Step-by-Step: Integrate Double the Donation's 360MatchPro into DonorPerfect
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/.
This guide will walk through how to establish a direct link between 360MatchPro and DonorPerfect. After a direct link is established, new donation records in DonorPerfect will automatically flow into 360MatchPro. Donations made without an email address, such as cash or check donations, and donations made with a "Do Not Email" designation will not be imported into 360MatchPro.
Step #2: Navigate to the "Setup" tab in the menu and click "Integrations."
Step #3: Enter your API Key and click "Validate Credentials."
Note: Contact your DonorPerfect Account Manager to obtain an API Key
Step #4: If the credentials are valid, 360MatchPro will display the following:
Step #5: Click "Integrate" to activate your integration. 360MatchPro will indicate that your integration is active.
Step-by-Step: Integrate Double the Donation's Matching Gift Search Plugin into DonorPerfect (Premium Plan Only)
Step #1: Log into your organization’s DonorPerfect account. Then select “DonorPerfect Online Forms” under the “App Links” dropdown menu.
Step #2: Choose the donation form you’d like to add Double the Donation’s matching gift plugin to and click on the edit pencil.
Step #3: If you use the Single Page donation form, we recommend including matching gifts on the “Receipt Page”. You can find the dropdown by clicking “Edit Header / Footer” and then choosing the “Receipt Page”.
If you’re not using the Single Page form, we recommend that you:
- Switch your donation form to a Single Page form and add the plugin on the Receipt Page.
- Put a link in the Confirmation Email as outlined in the integration guide.
- Put the plugin alongside the Click to Donate button on the giving page on your website.
Step #4: Switch to the HTML editing option by clicking on the “< >” button.
Step #5: Add the iFrame code from your Double the Donation account. Scroll to the bottom of this guide for instructions if you have trouble accessing your iFrame code.
Step #6: Switch back to the “Normal” view by clicking on the pencil to ensure the iFrame is showing up. Then click “Save” to finalize the setup. You can also click the “Preview” button if you’d like.
We recommend going through the donation process once on your website to confirm everything is working correctly.
Access Your Double the Donation Embed Code (Premium Plan Only)
If you’re not sure how to access the Double the Donation Embed Code, please follow the below steps:
- Log into your Double the Donation account by going to https://doublethedonation.com/members/ .
- 360MatchPro users: Navigate to "Settings" --> "API Keys" --> "Embed Codes for Setup" --> "iFrame Option"
Premium Plan users: Navigate to "Install Plugin"
- Copy the iFrame Embed Code.