Email Insights
Under the Company column of your Donations data, you’ll be able to see the eligibility of the donation record based on the company information that the donor has self-reported.
They’ve self-reported in one of three ways:
1) If you have our streamlined search tool on your donation form, they’ve identified that they work for a matching gift company.
2) If the donor interacts with the automated email streams and has identified that they work for a matching gift company.
3) If you use the data import feature and you have company information already associated with that donor.