)

Phase 2: Setup within Double the Donation Matching

1. Log in to Double the Donation 

• Navigate to the Integrations tab and click Browse.
• Search for Raiser's Edge NXT and click Activate Integration.

2. Authorize the Connection

• You will be redirected to the top of the screen. Click Sign in with Blackbaud and enter your credentials to complete the connection.
  (Note: If you are signed in to Raiser's Edge NXT within the same browser, the next screen will automatically recognize your Blackbaud account and autofill your credentials.)

• Authorize the connection between Double the Donation and Blackbaud. 

Congratulations! The Double the Donation Matching app should appear in the Connected Apps tab of your Applications list within Raiser's Edge NXT.

The Double the Donation Matching add-ins will also appear within your Organization's Constituent Records and Gift Records.

Section 2: Adding Double the Donation Matching to your RE NXT donation forms

• Navigate to the left permanent side bar side and select Online Giving.

• Select Overview and then select All donation forms on the right-hand section of the screen.

2. Edit the Donation Form

• Select the form you wish to edit and click Edit Form.
  

3. Add the Matching Gift Tool

• In the Form section, go to the Add-ins tab. Drag the Double the Donation Matching Gift Search Tool onto the form wherever you would like the search tool to appear.
• The tool will then provide context into usage and customization options.

4. Finalize Setup

• Click Done. The tool is now added to your donation form and confirmation page.

Excluding Donations from Specific Campaigns or Funds

1. Navigate to Integrations → Manage.

2. Locate the Exclude donations from specific campaigns and Exclude donations to specific funds sections.

3. Select the campaigns or funds you wish to exclude and click Save Exclusions.

Click here to learn more about exclusions and inclusions.

Using Custom Filters to Include or Exclude Donations

1. Navigate to Integrations → Manage.

2. Locate the Custom Filter section.

3. Use the Select Field dropdown to choose the field you want to filter donations by.

The image below shows an example with Fund: ID as the selected filter. Other common fields used to create filters include Constituent Code and Solicit Code. 

4. Once you select the field, set your criteria using the dropdown options.

• To include records with the selected criteria, use equals or is one of. 
• To exclude records with the selected criteria, use does not equal or is not one of. 

5. Select Save Filter. Donations meeting the filter criteria will be imported into Double the Donation Matching.

6. Click trash icon at the end of the filter to delete any filters you no longer need. 

Filter Donation Records Based on Multiple Sets of Criteria

1. Navigate to Integrations → Manage.

2. Locate the Custom Filter section.

3. Create a Filter Group:

• In the Custom Filter section, click Add New Group. This creates a shaded box where you can include multiple conditions (e.g., Option A OR Option B).

4. Set Criteria for the Group:

• Choose whether the donations must meet "All" or "Any" of the conditions to be included.
  • "All" means all conditions must be true.
  • "Any" means at least one condition must be true.

• Set the specific field and value for each condition. This enables the use of both AND (All) and OR (Any) conditions simultaneously to filter your donation records.

FAQs

Q: I don't have a Double the Donation Matching account. How do I get one?

A: Visit https://doublethedonation.com/demo-request/ to request a demo! Make sure you mention that you use RE NXT in your demo request form.

Q: Which gift records are pulled into Double the Donation Matching?

A: New gift records are pulled into Double the Donation Matching when:

• They are from individuals, not businesses.

• They have an email address associated with them (when the "email address" field is not null or blank).

• They are not flagged as "do not email."

Q: Constituent records marked as "do not contact" or "request no email" are still entering Double the Donation. How do I prevent this? 

A: Double the Donation only automatically excludes gift records tagged as "do not email" in RE-NXT. To exclude other constituent records, you can configure custom filters to exclude certain solicit codes or add records to the blocklist following the instructions in this guide. 

Q: Do I need to be an administrator within my Raiser's Edge NXT account to follow these integration steps?

A: Yes, both Solutions Admin and Organization Admin roles can grant access, provided they have marketplace permissions. User access can be adjusted under the "Security" tab of the Control Panel. For more details on administrator roles, refer to the administrator roles documentation. 

The below image shows a RE-NXT user with the correct Admin permissions for the Marketplace:

Q: If a constituent has multiple email addresses, which one will be pulled into Double the Donation Matching?

A: The primary email address listed in your Blackbaud account will be used. If no primary email is set, the first active email address associated with the constituent will be used for matching.

Q: Where is the identifier in Double the Donation pulled from?

A: The unique identifier pulled into Double the Donation from RE-NXT is the Gift ID. 

Q: Why do donation records appear to be one day behind?

• The DTD plugin appears as an add-in tile within organization constituent records.
• The tool pulls the user-inputted freeform text from the “Org Name” field and presents standardized company name options from the DTD database.
• Select the correct company to view matching gift policy details.

• The matching gift status is updated in real-time within the gift record.
• This appears for any gift record that has a corresponding record in the matching module.
• The tile displays the company name and status, with a flyout option for detailed matching gift information.

The below image shows an example of how the Double the Donation tile will appear on the gift record when a company has been selected:

Q: How can I use donors' titles and preferred name fields in Double the Donation Matching messaging?

A: To include Title and Preferred Name fields in your messaging, follow these steps:

1. Navigate to Integrations → Manage.
2. Check the boxes under "Sync Fields".

Both Title and Preferred Name will now be available as custom fields in Double the Donation Matching. For further details on using these fields in emails, see the support article here.