Introduction to Campaign Management

Introduction to Campaign Management

There are an incredible number of moving parts in a campaign.

Your CauseMatch Campaign Manager is here to help you every step of the way. Your CM is your trusted advisor to:

  • Provide personalized support
  • Assist with your campaign page setup
  • Make sure things are progressing on time for launch
  • Introduce you to third-party vendors
  • Advise on technological features

To work most effectively, your CM will need to partner with a dedicated campaign liaison on YOUR team, to complete tasks such as:

  • Setting up finances, including creating credit card processing accounts with third-parties and connecting them with our platform
  • Making final decisions regarding text and graphics
  • Choosing a person to assist with day-of campaign tasks (like assisting donors and inputting offline-donations)
  • Serving as the main point of contact for CauseMatch
We are confident your campaign will succeed & lay the foundation for future fundraising success!