Our Recommendations in the Automated Outreach
Within your automated outreach, we give you a variety of options that include customizing emails using your organization's logo, header image, wording, and email template variables. You also have the ability to enable a certain number of emails, as well. We often get asked our recommended approach, so you can view our recommended approach when dealing with automated outreach below:
Enabling Email Streams
Match Eligible
We recommend enabling the match eligible email stream and sending all 3 emails within this email stream to these donors. This is because the majority of your donors in the match eligible stream will be able to get their donation matched, so this is the #1 email stream you should be directly emailing regarding matching gifts.
Unknown Company
We recommend enabling the unknown company email stream and sending at least all 2 emails within this email stream to these donors. There will be a large population of donors in this email stream that could potentially be matching gift eligible, they just haven't identified where they work.
Sending Time of Emails
Match Eligible
There are 3 emails that can be sent to these donors. Our recommended sending time is the following:
- Initial email: 0 hours
- Follow up email: 72 hours
- Final email: 720 hours
We recommend enabling AT LEAST 2 out of 3 emails in the Match Eligible stream.
In a study of 360MatchPro clients, Double the Donation found that activating the second email in the Match Eligible stream resulted in a 48% increase in matches initiated by donors (compared to sending 0 emails).
Unknown Company
There are 2 emails that can be sent to these donors. Our recommended sending time is the following:
- Initial email: 0 hours
- Follow up email: 192 hours
We recommend enabling AT LEAST 1 out of 2 emails in the Unknown Company stream.
In a study of 360MatchPro clients, Double the Donation found that activating the second email in the Unknown Company stream resulted in at least a 40% increase in matches initiated by donors (compared to sending 0 emails).
Customizing Emails
You have the ability to edit the following:
- The sending time
- The subject of the email
- The body of the emails
- Include email template variables within the body of the emails
We recommend including the following items in all of the emails:
- Your organization's logo
- Header image
- The following variables in the match eligible email stream:
- {{form_available_link}}
- {{indicate_match_submitted_link}}
- {{matched_company_info}}
- {{matched_company_name}}
- {{indicate_ineligible_link}}
- The following variables in the unknown company email stream:
- {{plugin_link}}
- {{indicate_match_submitted_link}}
- {{indicate_ineligible_link}}
We've configured the email streams to be turned on right away. Often organizations may edit the introduction of the email and the signature but keep all the variables within the original email template as they are very important.
Case Study: Email Conversion Rates
Many organizations are sensitive to sending too many emails to their donors. We understand! The best practices outlined in this article have been proven to increase matching gift revenue -- just take a look at the email conversion rates discovered through a recent study of 360MatchPro accounts. This data was generated from a sample of 628 active 360MatchPro accounts. These accounts had plenty of recent donations, various degrees of email appearance and sending customization, and other indicators of generally healthy accounts. We hope the statistics presented below help your organization make an informed, revenue-generating decision.
Match Eligible automated outreach stream
In the table below, you can see the impact of sending 1 email, 2 emails, and 3 emails in the Match Eligible email stream (excluding donations that never received any emails at all). In each row, see how accounts with different numbers of emails sent performed, and compare the rows to each other using the last column in the table.
| # of Match Eligible emails enabled | Total % of eligible donations submitted for matching | Impact of the final email vs accounts with 1 fewer email sent |
1 email | 31% of eligible gifts submitted for matching | N/A |
2 emails | 45% of eligible gifts submitted for matching | 45% more matching gift requests submitted than accounts with 1 email 18% of remaining match-eligible donors submitted their matches after receiving the 2nd email |
3 emails | 49% of eligible gifts submitted for matching | 58% more matching gift requests submitted than accounts with 2 emails 5% of remaining match-eligible donors submitted their matches after receiving the 3rd email |
Keep in mind that not every match-eligible donation that is submitted by a donor is captured by 360MatchPro statistics. Many donors use the helpful information in 360MatchPro automated emails to submit their matching gift request, but never interact with the emails in such a way that 360MatchPro can capture that information. So the funds received by an organization will typically be higher than these statistics predict!
Unknown Company automated outreach stream
In the table below, you can see the impact of sending 1 email and 2 emails in the Unknown Company email stream. In each row, see how accounts with different numbers of emails sent performed, and compare the rows to each other using the last column in the table.
| # of Unknown Company emails enabled | % more requests submitted than accounts with 0 emails |
| 1 email | 40% more matching gift requests submitted than accounts with 0 emails |
| 2 emails | 67% more matching gift requests submitted than accounts with 0 emails |
Takeaway: Each additional email enabled by the organization increased matching gift revenue!
FAQ
Q: Should I enable my emails before or after my donation platform, CRM, or data import file has been integrated with 360MatchPro?
A: You should enable your emails before you integrate your donation platform, CRM, or data import file with 360MatchPro. The reason being is that this will prevent any donation records from missing an automated email.
A: You should enable your emails before you integrate your donation platform, CRM, or data import file with 360MatchPro. The reason being is that this will prevent any donation records from missing an automated email.
Q: I've integrated my platform with 360MatchPro, but my emails weren't turned on. Can I enable my emails now and have the automated emails be sent to donation records retroactively?
A: No, the automated email streams will start going out the date/time you turn it on. 360MatchPro doesn't retroactively send emails. Therefore, if there are any emails that did not receive an automated email outreach, we recommend sending manual emails to those donors.
Training Videos: Automated Outreach
Related Articles
Getting Started: Automated Outreach Overview
Automated Outreach The automated email streams are the following: Match Eligible Unknown Company Ineligible [legacy] Thank You End-of-Year Learn more about automated outreach features: View this article to see our recommendations for the automated ...DTD Best Practices for managing your 360MatchPro account
DTD Best Practices for 360MatchPro When your organization is fully set up with 360MatchPro, meaning you have completed the following steps: 1. Integrating your donation platform and/or CRM 2. Enabled the automated outreach: At least 2 emails in the ...Previewing Emails
Within your 360MatchPro account, you have the ability to preview emails so you can view their appearance before automated emails get sent to your donors. Scroll to the sections below to see specific instructions for each email stream. Sending a test ...Sending SMS automated outreach
SMS Automated Outreach Overview At this time, a Twilio account is required to enable SMS automated outreach. View this article to learn how to integrate Twilio with 360MatchPro. This feature is currently only available for nonprofits using ...Getting Started: Manual Outreach Overview
Manual Outreach As each donation record flows into 360MatchPro, each donation record will be initially be placed in the Automated outreach. The purpose of the automated outreach is to identify match eligible donors and present those donors with ...