End of Year Outreach Automation Stream
End-of-Year Email Stream
In the Automated Outreach section within your 360MatchPro account, there is an option called "End-of-Year." This End-of-Year email stream is a great opportunity for your organization to remind donors at the end of year to submit their matching gift request to their employer in bulk. It's a great last-minute reminder for donors in the month of December.
There are two different streams available for the End-of-Year automated outreach: Match-Eligible and Unknown Eligibility.
Match-Eligible
- The Match-Eligible email stream in the End-of-Year outreach can be sent to donors that fulfill the criteria below:
- These donors are match eligible because they have identified that they work for a company with a matching gift program.
- The donor hasn't identified that they've submitted a matching gift request.
- The donation was made between January 1st and November 30th of the current year.
Unknown Eligibility
- The Unknown Eligibility email stream in the End-of-Year outreach can be sent to donors that fulfill the criteria below:
- The donor eligibility is unknown.
- They have made at least one donation of $100 or more.
Sending Parameters
The end-of-year email continues to honor the email blocklist, sending limits, and company exclusions. If an email address is associated with multiple donations (e.g. recurring donors), only one end-of-year email may be sent to that address.
Sending emails in either End-of-Year email stream
To use the End-of-Year outreach, click on the toggle button to the upper left of any message to move that email from "Disabled" to "Enabled."

Choose the date you'd like the Match-Eligible and/or Unknown Company outreach to be sent in the month of December.

Please Note: All days before the current date are disabled. For example, if the current date is December 12th, options 1 through 12 will be disabled.
You can edit the wording within the email templates; click "Save Email Template" for your edits to take effect. You can also click the "Preview" buttons to see how the email will look to your donor and send a test email from within the preview.
In the month of December, 360MatchPro will calculate the number of donations that are eligible for any End-of-Year email stream you've enabled.

The emails will be sent between 7:00 AM and 10:00 AM EST on the day you specify.
Training Video: End of Year Email Stream
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 ...
Understanding the Automated Email Streams
Email Streams Overview There are four automated email streams within your 360MatchPro account portal. When a donation record enters into 360MatchPro, that donation record will flow into one of the initial three email streams. These initial three ...
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 ...
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 ...