Does Double the Donation integrate with Click & Pledge?

This article walks through Double the Donation's integration with Click & Pledge.

Step-by-Step: Integrate Double the Donation's 360MatchPro into Click & Pledge CONNECT

Frequently Asked Questions

 

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 Click & Pledge CONNECT

Step #1: Navigate to “Settings” by clicking the grid icon on the top right of your MYCONNECT platform.

 

 

Step #2: Click on “3rd Party Integrations” on the left menu.
 

 

Step #3: Select “Double the Donation”.
 

 

Step #4: Enter your public API key and click “Submit.” You’ll see the message “Third Party updated successfully” if the key is valid. You can then activate the integration by checking the box next to “Enable Double the Donation.” 

Not sure how to find your API keys? Check out this article.

 
 

Step #5: Check the box to post all transaction data to Double the Donation so that you can send automated matching gift emails to donors, regardless of whether they entered their company name during the donation process. You are now ready to add the 360MatchPro search tool to your forms.

 

 

 
Step #6: Either create a new campaign or select an existing campaign to edit within the “Campaigns” menu. The images in this guide demonstrate editing an existing campaign.
 

 

Step #7: Once you have selected the campaign you want to edit, navigate to the “Campaign Details” submenu. 
 
 

Step #8: Scroll down to “Payment Settings” and expand the “3rd Party Integration” menu. 

 

 

Step #9: Click the box next to “Double the Donation” and select “Update.” The 360MatchPro tool will now appear on your donation forms.

 

Frequently Asked Questions

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 Click & Pledge CONNECT in your demo request form.

 
Q: If I'm using Click & Pledge with Salesforce, what should I do to make sure I don't end up with duplicate donations in 360MatchPro?
A:  This is a common combination of integrations! 360MatchPro is well-suited to help you manage this configuration. We recommend reviewing this article for best practices in managing multiple integrations. Specifically, we recommend activating the Duplicate Donations exclusion rule for multiple integrations,  which you can learn more about here.
 
Q: Can I edit the text surrounding the 360MatchPro search field on my Click & Pledge donation form? 
A: Yes, you can edit the title of the search field section. To make this change, click on the title line, add your desired text, and update the form. 
 
Q: Where else can I embed Double the Donation's plugin?
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 same Embed Code that you used before. Take a look at the following example: 
 
 
Q: Where can I learn more about the 360MatchPro and Click & Pledge integration?
A: Navigate to our partner landing page to learn how 360MatchPro and Click & Pledge can increase your matching gift revenue!