Getting Started: Settings Overview
Settings
Within the Settings tab, you can configure your 360MatchPro account settings to meet your organization's needs. You will be able to access the following settings:
- API Keys
- Plugin Settings
- Exclusion Rules
- Company Exclusions
- Manage Programs
- Organization Profile
- Blocklist Management
- Advanced Settings
API Keys
Within the API Keys tab, you can access your unique Public and Private API Key. API Keys from our matching gift software allow your software platform to flow donor information into 360MatchPro. Click here to learn more about API Keys.
Plugin Settings
We recommend creating a dedicated matching gift and volunteer grant page with our searchable database. This becomes a call to action page where donors can get access to the forms, guidelines, and instructions they need to submit matching gift requests. To find the code where our plugin will appear on the dedicated matching gift page, you can navigate to Settings --> Plugin Settings. Click here to learn more about the Plugin Settings.
Exclusion Rules
Within the Exclusion Rules tab, you can build exclusions to have greater control over which donation records enter 360MatchPro and which donation records receive the automated emails. To learn more about the Exclusion Rules, visit this article.
Company Exclusions
Within the Company Exclusions tab, you can exclude companies from your organization's matching gift search tool. One reason you may want to exclude companies is that a matching gift or volunteer grant company may have guidelines that mark you as an ineligible nonprofit organization based on your organization's type. To learn more about Company Exclusions, visit this article.
Manage Programs
Within the Manage Programs tab, you can manage matching gift programs unique to your organization. To learn more about the Manage Programs tab, visit this article.
Organization Profile
Within the Organization Profile tab, you can provide the details for your nonprofit so that Double the Donation has the correct information on file for the organization. Click here to learn more about the Organization Profile tab.
Blocklist Management
Within the Blocklist Management tab, you can manually indicate donors who should no longer be receiving automated emails or be contacted by phone. To learn more about Blocklist Management, visit this article.
Advanced Settings
In the Advanced Settings, you can configure a setting so that, when a donor identifies their employer for one donation, 360MatchPro will update other transaction records by the same donor with that identified employer. Additionally, you can update your time zone selection in this tab. To learn more about the Advanced Settings, visit this article.
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