Getting Started: Home Page

Getting Started: Home Page

Home Page

When you login to your account initially, you'll be directed to the Home Page where you can see an overview of your organization's account. You'll be able to see if your organization has completed the installation process and how you've used our matching gift tools.

The Installation Process includes the following:

  1. Set up of your matching gift page plugin
  2. Fill out your organization's details
  3. Add your team members

Set up of our plugin on your organization's website

We recommend installing our matching gift plugin directly on your organization's website. To do this, you have to copy the html code within your Double the Donation account and paste the code onto your organization's website where you'd like our plugin to appear. You can get access to the HTML code by clicking on "Install Matching Gift Plugin." This will direct you to the "Install Plugin" page within your Double the Donation account portal. 

As an alternative, you have the ability to set up a hosted matching page that is hosted on our website. If you'd like to create a hosted matching gift page, you can do so by clicking on "Create Hosted Page" and you'll be directed to the "Hosted Page" tab within your Double the Donation account. 

Please note: our recommended approach is to embed our plugin directly on your website, rather than using the optional hosted page. This is because donors can easily use our matching gift search tool directly on your website and stay on your website, rather than be directed to a matching page hosted on our website. 

Adding team members

You have the ability to add users to your organization's Double the Donation account. Our recommended approach is to add at least three users to your organization's account. From your home page, you can click on "Add Team Members" and you'll be directed to the "User Management" tab within your account. 

Organization Details

From the home page, you have the ability to complete your organization's details by clicking on "Update Organization Details" and this will direct you to the "Organization Details" section within your account. You can then add your organization's details to your account. 

View and Download Matching Gift Resources

Within the home page, you have access to view and download matching gift resources that can help you marketing matching gifts to your donors. You'll find examples of ways to use our matching gift tools and market matching gifts. Click on "View Matching Gift Resources" and you'll be directed to the Marketing section within your account.  

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