How to create a match (instructions for administrators)

Administrators can create matches via the Admin. The Admin match form has many more options to choose from than those on the front end. To create a match from the Admin, follow these steps:

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 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.
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
   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

For each match entered in the Admin, an offline payment is created equal to the amount entered in the "Maximum Match Amount" field. 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.