How to Create and Manage a Campaign Page

How to Create and Manage a Campaign Page

Getting Started

Log in to your account using your username and password or with the Sign in with Google option.

  • To create a new campaign, click the "Add New Campaign" button on your dashboard.

  • To edit an existing campaign, locate the campaign and click the pencil icon (edit button) next to it to begin editing the campaign page.


Accessing the Start Tab and Advanced Settings

The Start tab is where you can configure basic campaign information such as:

  • Campaign Name

  • Organization Name

  • Page Language

  • Page URL

InfoNote: When creating a new campaign using the "Add New Campaign" button, only the Start tab is available initially. Advanced settings become accessible after the campaign is created.

➡️ Click here to learn more about editing the Start and Advanced Settings.


Accessing the Goals Tab

The Goals tab lets you manage the campaign's primary fundraising targets and visual features. You can edit:

  • Default currency

  • Goal amount

  • Matching/Multiplier settings

  • Bonus Rounds

  • Enable/disable confetti on the page

Info
Note: The default currency can only be edited before the campaign goes live.


Accessing the Campaign Dates Tab

In the Campaign Dates tab, you can configure when your campaign starts and ends, including:

  • Campaign timezone

  • Campaign start date & time

  • Campaign end date & time

➡️ Click here to learn more about editing the Campaign Dates tab.

Accessing the Design Tab

The Design tab in the campaign editor allows you to customize all the content and visual elements on your campaign page — including text, images, and layout.

To access it:

  1. Select your campaign and click the pencil icon (edit button) to open the campaign editor.

  2. Click on the "Design" tab (the fourth tab in the editor) to start customizing your campaign page.

Warning
If your campaign has multiple pages, double-check that you're editing the correct one.


Accessing the Checkout Tab

The Checkout tab allows you to manage all aspects of your campaign's donation process, including:

  • Currency settings

  • Payment gateway configuration

  • Receipt customization

  • Donation and donor rescue notifications

To access it:

  1. Select your campaign and click the pencil icon to edit.

  2. Navigate to the "Checkout" tab (usually the last tab in the edit view).

➡️ Click here to learn more about editing the Checkout Tab.


Adding Giving Options (Perks)

Giving options (Perks) are predefined donation levels that highlight specific causes or values within your campaign.

You can provide:

  • Name of the perk

  • Amount

  • Logo (optional)

  • Description (optional)

📩 To set up perks, contact us via live chat or email: support@causematch.com


Match My Gift (MMG) Feature

Match My Gift adds a competitive, social element to the fundraising process by letting donors match another donor’s gift.

How it works:

  • A donor clicks the MMG button on another donor's tile.

  • They are redirected to a checkout screen with the donation amount pre-filled.

  • After donating, they receive the usual thank you email, and:

    • The original donor’s tile displays a x1 badge near the trophy icon, indicating their donation was matched.

    • The original donor also gets an email notification saying their donation was matched.

This feature boosts donor engagement and fosters a sense of community participation.

After completing a donation, each donor receives a Personal Fundraising Link they can share with friends, family, or their network.

  • This link appears on the Thank You page and is included in the Thank You email via a merge tag.

  • Donations made through the link are credited to the original donor.

  • If both MMG and Personal Fundraising Link are enabled, the donor’s tile will show a combined icon representing both interactions.


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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