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 into Fundraise Up
Step #1: Navigate to "Settings," then "Integrations".
Step #2: Select "Add integration" and then search and select "360MatchPro by Double the Donation"
Step #3: Select "Connect" to connect an existing account.
Step #4: Enter your public and private API keys and select "Connect".
Step #5: Scroll to the bottom of the page and select "Enable Automatic Sync" to complete the integration process! Keep reading to learn more about the specific settings options for your organization.
Fundraise Up and 360MatchPro - Settings Options
You can choose which donations to send to Double the Donation. Navigate to your 360MatchPro integration settings to see the different options:
Then, you can select which donations to send to Double the Donation.
- Send all donations - This will send 100% of your donations to Double the Donation, regardless of whether Corporate Matching is enabled on your campaigns, and every donor will receive an email from Double the Donation asking if they want to have their gift matched by their employer. This could result in questions from donors since they aren't expecting this email.
- Send all donations where Corporate Matching is enabled on the campaign form - If Corporate Matching is enabled on the campaign, 100% of the campaign's donors will be sent to Double the Donation, regardless if they enter an employer or not during checkout. If you choose this option, make sure you enable company matching on the forms you wish to use. Not sure how to do that? Keep reading to find out.
- Send only donations where donor enters employer name - Only donors who enter an employer on campaigns with Corporate Matching enabled will be sent to Double the Donation.
For those using subaccounts, there'll be an additional checkbox when the parent account is connected to control whether subaccount data also syncs.
If you choose the option to send all donations where Corporate Matching is enabled on the campaign form, then you will need to enable corporate matching on the campaign forms you wish to use. Simply navigate to that form's "checkout" settings and select the option that says: "Enable company matching".
You're all set! You've enabled the integration and chosen which settings you would like to use for your campaigns.
Fundraise Up - Double the Donation FAQs
Q: I don’t have a 360MatchPro account. How do I get one?
You can also create an account within Fundraise Up by selecting "Create new account" instead of "Connect" in the steps above. The information you enter on this screen will be your 360MatchPro login credentials, so ensure you save this information to access your new 360MatchPro account.
Q: What are the payment options?
A: If you provision an account through Fundraise Up, then your default payment option is our variable billing plan. For this billing structure, your organization will pay 10% on submitted gift matching requests.
There is also an annual option, where your organization can pay one set price for the year. Email email@example.com
to ask about this payment plan. You can also check out this page
to learn more about entering your billing information.
Q: Where do I find my 360MatchPro API credentials?
Q: Not all of my donations are appearing in 360MatchPro — just the ones with company names. What's wrong?
A: If you created a 360MatchPro account through Fundraise Up before June 11, 2020, you will need to navigate to your 360MatchPro integration settings within Fundraise Up and uncheck the "Send only donations where donor entered employer name" checkbox. This is the recommended setting for all 360MatchPro-Fundraise Up users but was not the default until June 11, 2020.
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: