You can add Matching Gifts to your fundraising campaign or standalone donation or ticketing page. The first thing you will need to do is partner with a company for Matching Gifts. There are many out there but the ones Neon Fundraise generally works with are below:
- Double the Donation
- For more information please access Double the Donation's articles here.
- Amply (formally Donate Double)
- For more information, please access Amply's article here.
- HEP Data
Once you have a matching gifts partner, they will provide you with an embed code that Neon Fundraise will place on your site. Depending on the vendor's instructions, you'll generally want to place the embed codes in the following locations:
Donation Page
On the donation page, donors can select their employer during the donation process. Add this by following these steps:
- Log in to the Admin at admin.rallybound.com
- Navigate to the entity (organization, group, or campaign) on which you'd like to configure this setting. Click here to learn more about inherited settings.
- Navigate to Forms > Customize.
- Click the dictionary entry "Page Section - Donation Page - Employer Matching", then click "Edit", and "Source".
- Paste the embed code.
- Click "Save".
Post Donation Page
Sometimes the user flow will have donors selecting their employer after the donation process. Other vendors require embed codes on the post-donation page to complete the process. Add this by following these steps:
- Once logged into the Admin and on the desired entity, navigate to Forms > Customize.
- Click the dictionary entry "Page Section - Donation Thank You Page - Employer Matching", then click "Edit", and "Source".
- Paste the embed code.
- Click "Save".
Auto Responders
Employer Match can be added to the auto responders which are sent for transactions (online donation, offline donation, registration). Add this by following these steps:
- Log in to the Admin at admin.rallybound.com
- Navigate to the campaign on which to edit your auto responder
- Click the "Email" tab
- Click "Automated Emails" in the left sidebar
- Locate and click on the relevant auto responder:
- Donation Confirmation
- Offline Donation Verified
- Registration Confirmation
- Ticket Purchased Confirmation
- Click "Edit"
- Click "Source"
- Place the Embed Code where you would like the "Matching Gifts" widget to appear
Navigation
Add Employer Match to a custom page and link to that page from the navigation menu. To learn how to create a page and add it to the navigation menu, click here.
Fundraiser Dashboard
Employer Match can be added to the Fundraiser Dashboard as a fundraiser task. Please contact fundraisesupport@neonone.com to configure this.