Matches and Challenges

Matches and challenges are powerful tools to incentivize donors and create excitement around your campaign. This guide covers how to create, edit, and track these motivational features.

What are Matches and Challenges?

Matches unlock additional funds when certain criteria are met (like reaching a number of donors or dollar amount).

Challenges work similarly but are often framed as goals to achieve rather than funds to unlock.

Creating Matches and Challenges

Setting Up Online Matches

Go to Campaign Settings > Motivation & Sharing > Matches & Challenges

Click "Add Match" or "Add Challenge"

Fill in the required details:

- Match amount - Success criteria (number of donors or dollar amount) - Designation restrictions (if any) - Affiliation restrictions (if any)

Choose whether the full amount will be given even if not completely met

Save your match

Setting Up Offline Matches

Editing Matches and Challenges

Important Limitations

• Online matches that are complete cannot be edited or reset
• Once an online match has been fully unlocked, no changes can be made to its criteria or amount
• If you need to modify a completed online match, you'll need to refund it and have the donor create a new one

Editing Offline Matches

You can edit offline matches even after they're created:

Go to Matches/Challenges section

Find the offline match you want to edit

Click the donation ID in the leftmost column

Make your changes (including extending class year ranges)

Important: Click "Update Donation" at the bottom to save changes

Editing Class Year Ranges

For offline matches, you can add multiple class years:

Hold Ctrl key (Command on Mac)

Click all additional years you want to include

Save your changes

Multi-Class Matches

Can a match cover multiple classes?

Yes! For offline matches and challenges, you can:

Initially set up the match for a single class year

Edit the match to add additional class years

Create class year ranges by holding Ctrl/Command and selecting multiple years

Tracking Match Results

Viewing Match Performance

To see how your matches performed:

Go to Campaign Settings > Motivation & Sharing > Matches & Challenges

Find the relevant match or challenge

Click the Download arrow next to it

The report will show:

- Each gift that triggered the match - The matched amount - Donor information - If restricted to volunteers, only volunteer gifts will be listed

Understanding "Will Give Amount Anyway" Matches

If you selected "will give amount anyway" when creating a match:

• The amount offered equals the amount given for all matches
• You can still track participation through the match reports
• The download report shows dollars matched by the challenge

Matches in Campaign Totals

• Offline matches and challenges automatically add to campaign totals
• Offline matches incrementally add dollars as they're unlocked
• Offline challenges add their full amount when the challenge succeeds
• No additional adjustments are required

Common Questions

What happens when I edit a match?

The "If my match is not completely met, I will still give the full amount" option must be chosen when you first create the match. This setting cannot be changed after creation - you'd need to recreate the match to adjust it.

Can I see this setting after creating a match?

There isn't a way to view or edit the "full amount anyway" option after the match is created.

What if I need to reset a completed online match?

Completed online matches cannot be reset. Your options are:

• Move the match to another campaign
• Refund the original match and have the donor create a new one
• Create an offline match instead