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Partnerships and Integrations | Double the Donation

Testing Your 360MatchPro Integration

User Stories

This article provides three user stories to explain how donors and clients interact with 360MatchPro.

Testing Personas

User Stories: Activate 360MatchPro

Kate

User Stories: Online Donations

Kate

David

User Stories: CRM Records

David

Testing Personas

The following user stories refer to the following testing personas:

Kate: Nonprofit client organization user with administrative access to the nonprofit's instance in the partner platform.
David: Donor submitting a donation.

User Stories: Activate 360MatchPro

Kate

Title: Kate should be able to activate an existing 360MatchPro account

User value: As Kate I want to activate 360MatchPro so that my donors can get their gifts matched

Acceptance criteria:

GIVEN I believe I have a 360MatchPro account

WHEN I enter my 360MatchPro public and private API keys into the appropriate fields

THEN I am presented with a message indicating that activation was successful

OR 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 360MatchPro” → “Verify 360MatchPro Keys”

Title: Kate should be able to request a new 360MatchPro account

User value: As Kate I want to request a new 360MatchPro account so that my donors can get their gifts matched

Acceptance criteria:

GIVEN I do not believe I have a 360MatchPro account

WHEN I enter the appropriate information into the appropriate fields

THEN I am presented with a message indicating that my response has been submitted and I will receive follow-up information from Double the Donation

Dev Notes: Reference “ Activate 360MatchPro” → “Request Account Form”

User Stories: Online Donations

Kate

Title: Kate should be able to add 360MatchPro to and remove 360MatchPro from all donation forms

User value: As Kate I want to add 360MatchPro to all my donation forms so that all online donors can get their gifts matched

Acceptance criteria:

GIVEN I have successfully activated 360MatchPro

WHEN I edit my global donation tool features and indicate that 360MatchPro should be activated globally

THEN I am presented with a confirmation message

AND THEN 360MatchPro appears on all existing and future donation forms

Notes: This user story is only applicable if global online donation form settings exist within the partner platform.

Dev Notes: Reference “ Online Donations" for a description of 360MatchPro appearing on donation forms.

Title: Kate should be able to indvidually add 360MatchPro to and remove 360MatchPro from some donation forms and not others

User value: As Kate I want to add 360MatchPro to some of my donation forms so that I can target gift matching to just some campaigns

Acceptance criteria:

GIVEN I have successfully activated 360MatchPro

WHEN I edit individual donation form settings/design for a new or existing donation form that does not currently have 360MatchPro activated

THEN I am presented with the option to enable 360MatchPro

AND THEN if I enable 360MatchPro for the individual form, 360MatchPro appears on the individual form

OR WHEN I edit individual donation form settings/design for a new or existing donation form that does currently have 360MatchPro activated

THEN I am presented with the option to disable 360MatchPro

AND THEN if I enable 360MatchPro for the individual form, 360MatchPro no longer appears on the individual form

Dev Notes: Reference “ Online Donations" for a description of 360MatchPro appearing on donation forms.

David

Title: David should be able to donate online with a corporate email address and receive matching gift information/instructions

User value: As David I want to donate online with a corporate email address so that I can receive matching gift information/instructions

Acceptance criteria:

GIVEN I have completed the rest of the online donation process properly

WHEN I provide a corporate email address in the standard “Email” field of the donation form

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 matches the corporate email domain I provided

AND THEN I receive an automated email from 360MatchPro containing the matching gift database information for the company in the DTD database that matches the corporate email domain I provided

AND THEN my transaction record appears in the 360MatchPro portal with my company name populated in the “Company” column and the status “Waiting for Donor” populated in the “Status” column

Title: David should be able to donate online with a non-corporate email address and self-report his employer within the online donation experience and receive matching gift information/instructions

User value: As David I want to donate online with a non-corporate email address and self-report my employer within the online donation experience so that I can receive matching gift information/instructions

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 use the DTD streamlined search field and select my company name

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 360MatchPro 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 360MatchPro portal with my company name populated in the “Company” column and the status “Waiting for Donor” populated in the “Status” column

OR WHEN I provide a non-corporate email address in the standard “Email” field of the donation for

AND 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 360MatchPro 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 360MatchPro portal with my company name populated in the “Company” column and the status “Waiting for Donor” populated in the “Status” column

Title: David should be able to donate online with a non-corporate email address and self-report his employer after the online donation experience and receive matching gift information/instructions

User value: As David I want to donate online with a non-corporate email address and self-report my employer in a post-transaction email so that I can receive matching gift information/instructions

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 360MatchPro prompting me to check my matching gift eligibility

AND THEN my transaction record appears in the 360MatchPro portal the “Company” column blank and the status “Unknown Employer” populated in the “Status” column

AND THEN I follow the instructions in the automated email and select my company name

AND THEN my transaction record appears in the 360MatchPro portal with my company name populated in the “Company” column and the status “Waiting for Donor” populated in the “Status” column

User Stories: CRM Records

David

Title: David should be able to donate offline with a corporate email address linked to his record and receive matching gift information/instructions

User value: As David I want to donate offline with a corporate email address so that I can receive matching gift information/instructions

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 360MatchPro 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 360MatchPro portal with my company name populated in the “Company” column and the status “Waiting for Donor” populated in the “Status” column

Title: David should be able to donate offline with a non-corporate email address linked to his record and receive matching gift information/instructions

User value: As David I want to donate offline with a non-corporate email address and self-report my employer in a post-transaction email so that I can receive matching gift information/instructions

Acceptance criteria:

GIVEN My donation is linked to my constituent record

AND GIVEN I have a non-corporate email address associated with my constituent record

WHEN my donation is entered into the CRM

THEN I receive an automated email from 360MatchPro prompting me to check my matching gift eligibility

AND THEN my transaction record appears in the 360MatchPro portal the “Company” column blank and the status “Unknown Employer” populated in the “Status” column

Title: David should be able to donate offline with no email address linked to his record and appear in the 360MatchPro portal

User value: As David I want to donate offline so that my transaction record is saved by the nonprofit I'm supporting

Acceptance criteria:

GIVEN My donation is linked to my constituent record

AND GIVEN I have no email address associated with my constituent record

OR GIVEN I do not have a constituent record

OR GIVEN My donation is not linked to my constituent record

WHEN my donation is entered into the CRM

THEN my transaction record appears in the 360MatchPro portal the “Company” column blank and the status “Unknown Employer” populated in the “Status” column