Please Note: When setting up a match for your giving day, keep in mind that the funds you receive from your sponsor should be received offline. This means you should secure your funds as a check, cash, or other form from your sponsors outside of the platform. The match you set up will automatically keep track of your total and the progress of the match as funds are applied to incoming donations. If your sponsors give online, your totals displayed will not be accurate.
Step 1: Navigate to your Admin Dashboard
If your home page is not your admin dashboard, click on the drop down box at the bottom of the screen next to “Viewing Dashboard For” to view a list of organizations that you are an administrator for. Click on the name of your organization you’d like to access.
Step 2: Navigate to your Giving Day Dashboard
On the right side of your admin dashboard, click on the "Giving Days" button highlighted below.
Step 3: Add Matching Commitment
From your Giving Day Dashboard scroll down to the bottom and click "Manage Sponsor Matching" from the "Donation Tools" section highlighted below.
Step 4: Select Add Match
After clicking "Manage Sponsor Matching," select "Add Match Commitment."
Step 5: Customize Your Match
After clicking the "Add Match Commitment" button you'll be taken to the form shown below where you can enter in the specific details of your match.
a. Add a Sponsor Logo
If the sponsor of your match has a photo or logo that you/they would like to feature, you can upload that here to be displayed along with your match. This section is optional, but to add a photo, click “Select Image” and click “Apply” once you’ve adjusted it.
b. Add Your Sponsor Name
To display the name of your match sponsor, fill in this section with how they would like to be recognized for their sponsorship.
c. Add a Sponsor URL
If you would like to promote your sponsor and share a link to their website, you can add their website URL here.
d. Name Your Match
Here you’ll want to add the name of your match as it will appear to donors. So if you’re promoting your matching challenge to your supporters, make sure to add that title here.
e. Add Match Description
To give your supporters more details about this specific match, you’ll want to add a description. Here you can let your supporters know how much their gift will be matched by as well as any other info you want to include about this opportunity.
f. Set Available Matching Funds
Here you’ll want to input the total amount of funds available for this specific match.
g. Set Maximum Matching Funds Per Donation
If there is a maximum match amount per individual donation you can set that number under the box that says “Maximum Match per Individual Donation”. If someone makes a donation greater than this amount, it will only match up to the maximum you set.
h. Set Match Start Date
If your match has specific guidelines regarding when the donation must be made in order to receive a match, you can select the starting time of when the match should apply by clicking the box under “Donation Matching Start Time” and selecting the date and time from the drop down menu.
i. Set Match End Date
If there is a point where donations will no longer be counted towards matching funds, you can set the end date of the match by clicking the box under “Donation Matching End Time” and selecting the date and time you want the match to end from the drop down.
j. Enable Auto Matching
Here you have the option to enable automatic matches to all of your donations that you receive for the Giving Day. When you check this box, an offline donation equal to the donation amount (unless it is over your maximum match per donation amount) will be created automatically so the match amount is also shown on your Giving Day profile and will count towards your totals. This only works for 1:1 matches.
Once you've completed this form, click "Save" to view your match. From this page you can view, edit, or remove this match from your Giving Day profile.
Note: If you have any questions, feel free to reach out to our customer success team via the blue chat bubble on the bottom right of the screen, or send us an email email@example.com.