Adding Offline Matches & Challenges

 

Adding New Offline Matches & Challenges

• Visit the Campaigns section of your admin dashboard
• Select the campaign where you want to add the offline match or challenge.
• Head to the Motivation & Sharing > Matches & Challenges section of your campaign page
• Click 'New Offline Match or Challenge'
• Select which type of match or challenge you're establishing and add relevant information!

Criteria for Establishing a Match or Challenge:

• Total Amount Given
• Choices for a Match:
  • Dollar Amount matched per Donor
  • Dollar Amount matched per Dollar ($1 per $1 donated, $5 per donor, etc.
• Choices for a Challenge:
  • Dollars needed to unlock challenge
  • Donors needed to unlock challenge
• Start and end time of the match (in your timezone).
  • If left blank, the match will appear as soon as the campaign is live and end once fulfilled or the campaign ends.
• Who Should Count Towards this Match
  • All Donors to the Campaign
  • Specific Designation or Group of Designations
  • Specific Affiliation
  • Specific Class Year
  • Specific group of emails
  • Any restrictions on which gifts count for a match or challenge should be using fields on the pre-payment form.
• Designation Settings
  • Where the dollars from the matching gift should be designated
  • If designations are required for the campaign, choosing a designation will be required when setting up an offline match or challenge, as well.
• Title:
  • The Headline for your Match or Challenge. If left blank, GiveCampus' standard language about the parameters of the match/challenge will be included.
• Description:
  • This is optional but a nice way to describe the match or further steward your match donors!
• Donor information

From there, make sure to read and agree to the terms of service, then click to "Create Match" or "Create Challenge".

Managing an Existing Offline Match or Challenge

After an offline match or challenge is set up, you can review or modify certain details:

• Campaign > Motivation & Sharing > Matches & Challenges and clicking the 'pencil' icon
• Learn more about editing offline matches and challenges.

Canceling an Existing Offline Match or Challenge

If you need to change the details of a match or challenge itself, you’ll need to cancel the existing match or challenge and start fresh.

• Visit the Campaign > Manage Donations section
• Find the donation in question by filtering status or searching the donor ID, name, or email.
• In the Refund column, you’ll see the Cancel button, where you can remove that match or challenge.

Please note, the ability to cancel an existing offline match or challenge is only available for admins with full or edit admin privileges.

 

 

 

Creating Multi-Class Year Matches

Setting Up Matches for Multiple Alumni Classes

To create a match that applies to multiple class years (such as all graduates from a decade):

Step 1: Create the basic match

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

2. Click "Add Match"

3. Set your match amount and basic details

4. For the class year targeting, initially select just one year from your desired range

Step 2: Edit to include multiple years

1. Save the match with the single class year

2. Click the edit/pencil icon for your newly created match

3. In the class year field, you can now manually add multiple years separated by commas

4. Example: "2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025"

5. Save your changes

Note: While the initial creation interface only allows single class year selection, the edit function supports multiple years. This workaround lets you target broad alumni groups like "graduates from the last decade."

Setting Up Multi-Designation Matches

Creating Matches for Multiple Related Designations

To create a match that applies to multiple designations (like both men's and women's basketball), you need to use designation groups:

2. Create a new designation group (e.g., "Basketball")

3. Add both designations to the group:

- Men's Basketball

- Women's Basketball

Step 2: Set Up the Offline Match

1. Navigate to Campaign Settings > Motivation & Sharing > Matches & Challenges

2. Click "Add Match"

3. In the "Directed to" field, select your newly created designation group

4. Configure the match amount and criteria

Important Limitations:

• You cannot create matches for multiple individual designations that aren't grouped
• The designations must be part of a single designation group
• Individual designations cannot be combined in a match without grouping them first