How are donation records identified in 360MatchPro?

How are donation records identified in 360MatchPro?

For any individual donation record, we determine where a donor works and if that company has a matching gift program in a number of ways. The four primary ways are listed below:

1. Matching Gift Search Field:

One way we can identify where a donor works is if the donor uses the matching gift search field on a donation form. Click here to learn more about the online donation forms we integrate with. Here is an example of how our streamline search tool fits seamlessly into a donation form: 

2. Corporate Email Address: 

In most cases, donors use personal email addresses when they make a donation, but, in some cases, they use their corporate email address. We've mapped the thousands of companies in our database to corporate domains. Even if a donor doesn't engage with our tools, if they use a corporate email domain (Ex. John@homedepot.com), we'll associate that donation with Home Depot and they'll be listed as having matching gift potential.

3. Unknown Company Email Stream:

If a donor does not interact with the matching gift search field on a donation form and they donate using a personal email address, they are placed in the Unknown Company email stream. Within this email, you will direct donors to your matching gift page so they can use Double the Donation's matching gift search tool to instantly find out if their employer has a matching gift program. When the donor clicks on the first "Click Here" button next to "Step 1: Check if my company will match my donation!" it will direct the donor to a matching gift page. 

If a donor then uses the matching gift search tool to search for their company, we associate that usage with the donation record and the donor's company will be noted within the Donations tab of your 360MatchPro account.

4. Historical Match Data:

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, you can use historical match data from your account to auto-associate future transactions from the same donor with a matching gift company. By checking the box under Advanced Settings, when a donor identifies their employer for one donation, 360MatchPro will update other transaction records by the same donor with that identified employer. See the image below: 


Enabling this feature will do the following:
  1. When a new donation with an employer name is recorded, automatically check for donations associated with the same email address with timestamps within the past 6 months. If any of those previous transactions are not associated with an employer name, add the newly identified employer name to the previous transaction records.
  2. When a new donation without an employer name is recorded, automatically check for donations associated with the same email address with timestamps within the past 6 months. If any of those previous transactions are associated with an employer name, add that employer name to the new transaction record.

FAQs:

Q: It appears the wrong company is being associated with several donor records. Why could that be?
A: The Advanced Settings feature maps donor records based on email addresses, so donor records that share the same email address will be associated with the same donor information (i.e. company name and payment status) in 360MatchPro. If the Advanced Settings feature is enabled, donor records should include a unique email address for each donor or, if the email is unknown, the email field should be kept blank for that record. Click here to learn more about the Advanced Settings feature.


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