Preventing duplicate emails when using multiple 360MatchPro integrations
If your organization uses multiple platforms connected to 360MatchPro by Double the Donation- such as Fundraise Up for donation processing and a CRM like Salesforce or Microsoft Dynamics - it’s essential to manage duplicate records to avoid confusion and ensure clean data.
Why duplicate records occur
When your CRM and donation platform sync donation records to 360MatchPro, the same donation may be sent twice. Because donation amounts may slightly differ (for example, due to processing fees), this can result in multiple records being added - and potentially multiple email follow-ups sent to donors.
How to prevent duplicates in 360MatchPro
To help address this, Double the Donation provides a Duplicate Donations Exclusion Rule, which allows you to filter out duplicate donations based on:
- Time range (e.g., exclude duplicates submitted within 1–2 days)
- Email and amount similarity (e.g., exclude donations from the same email where the amount is within 20%)
These rules can be configured in your 360MatchPro account under Settings > Exclusion Rules.
If you load donation data into your CRM in real-time, use a short window (1–2 days). If data is imported weekly, extend the exclusion window accordingly (e.g., 7–27 days).
Learn more
For complete guidance, including how to configure these settings and manage platform-specific integrations, visit the official Double the Donation documentation:
Managing Multiple Integrations – Double the Donation
By setting up the exclusion rules correctly, you’ll ensure donors don’t receive duplicate communications and your data remains clean across platforms.