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/
Double the Donation's 360MatchPro integrates with both the ascend CRM and Portal donation forms. Please ensure you follow the correct steps in this guide according to which platform you are integrating with 360MatchPro.
Step-by-Step: Integrate Double the Donation's 360MatchPro into Ascend
Warning: Proceeding with the following ascend integration steps may result in historic donation records flowing from Ascend into 360MatchPro. Please ensure all automated email templates are disabled within 360MatchPro before activating the integration.
Step #1: From the "Setup" section of the ascend platform, search for the "Custom Metadata Types" in the search bar. Then, select "Manage Records" from the "External API Credential" option.
Step #2: Locate "Double The Donation API Key Public" and "Double The Donation API Key Secret"
Step #3: Select "Edit" then populate with your 360MatchPro public and private API keys.
Step #4: Now that you've entered your credentials, you'll need to enable the integration. Simply navigate to the "Custom Metadata Types" screen again, then navigate to "Gift Processing Settings" and select "Manage Records".
Step #5: Then, select "Edit"
Step #6: Check the "Enable Double the Donation" box, then select "Save".
That's all there is to it! You can now harness the matching gift power of 360MatchPro in your ascend CRM.
Step-by-Step: Integrate Double the Donation's 360MatchPro into Portal Donation Forms
Before adding the 360MatchPro integration to your Portal donation forms, please ensure your ascend integration is configured correctly according to the documentation.
To start, you must remove/add Relevant Lightning Web Components (LWCs) by following the below steps:
Step 1: Navigate to Setup within your account.
Step 2: In the Quick Find box, enter and select All Sites.
Step 3: On the relevant site, click Builder.
Step 4: In Experience Builder, using the dropdown, navigate to the Portal Give page.
Step 5: Remove the portal_OnlineGivingMatchingCompany LWC. This is done by hovering over the component and clicking the trash can icon.
Step 6: Add the portal_OnlineGivingMatchingCompanyDTD component. This is done by clicking on the component in the Components tab on the left-hand side of the screen and dragging it onto the page between the portal_OnlineGivingAdditionalDetails component and the portal_OnlineGivingTribute component.
Step #7: Add the portal_OnlineGivingReceiptDTD component to the page under the portal_OnlineGivingReceipt component. This is done by clicking the component and dragging it onto the page.
Step 8: Optionally, configure the components’ design attributes.
Step 9: Publish the site.
You're all set! 360MatchPro will now appear on your Portal Donation Forms!
UC Innovation - Double the Donation FAQs
Q: What happens once the Ascend integration is activated?
A: All historic donation records will be imported from Ascend into the 360MatchPro donations table. We strongly recommend disabling automated matching gift emails within 360MatchPro prior to completing the Ascend integration. Once the Ascend integration is completed and automated matching gift communications are re-enabled, an automated message will be scheduled for each new donation to flow from Ascend into 360MatchPro.
Q: I don’t have a 360MatchPro account. How do I get one?
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 UC Innovation integration?
A: Navigate to our partner landing page to learn how 360MatchPro and UC Innovation can increase your matching gift revenue!