Using Data in Different Views

Using Data in Different Views

Views

360MatchPro has the ability to automatically filter donation records and there there are three different views that can automatically filter donation records. This Views tab helps you narrow down your donation records poll so you can follow up with the donors once again based on the donor's activity with the emails and donor status. There are multiple ways you can utilize the three views within your 360MatchPro account. After automated emails have been sent to donors, we recommend logging into your account on a monthly basis to view the statuses of your donors by using the Views tab.


Matching Gift Eligible 

This view filters donation records that have a matching gift company name associated with the record, no matter the donor status. The reason for this filtered view is to identify donors that work for a company with a matching gift program. Often, organizations utilize this filter in order to follow up with donors who are likely eligible for a matching gift based on the company name associated with the donor.  It'd be great practice to manually email and follow up with these donors, especially if the donor status is in the "Waiting for Donor" or "Unknown Employer" status. 

Ownership of this monthly/quarterly task can be given to the individual from your organization in charge of matching gifts. This task is a great way to follow up with donors and maximize the use of 360MatchPro, so your organization can ultimately see an increase in your annual matching gift revenue. 




Volunteer Grant Eligible

This view filters donation records that have a volunteer grant company's name associated with the record, no matter the donor status. The reason for this filtered view is to identify donors that work for a company with a volunteer grant program. Often, organizations utilize this filter in order to follow up with donors who are likely eligible for a volunteer grant based on the company name associated with the donor.  It'd be great practice to manually email and follow up with these donors, especially if the donor status is in the "Waiting for Donor" or "Unknown Employer" status. 

Ownership of this monthly/quarterly task can be given to the individual from your organization in charge of the volunteer grants. This task is a great way to follow up with donors and maximize the use of 360MatchPro, so your organization can ultimately maximize the ROI of our software. 




Top Opportunities

This view filters donation records that work for a matching gift company and that company has online forms available, so the donor can easily submit their matching gift request. Within this filter, the donation records in this system have a status of Waiting for Donor and Match Submitted. It'd be great practice to manually email and follow up with these donors, especially if the donor status is in the "Waiting for Donor" status.

Ownership of this monthly/quarterly task can be given to the individual from your organization in charge of matching gifts. This task is a great way to follow up with donors and maximize the use of 360MatchPro, so your organization can ultimately see an increase in your annual matching gift revenue. 

We recommend starting at this filtered view first when logging in on a monthly/quarterly basis because these are the top opportunities where your organization can receive matching gifts. 




Training Videos



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