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Adding Offline Matches & Challenges

Updated

Learn how to add offline matches and challenges to your GiveCampus campaigns!

Matches and challenges are a great way to inspire more donations and add in fun competition to your fundraising campaigns, so we wanted to make it even easier for you to leverage these types of gifts online! As a school administrator, you are able to set up an offline donation as a match or challenge, also known as offline matches and 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 '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 in two ways:

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 Gifts 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.

 

 

 

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