Does Double the Donation integrate with Neon Fundraise (Formerly known as Rallybound)?

Does Double the Donation integrate with Neon Fundraise (Formerly known as Rallybound)?

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 and Neon Fundraise (Formerly Rallybound) 

Note: Follow these steps if you are a 360MatchPro client. 
This guide explains how to add the 360MatchPro tool directly to your donation forms and confirmation screens. The process is slightly different for P2P campaigns than for stand alone donation forms, so make sure you check out the correct section of this integration guide. If you would like to send all donation records from Neon Fundraise to 360MatchPro regardless of their source, check out the FAQ section of this article.

 Install the 360MatchPro streamlined search tool on your peer-to-peer donation campaign pages

This section shows how to add 360MatchPro to peer-to-peer pages. If you use a stand alone donation form, then skip ahead to the next section.

Note: We highly recommend that you include the streamlined search tool on your P2P donation forms. Our streamlined search tool can be installed on Neon Fundraise fundraising pages and standalone donation pages. 

Step #1: Embed the Neon Fundraise (Rallybound) JavaScript code on your P2P donation form.  To find this code, click "Settings" then "API Keys" in 360MatchPro.



Then, make sure you are logged in as a Neon Fundraise administrator, and navigate to the front end of the campaign's donation page. Select "Enable Editing". This will make all editable areas appear in yellow.



Select into the main editable area. A WYSIWYG editor will appear. Select "Source"



At the top of the content, paste in the provided DTD snippet, with API key included. Click Okay.



Make a small change to the copy, such as adding a space. The changes won't save unless a small front-end change is made.

Click Publish in the grey Site Builder bar at the top right side of the page and reload the page.

Special Note: If you would like to edit the text above the search tool that says "Employer Matching", simply replace "Employer Matching" with your new text within the line of code that indicates the field label. 

To add the 360MatchPro search tool to your confirmation page, navigate to “Forms” then “Customize” then “Page Text - Donation Thank You Page - Text (top)” 



Then, open the source tab and enter the confirmation page code found at the link above. 



You’re all set! 360MatchPro will now appear on your P2P donation page and confirmation form. 

Install the 360MatchPro streamlined search tool on your stand-alone donation forms

This section shows how to add 360MatchPro to stand-alone donation pages. If you use a P2P campaign, then check out the previous section.
Note: We highly recommend that you include the streamlined search tool on your main donation form. Our streamlined search tool can be installed on Neon Fundraise fundraising pages and standalone donation pages. 

Step #1: Embed the Neon Fundraise (Rallybound) JavaScript code from your 360MatchPro Portal.  Select "Settings" then "API Keys" to find the embed code.



To do this, navigate to your desired donation form, then select “Website” then “Customize” then “Page Description”. 



Open the “Source” tab and enter the donation page JavaScript code linked above.

Special Note: If you would like to edit the text above the search tool that says "Employer Matching", simply replace "Employer Matching" with your new text within the line of code that indicates the field label. 



To add the 360MatchPro search tool to your confirmation page, navigate to “Forms” then “Customize” then “Page Text - Donation Thank You Page - Text (top)” 



Then, open the source tab and enter the confirmation page code found at the link above. 



You’re all set! 360MatchPro will now appear on your donation page and confirmation form. 

Access Your 360MatchPro Account

If you're not sure how to access your 360MatchPro portal, please follow the steps below:
  1. Login to your 360MatchPro account by going to   https://doublethedonation.com/360matchpro/  .
  2. Enter your billing information in the "Billing" tab.
  3. Customize your automated emails and other settings under "Automated Outreach" and "Settings" tabs. 

Neon Fundraise- 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 Neon Fundraise in your demo request form.

Q: I embed my Neon Fundraise Donation form on my website instead of a Neon Fundraise hosted site. Can I still use this integration?

A: Yes! You'll need to create a Support Request with Neon Fundraise to add the embeddable script (from the initial setup process described above) into the header of your stand alone/embeddable campaigns. Then, you can enter the post-donation entry (globally for all campaigns of all types) at the Org Level by navigating to your Admin account and selecting  "Forms" then "Customize". Then, add the entry under the "Thank You -Continue Supporting Term" section. 



Q: How do I capture offline donation records or other donation records that are not directly captured on my donation/peer-to-peer forms?

The following steps will walk through how to establish a direct link between 360MatchPro and Neon Fundraise (Formerly known as Rallybound). After a direct link is established, new donation records in Neon Fundraise will automatically flow into 360MatchPro.

Note: Before proceeding with these steps, notify Double the Donation. We will establish affiliation between your organization and our customer-id.

Step #1: Log into 360MatchPro at  https://doublethedonation.com/members/

Step #2: Navigate to the "Integrations" tab and select "Browse". Use the Browse Partner Directory to search for "Neon Fundraise".

Step #3: Select "Activate Integration" under "Neon Fundraise". 

                                                            

Step #4: You'll be redirected to Neon Fundraise's website. Grant access to 360MatchPro by entering your Neon Fundraise credentials.  

Note: Ideally, the user who logs in should be an administrator with Full Permission to the entire organization. This level of permission ensures that 360MatchPro will only read data from your CRM. No records will be modified or deleted. 



Step #5: Enter your Organization ID and click "Save."



Step #6: Your integration will be active. At any point in time, you can discontinue the integration by pressing the "Stop Integration" button.




Note: If you have entered the correct credentials, clicked "Allow access," and received a message indicating that access is denied, please contact Double the Donation's support team. We will get in touch with Neon Fundraise to make sure that your organization is affiliated with 360MatchPro's client-id.

Q: Do gifts from both individuals and companies flow into 360MatchPro?
A: Yes, both individual and company donations flow into 360MatchPro.

Q: Where else can I embed Double the Donation's plugin, other than my Neon Fundraise donation page?
A: We recommend you create a dedicated matching gift page on your website to place matching gift information in the path of every website visitor, not just those already on your donation form. On this page, 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. Your dedicated matching gift page will become a useful resource to include in emails, newsletters, and direct messages.

To install Double the Donation's matching gift search tool anywhere on your website, simply copy and paste the Embed Code found in your 360MatchPro portal. Below is an example from the Cat Rescue Club:



Q: Where can I learn more about the 360MatchPro and Neon Fundraise integration?
A: Navigate to our partner landing page to learn how 360MatchPro and Neon Fundraise can increase your matching gift revenue!


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