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

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

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/.
Watch a video version of this integration guide here. (note: this video is an abbreviated guide.)

Section 1: Establish a connection between 360MatchPro into Raiser's Edge NXT

This section of the integration guide is intended to help organizations establish a direct link between 360MatchPro and Raiser's Edge NXT. Once a direct link is established, new donation records in Raiser's Edge NXT will automatically flow into 360MatchPro. In the 360MatchPro platform, donations will enter automated email streams to drive the employer matching process to completion. Read on to section 2 to discover how to add 360MatchPro to your RE NXT donation forms.

Phase 1: Setup within Raiser's Edge NXT

Step #1: Log in to your Raiser's Edge NXT account. Navigate to the Blackbaud Marketplace and find the 360MatchPro App.



Step #2: Select the option to Connect with the application. 



Phase 2: Setup within 360MatchPro

Step #1: Log in to your 360MatchPro account. Navigate to the "Integrations" tab and select "Browse". Use the Browse Partner Directory to search for "Raiser's Edge NXT". Select Raiser's Edget NXT with the Blackbaud logo and click "Activate Integration".



Step #2: This will redirect you to the top of the screen where you can click "Sign in with Blackbaud" to complete the connection between Raiser's Edge NXT and 360MatchPro. Enter your Blackbaud credentials on the next screen to sign in, and then select "Authorize" on the next screen.



(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.)

Make sure to select "Authorize" on this screen.



Congratulations! The 360MatchPro app should appear in the Connected Apps tab of your Applications list within Raiser's Edge NXT.



The 360MatchPro add-ins will also appear within your Organization Constituent Records and Gift Records.

Section 2: Add 360MatchPro to your RE NXT donation forms

Note: You must follow the steps in Section 1 to establish a connection between RE NXT and 360MatchPro before adding the tool to your donation form as outlined in section 2.

Step #1: Log in to your RE NXT account, then navigate to "Tools" and select "Donation form designer"



Step #2: Select the donation form that you would like to edit, and then select "Edit Form"



Step #3: Navigate to the "Form" option, then select the "Add-ins" tab on the right side of the screen. Drag and drop the "360MatchPro Matching Gift Search Tool" onto your form wherever you would like the search tool to appear.



The tool will then provide context into usage and customization options. Select "Done" and you're all set! The 360MatchPro search tool will now appear on your donation form and confirmation page.

Blackbaud Raiser's Edge NXT - Common Customizations

Desired Outcome : You want to ensure only the most recent, relevant gifts flow from Raiser’s Edge NXT into 360MatchPro.

Steps: You can set import criteria within 360MatchPro. Navigate to "Integrations" and then "Manage" to access these configuration settings for your Blackbaud integration. Locate the "Import Criteria" section. Select the number of days you wish to use as your cutoff. Donations older than the number of days you choose will not be imported into 360MatchPro. If donations enter Blackbaud on a real-time basis, we recommend 1 or 2 days. If donations are loaded into Blackbaud less frequently (e.g. weekly), we suggest that you go back further (e.g. 7 days).

Note: our system is importing records based on the listed Date of the Gift, not the Posted Date (the date the gift is manually added to Raiser’s Edge NXT). This may impact which records are flowing into 360MatchPro, and exclude otherwise qualified records.




Desired outcome: You want to exclude donations from certain campaigns or funds from flowing into 360MatchPro.

Steps: You can set filtering within 360MatchPro. Navigate to "Integrations" and then "Manage" to access these configuration settings for your Blackbaud integration. Locate the "Exclude donations from specific campaigns"  and "Exclude donations to specific funds" sections. Select the checkbox for the campaigns or funds from which you wish to exclude donations entering 360MatchPro. Select "Save Exclusions." Donations from the campaigns or funds you select will not be imported into 360MatchPro. Click here to learn more about exclusions and inclusions.



Desired outcome: You want to set or remove custom filters for exclusions.

Steps: You can set filtering for inclusions within 360MatchPro. Navigate to "Integrations" and then "Manage" to access these configuration settings for your Blackbaud integration. Locate the "Filters" section. 



Use the "select field" dropdown to select the field you wish to use to filter donations.



Once selected, set your criteria using the dropdown options. Select "Save Filter." Donations that meet the filter you set will be imported into 360MatchPro. In the following example, any anonymous donations will be imported into 360MatchPro.



Remove filters using the "Remove" button.



Desired outcome: You want to filter donation records based on multiple sets of criteria.

Steps: You can create sets of filters using the group setting in your Filters section. 

First, select "Add New Group." This will create a shaded box where you can include multiple conditions (for example, Option A OR Option B).



Then, you will determine how donations must meet this criteria (All or At Least One must be true).



Finally, you will set the filters based on your specific field and value. This will allow you to have both AND and OR conditions simultaneously to filter your donation records.



Desired outcome: You want to set or remove custom filters for exclusions and/or inclusions.

Steps: You can set a custom filter to include or exclude donation records from RE NXT CRM into 360MatchPro. Navigate to "Integrations" and then "Manage" to access these configuration settings for your Blackbaud RENXT CRM integration. Locate the "Custom Filters" section. 



Use the "select field" dropdown to select the field you wish to use to filter donations. Below is an example of excluding an anonymous donor: 



Once selected, donor criteria then select "Save Filter." Donations that meet the filter you set will be imported or excluded into 360MatchPro. In the following example, any anonymous donations will be excluded from 360MatchPro.



You're all set!

Blackbaud Raiser's Edge NXT - 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 RE NXT in your demo request form.

Q: Which gift records are pulled from Raiser's Edge NXT into 360MatchPro?
A: New gift records are pulled into 360MatchPro every 30 minutes 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 aren't flagged as "do not email."
Q: Do I need to be an administrator within my Raiser's Edge NXT account to follow these integration steps?
A: The individual completing these steps should be either an "Administrator" or a "Supervisor" within Raiser's Edge NXT. User access can be adjusted under the "Security" tab of the Control Panel.

Q: If a constituent has multiple email addresses, which one will be pulled into 360MatchPro?
A: The address that is marked as the contact's primary email address within your Blackbaud account will be pulled into 360MatchPro. If there is no address marked as primary, the first active email address listed for this constituent will be pulled into 360MatchPro. 

Q: Why do donation records appear to be one day behind?
A:  The timestamps on Blackbaud Raiser's Edge gifts are missing time zones, so they are processed using the standard GMT time zone by default.  Learn more here . 

Q: What gift types are processed through this integration?
A: The Blackbaud integration processes gift types that are categorized as "Donation", "Recurring Gift", and "Pledge Payment" under the Raiser's Edge NXT section on this page.

This graphic also shows the different Raiser's Edge NXT gift types. The red boxes indicate that these gifts will be processed by 360MatchPro. The other gift types are not included: 



Q: How does the 2-way sync work?
A: 360MatchPro will send Company Match information back to RE NXT in two places: The Organization constituent record (Company record) and the Gift Record. 
Organization constituent record (Company record): The DTD plugin appears within an add-in tile in your organization constituent records. The Double the Donation search tool pulls the user-inputted freeform text from the “Org Name” field. The plugin presents standardized company name choices from the DTD database. You must select the right company name to view the matching gift policy details. 

Gift Record: A 360MatchPro add-in tile appears within the gift record for any gift that has a corresponding record in 360MatchPro. This tile contains the company name and matching gift status from 360MatchPro, updated in real time. It also contains a button that initializes a flyout that contains the full matching gift information for the company.

Q: How can I use donors' title and preferred name field in 360MatchPro messaging?
A: Navigate to the Integrations tab in your 360MatchPro account. Scroll to the activated Blackbaud integration section, and select the checkboxes under "Sync Fields"



Title and Preferred Name will now appear in 360MatchPro as custom fields. Learn about viewing Custom Fields and using them in emails in this support article.

Q: Where can I embed Double the Donation's matching gift search plugin?
A: We recommend that you incorporate Double the Donation's matching gift search tool across your broader fundraising. To install the search tool anywhere on your website, simply copy and paste the Embed Code from your 360MatchPro portal. 

We recommend that you create a dedicated matching gift page where you can explain what matching gift programs are and provide donors with a chance to look up their employer's program forms, guidelines, and instructions. This page can be used as a resource to be included in emails, newsletters, and direct messages. 

Take a look at an example from the Cat Rescue Club:



Q: Where can I learn more about the 360MatchPro and Blackbaud Raiser's Edge NXT integration?
A: Navigate to our partner landing page to learn how 360MatchPro and Blackbaud can increase your matching gift revenue!

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