Double the Donation Matching Integration Guides
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      3. Double the Donation Matching Integration Guides

      Does Double the Donation integrate with Affinaquest?

      This article walks through Double the Donation's integration with Affinaquest.

      Step-by-Step: Integrate Double the Donation Matching into Affinaquest

      Affinaquest - Double the Donation Matching FAQs

      Step-by-Step: Integrate Double the Donation Matching into Affinaquest

      Double the Donation 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 Double the Donation account to activate the matching gift functionality within this partner platform. Not a Double the Donation client? Schedule a demo at https://doublethedonation.com/demo-request/.

      To use Double the Donation Matching with Affinaquest, simply integrate your matching module account with your Salesforce instance by following the steps below!

       

      Step #1: Navigate to the Double the Donation Matching App on AppExchange, linked here.
       
      Step #2: Select "Get it Now" and follow the steps of the installation wizard.
       
      Step #3: Login to Double the Donation Matching at https://doublethedonation.com/members/
       
      Step #4: Step #4: Navigate to the "Integrations" tab and select "Browse". Use the Browse Partner Directory to search for "Affinaquest".
       
      Step #5: Select "Active Integration". Then, select "Sign in with Salesforce."
       

       
      Step #6: You'll be redirected to the Salesforce website. Grant access to Double the Donation Matching by entering your Salesforce user credentials.
       

       

       

      Once the Salesforce integration is activated, you'll have the option to apply the Affinaquest data model to the Salesforce integration to access a clean data mapping experience. 

       

      To activate this, navigate to "Integrations" and select "Manage" within Double the Donation Matching. 

       

       

      Then, find your Salesforce integration options, and select the checkbox that says "We use the Affinaquest Advancement RM Model". 

       

       

      As long as you have the Affinaquest manage package installed, the mapping, inclusions, and exclusions will be prefilled, and you can make adjustments as needed. 

       

      If you'd like to revert to the default mappings, select the option to "reset mapping". 

       

       

      You're all set! Your Affinaquest integration is activated. 

      Affinaquest - Double the Donation Matching 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 Affinaquest in your demo request form.

       

      Q: I want to configure exclusions, pull matching gift data back into Salesforce, and do more! How do I manage advanced customization settings?

      A: Visit our integration guide for Salesforce:  https://support.doublethedonation.com/knowledge/double-the-donation-salesforce-integration-guide

       

      Q: Where else can I embed Double the Donation's plugin?

      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 same Embed Code that you used before. Take a look at this example: