How to make adjustments to your offline matches & challenges as a school administrator
Once you've created an offline match or challenge, most of the progress is made automatically. However, there are times you may need to make a change or adjustment.
Editing Offline Matches and Challenges
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Option 1:
- Campaign Settings >
- Matches & Challenges
- Click on the Pencil icon next to the Match or Challenge you wish to edit
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Option 2:
- Campaign Settings >
- Manage Gifts >
- Search for the offline match/challenge that you’d like to edit (by donor name, email or using the word "phantom")
- Click on its donation ID
Below are the types of things you can edit. Once you’ve made your adjustments, be sure to hit the Update Donation button at the bottom of the page!
Match/Challenge Progress
Scroll down to the Match/Challenge Information
For Matches:
- Adjust the Value field to the total amount that has been matched so far
- Example: A $10 per donor match where 9 donors have given will have $90 in Value
- Example; A $1,000 dollar-for-dollar match that has raised $542 so far will have 542 in Value
- You can adjust the Nummatches field to reflect the number of gifts matched, but it will not affect the progress of the match
For Challenges:
- Adjust the Nummatches field to the number of donors or dollars that should count for the challenge so far
- Example: A $500 challenge to find 25 more donors would have 6 in Nummatches after 6 donors meet the criteria
- Example: A $1,000 challenge to raise $500 for Baseball would show 324 in Nummatches after the first $324 given to Baseball
- The Value field should remain 0 until the challenge is met, at which point it will automatically be completed, assigned the total value of the challenge, and added to the campaign total
Directing/Restricting
Scroll down to the bottom of the Match/Challenge Information section
Directing offline matches/challenges restrict them so that they can only be triggered by certain gifts.
- Check the Directed box
- Select the designation, designation group, affiliation, or year you'd like to limit this to
- If selecting multiple years or designations, click Add One and select
Match/Challenge Type
Scroll down to the Match/Challenge Information
To change between Dollar-based or Donor-based, adjust the selection in Match/Challenge Type.
Start & end date
By default matches start then they are created and end on the campaign end date/time. To change that, edit the respective fields. If a campaign is extended, by default matches and challenges with that end date are extended, as well. You can undo that here.
Title & Description
Donor information
At the top of the page, you also can change various donor details of the offline match/challenge gift, including payer name, email, anonymity, and joint donor information.
Can I make these same edits to online matches & challenges?
No. You can edit most elements of an online match/challenge but the the progress and directed/restricted criteria can only be edited by support@givecampus.com.
Mistakes?
It happens? Check out Managing Mistakes in Offline Gifts & Adjustments
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