This article walks through Double the Donation's integration with Neon Fundraise.
Step-by-Step: Integrate Double the Donation's 360MatchPro and Neon Fundraise (Formerly Rallybound)
Install the 360MatchPro streamlined search tool on your donation pages
Install the 360MatchPro confirmation page on your donation pages
Access Your 360MatchPro Account
Neon Fundraise- Double the Donation FAQs
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 and Neon Fundraise (Formerly Rallybound)
Note: Follow these steps if you are a 360MatchPro client.
Note: Organizations must activate both the “Donation Page-Employer Matching” term and “Donation Thank You Page - Employer Matching” to add the search tool and confirmation page, respectively. Without both, data cannot flow into our system.
Step #1: Embed the Neon Fundraise (Rallybound) JavaScript code on your donation form. To find this code, click "Settings" then "API Keys" in 360MatchPro.
Then, make sure you are logged in as a Neon Fundraise administrator, and navigate to the Site Builder option in the Admin.
Within the Campaign section of the Admin portal, navigate to Forms > Customize > Page Section > Donation Page > Employer Matching. This is where you will add 360MatchPro's donation page search tool, using the code you retrieved from your 360MatchPro account.
Then, open the source tab and enter the streamlined search field code found at the link above.
Install the 360MatchPro confirmation page on your donation pages
Step #2: Next, you must add the 360MatchPro plugin to your confirmation page, navigate to “Forms” then “Customize” then “Page Section - Donation Thank You Page > Employer Matching”
Then, open the source tab and enter the confirmation page code found from within your 360MatchPro account as explained above.
You’re all set! 360MatchPro will now appear on your donation forms and confirmation screen.
Access Your 360MatchPro Account
If you're not sure how to access your 360MatchPro portal, please follow the steps below:
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Login to your 360MatchPro account by going to https://doublethedonation.com/360matchpro/ .
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Enter your billing information in the "Billing" tab.
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Customize your automated emails and other settings under the "Automated Outreach" and "Settings" tabs.
Neon Fundraise- 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 Neon Fundraise in your demo request form.
Q: I embed my Neon Fundraise Donation form on my website instead of a Neon Fundraise hosted site. Can I still use this integration?
A: Yes! You'll need to create a Support Request with Neon Fundraise to add the embeddable script (from the initial setup process described above) into the header of your stand-alone/embeddable campaigns. Then, you can enter the post-donation entry (globally for all campaigns of all types) at the Org Level by navigating to your Admin account and selecting "Forms" then "Customize". Then, add the entry under the "Thank You -Continue Supporting Term" section.
Q: How do I capture offline donation records or other donation records that are not directly captured on my donation/peer-to-peer forms?
The following steps will walk through how to establish a direct link between 360MatchPro and Neon Fundraise (Formerly known as Rallybound). After a direct link is established, new donation records in Neon Fundraise will automatically flow into 360MatchPro.
Note: Before proceeding with these steps, notify Double the Donation. We will establish affiliation between your organization and our customer-id.
Step #1: Log into 360MatchPro at https://doublethedonation.com/members/
Step #2: Navigate to the "Integrations" tab and select "Browse". Use the Browse Partner Directory to search for "Neon Fundraise".
Step #3: Select "Activate Integration" under "Neon Fundraise".
Step #4: You'll be redirected to Neon Fundraise's website. Grant access to 360MatchPro by entering your Neon Fundraise credentials.
Note: Ideally, the user who logs in should be an administrator with Full Permission to the entire organization. This level of permission ensures that 360MatchPro will only read data from your CRM. No records will be modified or deleted.
Step #5: Enter your Organization ID and click "Save."
Step #6: Your integration will be active. At any point in time, you can discontinue the integration by pressing the "Stop Integration" button.
Note: If you have entered the correct credentials, clicked "Allow access," and received a message indicating that access is denied, please contact Double the Donation's support team. We will get in touch with Neon Fundraise to make sure that your organization is affiliated with 360MatchPro's client-id.
Q: Where else can I embed Double the Donation's plugin, other than my Neon Fundraise donation page?
A: We recommend you create a dedicated matching gift page on your website to place matching gift information in the path of every website visitor, not just those already on your donation form. On this page, you can explain what matching gift programs are and provide donors with a chance to look up their employer's program forms, guidelines, and instructions. Your dedicated matching gift page will become a useful resource to include in emails, newsletters, and direct messages.
To install Double the Donation's matching gift search tool anywhere on your website, simply copy and paste the Embed Code found in your 360MatchPro portal. Below is an example from the Cat Rescue Club:
A: Navigate to our partner landing page to learn how 360MatchPro and Neon Fundraise can increase your matching gift revenue!