Getting Started: Settings Overview
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
- Data Import
- Import History
- Plugin Settings
- Email Settings
- Exclusion Rules
- Company Exclusions
- Manage Programs
- Organization Profile
- Blocklist Management
- Advanced Settings
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.
Within the Data Import tab, you can manually upload donation records into 360MatchPro by using a CSV file. This feature is useful if you have any offline or historical donation records and like to import those donation records into 360MatchPro so automated matching gift emails are sent to those donors. Click here to learn more about the Data Import tab.
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.
Within the Email Settings section, you will be able to access the following information:
- The CNAME setup so you can send emails from your organization's own email address. View this article to learn more about the CNAME setup.
- The Email Sending Limits so you can limit the number of emails sent to donors within a given period of time using a number of different configuration options. View this article to learn more about the Email Sending Limits.
- Customize the appearance of the emails. View this article to learn more about how you can customize the email appearance.
- Edit the Email Redirect Pages. View this article to learn more about the Email Redirect Pages.
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.
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.
Getting Started: Email Settings Overview
Email Settings Email Sending - From Address and Reply-To Address Under the Email Sending section, you have the ability to set the From email address, Reply-To email address (optional) and the From Email Name. Then we highly recommend completing the ...
Getting Started: Advanced Settings
Advanced Settings In an effort to reduce the number of donors in the Unknown Employer status and save the donor's company name for the past 6 months, this Advanced Settings option is available. By checking the box under Advanced Settings, when a ...
Getting Started: Billing Overview
Billing You can find basic information about your organization's billing plan and update your billing information within the Billing tab. Within the Billing tab, you'll see listed the name of your Double the Donation plan, your next billing date, ...
Getting Started: Integration Configuration
360MatchPro has the ability to integrate with multiple type of platforms that your organization may use, including: Donation forms Nonprofit CRMs Crowdfunding platforms Peer-to-peer fundraising platforms Content Management Systems Charity Auction ...
Getting Started: Understanding Plugin Settings
Plugin Settings Within your Double the Donation account you have the ability to create a dedicated matching gift page on your website featuring our searchable database plugin. This becomes a call to action page where donors can access the forms, ...