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How do I set up a site-wide match?

Suli Calianno avatar
Written by Suli Calianno
Updated this week

Step 1: Navigate to your Engagement Tools

From your Partner Dashboard, click to expand the 'Engagement Tools' tab on the left navigation panel. Then, click 'Matches & Challenges'.

Step 2: Configure your Matches & Challenges Settings

On your 'Matches & Challenges' page, you can configure settings to:

  • allow participating organizations to create their Matches & Challenges

  • enable auto-matching for any offline donations for site-wide Matches

  • reveal the 'Matches' page so it can be viewed publicly

Step 3: Add your Match

Click the '+ Add Match' button under the 'Matches' tab.

Step 4: Enter your Match details

A form will appear after clicking the '+ Add Match' button, prompting you to enter basic details about your Match.

Here, you can customize the Matching Ratio, provide more information about your Match's Sponsor, enable Auto-Matching, & set Eligibility Rules.

Step 5: Save your Match

When you are all set, click the 'Save' button at the bottom of the page. Your Match will now appear under your list of site-wide Matches.

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