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 Fundly
Step #1: From your dashboard, click "Add-ons & More."
Step #2: Click the "Integrations" tab and then click on "360MatchPro."
Step #3: Click the "ACTIVATE NOW!" button.
You will receive a green validation message when the activation is successful.
Note: The first time 360MatchPro is activated, the account admin will receive an email with instructions on how to login to 360MatchPro. Be sure to whitelist emails from fundly.com to ensure that the email doesn't get lost in a spam folder.
Step #4: Review your donor data in 360MatchPro.
With 360MatchPro, donations flow into the platform and automatically update to indicate if a donor is match-eligible and the status of their match.
Additionally, some of this matching gift data will be reflected directly in your Fundly CRM, as displayed below.
Access Your 360MatchPro Account
If you're not sure how to access your 360MatchPro portal, please follow the steps below:
- Login to your 360MatchPro account by going to https://doublethedonation.com/360matchpro/ .
- Enter your billing information in the "Billing" tab.
- Customize your automated emails and other settings under the "Automated Outreach" and "Settings" tabs.
Fundly - Double the Donation FAQs
Q: I don’t have a 360MatchPro account. How do I get one?
You can also create and activate your 360MatchPro account from within your Fundly CRM by navigating to the "Fundy CRM Add-ons & Integrations" section of your Fundly CRM account.
Q: Where else can I incorporate matching gifts?
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 how our Cat Rescue Club website incorporates the Double the Donation plugin on a page dedicated to matching gifts.