How to Edit a Campaign Page.

How to Edit a Campaign Page.

Getting Started:

Login to your account using the username and password shared with you.


Select the campaign and click on the edit button.



Accessing the Settings Tab

The "Settings" tab allows you to customize the key aspects of your campaign.  On this tab, you can access and modify the basic and advanced settings of your campaign. The "Settings" tab allows you to customize the key aspects of your campaign. To begin editing your campaign:

Log in to the Dashboard: Once logged in, you’ll see a list of your campaigns.
Select Your Campaign: Locate the campaign you wish to edit and click the pencil icon (edit button) beside it. This will direct you to the campaign's editing interface.




To know more about editing the settings page of the campaign, you can refer to a detailed article here: Editing Settings tab of the campaign.

Accessing the Creative Tab

The "Creative" tab in the campaign edit section allows you to customize all the content and graphics on your campaign page. To begin editing your campaign:

Step 1: Locate the campaign you wish to edit and click the pencil icon (edit button) next to it. This will take you to the campaign edit section.
Step 2: Navigate to the Creative Tab: The campaign edit section contains multiple tabs. Click on the second tab labeled "Creative" to access content and graphics editing tools and, as always please ensure you are editing the correct page if your campaign has multiple pages.




To know more about the Creative tab of the campaign dashboard, you can refer to a detailed article here: Editing Creatives on the campaign.

Accessing the Checkout Tab

The Checkout section enables you to customize every aspect of your campaign's checkout process. You can add currencies, configure payment gateways, edit receipts, and set up donation notifications, as well as donor rescue notifications. To begin editing your campaign checkout:

1. Select Your Campaign: Locate the campaign you wish to edit and click the pencil icon (edit button) next to it. This will take you to the campaign edit section.
3. Navigate to the Checkout Tab: The campaign edit section has multiple tabs. Click on the last tab labeled "Checkout" to edit the various options on the checkout page, as well as the donor rescue and donation notifications.



To know more about the Creative tab of the campaign dashboard, you can refer to a detailed article here: Editing the Checkout page

Adding Giving options (Perks) to the campaign:

Giving options (Perks) are donation options that have a pre-set amount for the donor to choose from and donate. It is a very good way to highlight a specific cause within the campaign. It can vary from a simple perk with just the name and amount to one with strings and stocks attached.

If you need help setting up the perk, please initiate a chat or email us on: support@causematch.com.

This is what we require from your end to set up the perks:

Name of the perk
Amount of the perk
Logo (Optional)
Description (Optional)





Match My Gift Feature

Match My Gift feature is a way of engaging donors more with the fundraising process and make them active members of the campaign beyond their individual donation. MMG will add donor engagement, as it has a competitive and a social status element to it as donors who will be ‘matched’ will have a new component on their tile.

Basic functionality is as follows: A potential donor can match the donation of a particular donor by clicking the MMG button and he will be directed to the checkout popup with the amount already pre-filled. Once the donor completes the donation he will receive the regular thank you email and:

The donor tile will be updated with a x1 to indicate that this donor has been matched.
The donor will receive a notification to his email that his donation was matched by XXX.

Here are the Highlights:

The donor tile will be updated with a x1 near the trophy Icon, to indicate that this donor has been matched. 

As we would like to expand donor engagement with active fundraising, a follow-up to Match My Gift is generating a personal fundraising link for each donor after the donation is complete, this way donors can share this link with their network and get more donations associated with them. 

The personal fundraising link will be shown in the thank you page and sent as part of the Thank you email (a dedicated merge tag for it). Once somebody clicks the link, they can donate and that donation will be associated with the original donor. For a campaign with both “Match My Gift” and “Personal Fundraising Link” features enabled, the trophy icon for a donation that was both matched by a donor and a donation made via its personal link, on the campaign page the tile would look like: 




Need Assistance?

Should you encounter any issues or have questions, our support team is available to assist you. You can reach us via live chat or by emailing support@causematch.com. We are committed to providing comprehensive support to ensure the success of your campaign.













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