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      Does Double the Donation integrate with Classy?

      This article walks through Double the Donation's integration with Classy.

      Step-by-Step: Integrate Double the Donation's 360MatchPro into Classy

      Classy - Double the Donation FAQs

      Phase 1: Setup Within Classy

      Phase 2: Setup Within 360MatchPro

       

      360MatchPro is the industry-leading matching gifts automation solution for nonprofits and educational institutions to identify more matching gift revenue opportunities and drive more matches to completion. You’ll need a 360MatchPro account to activate the matching gift functionality within this partner platform. Not a 360MatchPro client? Schedule a demo at https://360matchpro.com/demo-request/.

      Step-by-Step: Integrate Double the Donation's 360MatchPro into Classy

      Step #1: Log in to your Classy account.

       

      Step #2: Navigate to "Apps & Extensions" on the lefthand menu. Select the "Double the Donation" App.

       

       

      Step #3: Enter your 360MatchPro public and private API keys in the appropriate fields.

       

       

      Once you save your settings, your private key will be hidden for security purposes. Your public API key will still appear, like in the image below.

       

       

      Congratulations! The 360MatchPro employer name search field will now appear on your Classy standard donation forms, embedded donation forms, and/or Studio donation forms.

       

      Classy donation form with 360MatchPro enabled

       

      Classy embedded form with 360MatchPro enabled

      classy-donation-matching_frontend

      Classy studio with 360MatchPro enabled

      Classy - Double the Donation FAQs

      Q: I don't have a 360MatchPro account. How do I get one?

      A: Visit https://360matchpro.com/demo-request/ to request a demo! Make sure you mention that you use Classy in your demo request form.

       

      Q: Can I add and remove 360MatchPro to individual donation forms?

      A: Yes! Navigate to your individual donation form settings, and select the option to edit the page. Then, select "Details" then "Donation Matching" and toggle on or off the donation search bar and confirmation page options.

       

       

      Q: Which donation fields will be imported into 360MatchPro?

      A: The following information is always passed into 360MatchPro:

      1. Classy donation identifier

      2. First and last name (from the billing section) 

      3. Donation amount

      4. Email address

      5. Phone number

      6. Campaign (when present)

       

      Q: How can I turn off the integration?

      If you wish to disable 360MatchPro, navigate to the Double the Donation App in Apps & Extensions and select "Disable Integration".

       

       

      Q: Is the 360MatchPro integration available for all Classy plans?

      A: The 360MatchPro integration is available for all prepaid Classy plans! The 360MatchPro integration is not available for free/pay-as-you-go Classy plans.

       

      Q: Is the 360MatchPro integration available on embedded donation forms and Classy studio forms?
      A: Yes! 360MatchPro works with standard Classy donation forms, embedded donation forms, and Classy Studio forms.
       
      Q: Do anonymous donation records pass from Classy to 360MatchPro?
      A: If an anonymous donor did not provide their company name, then the transaction record will not pass over to 360MatchPro.
       
      Q: Where is the donor first/last name pulled from? 
      A: The donor first/last name are pulled from the billing section of the donation form. 
       

      Q: What happens if a donation is deleted from Classy?

      A: The donation will automatically be deleted from 360MatchPro.

      Note: This functionality is available once you have enabled advanced Classy settings as described in the last FAQ on this page.

       

      Q: Which donations/campaigns will flow from Classy into 360MatchPro?
      A: Only donations from campaigns with a designation of "peer_to_peer," "crowdfunding," or "donation" will flow into 360MatchPro. If you would like to exclude donations from other campaigns, you can do so from within the "Integrations" tab within the 360MatchPro platform.
       
      Select the image to enlarge it.
       
       
      Note: This functionality is available once you have enabled advanced Classy settings as described in the following FAQ on this page.
       
      Q: How can I enable campaign exclusions, blocklist settings, and other optional configuration settings?
      A: Optional advanced settings can be configured within the "Integrations" tab of 360MatchPro. To enable these advanced settings,  you must first create an API profile for 360MatchPro within your Classy account and link it to 360MatchPro. Follow the steps below to complete this setup.
       

      Please note that, in addition to future transactions, the Classy API integration will, by default, pull in transactions made within the last 14 days. Once connected, this default import criteria can be modified.  

      Phase 1: Setup Within Classy

      Step #1: Log in to your Classy account.
       
      Step #2: Navigate to "Apps & Extensions" on the lefthand menu. Select "Classy API."

       

      Step #2: Create an app for Double the Donation by inputting the following information:

      • Application Name: DoubletheDonation[Classy Client Organization ID]

        • Note: Application Names must be unique for each Classy organization. Replace [Classy Client Organization ID] with your Classy Client Organization ID to ensure your Application Name is unique.

      • Oauth2 Redirect: https://doublethedonation.com/

      Check the box beside "By creating an API application you are agreeing to our Terms of Service" and then select the "Create App" button.

       

       

      Step #3: A box with your new application will appear beneath the "Create App" button. Select "Edit."

       

       

      Step #4: Navigate to the new application and copy down the following information, which you will input in your 360MatchPro portal:

      • Classy Client Organization ID (from the page URL)

      • Client ID

      • Client Secret

      The image below demonstrates where you can find this information.

       

      Phase 2: Setup Within 360MatchPro

      Note: Access your 360MatchPro portal at  https://doublethedonation.com/members/login/

       

      Step #1: Navigate to the "Settings" menu item on the left. Then select "Integrations" in the sub-menu.

       

      Step #2: Enter the following information from your Classy app into the corresponding fields:

      • Classy Client Organization ID (from the page URL)

      • Client ID

      • Client Secret

       

      Step #3: Click "Validate Credentials." Look for the response message from 360MatchPro.

      • If "Success," move on to the next step.

      • If "Client ID and/or Client Secret are invalid," ensure that you have entered the exact credentials from the API Application within your Classy account.

       

      Step #4: Once you have successfully validated your credentials, click the "Integrate" button.

       

       
      You have now successfully activated your advanced Classy integration settings, which will now be visible within the Classy section of your 360MatchPro "Integrations" tab.
       
      Q: Where can I learn more about the 360MatchPro and Classy integration?
      A: Navigate to our partner landing page to learn how 360MatchPro and Classy can increase your matching gift revenue!