Step-by-Step: Integrate Double the Donation's 360MatchPro into iDonate
360MatchPro is the industry-leading matching gifts automation solution for nonprofits and educational institutions to identify more matching gift revenue opportunities and drive more matches to completion. You’ll need a 360MatchPro account to activate the matching gift functionality within this partner platform. Not a 360MatchPro client? Schedule a demo at https://360matchpro.com/demo-request/.
Before activating your 360Matchpro and iDonate integration, you will need to contact firstname.lastname@example.org
to activate your 360MatchPro account within iDonate.
If you’re using iDonate 2.0 forms, follow the steps below to activate your 360MatchPro and iDonate integration.
Step #1: Once iDonate support has connected your 360MatchPro account to your iDonate account, log in to your iDonate dashboard and navigate to your campaigns.
Step #2: From your account dashboard, select your campaign. Then, click "Edit" on the giving form you'd like to enable 360MatchPro on.
Step #3: When editing the form, select "Corporate Matching" from the element library on the right.
Step #4: Click the plus icon to add the 360MatchPro search tool to your iDonate giving form.
Step #5: Then, select "Confirmation" to edit your confirmation page. Select "Corporate Matching" from the element library and click the plus icon to add the 360MatchPro confirmation page plug-in to your confirmation page.
Step #6: Hit "Publish Form"! Your fully integrated donation page is now live.
If you're using iDonate legacy forms, follow the steps below to activate your 360MatchPro and iDonate integration.
This guide will take you through the entire process of setting up an embed, placing it on a landing page, and pushing that page live. If you already have your embed and landing page set up, please skip ahead to steps #3 and #4 of Phase 1. Once those steps are completed, your matching gift functionality will be live.
Phase 1: Create the "embed"
Step #1: Click on the "Embeds" option in the menu on the left side. You will be directed to this screen.
Step #2: Click "NEW EMBED" in the top, right-hand corner. On the following page, you'll be asked to choose either "Unified Giving Embed v2" or "Single-Page Embed."
Note: This demonstration will prepare a unified giving embed for the fictional nonprofit organization, Cat Rescue Club.
Step #3: In order to add the search tool to your donation page, you must assign a location for your corporate matching gift field as illustrated below. The default setting is "No Corporate Matching," which leaves your donation page without a matching gift search tool. We strongly recommend "On first page of embed."
Phase 2: Create the landing page
Step #1: Navigate to "Landing Pages" found in the menu on the left side of your screen. From there, click "NEW LANDING PAGE" in the top right corner of the screen. Both of these buttons are highlighted below.
Step #2: Choose your landing page setup option. For our Cat Rescue Club page, we chose "Simple Landing Page."
Step #3: Name your page.
Step #4: Navigate to the "Page" option (highlighted in the image below). Then select the embed you want to incorporate on this landing page.
Step #5: Customize your page before hitting "PUBLISH" in the top, right-hand corner of your landing page setup.
Hit "PUBLISH." Your fully integrated donation page is now live.
Access Your 360MatchPro Account
If you're not sure how to access your 360Matchpro portal, please follow the steps below:
- Login to your 360MatchPro account by going to https://doublethedonation.com/360matchpro/ .
- Enter your billing information in the "Billing" tab.
- Customize your automated emails and other settings under the "Automated Outreach" and "Settings" tabs.
iDonate-Double the Donation FAQs
Q: I don't have a 360MatchPro account. How do I get one?
Q: Where else can I embed Double the Donation's plugin, other than my iDonate donation page?
A: We recommend that you incorporate Double the Donation's matching gift search tool across your broader fundraising. To install the search tool anywhere on your website, simply copy and paste the Embed Code from your 360MatchPro portal.
We recommend that you create a dedicated matching gift page where you can explain what matching gift programs are and provide donors with a chance to look up their employer's program forms, guidelines, and instructions. This page can be used as a resource to be included in emails, newsletters, and direct messages.
Take a look at the following example:
Q: Where can I learn more about the 360MatchPro and iDonate integration?
A: Navigate to our partner landing page to learn how 360MatchPro and iDonate can increase your matching gift revenue!