Double the Donation Product Release Notes
The Latest Double the Donation Product and Integration Updates
October 2023 Product Release Notes
Double the Donation Product Updates
New matching gift marketing templates powered by Canva
Here at Double the Donation, we’re in the business of helping you market matching gifts across your website, emails, and social media. Now, we’ve made marketing even easier for organizations without dedicated graphic design resources. Within 360MatchPro, your organization now has access to dozens of customizable matching gift graphics. Simply select the template you want to use, add it to your Canva account (or create one for free!), and edit it to match your organization’s branding. Then download and share!
Launch custom matching gift programs
Custom matching gift programs allow companies to match their employees’ contributions to your specific nonprofit or educational institution. Many fundraisers participate in these corporate partnerships to boost generosity and create targeted impact.
Now, with 360MatchPro, you can add custom programs to your own database results, even allowing your donors to automatically submit one-off match requests directly from your donation form through our auto-submission functionality! This makes it easier than ever for supporters to double their donations and increase their impact.
[This feature is designed specifically for fundraisers to manage matching gifts. 360MatchPro doesn’t work directly with corporations. If you’re a corporation that’s interested in creating a matching gift program, let us know, and we’ll share information about our corporate vendor partners!]
Use the new custom matching gift program feature of 360MatchPro to manage relationships with companies that want to match to just your organization.
Manage custom programs in 360MatchPro or learn more about starting and managing custom matching gift programs.
New filter in Potentially Miscategorized Ineligible report
In some cases, donors are marked Ineligible in 360MatchPro because they attempted to search for their employer’s name but didn’t actually select their company. The Potentially Miscategorized Ineligible report helps your organization determine if any of your Ineligible donors could actually be eligible and correct their records. In this release, we’ve added a new “Show All” filter option for this report, allowing your organization to quickly review all potentially miscategorized donors at once instead of reviewing per company.
Get more information about the Potentially Miscategorized Ineligible report.
Additional error reporting for CSV imports
When importing CSV records, knowing which records didn’t import properly is important – only with clear error reporting can you correct any formatting mistakes to complete your import as desired! In this release, we have added more granular error reporting to help your organization navigate CSV importing as easily as possible.
360MatchPro Integration Updates
Updated and Enhanced 360MatchPro Integrations
- RunSignUp – Custom matching gift programs supported
Double the Donation Product Updates Archives
September 2023 Product Release Notes
Double the Donation Product Updates
Email appearance troubleshooting
Matching gift emails are an essential source of revenue for your organization! That’s why it’s important for emails to look exactly the way you want when they arrive in your donors’ inbox. In this sprint, we put 360MatchPro emails through an advanced series of tests to ensure the formatting looked exactly as expected on every email client, every operating system, and all browsers.
Learn more about editing your automated email appearance.
Additional guardrails for email settings
Here at Double the Donation, we’re in the business of matching gift email marketing. We’ve seen it all, so we’re in the perfect position to help guide nonprofits and schools toward the optimal settings for email sending. We’ve now added some additional validation in 360MatchPro itself to help guide organizations to the email settings that have proven, time and time again, to result in the most matching gift revenue from their donors.
Review our best practices for email sending limits here.
Bulk blocklist removal via CSV
With company matching gift program requirements changing all the time, previously ineligible donors can become eligible at any time! 360MatchPro allows your organization the flexibility to add and remove donors from matching gift messaging through the easy-to-use blocklist feature. We recently released the ability to upload a CSV list of donor email addresses to remove them from the blocklist, thereby enabling them to receive important matching gift messaging. This functionality is useful for cases in which large groups of donors suddenly become eligible – for example, when a company that never had a matching gift program decides to start one!
Get started with the blocklist.
Enjoying Double the Donation? Tell the world!
One of the things organizations regularly share with us here at Double the Donation is the importance of hearing about matching gift successes and lessons from other fundraisers. In particular, nonprofits and schools want to know how their peers are using 360MatchPro to support their matching gift strategy!
Now, we’ve made it easier than ever for you (yes, you!) to share your experience with other matching gift enthusiasts. Just navigate to the “Love DTD?” tab in 360MatchPro to spread the word about your success, either by recording a short video testimonial or submitting a quick referral. The best part? You can win a gift from Double the Donation for your time.
Log in to access the easy testimonial options and earn a gift!
360MatchPro Integration Updates
New 360MatchPro Integrations
Updated and Enhanced 360MatchPro Integrations
- UC Innovation – Enhanced functionality on Portal donation forms
August 2023 Product Release Notes
Double the Donation Product Updates
Increased processing speed in Reporting
So soon after launching the revolutionary revenue-driven matching gifts reporting module, we’re back with another update! Our goal is to get results for organizations as quickly as possible. That’s why we’ve optimized the search, filter, and selection functions in the new Reporting module. Even the largest accounts with the most reporting data can now navigate lightning-fast through the largest reports.
Learn how to get the most out of reporting with our advanced recommendations!
Expanded donation search capabilities in 360MatchPro
Finding the donation you’re looking for can be difficult. That’s why we offer both simple and advanced search options in 360MatchPro. In this sprint, we expanded donation search capabilities even further. We’ve added partial search and expanded search to new data fields!
Discover donation search and filter capabilities within 360MatchPro.
New simple statistics tab under Reporting module
Need some quick matching gift performance metrics for your next department meeting? Welcome to the new Statistics tab, a small add-on to the new revenue-driven Reporting module. In this tab, you can find the basics for a grab-and-go approach to metrics.
July 2023 Product Release Notes
Double the Donation Product Updates
New 360MatchPro Reporting Module
Double the Donation has partnered with more than 5,000 nonprofit and educational institutions over the years, helping them boost their matching gift revenue using a wide variety of strategies. Every organization deserves to benefit from the experience of those who have come before! Learning from years of results from organizations of all sizes, matching gift maturities, verticals, and missions, we have developed action-based Reporting in 360MatchPro.
The purpose of Reporting is to provide your organization with quick, pre-built action-items statistically optimized to support your matching gift results. Whether your organization has a team of 5 dedicated matching gift specialists or a single workplace giving coordinator wearing many other hats, Reporting provides you the answer to the question, “What can I log in and do in 5 minutes that will benefit my organization’s matching gift revenue?”
Dive into the new 360MatchPro revenue-driven Reporting module.
Refreshed 360MatchPro Dashboard
The 360MatchPro Dashboard has always been organizations’ home base. Need to know how matching gifts are going at a glance? Check the Dashboard!
With our latest refresh, we’ve added even more insights to the Dashboard. Your team can now track more matching gift-related donor events, zero in on your top matching gift opportunities, and focus on donor engagement with your matching gift strategy. This all means your entire team, from boots-on-the-ground matching gift coordinators to strategy-setting development directors, can easily use the Dashboard to highlight wins and interpret your matching gift performance.
This is just one portion of the new insights available on the refreshed 360MatchPro Dashboard!
Get the lowdown on the new Dashboard updates.
Expanded customization for Related Record Detection setting
When a donor gives multiple times (especially through multiple channels), they may not provide their employer’s name for match identification every time. The Related Record Detection setting is able to use historical information about a donor to fill in the gaps! The result? Moving more donations out of unknown eligibility and into your matching gift pipeline, where they belong.
In this release, we have added customization of the lookback period for this setting. Your organization can now decide how far back you would like 360MatchPro to look for employment data when a new unknown eligibility record enters 360MatchPro – perhaps to better align with your donors’ giving patterns or your account’s inherent seasonality.
Learn how to configure the Related Record Detection setting.
Exclusive customer discount for the new Double the Donation Matching Gift Academy!
Have you heard the news? Double the Donation has launched the industry’s first-ever Matching Gift Academy: an online learning hub designed to equip nonprofit professionals with a deeper understanding of the corporate matching gift landscape.
And Double the Donation clients get an exclusive coupon for 5 free licenses! Log in to 360MatchPro, navigate to “Resources” → “Matching Gift Academy” to claim your coupon and get started with the Academy.
360MatchPro Integration Updates
New 360MatchPro Integrations
Updated and Enhanced 360MatchPro Integrations
- Anthology – Matching gift information presented to all donors post-transaction
- UC Innovation – New Salesforce managed package update for easy installation
June 2023 Product Release Notes
Double the Donation Product Updates
Renewed VPAT for Revised 508 Standards
In 2018, Double the Donation became the first matching gift provider to receive a VPAT (Voluntary Product Accessibility Template), a certificate that asserts our tools meet federal regulations for IT accessibility. With the latest release, we have renewed our VPAT to the latest United States Federal Government’s Revised 508 Standards.
We’re proud to commit to accessibility by regularly pursuing our ADA testing, exceeding industry standards and setting the pace for nonprofit technology.
Explore the accessibility of Double the Donation’s tools.
New exclusion rule to accommodate duplicate donations across platforms
Many 360MatchPro users have integrated multiple integrations, such as a CRM and a donation form. These users know that each platform that records donation data might send slightly different amounts to 360MatchPro. For example, one system might include a processing fee in the total donation amount, while the other system removes all fees and just stores the donation portion of the charge as the total amount. This discrepancy can result in duplicate donations of slightly different amounts being recorded in 360MatchPro, and matching gift emails being sent to donors about each record as if they were different donations.
To address this duplication issue, we have released an additional filter to exclude records with the same email address and donation amounts within 20% of each other. The 20% buffer is calculated to catch most of these discrepancies based on industry averages for processing fees, platform fees, transaction fees, etc.
Learn how to turn on this exclusion rule and others in your 360MatchPro account.
Debugged Blocklist bulk record selection
We know how important it is to accurately maintain your email Blocklist! With our latest release, we have fixed some bugs that made it harder to manage the list of emails in the Blocklist, like the ability to select large volumes at once for bulk updates. Now, updating the Blocklist is easier than ever.
360MatchPro Integration Updates
New 360MatchPro Integrations
Updated and Enhanced 360MatchPro Integrations
- Click & Pledge – New option to send all donations to 360MatchPro
May 2023 Product Release Notes
Double the Donation Product Updates
Improved CSV import processing speed
We are always looking for the little things that can make our clients’ lives easier. In this release, we took a magnifying glass behind the scenes of the 360MatchPro CSV import process. We have now optimized the import function, making it quicker and less intensive on our system. That means less time waiting around for an import to finish and more time promoting matching gifts to your donors!
Learn how to start your own data import in our Knowledge Base.
New automated Matched Amount workflow
Organizations using 360MatchPro are now able to track the full lifecycle of a matching gift more easily! That’s because we’ve added automation workflows for the Matched Amount field, which stores the true amount of the corporate match. Using this new automated workflow (and matching gift autosubmission!), your organization can be confident in anticipating the matches coming your way.
Turn on the Matched Amount automated workflow using these instructions.
Reformatted CSV import and export files
With this release, uploading and downloading CSV files of donations to and from 360MatchPro is now even easier. Our reformatted CSV import and export files now have the exact same format, including column headers and column order. No more renaming or reordering columns just for the purposes of import and export. We’ve given you back some time to use for pursuing matching gifts.
360MatchPro Integration Updates
New 360MatchPro Integrations
Updated and Enhanced 360MatchPro Integrations
- UC Innovation – Integration with Portal Donation Forms
April 2023 Product Release Notes
Double the Donation Product Updates
Personalized matching gift videos for your donors!
Are you looking for another way to communicate the importance (and logistics) of corporate matching to your donors? Look no further than an engaging, educational video personalized with your organization’s logo, brand colors, and matching gift URL! Double the Donation is pleased to offer these videos to any organization subscribed to our tools, and the request process takes less than a minute.
Available for $550.
Access instructions for requesting your organization’s personalized matching gift video.
Overhauled CSV import process + brand new import wizard
360MatchPro runs on donations! That’s why our integrations and our CSV donation import features are among our most important. In this release, we have completely redesigned our CSV import process. The new design heavily emphasizes ease of use and predictability – at every step in the import, your organization will know exactly how much work is left, what step is coming up next, and our recommendations at every stage.
Take a look at the new CSV import!
“Get Help With This Page” button on each page
Everyone needs a little help sometimes, and organizations using Double the Donation’s tools are no different. We’ve released an easily discoverable way for any logged in user to get instructions and recommendations for any page in our platforms. Simply select the bright orange button in the corner that says “Get Help With This Page” to pull up all the relevant resources for the page you’re currently looking at.
Access relevant support documentation at any time using the Get Help With This Page button.
New fields for Promised Amount and Matched Amount
As 360MatchPro and the organizations that use it become more sophisticated over time, we have begun to add fields and functionality that allow us to better reflect the full lifecycle of a matching gift request. As any organization knows, a $100 original donation could turn into a matching gift with many different amounts depending on a wide range of factors (match ratio, company maximums and minimums, donor budget remaining, etc.).
We have released new fields to reflect Promised and Matched amounts, meaning:
- Promised: 360MatchPro’s best estimate of the amount of the matching gift, based on company program requirements
- Matched: The actual amount of the company’s matching donation, provided automatically by the workplace giving provider or manual entry by the organization
These new fields help your organization track a matching gift through the full matching process!
360MatchPro Integration Updates
New 360MatchPro Integrations
Updated and Enhanced 360MatchPro Integrations
- iDonate – New confirmation page plugin and streamlined setup steps
March 2023 Product Release Notes
Double the Donation Product Updates
New plugin wording for companies that only match gifts made through a workplace giving platform
Some companies currently only accept matching gift requests for donations that were made through a workplace giving platform. Donors need to know this information so they don’t get frustrated by the matching gift process!
In our latest release, we have modified the matching gift plugin to inform donors when their donation might not be eligible for matching because of this reason. And the good news? You don’t need to do anything to enable this enhanced messaging! The new messaging is now part of the matching gift plugin’s default functionality.
Learn how to embed the matching gift plugin on your organization’s website here.
Additional “I clicked on accident” step on redirect page
Sometimes, a donor clicks “I submitted my matching gift request” by accident. We all make mistakes! We have now provided an easy way for donors to correct their mistake, either by guiding them through the process to actually submit their gift or allowing them to update their eligibility in your 360MatchPro account.
Become an expert on email redirect pages.
Increased limit for blocklist upload file size
As 360MatchPro is used by larger and larger organizations, we routinely find features that need to be upgraded to support a heavier data load. We have now increased the limit on file size that can be uploaded to the blocklist. This increased limit will allow organizations to upload fewer files, speeding up their operations.
360MatchPro Integration Updates
Updated and Enhanced 360MatchPro Integrations
- Classy – New integration with Classy embedded giving forms
- Blackbaud CRM – New integration with SKY APIs
- Blackbaud Altru – New integration with SKY APIs
- Ellucian CRM Advance – New detailed error messages
February 2023 Product Release Notes
Double the Donation Product Updates
Redesigned redirect page for donors who submit their gift
360MatchPro automated emails provide great opportunities for pursuing outcomes with donors. In this sprint, we’ve enhanced the design of the confirmation page that appears when donors click “I’ve submitted my match” in your automated emails.
This newly redesigned thank you page varies slightly depending on the information 360MatchPro knows about the donation. For example, if a donor gives and searches for a matching gift company in our database with no matching gift form and indicates they submitted their match, the thank you page will ask the donor to share a copy of their form or guidelines with us so we can update our database. Or if we don’t yet know where a donor works, the thank you page will take this opportunity to ask them to identify their employer.
Review the automated email stream with button click redirects here.
Expanded Thank You email stream
We know how important it is to thank your donors for submitting their matching gift request! That’s why we created the Thank You email stream. In this release, we’ve taken the Thank You stream to the next level by expanding it from 1 template to 4 templates; offering a unique email for each donor status; and reworking our default templates to ensure you’re stewarding donors through the matching gift process as seamlessly and proactively as possible.
Learn more about the newly expanded Thank You email stream in this article.
Updated CSV sample file
When importing data through CSV, it’s important to format your file correctly. That’s why we provide a sample CSV file to use as a template for your import. We have now modified the CSV sample file to include more fields and more consistent formatting to ensure smooth imports.
Dig deep into the CSV sample file with this Knowledge Base article.
360MatchPro Integration Updates
Updated and Enhanced 360MatchPro Integrations
- Virtuous – New 2-way sync with Virtuous CRM; added campaign name to records
- Neon Fundraise – Added company name streamlined search field label customization
- Blackbaud Online Express – Added company name streamlined search field label customization
- DonorPerfect – Updated exclusions field mapping interface
January 2023 Product Release Notes
Double the Donation Product Updates
New upload for common nonprofit documents
Companies often ask nonprofits for additional documentation when they get a matching gift request. These documents are often required by the company’s internal procedures to process the gift and verify information about the organization. The problem is that providing these documents can be a time-intensive process for nonprofits, slowing down the matching gift process while team members search for the documents, track down the gift, send the docs, and wait even longer for the company’s matching process to begin.
That’s why we’ve added a convenient spot in 360MatchPro to store the most commonly requested documents! And, with autosubmission enabled through the Double the Donation Standard Matching Gift Request Form, these documents are provided automatically to companies to save your organization a manual step in the process.
Learn how to add your documents to your 360MatchPro account.
Mini update: Better process for document upload
Speaking of documents, we’ve made a small but mighty improvement to uploading. Now, when uploading files to 360MatchPro, you just have to drag and drop from your computer. As easy as that!
Block browser and email bots from marking gifts ineligible
Browsers and email clients have gotten better at scanning links in emails even before your donors open them. This pre-scanning can be helpful to catch spam and improve loading time. But it can also trigger workflows that are initiated when a donor selects a link in a 360MatchPro automated email, like marking their gift ineligible. We don’t want that! In this release, we’ve combatted this link scanning to make sure that eligible gifts don’t get marked ineligible.
Read all about the ineligible link in automated emails.
Promise creation module improvements
As our promise creation module becomes more sophisticated and used by more organizations, we’re always looking for ways to improve! We’ve made some improvements to the way that promises are created and amounts calculated, ensuring the records are as useful for your organization as possible.
360MatchPro Integration Updates
New 360MatchPro Integrations
Updated and Enhanced 360MatchPro Integrations
- Blackbaud RE NXT – Tweaked integration to pull Recurring Gift Payments instead of Recurring Gifts into 360MatchPro.
November 2022 Product Release Notes
Double the Donation Product Updates
Usability updates to End of Year automated outreach stream
One of our most popular automated outreach streams is our End of Year stream. Why? Because the EOY stream takes a look back through the year for donors who could be eligible for a match, then reminds them to submit their match before the most popular company deadline of December 31. In this release, we’ve made some exciting updates to the EOY stream to make it easier to use.
Make sure your organization has turned on the End of Year stream!
New call to action for unknown eligibility donors
Not all donors are eligible for matching gifts. But many of them would participate in a matching gift program if it were available for them! That would result in more matches for your organization. In the Unknown Company emails for 360MatchPro Lite accounts, we’re now helping donors advocate for a matching gift program at their company if they don’t already have one.
360MatchPro Lite accounts now encourage donors to advocate for matching gifts by default.
Review Automated Outreach streams in our Knowledge Base.
Included in 360MatchPro Lite.
360MatchPro Integration Updates
New 360MatchPro Integrations
Updated and Enhanced 360MatchPro Integrations
- Affinaquest – New one-click field mapping
October 2022 Product Release Notes
Double the Donation Product Updates
Redesigned login screen
We couldn’t be more excited to share our brand new login screen with you! Now, when you land on the login page, you’ll have easy access to our latest release notes, our mission-critical integrations, and all our upcoming and on-demand educational webinars.
The new Double the Donation account login screen is your new hub for quick links to the most exciting updates from our team.
Next time you log in, scroll through the new landing page!
New donor experience for discontinued matching gift programs
What should a nonprofit organization do when a donor’s employer used to offer a matching gift program but that program has been discontinued? The donor could still need information about the program, but they shouldn’t be encouraged to submit a matching gift request and end up frustrated when their request isn’t granted!
In this release, we’ve added a new, more nuanced setting to handle these situations. Now, when a company has discontinued their matching gift program, the matching gift plugin displays all the information about the program but notifies the donor that the program is no longer active.
Do you know of a company program that needs to be updated in our database? Let us know!
Redesigned “no search results found” plugin message
At Double the Donation, we’re always on the lookout for every opportunity to update our database of matching gift programs. That’s why we’ve redesigned the message that donors see when they search for a company that isn’t in the database. We’re now presenting them with the most relevant information for them and for you, including a link to add their company to the database or to learn how to start a matching gift program!
When a donor’s search term doesn’t bring up any results, we now direct them to the most valuable next steps for them and for your organization.
360MatchPro Integration Updates
Updated and Enhanced 360MatchPro Integrations
- Blackbaud Luminate Online – Enhanced TeamRaiser integration options
- Blackbaud NetCommunity – Enhanced BBIS integration options
September 2022 Product Release Notes
Double the Donation Product Updates
Second Chance Submission popup
When your donors are eligible for matching gifts, you want to ensure they complete the matching gift process. But some donors have Distracted Donor Syndrome – they know they are eligible for a matching gift, but they forget to submit. These donors are the low-hanging fruit that your organization should always be pushing to complete the matching gift process at every step.
The Second Chance Submission popup will remind match-eligible donors to submit their matching gift request if they forget. If a donor selects a company from the streamlined search field while making their gift on your website but does not select “Go To Matching Gift Form” on your confirmation page, the popup will appear on the each page on your organization’s website that the donor visits until they submit their gift or dismiss it.
Popup appears larger in this image (for demonstration purposes) than it will appear on your organization’s website.
Learn how to configure the Second Chance Submission popup on your own website!
Available for 360MatchPro Enterprise.
Redesigned filters and search options for Donations tab
Data is only as useful as the tools available to parse it! That’s why we’ve supercharged the filter and search options available in the 360MatchPro Donations tab. Filters are now easier to use and faster to apply. Plus, we’ve added Advanced Search for all your high-powered data-driven needs.
Explore the new filter and search options.
Changed Ineligible approach for some Ineligible reasons
Some donors are ineligible for matching gifts because they are retired! But some donors are eligible for a matching gift program, they just sometimes make individual gifts that are ineligible, such as gifts under the minimum donation requirement for their employer’s program. We’ve refined the Ineligible status classifications to address these Ineligible situations differently to ensure your organization never misses out on a matching gift opportunity.
Discover the nuances of the Ineligible status.
Donation Identifier added to Exclusions module
When deciding which donors should receive matching gift follow-up messaging, Double the Donation provides many options for including and excluding gifts based on certain parameters. In this release, we have added Donation Identifier to the list of fields your organization can use to build exclusion rules. This update further expands the control your organization has over your valuable matching gift messaging.
360MatchPro Integration Updates
Updated and Enhanced 360MatchPro Integrations
- DonorPerfect – Added custom import filters
- Ellucian CRM Advance – Added custom allocation code to import filters
August 2022 Product Release Notes
Double the Donation Product Updates
Automatically correcting misspelled email domains
What happens when a donor misspells their email address when filling out your donation form? Your email bounces. It’s frustrating! But more importantly, it’s actually costly to your organization. Donors don’t receive your valuable emails, and you can even hurt your organization’s email deliverability every time an email bounces.
This new setting in 360MatchPro addresses this pervasive problem for nonprofit organizations. 360MatchPro can now automatically correct any clearly accidentally misspelled email address to ensure all donors receive the right messaging about matching gifts.
View the list of auto-corrected email domains and learn more here.
Refreshed approach to Ineligible donations
When you discover that a donation is ineligible for a matching gift, what do you think? We think, “What a great opportunity!” After all, donations can be ineligible for a number of reasons, and the value that each opportunity provides depends greatly on the ineligible reason.
To take advantage of the opportunity, in this release, we’ve refreshed our approach to ineligible donations. When a donor indicates why they are ineligible for a matching gift, 360MatchPro presents tailored next actions depending on the ineligible reason – then sends these detailed insights back into your 360MatchPro portal.
360MatchPro now reports why a donor reports that their gift is ineligible.
Learn more about how 360MatchPro takes advantage of ineligible donations.
Improved CSV import error messaging
We’re always looking for ways to help 360MatchPro users seamlessly import data through CSV! Our latest improvement is more detailed messaging to help guide your team through any issues that might arise during the import process.
360MatchPro Integration Updates
Updated and Enhanced 360MatchPro Integrations
- Neon CRM – Updated to Neon CRM API v2
July 2022 Product Release Notes
Double the Donation Product Updates
New visual theme for 360MatchPro
We’re excited to launch a new look and feel for our platform! The visual design of 360MatchPro has gotten a refresh. The platform is more modern, easier to navigate, and most importantly, much more flexible for the Double the Donation software development team to release innovative matching gift functionality.
All the features you know and love are still here, with more to come soon. We can’t wait to share with you everything that our redesign has allowed us to do.
Additional configuration for bulk backup download
We love anything that helps nonprofits and schools get the most out of the employer insights in 360MatchPro! With this update, our bulk backup download can now be filtered by date. This means each team at your organization can pull exactly the records they want out of 360MatchPro at any time without slowing down the system at all.
Learn more about the new bulk backup download options.
Corporate giving platform column added to Donations table
When a donor submits a matching gift request, it’s time to celebrate! Sometimes, it’s also time to log in to a corporate giving portal and verify the gift. This process can take a while, especially when you’re not sure which gifts will appear in which portal. Our latest update to the Donations table makes it possible to view the workplace giving platform in use by each company your donors work for. That way, you can speed up your verification process by grouping together gifts by vendor, not just by company.
360MatchPro Integration Updates
New 360MatchPro Integrations
Updated and Enhanced 360MatchPro Integrations
- Salesforce – Enhanced preview for custom mapping and filters.
June 2022 Product Release Notes
Double the Donation Product Updates
Improved company mapping for CSV uploads
We’re always looking for ways to improve our ability to match donors with their employers. In this release, we focused that energy on the CSV upload company mapping process. Our mapping algorithm is better than ever, finding more matches from plain-text company names uploaded through the CSV import process. And more company name matches means more matching gift revenue for your organization.
Learn more about CSV uploads in our Knowledge Base.
New bulk backup download
The employer information stored in 360MatchPro can be incredibly useful to nonprofit organizations even outside the scope of matching gifts. In this release, we’ve made it easier than ever to export all the donation records from your 360MatchPro account to share across your workplace giving team. Our new bulk backup download feature runs backups in the background, allowing you to download more records more quickly while going about your business.
The new bulk backup download runs in the background so you can continue with your work while your large file is generated.
Get more info about the new bulk backup option.
Blocked autofill for streamlined company search field
Autofill on a donor’s browser can help donors shop or donate quickly online, but often, their browser autofill doesn’t know what to do with the Double the Donation company name search field. The result is often a browser accidentally autofilling the company search field with a phone number, ZIP code, or other information – which means your organization loses the opportunity to gain valuable matching gift insights from that donor. In this release, we’ve taken steps to block browsers from autofilling the streamlined search field. This update will improve data hygiene and boost match identification rates.
360MatchPro Integration Updates
Updated and Enhanced 360MatchPro Integrations
- Blackbaud Luminate and Online Express – Exclude corporate donations from flowing into 360MatchPro, which helps your team avoid wasting precious resources following up on donations that aren’t eligible to be matched.
May 2022 Product Release Notes
Double the Donation Product Updates
Preconfigured exclusion rules added to Exclusion Rules tab
Custom exclusion rules are incredibly helpful for managing data flow in 360MatchPro. But not all situations should require setting up complicated custom exclusion rules. In this release, we’ve added a section in the Exclusion Rules tab for preconfigured exclusions. These options represent common scenarios faced by many organizations using 360MatchPro and they can be tuned on or off with a single click.
Read up on preconfigured exclusion rules here.
Administrative matching gift program information added to Donations tab modal
Some information about a company’s matching gift program is more useful for nonprofits and schools than donors – like information about distribution schedules or designation restrictions. To make this information accessible to the organizations using 360MatchPro, we have added it to the company program view within 360MatchPro. Simply select the blue company name link in the Company column in the Donations tab to initialize the modal, then scroll to the bottom to the Administrative Guidelines section.
Administrative guidelines have been added to company program information in 360MatchPro.
Learn more about the information available in the Companies modal.
Search for partner name in Source column
We recently added Source as a column in the Donations tab. This column makes it easy to tell where any donation came from, whether an integration partner platform, a CSV import, or anywhere else. With the latest release, organizations can now use the Search field in the Donations tab to find gifts that came from an integration partner platform. This enhancement allows organizations to find exactly which donations came from a particular platform.
360MatchPro Integration Updates
Updated and Enhanced 360MatchPro Integrations
- Classy – Multiple Classy instances can now push data into the a singular 360MatchPro account.
April 2022 Product Release Notes
Double the Donation Product Updates
New page tours for complex features in 360MatchPro
The Double the Donation Client Success team is always here to help you answer any questions you have about our platform, but we know sometimes you need to discover answers yourself! To help you navigate some of the more complex pages in 360MatchPro, we’ve launched new page tours for a few key pages.
These page tours are always accessible from the top right-hand corner of your screen. Simply select the orange question mark next to the “Need help?” message, then navigate to the bottom of the tooltip. You can launch the page tour with a click of a button!
New page tours are always available from the orange question mark on applicable pages.
Remember that our Knowledge Base is also always here to help!
More detailed email sending reporting
When an email isn’t sent, you need to know! That’s why we’ve added additional, detailed error reporting to donation records in 360MatchPro. When an email doesn’t send because of an exclusion rule, sending limit configurations, or any number of other settings your organization has configured, you’ll know just by hovering over the yellow email icon in the Donations tab.
Check out all the available email icon messages here.
Email variables allowed in subject lines
Personalization is the {{name}} of the game. (See what we did there?) Any additional personalization you can add to your emails gives your organization a better chance of reaching donors and encouraging them to submit matching gift requests. In this sprint, we’ve extended the ability to add variables to the subject lines of your 360MatchPro automated emails.
Take a deep dive into our email variables in this article.
Changed “blacklist” to “blocklist”
Following the lead of industry leaders and our own company values, we’re happy to announce that we have renamed our “blacklist” to a “blocklist” within 360MatchPro. It’s small changes like this that make a big difference. We hope other nonprofit technology platforms in our space make the same change!
Learn how to configure your blocklist with this knowledge base article.
360MatchPro Integration Updates
Updated and Enhanced 360MatchPro Integrations
- Salesforce and Blackbaud RE NXT – “Connected Instance” ID added to integration settings in 360MatchPro to assist with troubleshooting.
- Salesforce – “Salutation” added to field mapping, allowing organizations to sync a donor’s salutation stored in Salesforce and use it in 360MatchPro automated outreach.
March 2022 Product Release Notes
Double the Donation Product Updates
Managing matching gift programs unique to your nonprofit
In some cases, a company will decide to launch a matching gift program specifically for a particular nonprofit organization. This special relationship is a fantastic source of matching gift revenue for these organizations, so it needs to be communicated to donors!
With the latest release, these programs can now be managed by 360MatchPro clients within their 360MatchPro portal. 360MatchPro Enterprise clients can now add a company matching gift program that will only appear to their organization’s donors in search results.
Take a deep dive into the new program management feature.
Available for 360MatchPro Enterprise.
Improved company mapping for CSV Data Import
Nonprofits that work with Double the Donation are relying on 360MatchPro as the central source of truth for donor employer information. We take any opportunity to improve our employer mapping mechanisms. To that end, in this release, we rolled out the ability for manual company mapping during CSV data import. Organizations can now remap any suggested company names to the correct employer using a simple search field in the import process.
CSV data import just got more customizable!
Review manual company mapping in this article.
New Source column in Donations table
When connecting a new integration, investigating an individual donation, or testing out 360MatchPro, it can be helpful to know exactly where a donation originated from. In this release, we’ve added a Source column to the Donations table. The Source column provides as much detail about the origin of a donation record as is available, making troubleshooting and testing even easier.
Discover which insights you can find in the Donations tab here.
Promise Creation module enhancements
The Promise Creation module within 360MatchPro estimates the value of the matching gift requests the system believes were submitted by donors. This functionality helps organizations estimate how much matching gift revenue is actually going to be disbursed by companies, not just how much matching gift revenue potential there is within their donor base.
Until this release, promises could only be created by integrations that were built to support the functionality. Now, any 360MatchPro client can request this feature be added to their account!
360MatchPro Integration Updates
New 360MatchPro Integrations
February 2022 Product Release Notes
Double the Donation Product Updates
Expanded matching gift program categories
The effectiveness of 360MatchPro is dependent on the quality of the Double the Donation database of company matching gift programs. That’s why we’re always looking for ways to enhance the database to improve match accuracy rates.
In our latest database enhancement, we’ve expanded the categories we use to track which types of organizations are eligible for matching gifts from companies. The list has grown from 5 to 40+ categories! Additional levels of detail are now available for organizations to configure in their 360MatchPro accounts to ensure the most accurate eligibility results.
More nuanced category exclusions ensures the most accurate eligibility results for your donors.
Learn more about our matching gift database here or learn how to configure your category exclusions in 360MatchPro.
Exclusions module enhancements
The exclusions module has previously only allowed organizations to block email sending for records that meet certain criteria. Now, exclusion actions have been expanded to include:
- Mark as Ineligible: When a record meets the exclusion criteria, automatically mark the donor as ineligible.
- Do not Import: When a record meets the exclusion criteria, do not import the record into 360MatchPro at all.
Get started with exclusions here.
Additional email appearance customization
Fundraising is all about personalization and relationships. Our latest email appearance update allows for creator customization. If your organization wants to remove the logo from the top of your 360MatchPro automated emails, you can now do so. (We only recommend removing the logo if you have uploaded an email header image that features your logo!)
360MatchPro Integration Updates
New 360MatchPro Integrations
January 2022 Product Release Notes
Double the Donation Product Updates
Thank You email stream
The importance of donor stewardship is no secret! Recognizing donors who have taken the extra steps to get their gifts matched is the key to ensuring those donors continue to submit their matching gifts again and again. That’s why we’ve launched the Thank You email stream.
The Thank You email stream is here to automatically thank your donors who have put in the time to submit their matching gift request. The stream is customizable, from the email template itself to the sending logic.
The Thank You email stream is your key to donor stewardship.
Learn how to configure the Thank You stream here.
Plugin accessibility updates
One of our most important ongoing projects is accessibility. In our latest updates, we’ve added more accessibility labels for screen readers. This update ensures every donor can read the buttons and labels that guide them through the matching gift process, resulting in more matching gift dollars for nonprofits.
Check out our accessibility FAQ in this article.
Automatic email sending blocks for commonly bounced domains
Typos by donors and tests by nonprofit team members can all result in some messy email data appearing in a 360MatchPro account. In our latest update, 360MatchPro recognizes commonly bounced domains (e.g., “gmal.com”) and blocks sending. With this functionality, fewer bounced messages appear in your inbox, and fewer error messages appear on your account.
360MatchPro Integration Updates
Updated and Enhanced 360MatchPro Integrations
- Blackbaud Raiser’s Edge NXT – Integration users can now pull donors’ titles and preferred names from RE NXT to use in 360MatchPro automated outreach.
December 2021 Product Release Notes
Double the Donation Product Updates
Improvements to company confidence scoring for CSV import
We have begun providing additional guidance to 360MatchPro clients using the CSV import process to upload donation records to 360MatchPro. The company mapping engine has been improved and more clearly documented to guide 360MatchPro users through the import process.
More guidance has been provided to assist nonprofits in mapping company names in 360MatchPro.
Get the details of the new workflow here.
User names added to Event Timeline
The Event Timeline in 360MatchPro now displays the name of users who took actions, not just that the actions were taken. This improvement allows 360MatchPro users to track user activity and troubleshoot problems more precisely.
360MatchPro Integration Updates
New 360MatchPro Integrations
Updated and Enhanced 360MatchPro Integrations
- Blackbaud Raiser’s Edge NXT – The update allows fundraisers to identify match-eligible donors during the donation process.
November 2021 Product Release Notes
Double the Donation Product Updates
Exclusions rules
360MatchPro users can now build exclusions rules within 360MatchPro. The exclusions module allows users to block automated email sending to specific donors based on fields in 360MatchPro. Some common scenarios for exclusions are:
- Ensure donors don’t receive duplicate emails if donations are flowing into 360MatchPro from more than one active integration, such as a donation form and a CRM.
- Block email sending to donors of a particular campaign, such as a memorial fund or athletic fund.
- Exclude email sending for recurring donors.
Building exclusions rules in 360MatchPro is easy!
Learn how to build and manage your own exclusions rules within 360MatchPro.
Export email and phone blocklist
The email and phone blocklist within 360MatchPro can be populated in many ways, such as manual entry or donor action taken after receiving automated emails. Many 360MatchPro clients want to import the blocklist from 360MatchPro into other systems. Our new export functionality allows them to do so seamlessly!
Visit our support article about the blocklist to learn how to download records.
Improved company mapping from donor input
Our latest improvement to boost identification rates of matching gift opportunities is new mapping logic with the 360MatchPro search field. Some donors simply don’t take the next step of selecting their company name after seeing it appear in the dropdown because they assume their work is done. 360MatchPro no longer requires donors to actively select their company name from the search field dropdown as long as their entered text is exactly the same as the company name in our database.
When a donor enters the exact name of their company in the 360MatchPro streamlined search field, 360MatchPro automatically maps to the right company record!
360MatchPro Integration Updates
New 360MatchPro Integrations
Updated and Enhanced 360MatchPro Integrations
- DonorSearch – 360MatchPro integration users can now toggle the High Net Worth flag within 360MatchPro based on insights from DonorSearch
October 2021 Product Release Notes
Double the Donation Product Updates
SMS automated messaging
360MatchPro now supports sending matching gift reminders over SMS, not just over email. This new option increases the touchpoints nonprofits using 360MatchPro can take advantage of, thereby increasing their matching gift revenue.
Learn more about SMS matching gift messaging in the Knowledge Base.
Available for 360MatchPro Enterprise.
Volunteer grant-specific plugin
Some nonprofits have a volunteer information page on their website. 360MatchPro clients can now add a version of the Double the Donation to that page that focuses on volunteer grant information. The volunteer grant-specific plugin increases visibility into these programs among supporters who are volunteering their time.
The new volunteer grants-specific plugin prompts donors to search for their company’s program.
Explore all matching gift plugin settings here.
Available for 360MatchPro Enterprise.
Promise Creation module
The Promise Creation feature of 360MatchPro is intended to create even greater visibility into the matching gift revenue generated by 360MatchPro for nonprofit organizations. With this functionality, 360MatchPro attempts to estimate the value of the matching gift requests we believe were submitted by donors. These estimated promise amounts are then displayed in 360MatchPro for easy reporting and sent to integration fundraising solutions that support the functionality.
Configure the Promise Creation module using this support guide.
Employer appends
May nonprofits acquire third-party employer appends, or data enrichment files that attempt to match existing donors in their CRM with those donors’ employers based on available data. While 360MatchPro gathers employment data in real time from real interactions with donors and is therefore the most accurate source of employment information, third-party employer append files can help fill gaps in our records. 360MatchPro now supports the import of employer append files to enrich matching gift identification and outreach rates, ultimately allowing for more customization and therefore higher conversion to matching gift requests submitted.
Discover the process and workflows of employer appends in 360MatchPro.
Legacy Plan sunset
After years of offering two different products, we’ve seen a sustained and irrefutable pattern: 360MatchPro regularly delivers best-in-class results for nonprofits of all sizes. That’s why as of October 2021, no new Legacy Plan (formerly “Premium Plan”) subscriptions will be available for nonprofits.
360MatchPro Integration Updates
New 360MatchPro Integrations
Updated and Enhanced 360MatchPro Integrations
- Classy – New version features matching gift next steps on the receipt page and the ability to create matching gift records in Classy
May 2020 Product Release Notes
Double the Donation Product Updates
Data import feature relaunch
The manual data importer (CSV import) has been completely relaunched. 360MatchPro users have more granular control over what happens to specific data streams once import is complete, and they have a brand-new preview mode to double check their work before kicking off matching gift automation.
New bulk sending feature
New 360MatchPro bulk email sending streams allow 360MatchPro users to contact donors based on a number of different variables, including matching gift eligibility, matching gift submission status, and custom logic set by the user. These bulk, one-time email campaigns supplement the automated messaging that donors receive at the time of their donations that encourage them to submit matching gift requests.
End-of-year email stream
End-of-year is a high-visibility time for matching gifts, as many company programs set submission deadlines at the end of the calendar year and many donors are making match-eligible donations at higher rates during the end-of-year giving season. An end-of-year email stream now allows 360MatchPro users to send out custom email messages to donors based on their matching gift eligibility at year-end. This custom, one-time email campaign built into 360MatchPro provides another touchpoint at a highly important time of year for matching gifts.
An end-of-year email stream has been built into 360MatchPro to promote matching gifts during high-volume donation season.
Accessibility enhancements for donor-facing tools
Double the Donation has the first (and, as far as we know, the only) matching gift search tool to receive a passing VPAT certificate for 508 accessibility standards compliance. Double the Donation has now made upgrades to accessibility features focused on 360MatchPro automated emails. 360MatchPro users now have the ability to add alt text to images, customize text on call-to-action buttons, and edit other configurations that optimize 360MatchPro automated emails for screenreaders as recommended by the WAI-ACT Project.
Custom messaging in 360MatchPro streamlined search field
360MatchPro users can now modify the wording that appears when a donor searches for their employer on an integrated donation form depending on the search result. For instance, nonprofits can show different messaging to a match-eligible donor (e.g., Congrats! You’re eligible for matching gifts from your employer. Follow the steps on the receipt page after you make your donation to submit your matching gift request.) and an ineligible donor (e.g., Hmm, looks like your employer doesn’t have a program to match employee donations. Check your spouse’s employer, or a company you retired from!).
360MatchPro now supports custom messaging beneath the streamlined search field on the donation form.
360MatchPro Integration Updates
New 360MatchPro Integrations
- Salesforce — The 360MatchPro by Double the Donation App debuts as the first and only matching gifts solution on Salesforce AppExchange
- Microsoft Dynamics 365
- Qgiv
- StudioEnterprise by DonorDirect
- Funraise Up
Updated and Enhanced 360MatchPro Integrations
- Blackbaud Raiser’s Edge NXT — New SKY API add-ins within RE NXT webview
- Ellucian CRM Advance — New employer search field on customer-facing online donation forms
- Allegiance CRM — New connector to ACD Direct Simple Pledge
