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NeonCRM Matching Gift Integration

NeonCRM Matching Gift Integration Guide

Does your nonprofit use NeonCRM?

Are you looking to incorporate matching gift information into both your website as well as the NeonCRM donation process?

If so then this NeonCRM / Double the Donation Matching Gift Integration guide is for you.

Double the Donation Matching Gift Integration Guide

 

Double the Donation’s Relationship with NeonCRM:

NeonCRM empowers nonprofit and membership organizations to raise more money, while helping your nonprofit’s staff manage day-to-day processes more efficiently through automation. NeonCRM’s all-in-one database and online forms integrate with any website, auto-feed data into NeonCRM, and allow for real-time processing and recurring payment scheduling.

Double the Donation is the leading provider of employee matching gift data and services to nonprofits. Double the Donation helps nonprofits raise more money from employee matching gift programs by providing easy access to the company specific matching gift forms, guidelines, and instructions that a nonprofit’s donors need.

Purpose of this guide: This guide is designed to help organizations who use NeonCRM incorporate Double the Donation’s employee matching gift information into the fundraising process.

The below steps are applicable to nonprofits which already have an account with Double the Donation (Tier 2 and above) and NeonCRM. If you don’t have an account with Double the Donation you can:

NeonCRM and Double the Donation are two separate and unrelated companies.

 

Four Ways to Integrate Double the Donation’s Matching Gift Plugin with NeonCRM:

NeonCRM Matching Gift Integration

There are four recommended ways to integrate Double the Donation’s matching gift search tools into your nonprofit’s fundraising strategy:

  1. On a dedicated matching gift page
  2. On the donation screen
  3. In automated donation acknowledgement emails
  4. In separate matching gift email campaigns

To maximize matching gift results we encourage organizations to incorporate Double the Donation’s tool into as many locations as possible.

 

Incorporate Double the Donation’s matching gift plugin into a Dedicated Matching Gift Page:

Incorporate Matching Gifts into a Dedicated Matching Gift Page

Purpose: You want to create a matching gift page which you can direct donors and supporters to via campaign emails, automated donation confirmation emails, social media, across your website, and throughout your broader fundraising efforts.

A dedicated matching gift page should do two things:

  1. Educate the user about matching gifts both in a general sense and as they pertain to your nonprofit.
  2. Make it as simple as possible for the donor to research if his or her company offers a matching gift program.

Options: Given the flexibility in NeonCRM’s systems you have two options for creating a dedicated matching gift page:

  1. Create a custom matching gift page using NeonCRM’s page builder tool
  2. Create a custom matching gift page on your own website

Option #1: Create a matching gift page using NeonCRM

Step #1: Create a new page using NeonCRM’s page builder. You can do so by going to the “Secure Login Pages” section under “Forms & Pages” then clicking on “New Page”.

Create New NeonCRM Matching Gift Page

 

Step #2: Fill out the appropriate fields on the new web page.

These include:

  • Page name – Set to “Matching Gifts”
  • Description – Set to “Dedicated Matching Gift Page”
  • Valid dates – Set the “Valid To” date to many years from now so the page stays live
  • Availability – Set to “Public”

The page content should be made up of two sections:

  1. A short overview on matching gifts. Here’s sample text you can include:
    • A header – “Welcome to our Matching Gift and Volunteer Grant Resource Page”
    • A short matching gift explanation – “Did you know many companies offer a matching gift program to encourage philanthropy among their employees?  And that some companies will even match to spouses and retirees? By simply completing a matching gift form (either online or via a paper form), you may be able to double, or even triple, the impact of your gift! Use the search field below to see if your employer offers a matching gift program.”
  2. Your organization’s Double the Donation matching gift plugin code. This can be accessed through your Double the Donation account management pages.
    • Note – You’ll need to add the plugin code while editing the page’s source code.

Then click “Submit” to save the changes.

Build the New Dedicated Matching Gift Page using NeonCRM

 

Step #3: Publish your NeonCRM matching gift page by clicking on the “Publish” link.

Publish your NeonCRM Matching Gift Page

 

Step #4: Voila! Your matching gift page is completed and you should be able to see your matching gift page URL.

NeonCRM Matching Gift Page URL

If you visit the URL you’ll see your completed matching gift page on NeonCRM’s site:

Sample Matching Gift Page Hosted on NeonCRM

 

Option #2: Embed Double the Donation’s plugin code on a web page on your primary website

Many organizations choose to create a dedicated matching gift page on their own websites so the look and feel of the matching gift page is consistent with the rest of the organization’s website. This can easily be done by adding Double the Donation’s plugin code directly to a page on the nonprofit’s own website.

Step #1: Create a dedicated matching gift page on your main website. Ask your nonprofit’s webmaster to create the page with a URL such as https://your-organization.org/matching-gifts. Then add a short matching gift overview.

Example of a completed matching gift page from WNET Thirteen (New York’s Public Broadcasting Station)
(http://www.thirteen.org/support/employer-matching-gift/)

Create a dedicated matching gift page on your own website

 

Step #2: Generate the matching gift search tool by adding Double the Donation’s plugin code to your organization’s matching gift page.

The plugin code 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.

Double the Donation’s searchable matching gift plugin will automatically load wherever you added the embed code.

Matching Gift Plugin Code

 

Step #3: Direct donors to your dedicated matching gift page.

Create a dedicated matching gift page on your own website

Promote matching gifts using NeonCRM as well as in locations such as:

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

Additional Resources:

 

Incorporate Double the Donation’s matching gift data into the donation form:

NeonCRM Donation Form with Matching Gifts

Please note that if you have multiple different donation forms you’ll need to go through these steps multiple times.

 

Step #1: Under “System Settings” click on “Home/Dashboard”. Then click the “Configure Fields & Sections” link under “Forms & Web Pages”.

Customize NeonCRM forms to include matching gifts

 

Step #2: Select the form you’d like to edit (use the drop down boxes). To make changes to every donation form click “Configure Standard Donation Form Fields”. To make changes to a specific donation form, choose a campaign then select “Next”.

Select the Donation Pages to Add Matching Gifts

 

Step #3: Add a new section to your donation form. You can do this by first choosing where you want the new section to appear on your form and clicking “Add Section”.

NeonCRM - Choose where to put matching gift field on the donation form

 

Step #4: Add your matching gift text and Double the Donation’s plugin. You can use the standard plugin or the matching gift iFrame.

Suggested text:

  • Section Title – “Will Your Company Match Your Donation?”
  • Section Head – “Find out instantly and access the appropriate forms, guidelines, and instructions.”
    • Then add your Double the Donation matching gift plugin code

Add Matching Gift Wording the NeonCRM Donation Form

 

Step #5: View your donation form. This will now include Double the Donation’s matching gift plugin.

NeonCRM Donation Form with Double the Donation's Matching Gift Plugin

 

Incorporate Double the Donation’s matching gift data into automated donation confirmation emails:

Add Matching Gifts to a NeonCRM Donation Confirmation Email

Purpose: Whenever an individual makes a donation to your nonprofit an acknowledgement email is auto-generated. It’s an effective place to highlight matching gifts. Include a short matching gift overview then direct donors to your dedicated matching gift page.

 

Step #1: Navigate to “Home/Dashboard” under “System Settings.

NeonCRM System Settings - Home/Dashboard

 

Step #2: Scroll down to “Communications” and select “System Emails”.

NeonCRM - Select System Emails

 

Step #3: Select “Detail” next to the “Donation Appreciation” system email.

Modify the Donation Appreciation Email to Include Matching Gifts

 

Step #4: Click on the “Build New Version” link.

Include Matching Gift Information in the Donation Appreciation Email

 

Step #5: Select the template for the “Donation Appreciation” email and click “Next”.

Choose the Starting Template for your Donation Confirmation Email

 

Step #6: You can use the “Default Version” of the “Donation Appreciation” as a starting spot. To do so, click “Build From Existing Email”. Then click the “Select” action next to the “Default Version” of the “Donation Appreciation” email.

Build Confirmation Email from NeonCRM Template

 

Step #7: Add matching gift wording and a graphic to the donation confirmation email. Link these to your dedicated matching gift page.

Sample Text:

  • Section Header – “Make Your Donation Go Twice as Far”
  • Paragraph #1 – “Did you know that many companies match donations made by their employees to our organization?”
  • Paragraph #2 / hyperlink – “Click here to see if your company will match your donation and to access the appropriate forms, guidelines, and instructions.”

You can add a matching gift graphic to ensure matching gifts stand out. Make sure to link it to your dedicated matching gift page.

Add Matching Gift Wording to the Donation Confirmation Email

And Voila!

Every time you receive a donation an automated email will go out highlighting and promoting matching gifts.  When donors click on the matching gift links they’ll be taken to your dedicated matching gift page where they can access the appropriate company specific matching gift forms, guidelines, and instructions.

Sample Acknowledgement Email Featuring Matching Gifts

Matching Gift Information will be Included in the Thank You Email

 

Incorporate Double the Donation’s matching gift data into a separate email campaign:

Send a Matching Gift Email Through NeonCRM

 

Step #1: Create a new email campaign by navigating to the “Email Campaigns” section under “Communications”. Then click “Build New Campaign Email”.

Create a Matching Gift Email Campaign

 

Step #2: Choose the email template you’d like to use and click “Next”.

Choose Template to Create New NeonCRM Email Campaign

 

Step #3: Write your matching gift email. You can change the color of the font by clicking on the A icon in the editor. You can add links to text and graphics by clicking chain icon. When a donor clicks on one of the links take the donor to your dedicated matching gift page.

Here’s suggested text:

  • Header – “Find out if your employer has a matching gift program and double your donation to the <insert organization name>.”
  • Body Paragraph #1 – “It’s easy to find out. Simply click here and type in your company name. If your company is listed, you can fill out the forms and often submit them right online.
  • Body Paragraph #2 – “If your employer is not listed, ask your HR department if your company has a matching program or would be willing to consider one.”
  • Body paragraph #3 – “Every gift we receive is significant in funding our fight to <insert mission statement>; doubling your gift means we can move even faster in our efforts to <insert desired outcome>.”

Suggestion – Add a matching gift graphic and link both the graphic and text to your dedicated matching gift page.

Write a Matching Gift Email

 

Step #4: Configure the subject line, sender name, and sender email address.

Configure Matching Gift Email Subject Line and Sender Address

 

Step #5: Voila! Your matching gift email is ready to be sent out.

Matching Gift Email - Double Your Impact

 

Want to Get Started with Double the Donation’s Service?

Click here to sign up >

 

Have Questions?

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

GuideStar Articles Matching Gifts

JotForm Matching Gift Integration with Double the Donation

Does your nonprofit use JotForm to accept and process donations? Are you looking to incorporate Double the Donation’s matching gift plugin into your JotForm donation form?

If so then this guide is for you. Either view the below steps in this article or download our complete JotForm matching gift integration guide.

JotForm Matching Gifts

 

Double the Donation’s Relationship with JotForm:

JotForm’s form builder helps nonprofits create & publish online forms anywhere, anytime without writing a single line of code. Jotform integrates with a number of payment tools (ex. Paypal & Stripe) making it one of the easiest ways for nonprofits to create personalized donation forms.

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 JotForm donation forms incorporate Double the Donation’s employee matching gift plugin into their fundraising pages. JotForm and Double the Donation are two separate and unrelated companies.

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

At risk of stating the obvious, the below steps and screenshots are applicable to organizations which already have an account with Double the Donation and JotForm. If you don’t have an account with Double the Donation you can:

In terms of integrating Double the Donation’s search tools with JotForm’s donation forms, it’s an eight step process:

Step #1: Log into your organization’s JotForm account

Start JotForm Matching Donation Process

 

Step #2: Choose the appropriate JotForm where you want to add Double the Donation’s plugin and click “Edit Form”

Choose the JotForm you want to modify

 

Step #3: Add an expandable section of the form by dragging a “Form Collapse” element (found under “Survey Tools” on the left side) to the desired location on your form. Rename the field (ex. “Click here for matching gift information”).

Decide where on your form to put the matching gift information by adding a collapsible field

 

Step #4: Add an iframe by searching for “iframe” under the widgets section. Drag the “Iframe Embed” element under the matching gift collapsible element.

Add a matching gift iframe

 

Step #5: Add a matching gift question, select the IFrame option, insert your Double the Donation IFrame URL, and click “Save & Exit”. Also make sure to change the height and width.

Add the Iframe URL (Provided by Double the Donation) and choose the width / height

Suggested Text to Enter as the Iframe Embed Settings:

  • URL: Use Your Double the Donation Matching Gift Iframe URL
  • Height: 350 (though you can adjust it based on your form’s height)
  • Width: 475 (though you can adjust it based on your form’s width)

Note: You’ll use the Iframe URL provided as part of your Double the Donation subscription.

 

Step #6: Make a few additional formatting changes by clicking on the gear in the upper right corner of the element then clicking ”Show Properties”.

Format the matching gift element

 

Step #7: Disable the Label and then click “Close Settings”

Disable Field Title

 

 

Step #8: Double the Donation’s matching gift plugin should be up and running. Either click “Preview” or “Save”

Preview Installed Jotform Matching Gift Plugin

 

Trouble Shooting Double the Donation’s Matching Gift Integration with JotForm:

The above steps are the typical steps an organization should take to integrate Double the Donation’s plugin into JotForm.

Question: One common question Double the Donation’s team receives when helping nonprofits integrate our plugin is “Additional fields after the matching gift plugin are being included in the collapsible area. How do I prevent that?”

Answer: Add an additional “Form Collapse” element after the matching gift plugin and before other fields. Then click on the new “Form Collapse” element and change its “Visibility” to “Hidden”.

JotForm Matching Gift Plugin - Extra Fields in Collapsible Area

 

Have Questions About Double the Donation or JotForm?

Double the Donation:

Jotform:

increasing donor retention through matching gifts

DonorDrive Matching Gift Integration with Double the Donation

Does your nonprofit use DonorDrive and are you looking to integrate Double the Donation’s matching gift plugin into your DonorDrive donation pages?

If so then this guide is for you.

DonorDrive Matching-Gifts Integration With Double the Donation

 

Double the Donation’s Relationship with DonorDrive:

DonorDrive is a leading provider of technology and credit card processing services to nonprofits and schools to make all their fundraising efforts more successful.

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 DonorDrive’s fundraising platform incorporate Double the Donation’s employee matching gift plugin into their fundraising pages. DonorDrive and Double the Donation are two separate and unrelated companies.

Requirements:

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

If you don’t have an account with Double the Donation you can:

 

Three Ways to Integrate Double the Donation’s Matching Gift Plugin into DonorDrive:

DonorDrive Matching Donation Integration Options

Method #1: Create a Separate Dedicated Matching Gift Page

If you’re hosting some of your nonprofit’s pages on DonorDrive’s platform you can add a separate matching gift page.

To do so it’s an eight step process (click here to download our DonorDrive matching gift integration guide which includes screenshots):

  1. When logged into your nonprofit’s primary admin account in DonorDrive scroll over “Content Mgmt” and select “Add Page”
  2. Fill out the fields to add a new page which will include Double the Donation’s matching gift plugin
  3. Now that a new page has been created you’ll select the page and click “Edit Content”
  4. You’re now in the page editor. Select “Edit”
  5. Select “Source” and then copy and paste Double the Donation’s matching gift plugin code into the editor. Then click “Save Changes”
  6. Verify Double the Donation’s matching gift plugin is working and click “Save Changes”
  7. Publish your new matching gift page
  8. Verify Double the Donation’s matching gift plugin is up and running by visiting your main DonorDrive pages

 

DonorDrive Dedicated Matching Gift Page

 

Download our DonorDrive matching gift integration guide for complete details >

 

Method #2: Incorporate Double the Donation’s matching gift plugin into all thank you screens:

After an individual makes a donation is a perfect time to promote and make it easy for donors to submit matching gifts.

Double the Donation’s matching gift plugin can be added to all of your donation thank pages by following these seven steps (click here to download our DonorDrive matching gift integration guide which includes screenshots):

  1. Navigate to the list of each of your donation pages on DonorDrive’s platform
  2. Select a “Thank You” page and then click “Edit”
  3. Click “Source”, add an introduction using HTML code (optional), add the Double the Donation plugin code, and click “Save Changes”
  4. Navigate back to the list of each of your donation pages on DonorDrive’s platform
  5. Select the page you just edited, and click “View”
  6. Verify Double the Donation’s matching gift search functionality is working
  7. Return back to the list of “Default Content”, and edit the other “Thank You” pages using the same steps

DonorDrive Thank You Screen With Double the Donation's Matching Gift Search Functionality

 

Download our DonorDrive matching gift integration guide for complete details >

 

Method #3: Add a Matching Gift Resource for your Peer-to-Peer Fundraisers

Matching gifts must be initiated by the donor but most donors have either never heard of these programs or don’t know how to submit a matching gift.

If your organization is lucky enough to have supporters who are actively involved in peer-to-peer fundraising you should provide them with a matching gift guide. This provides them with a quick introductory lesson and encourages them to check if any of their friends or family members work for a company with a matching gift program.

It’s a four step process to upload a matching gift resource to DonorDrive’s platform (click here to download our DonorDrive matching gift integration guide which includes screenshots):

  1. Download Double the Donation’s matching gift guide for organizations to share with their fundraisers
  2. Access the section of DonorDrive’s site where you can upload resources for peer-to-peer fundraisers
  3. Upload the Double the Donation matching gift guide and add a description
  4. Log in to one of your test peer-to-peer fundraiser accounts and verify the resource guide is available by clicking on “Resources”

Download the matching gift resource guide PDF from the following URL:
https://doublethedonation.com/forms/documents/peer-to-peer-fundraisers-guide-to-matching-gifts.pdf

Upload Double the Donation's Peer-to-Peer Matching Gift Guide to DonorDrive

 

Download our DonorDrive matching gift integration guide for complete details >

 

Have additional questions or need extra help setting up your matching gift integration with DonorDrive?

View all of the ways you can get in contact with Double the Donation’s team >