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 matching gift emails will be sent based on the sending times that you have set within your automated outreach.
For example, if your match-eligible email stream's initial email sending time is set to 0 hours, then the donors from the CSV file who you've selected to be emailed will receive their emails immediately.
Please note: Ensure that your automated email streams are enabled so that the CSV File is imported and automated emails can be sent to those donors in that CSV File. For example, see below:
Now that the file has been imported and emails have been sent to those donors within the CSV File based on their eligibility, you can go to the Donations' tab to view the donation records. Ensure that the date range fits the timestamps of the CSV file then search for the donation record using the search box.
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 ...
Data Import: Triggering Outreach
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 ...
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 ...
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. ...
Sending Manual Emails
As each donation record flows into 360MatchPro, each donation record will be initially be placed in the Automated outreach. The purpose of the automated outreach is to identify match eligible donors and present those donors with matching gift forms ...