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DonorPerfect and Double the Donation - Matching Gift Integration

DonorPerfect Matching Gift Integration Guide

Does your nonprofit use DonorPerfect for your donor management software and to accept / process donations? Are you looking to incorporate matching gift information into both your DonorPerfect donation pages as well as across your organization’s broader fundraising?

If so then this guide is for you.

Double the Donation’s Relationship with DonorPerfect:

DonorPerfect is a leading provider of donor management software which helps nonprofits cultivate donor relationships and achieve fantastic fundraising results.

Double the Donation is a leading provider of employee matching gift data and tools to nonprofits.

This guide was put together to help organizations who use DonorPerfect’s fundraising platform incorporate Double the Donation’s employee matching gift plugin into their fundraising pages and into their primary websites.

Please note that DonorPerfect and Double the Donation are two separate companies which have a strong partnership.

Steps to Integrate Double the Donation’s Matching Gift Lookup Tool with DonorPerfect:

At risk of stating the obvious, the below steps and screenshots are applicable to organizations which already have an account with Double the Donation (Premium Plan) and DonorPerfect.

If you don’t have an account with Double the Donation you can learn more about our serviceview the different integration options, or view our annual service fees and start a risk-free trial.

In terms of integrating Double the Donation’s matching gift search tools into your nonprofit’s fundraising strategy there are three primary options.

  1. In the Donation Process – (Use DonorPerfect’s system)
  2. Across Your Other Fundraising Channels – (Use your other systems)
  3. In Donation Confirmation Emails – (Use DonorPerfect’s system)

Let’s start by looking at how to incorporate Double the Donation’s plugin into DonorPerfect’s donation process

DonorPerfect Matching Gifts in Donation Process

 

Step #1: Log into your organization’s DonorPerfect account. Then select “Weblink” under the “App Links” drop down.

DonorPerfect Matching Gifts - Select Weblink

 

Step #2: Choose the donation form you’d like to add Double the Donation’s matching gift plugin to and click on the edit pencil.

DonorPerfect Select Form to Add Matching Gift Search Tool

 

Step #3: If you use the Single Page donation form, we recommend including matching gifts on the “Receipt Page”. You can find the dropdown by clicking “Edit Header / Footer” and then choosing the “Receipt Page”.

DonorPerfect - Add Matching Gifts to Receipt Page

If you’re not using the Single Page form, we recommend that you:

  1. Switch your donation form to a Single Page form and add the plugin on the Receipt Page
  2. Put a link in the Confirmation Email as outlined in the integration guide
  3. Put the plugin alongside the Click to Donate button on the giving page on your website

Step #4: Switch to the HTML editing option by clicking on the “< >” button

DonorPerfect Switch to HTML Editing Option

 

Step #5: Add Double the Donation’s iFrame code.

DonorPerfect Add Matching Gift iFrame Code to Receipt Page

Notes:

  • Access your nonprofit’s matching gift iFrame code by logging into your Double the Donation account at https://doublethedonation.com/members/.
  • Copy the iFrame code from your Double the Donation account and paste it into the weblink receipt page.
  • The code will look similar to the following:
    <iframe src=“https://doublethedonation.com/api/iframe/yourdoublethedonationiframeurl” width=“100%” height=“300”></iframe>
    (Don’t forget to that you need to copy the iframe code from your Double the Donation account)
  • Feel free to add an additional sentence or two saying “Thanks for donating” and describing matching gifts before you add our plugin.

 

Step #6: Switch back to the “Normal” view by clicking on the pencil to ensure the iframe is showing up. Then click “Save” to finalize the setup. You can also click the “Preview” button if you’d like.

DonorPerfect - Switch to Normal Editing View

 

And voila!

Your donation receipt confirmation page now incorporates Double the Donation’s searchable matching gift database so donors can easily access company specific matching gift forms, guidelines, and instructions.

We recommend going through the donation process once on your website to confirm everything is working correctly.

Matching Gift Search Appears

 

 

Next let’s look at how to incorporate Double the Donation’s matching gift plugin across your broader fundraising

Incorporate Matching Gifts Across Your Other Fundraising Channels

 

Step #1: Create a dedicated matching gift page on your main website.

Create a dedicated matching gift page on your own website

This is all done by using Double the Donation’s primary matching gift plugin which can be found in your organization’s Double the Donation account management pages. You’ll want to use the following steps:

  1. Log into your Double the Donation account
  2. Access the embed code
  3. Copy the embed code to the dedicated matching gift page on your own site
  4. Our searchable plugin will automatically load

Add Our Matching Gift Search Directly to Your Own Website

Step #2: Direct donors to your dedicated matching gift page across your broader fundraising efforts.

Create a dedicated matching gift page on your own website

This includes in locations such as:

For our complete marketing toolkit which includes suggested marketing locations, downloadable graphics, sample wording, and examples visit https://doublethedonation.com/marketing-matching-gifts/.

 

Next let’s look at how to modify the donation confirmation email that gets sent out using DonorPerfect to promote matching gifts

Include Matching Gifts in Your DonorPerfect Confirmation Emails

 

Step #1: Select “Set Email Options” from the left hand navigation and then click “Email Header”

DonorPerfect - Navigate to Email Options to Feature Matching Gifts

 

Step #2: Highlight matching gifts in the email that gets sent out to donors after donating

DonorPerfect - Feature Matching Gifts in Emails

Suggested Text:

“Make Your Donation Go Twice as Far:

Did you know that many companies match donations made by employees to our organization? It only takes five minutes and we’ve made it easy for you to access the forms, guidelines, and instructions you need.

Click here to see if your company matches donation >

Then insert a matching gift graphic to call attention to matching gifts.

Don’t forget to link both the sentence about matching gifts and the image to your matching gift page.

Choose a Graphic:

You can design your own graphic or use one of Double the Donation’s pre-made graphics from https://doublethedonation.com/marketing-matching-gifts/images/.

 

And Voila!

Your confirmation emails will now feature a graphic and a clickable link which will take donors to your organization’s dedicated matching gift page where they can learn more about matching gifts.

DonorPerfect - Test That Emails Include Matching Gifts

 

Have Questions?

Use one of the following ways to learn more about Double the Donation’s service: