Data Import: Triggering Outreach
When you log in to your 360MatchPro account and navigate to Data Import/Export --> Data Import, you'll be able to see trigger our automated matching gift emails after you import a CSV file of donation records. If you'd like to send emails to the CSV file you are trying to import, make sure that the automated email streams are "Enabled." Navigate to Automated Outreach --> Click on email stream to view if the email streams are "Enabled" or "Disabled." If they are disabled, click on the toggle button under each email stream so you see the following:
The Data Import feature is a two-step process:
1) You import the CSV File: You choose the file you'd like to import, view the first 10 donation records, 360MatchPro maps any matching gift companies that you may have within your CSV File, and finally upload the CSV File to your 360MatchPro account.
2) You can send automated matching gift emails to specific email streams and view a summary of the CSV file which includes: the total number imported successfully, the total number of donation records that failed to be imported, and the total number of duplicates (***duplicates are not imported).
The email streams are the following:
- Unknown Employer
Sending out Emails
First, you have to import the CSV File, by clicking "Import Data." Then, a new screen will direct you to a summary of the file you just imported.
To send the automated matching gift emails, click on the buttons that say "Send Emails" under each email stream if you'd like to email that specific stream.
Our Recommended Approach: We recommend emailing donation records in the first two email streams: Match Eligible and Unknown Employer.
There may be notes under a specific email stream based on the CSV file you import:
- Stream Disabled: This means that the email stream is disabled. We recommend enabling the match eligible and unknown employer email streams on. To do so, navigate to Automated Outreach and click on the toggle button under each email stream so it says "Enabled."
- No donations: This means that there are no donations in the CSV file that you've just imported so there are no emails to be sent out to that specific email stream due to the CSV file you imported.
Getting Started: Data Import Overview
Data Import You can manually upload donation records into 360MatchPro by using a CSV file. This feature is useful if you have any offline or historical donation records and like to import those donation records into 360MatchPro so automated matching ...
Understanding the Sample CSV File
Sample CSV File When you log in to your 360MatchPro and navigate to Data Import/Export --> Data Import, you have the ability to view the sample CSV File. We ask you to format your CSV File according to the sample file included within your account. ...
What Occurs After Import
After you've imported the CSV file into 360MatchPro and selected which donors you'd like to send emails to based on their eligibility, automated matching gift emails will be sent to donors based on the email streams you've selected. The automated ...
Data Import: Mapping Companies
Mapping Companies Navigate To Data Import/Export --> Data Import --> Choose the CSV File you wish to upload. When you've chosen the CSV file, in Step 2, you'll be able to preview the first 10 mapped donation records. Then, in Step 3: you'll be able ...
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 ...