How to create a match (instructions for administrators)

1. In the Admin, navigate to Transactions > Matches, and click "Add Match"
2. Enter donor/matcher information or choose an existing user as the donor/matcher
3. Enter a description — description text is displayed with the match in various locations
4. Set a maximum amount the matcher agrees to match
5. Set a start and end date and time for the match. End date can be set as campaign end date, in which case the match end will coincide with the campaign end. The campaign must have an end date set in order to use this option.
   • Note: date and time should be entered in Pacific time zone in this interface.
6. Select goals or fundraising pages whose donations will be matched. Multiple goals may be selected. If left blank, all donations on the campaign will be matched.
7. Choose what to do with any potential remainder, which is the difference between the actual matched amount at the end of the match and the maximum amount entered above. The remainder can be assigned as a general donation or refunded back to the matcher.
8. In the Advanced area, the administrator has more complex matching and limit options:
   1. Configure advanced match amounts per donation:
      1. Create a donation with a fixed dollar amount per donation (for example, add a donation of exactly $50 every time a donation is submitted)
      2. Match a maximum dollar amount per donation (donations are matched as usual, but only up to x dollars each)
      3. Match a defined percent of each donation (100% is a standard match, but can be set to any other percentage)
   2. Limit donations to be matched:
      1. Match up to a certain number of donations
      2. Only match donations that are greater than a certain dollar amount
      3. Only match donations that are less than a certain dollar amount
      4. Limit to certain payment types (Credit Card, Check, Bank Account, etc.)
      5. Exclude certain payment flags (Apple Pay, Google Pay, etc.)
   3. Limit the match activation by the goal's fundraising progress:
      1. Start the match after a certain goal amount has been reached by the matched goal
      2. End the match once a certain goal amount has been reached by the matched goal
   4. Determine if goal-related limits should reference the goal to which the match is applied or the goal to which the matched donation was applied (this can be different, for example, if matching all donations on a campaign — the campaign is the goal to which the match is applied, while an individual fundraising page could be the goal to which a matched donation was applied).
   5. Match donations made to a certain goal type (campaign, team, or fundraiser)
9. Save to create the match

Once submitted, the matcher will receive an email confirming the match and its details.

Click here to learn more about what happens once a match is active. Click here to learn more about managing active matches.

End of Match

When a match that was manually created by an administrator ends (based on date or end parameters entered upon creation), it will cease matching any donations and enter the "Unfulfilled" status. To change the status of an admin-created match to "Fulfilled" once you have received the matching donation, an administrator will need to submit a credit transaction offsetting the match amount (this is not necessary for matches that were created online by donors, which will fulfill automatically when their payment is made). To fulfill a match, follow these steps:

1. Navigate to the match record in the Admin in the Transactions > Matches grid within the relevant campaign.
2. Once the record is pulled up, click the "Add Payment" button. This will open a form where a Credit transaction can be submitted.
3. At this time, Credits can only be submitted as offline transactions.
4. Once the Credit is submitted, the match will display its fulfilled status as "fulfilled".

Alternatively, administrators can fulfill matches by creating credit transactions directly in the Credits grid:

1. Navigate to Transactions > Credits within a given campaign
2. Click the red plus button
3. Fill out the requisite donor information or choose an existing donor, then choose the donation settings
4. Choose the match that the credit should fulfill
5. Set the payment type
6. Click "Add Credit"