Step-by-Step: Integrate Double the Donation's 360MatchPro into Affinaquest
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/
To use 360MatchPro by Double the Donation with Affinaquest, simply integrate your 360MatchPro account with your Salesforce instance following the steps below!
Step #1: Navigate to the 360MatchPro by Double the Donation App on AppExchange, linked here.
Step #2: Select "Get it Now" and follow the steps of the installation wizard.
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 360MatchPro 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 360MatchPro.
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 back to the default mappings, select the option to "reset mapping".
You're all set! Your Affinaquest integration is activated.
Affinaquest - 360MatchPro FAQs
Q: I don't have a 360MatchPro account. How do I get one?
Q: I want to configure exclusions, pull matching gift data back into Salesforce, and do more! How do I manage advanced customization settings?
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: