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User Stories
This article provides three user stories to explain how donors and clients interact with Double the Donation.
Section 1: Integration Activation and Authentication
Integration Testing Personas
These user stories involve the following personas:
- Kate (The Admin): A nonprofit administrator with high-level backend permissions and the authority to manage platform integrations. She is responsible for the technical configuration, including authenticating API connections, enabling matching gift tools on donation forms, and verifying that data maps correctly between the partner platform and Double the Donation.
- David (The Donor): An individual contributor who donates through the donation platform on the nonprofit’s website. He uses Double the Donation’s tools to check for employer matching programs and receives actionable next steps based on his interactions with them.
Section 1: Integration Activation and Authentication
User Story: Requesting a new Double the Donation account
Goal: Kate should be able to request a Double the Donation account and connect with the Double the Donation team directly within her fundraising platform.
User Value: Providing a direct account request channel streamlines the onboarding process for Kate, granting her access to the Double the Donation team for a comprehensive overview of the integration and the setup process to ensure her success.
Platform Value: For you, as the partner platform, this frictionless entry point encourages early adoption and ensures users are properly supported from day one, establishing your platform as a proactive partner in the nonprofit’s fundraising success.
Acceptance Criteria:
GIVEN I believe I have a Double the Donation accountWHEN I enter my Double the Donation public and private API keys into the appropriate fieldsTHEN I am presented with a message indicating that activation was successfulOR THEN I am presented with a message indicating that my activation was not successful, including a reason why, and asking me to either verify that my keys are correct (DTD Support) or request an account (the “Request Account” form)
Dev Notes: Reference “ Activate Double the Donation” → “Verify 360MatchPro Keys”
User Story: Validating and connecting existing credentials
Goal: Kate should be able to integrate their donation form with an existing Double the Donation account.
User Value: Kate can instantly connect her Double the Donation account through a simple authentication process, allowing her to activate matching gift tools on her donation forms and support donors without delay.
Platform Value: For you, as the partner platform, prioritizing ease of activation removes technical friction for the nonprofit and encourages immediate adoption. This streamlined connection ensures both systems work together to drive matching gift revenue from the very first transaction.
GIVEN I believe I have a Double the Donation accountWHEN I enter my Double the Donation public and private API keys into the appropriate fieldsTHEN I am presented with a message indicating that activation was successfulOR THEN I am presented with a message indicating that my activation was not successful, including a reason why, and asking me to either verify that my keys are correct (DTD Support) or request an account (the “Request Account” form)
Dev Notes: Reference “ Activate Double the Donation” → “Verify 360MatchPro Keys”
User Story: Global vs. Form-level Settings
Goal: Kate should be able to add and remove Double the Donation to all her donation forms so online donors can get their gifts matched.
User Value: Offering both global and form-level settings allows Kate to activate matching gift tools across her entire platform at once while retaining the flexibility to disable the integration on specific forms when necessary.
Platform Value: For you, as the partner platform, providing these dual configuration options ensures the software remains adaptable to various organizational strategies, encouraging deeper platform engagement through customizable workflows. This control allows the nonprofit to align both systems with their specific fundraising goals, ensuring the integration is effective at every level of their operation.
Acceptance criteria if global online donation form settings exist within the partner platform:
GIVEN I have successfully activated Double the DonationWHEN I edit my global donation tool features and indicate that Double the Donation should be activated globallyTHEN I am presented with a confirmation messageAND THEN Double the Donation appears on all existing and future donation forms
GIVEN I have successfully activated Double the DonationWHEN I edit individual donation form settings/design for a new or existing donation form that does not currently have Double the Donation activatedTHEN I am presented with the option to enable Double the DonationAND THEN if I enable Double the Donation for the individual form, the tool appears on the individual formOR WHEN I edit individual donation form settings/design for a new or existing donation form that does currently have Double the Donation activatedTHEN I am presented with the option to disable Double the DonationAND THEN if I enable Double the Donation for the individual form, Double the Donation no longer appears on the individual form
Section 2: Donor Journey
A. Online Donation Form
User Story: Donating online using a non-corporate email address
Goal: David should be able to donate online using a non-corporate email address and self-report his employer within the online donation experience to receive comprehensive matching gift eligibility data and employer-specific action steps.
User Value: Integrating the employer search tool directly within the donation flow allows David to access comprehensive matching gift data without being redirected away from the partner platform.
Platform Value: For you, as the partner platform, implementing this first-class optional field allows the donor to move efficiently through the giving form while increasing the overall transaction value for the nonprofit. Hosting this data interaction natively preserves the integrity of your checkout flow and maintains donor momentum within your ecosystem.
GIVEN I have completed the rest of the online donation process properlyWHEN I provide a non-corporate email address in the standard “Email” field of the donation formAND WHEN I use the DTD streamlined search field and select my company nameOR WHEN I provide a non-corporate email address in the standard “Email” field of the donation for
THEN I am presented with the DTD matching gift plugin on the confirmation page, populated with the matching gift database information for the company in the DTD database that I self-reported
AND THEN I receive an automated email from Double the Donation containing the matching gift database information for the company in the DTD database that I self-reported
AND THEN my transaction record appears in the Double the Donation portal with my company name populated in the “Company” column and the status “Waiting for Donor” populated in the "Matching Gift Stage" columnAND WHEN I do not use the DTD streamlined search field
THEN I am presented with the DTD matching gift plugin on the confirmation page, which is blank and prompts me to search my company name
AND THEN I use the plugin to search and select my company name, which populates the matching gift database information for the company in the DTD database that I self-reported
AND THEN I receive an automated email from Double the Donation containing the matching gift database information for the company in the DTD database that I self-reported
AND THEN my transaction record appears in the Double the Donation portal with my company name populated in the “Company” column and the status “Waiting for Donor” populated in the "Matching Gift Stage" column
Goal: David should be able to donate online using a non-corporate email address and self-report his employer after the online donation experience via a personalized post-transaction email to receive comprehensive matching gift eligibility data and employer-specific action steps.
User Value: Receiving a customized follow-up email provides David with a seamless secondary opportunity to identify his employer on the nonprofit’s website, ensuring he can still access relevant matching gift information even if he bypassed the search tool during checkout.
Platform Value: For you, as the partner platform, supporting this automated communication loop establishes your system as a comprehensive, fail-safe fundraising tool. By capturing matching gift data after the initial checkout, you maximize user retention and revenue generation for the nonprofit through automated efficiency, ensuring your platform remains their most valuable revenue hub even when donor data is initially incomplete.
Acceptance Criteria:
GIVEN I have completed the rest of the online donation process properly
WHEN I provide a non-corporate email address in the standard “Email” field of the donation form
AND WHEN I do not use the DTD streamlined search field
AND WHEN I do not use the matching gift plugin to search and select my company name
THEN I receive an automated email from Double the Donation prompting me to check my matching gift eligibility
AND THEN my transaction record appears in the Double the Donation portal the “Company” column blank and the status “Identification in Progress” populated in the “Matching Gift Stage” column
AND THEN I follow the instructions in the automated email and select my company name
AND THEN my transaction record appears in the Double the Donation portal with my company name populated in the “Company” column and the status “Waiting for Donor” populated in the “Matching Gift Stage” column
User Story: Donating online using a corporate email address
Goal: David should be able to donate online with a corporate email address to receive comprehensive matching gift eligibility data and employer-specific action steps.
User Value: Automated recognition of corporate email domains provides David with immediate access to his employer's specific matching gift instructions, removing the need for manual searching during the donation process.
Platform Value: For you, as the partner value, implementing this automated identification logic creates a streamlined donor journey that allows for clear next steps and higher value for your nonprofit clients.
Acceptance Criteria:
User Story: Donating offline using a corporate email address
Goal: David should be able to donate offline using a corporate email address and receive comprehensive matching gift eligibility data and employer-specific action steps.
User Value: The ability to utilize automated domain recognition ensures that the nonprofit can identify matching gift eligibility through the donor’s corporate email address, even for gifts received via check or manual entry.
Platform Value: For you, as the partner platform, this automation increases your long-term retention value by positioning your CRM as a central hub for revenue generation. By removing the friction of manual research and providing a digital path to capture offline matching gifts, you empower your users with a more efficient experience that reinforces your platform’s status as their most valuable fundraising asset. This integration turns your system into a proactive tool that delivers additional ROI, regardless of the channel.
Acceptance Criteria:
GIVEN My donation is linked to my constituent record
AND GIVEN I have a corporate email address associated with my constituent record
WHEN my donation is entered into the CRM
THEN I receive an automated email from Double the Donation containing the matching gift database information for the company in the DTD database that matches the corporate email domain associated with my constituent record
AND THEN my transaction record appears in the Double the Donation portal with my company name populated in the “Company” column and the status “Waiting for Donor” populated in the "Matching Gift Stage" column
User Story: Donating offline using a non-corporate email address
Goal: David should be able to donate offline using a non-corporate email address and receive comprehensive matching gift eligibility data and employer-specific action steps.
User Value: For donors using personal email addresses, the integration ensures that David receives an email prompting him to identify his employer, bridging the gap between an offline gift and his matching gift eligibility.
Platform Value: For the partner, supporting this automated communication flow highlights the depth of your CRM integration, as it ensures your platform remains the catalyst for matching gift outreach even when there is no corporate affiliation initially associated with the donor record. This automated sequence allows both platforms to work together to identify and capture revenue opportunities from offline donors.
Acceptance Criteria: