How would you recommend we test a custom integration that our nonprofit just completed with our custom donation form or with a custom CRM integration?

This article Double the Donation's recommended approach for testing custom integrations.

If you've just completed a custom integration with your donation form/confirmation page, we strongly recommend you test for the following scenarios. While we can't address every specific scenario as many of them are dependent on your specific implementation, testing and passing the following should catch 95%+ of any issues that we hear or see from our nonprofit clients and significantly increase the likelihood that everything is implemented correctly.

Note: These may or may not be applicable for every single technology partner/donation form / peer-to-peer platform that Double the Donation has integrated with as each platform we work with has configured their 360MatchPro integration slightly differently.

User Stories: Donation Records

Let's look at user stories for David, a donor submitting a donation online.

Title: David should be able to donate online with a corporate email address and receive matching gift information/instructions

User value: As David, I want to donate online with a corporate email address so that I can receive matching gift information/instructions

Acceptance criteria:

GIVEN I have completed the rest of the online donation process properly

WHEN I provide a corporate email address for a company that has a matching gift program in the standard “Email” field of the donation form

THEN I am presented with the DTD matching gift plugin on the confirmation page, populated with the matching gift database information for the company in the DTD database that matches the corporate email domain I provided

AND THEN I receive an automated email from 360MatchPro containing the matching gift database information for the company in the DTD database that matches the corporate email domain I provided

AND THEN my transaction record appears in the 360MatchPro portal with my company name populated in the “Company” column and the status “Waiting for Donor” populated in the “Status” column

Title: David should be able to donate online with a non-corporate email address and self-report his employer within the online donation experience and receive matching gift information/instructions

User value: As David, I want to donate online with a non-corporate email address and self-report my employer within the online donation experience so that I can receive matching gift information/instructions

Acceptance criteria:

GIVEN I have completed the rest of the online donation process properly

WHEN I provide a non-corporate email address in the standard “Email” field of the donation form

AND WHEN I use the DTD streamlined search field and select my company name

THEN I am presented with the DTD matching gift plugin on the confirmation page, populated with the matching gift database information for the company in the DTD database that I self-reported

AND THEN I receive an automated email from 360MatchPro containing the matching gift database information for the company in the DTD database that I self-reported

AND THEN my transaction record appears in the 360MatchPro portal with my company name populated in the “Company” column and the status “Waiting for Donor” populated in the “Status” column

OR WHEN I provide a non-corporate email address in the standard “Email” field of the donation for

AND WHEN I do not use the DTD streamlined search field

THEN I am presented with the DTD matching gift plugin on the confirmation page, which is blank and prompts me to search my company name

AND THEN I use the plugin to search and select my company name, which populates the matching gift database information for the company in the DTD database that I self-reported

AND THEN I receive an automated email from 360MatchPro containing the matching gift database information for the company in the DTD database that I self-reported

AND THEN my transaction record appears in the 360MatchPro portal with my company name populated in the “Company” column and the status “Waiting for Donor” populated in the “Status” column

Title: David should be able to donate online with a non-corporate email address and self-report his employer after the online donation experience and receive matching gift information/instructions

User value: As David, I want to donate online with a non-corporate email address and self-report my employer in a post-transaction email so that I can receive matching gift information/instructions

Acceptance criteria:

GIVEN I have completed the rest of the online donation process properly

WHEN I provide a non-corporate email address in the standard “Email” field of the donation form

AND WHEN I do not use the DTD streamlined search field

AND WHEN I do not use the matching gift plugin to search and select my company name

THEN I receive an automated email from 360MatchPro prompting me to check my matching gift eligibility

AND THEN my transaction record appears in the 360MatchPro portal the “Company” column blank and the status “Unknown Employer” populated in the “Status” column

AND THEN I follow the instructions in the automated email and select my company name

AND THEN my transaction record appears in the 360MatchPro portal with my company name populated in the “Company” column and the status “Waiting for Donor” populated in the “Status” column

User Stories: CRM Records

Let's look at user stories for David, a donor submitting a donation offline.

Title: David should be able to donate offline with a corporate email address linked to his record and receive matching gift information/instructions

User value: As David, I want to donate offline with a corporate email address so that I can receive matching gift information/instructions

Acceptance criteria:

GIVEN My donation is linked to my constituent record

AND GIVEN I have a corporate email address associated with my constituent record

WHEN my donation is entered into the CRM

THEN I receive an automated email from 360MatchPro containing the matching gift database information for the company in the DTD database that matches the corporate email domain associated with my constituent record

AND THEN my transaction record appears in the 360MatchPro portal with my company name populated in the “Company” column and the status “Waiting for Donor” populated in the “Status” column

Title: David should be able to donate offline with a non-corporate email address linked to his record and receive matching gift information/instructions

User value: As David, I want to donate offline with a non-corporate email address and self-report my employer in a post-transaction email so that I can receive matching gift information/instructions

Acceptance criteria:

GIVEN My donation is linked to my constituent record

AND GIVEN I have a non-corporate email address associated with my constituent record

WHEN my donation is entered into the CRM

THEN I receive an automated email from 360MatchPro prompting me to check my matching gift eligibility

AND THEN my transaction record appears in the 360MatchPro portal the “Company” column blank and the status “Unknown Employer” populated in the “Status” column

Title: David should be able to donate offline with no email address linked to his record and appear in the 360MatchPro portal

User value: As David, I want to donate offline so that my transaction record is saved by the nonprofit I'm supporting

Acceptance criteria:

GIVEN My donation is linked to my constituent record

AND GIVEN I have no email address associated with my constituent record

OR GIVEN I do not have a constituent record

OR GIVEN My donation is not linked to my constituent record

WHEN my donation is entered into the CRM

THEN my transaction record appears in the 360MatchPro portal the “Company” column blank and the status “Unknown Employer” populated in the “Status” column