How do I manually apply a match to an online donation?

Learn how to manually apply a match to an online donation to impact the progress of the match

Gwendolyn Bobst avatar
Written by Gwendolyn Bobst
Updated over a week ago

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

From the “Home” tab of your Admin Dashboard on, click on your Giving Day link from the Giving Day banner highlighted below. 

Step 3: Manage Your Donations 

From the Donation Tools section of your Giving Day dashboard, select "Manage Donations".

Step 4: Apply Your Match 

Within your "Donations" page, select the + button next to the online donation you'd like to match.

From there, a pop-up window will appear in which you can select the Match you want to apply to the donation.

Once you've selected which match to apply, you have the option to select how much of the match you'd like to apply under "Match Amount". The default is a 1:1 match, showing the amount of the gift you're matching. However, if you wish to do a 2:1 or 3:1 match, feel free to adjust the "Match Amount" accordingly!

When you're satisfied with these settings, select "Add Match". After your match has been applied, a corresponding offline donation will be created for the matching dollars, and the progress of the match will reflect the manually applied gift.

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