Does Double the Donation integrate with Virtuous?

Step-by-Step: Integrate Double the Donation Matching into Virtuous Giving

Section 1: Activate Double the Donation in Virtuous CRM

Section 2: Add Double the Donation to your donation form

Virtuous - Doube the Donation FAQs

Section 1: Activate Double the Donation Matching in Virtuous CRM

Step 1 — Open Virtuous Settings

1. Log in to Virtuous CRM.

2. Select Settings from the left-hand navigation.

Step 2 — Navigate to Connectivity

1. Select All Settings.

   

2. Click Connectivity.

   

Step 3 — Open Integrations

1. Select the Integrations card.

Step 4 — Add Double the Donation

1. Click Add an integration.

2. Choose Double the Donation from the dropdown menu.

Step 5 — Enter API Keys

1. Paste your Public API Key and Private API Key
   (from Double the Donation Matching → Settings → API Keys).

   1. Not sure how to find your API keys? Check out this article. 

2. Click Save Integration.

Result

• Virtuous CRM and Double the Donation Matching are now connected

• Donation data flows automatically into Double the Donation Matching

Section 2: Add Double the Donation to your donation form

Step 1 — Open Virtuous Marketing Forms

1. Navigate to Virtuous Marketing.

2. Select Forms from the left-hand menu.

3. Click Actions → Create a donation form, or open an existing form.

   

4. Enter the name of the form and click Next

   

Step 2 — Drag the Double the Donation Element

1. In the form builder, locate Double the Donation in the left-hand element list.

2. Drag Double the Donation to your desired location on the form.

Best-practice placement: Near donor contact fields (name and email)

Step 3 — Review the Form Layout

Your form should now include:

• Donation amount fields

• Contact information fields

• Double the Donation employer search box

Step 4 — Preview and Publish

1. Click Actions → Preview to test the employer search.

2. Complete the confirmation page setup.

3. Click Save and Publish.

Result

• Donors can search for their employer during donation

• The matching gift plugin appears on the confirmation page

Virtuous - Doube the Donation FAQs

Q: I don’t have a Double the Donation account. How do I get one?

A: Visit the Double the Donation demo request page to schedule a demo. Mention that you use Virtuous in your demo request form.

Q: What if I only use Virtuous CRM and not Virtuous Marketing?

A: You can still integrate Double the Donation Matching with only Virtuous CRM. Simply use the first half of this integration guide to connect Virtuous CRM to your matching module by connecting your API keys.

Q: How does the 2-way sync work between Double the Donation Matching and Virtuous CRM?

A: Double the Donation Matching will send company information back to Virtuous CRM within the Gift Record. The DTD logo will appear next to records where an employer has been identified. When clicked, the DTD plug-in appears with the donor-selected company information updated in real-time.

Q: Where else can I embed Double the Donation's plugin, other than on my Virtuous donation form?

A: We recommend creating a dedicated matching gift page on your website. This page will help all website visitors, not just those on your donation form, understand matching gift programs and easily find their company’s matching gift guidelines and forms.

To embed the matching gift search tool, locate your embed code from your matching module. Full instructions are available here.

Q: Where can I learn more about the  Double the Donation Matching and Virtuous integration?

A: Navigate to our partner landing page to learn how Double the Donation Matching and Virtuous can increase your matching gift revenue!