360MatchPro

Engage donors with corporate gift matching at checkout using Fundraise Up’s integration with Double the Donation’s 360MatchPro product

Double the Donation 360MatchPro is a platform that makes it easy for donors to increase their impact by matching their contributions to eligible 501(c)(3) nonprofits.

How it works

Fundraise Up’s integration with 360MatchPro enables your organization to present the donation matching opportunity at checkout instead of as a separate form. This approach increases the chance of securing a match submission.

Checkout

When the company matching feature is enabled in Checkout and 360MatchPro is connected to Fundraise Up, the donation matching screen is shown. A search input enables supporters to look-up their employer using the company’s name. Relevant results are shown in a dropdown menu as the supporter inputs text. There are three possible outcomes for a search, which are described below:

  • Match eligible: If a company has a donation matching program, a search result for the company is returned. When the result is selected, a message is displayed that includes the potential total match amount and instructions about next steps. When a supporter continues to the next screen, the payment method is charged and the conversion is complete. Depending on the Checkout configuration, other screens may be shown.
  • Match eligible (below threshold): Many company matching programs have a minimum match amount for donations. Fundraise Up includes a unique feature that queries the Double the Donation database for the minimum match amount.

    When a supporter has selected a donation amount that is below a searched company’s minimum match amount, Fundraise Up will prompt the supporter to increase the size of their donation to meet the minimum.

    If the donor opts to increase their donation amount, the new donation amount is charged to the supporter’s payment method and the conversion is complete. Depending on the Checkout configuration, other screens may be shown. A supporter can also decline the upsell, which will similarly complete the conversion.

  • Match ineligible: If a search returns no results, it is likely because the searched company does not have a donation matching program. In this case, a supporter can continue checking out without needing to take further action. When a supporters selects the continue button on this screen, their payment method is charged and the conversion is complete. Depending on the Checkout configuration, other screens may be shown.
If the Donate as organization option is enabled in Checkout and a supporter selects it, the company matching screen will not be shown. This is because an organization cannot request a match from another organization or company.

Dashboard

In the Fundraise Up Dashboard, records for donations where matching was utilized include the status of the match, which is provided programmatically by Double the Donation. Learn more →

In the Dashboard Donations table view, records that include donation matching information are shown with a briefcase icon. These records can also be filtered using the Company matching filter.

Exports and integrations

Donation matching information can be exported or synced to connected apps using the Supporter-level Employer property. The Employer property is also an available parameter when utilizing the JavaScript API.

Double the Donation

Records with match information are synced in real time to Double the Donation 360MatchPro. Once the synchronization is complete, no further actions are taken in Fundraise Up to manage the match. Notifications, statuses, and other settings are configured within the Double the Donation platform.

By default, Double the Donation sends follow-up emails for match-eligible donations. We recommend reviewing and customizing these emails in the Double the Donation dashboard.

Billing for 360MatchPro is performed directly by Double the Donation. Fundraise Up does not charge a fee to use the 360MatchPro integration.


Connecting a 360MatchPro account

For existing users of 360MatchPro, accounts can be connected from the 360MatchPro integration page in the Fundraise Up Dashboard.

Prerequisites

  1. Administrative access to your organization’s Double the Donation 360MatchPro account
  2. Access to your organization’s Fundraise Up account with a user account that has the Organization Administrator role.

Connection steps

  1. Log-in to Fundraise Up.
  2. Select your user from the upper right corner of the Dashboard.
  3. Select Settings.
  4. From the side menu, select Integrations.
  5. Select Add integration
  6. Select 360MatchPRO by Double the Donation.
  7. Select Connect.
  8. Input your 360MatchPro public key in the Public key field.
  9. Input your 360MatchPro private key in the Private key field.
    If you are not familiar with your organization’s Double the Donation API keys, review the documentation in Double the Donation’s knowledge base.

360MatchPro is now connected to Fundraise Up. Review the “Configuration” section of this article to learn more about the integration settings for 360MatchPro.


Getting an account

If your organization does not yet have an account with Double the Donation, you can instantly provision one from the Fundraise Up Dashboard by following these steps:

  1. Log-in to Fundraise Up.
  2. Select your user from the upper right corner of the Dashboard.
  3. Select Settings.
  4. From the side menu, select Integrations.
  5. Select Add integration
  6. Select 360MatchPRO by Double the Donation.
  7. Select Create new account.
  8. Input your organization’s information and your personal details.
  9. Select Create.

Your 360MatchPro account is now activated and connected to Fundraise Up. Review the “Configuration” section of this article to learn more about the integration settings for 360MatchPro.

Pricing

When you create a 360MatchPro account through Fundraise Up, you are enrolled in Double the Donation’s 360MatchProLite subscription, which includes special pricing for Fundraise Up customers.

Your organization’s first $2,000 in matched donations are processed for free by Double the Donation. Once you surpass $2,000 in matched donations or process more than 1,000 matched donations in a single year, you are moved to a paid tier. Learn more about Double the Donation’s billing structure by reviewing the pricing document for 360MatchProLite.


International support

Double the Donation’s 360MatchPro product is optimized for U.S-based giving, but the platform does support international use cases. Learn more →


Configuration

This section describes the configuration settings for 360MatchPro, which are managed from the integrations page for 360MatchPro in the Fundraise Up Dashboard.

  • Syncing test data: When using test mode to experiment with platform settings, you can opt to send test transactions to 360MatchPro. This enables you to understand how records are synced from Fundraise Up to 360MatchPro. By default, the Sync test data option is disabled when you enable an integration, but it can be enabled from the integration’s settings.
  • Sync subaccounts: When the Subaccounts feature is enabled, you can opt to sync data from a primary account’s subaccounts to apps connected at the primary account level. This is useful for tracking donations and simplifying reporting when your organization uses a chapter-based or federated model.
  • Select which donations to send to Double the Donation: This setting controls which donations are synced from Fundraise Up to 360MatchPro.
    • Send all donations: All donations processed using Fundraise Up will by synced to 360MatchPro, even if the company matching feature is not enabled in Checkout for some campaigns. By default, Double the Donation will send emails for match-eligible donations, or donations where a match may be possible.
    • Send all donations where Corporate Matching is enabled on the campaign form: Donation records will be sent from Fundraise Up to 360MatchPro only when the company matching feature is enabled in Checkout for a campaign. Records will be synced regardless of whether a supporter inputs the name of a company on the company matching screen. By default, Double the Donation will send emails for match-eligible donations, or donations where a match may be possible.
    • Send only donations where donor enters employer name: Donation records will only be synced to 360MatchPro if a donor inputs a company name on the company matching screen. By default, Double the Donation will send emails for match-eligible donations, or donations where a match may be possible.

Troubleshooting

If you experience issues with the donation matching experience, especially as it relates to email notifications, record management, or billing, contact Double the Donation’s support team.

For questions related Fundraise Up’s 360MatchPro integration, review our support documentation or email support@fundraiseup.com.

 

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