How to Create and Manage a Rally Event
Overview
Rally Events let you run a structured team-based fundraising event where participants sign up and compete toward a goal. The Rally Events screen lists all events on your account and lets you create, configure and publish them. Each event has its own public-facing event page, a configurable display layout, and a roster of event requests (teams).
Who Can Use This?
This feature is available to users with the Client Admin role and the Rally Event User role.
Step-by-Step Guide
To access Rally Events:
Log in to your CauseMatch Dashboard.
In the left navigation menu, click Events to expand the section.
Click Rally Events.
The Rally Events page opens.
Using the Rally Events List
Filters:
Campaign selector (left): Filters the list to rally events associated with a specific campaign.
Search (right): Searches events by name. Accepts letters and numbers only.
Table columns:
Column | Description |
ID | The unique identifier for this rally event. |
Published | Toggle to publish or unpublish the event. A published event is publicly accessible at its event page URL. |
Logo | The event logo image. |
Name | The name of the rally event. |
Number of teams | The number of event requests (teams) registered for this event. |
Commitments sum | The total committed fundraising amount across all teams. |
Goal | The event’s overall fundraising goal. |
| Actions | Links to view the event page, edit the event, or delete the event. |
Creating a Rally Event
Click Add rally event.
The rally event editor opens on the Event Details tab.
Fill in the required fields and click Save.
After saving for the first time, the Event Page Setup and Event Requests tabs become available.
Event Details Tab
Field | Description |
Campaign | The campaign this rally event is linked to. |
Language | The display language for the event page. |
Name | The name of the rally event. |
Goal | The overall fundraising goal for the event. |
Currency | The currency for the event goal and team amounts. |
Rally Event Slug | The URL path for the public event page. |
Logo | Upload your organisation’s logo to display on the event page. |
Upload CauseMatch Logo | Upload the CauseMatch co-branding logo for the event page. |
Message | A rich text description or message displayed on the event page. Maximum 3,000 characters. |
Buttons:
Save - Saves the current state of the form without changing the published status.
- Publish / Unpublish- Publishes the event (makes it publicly accessible) or unpublishes it (takes it offline).
Event Page Setup Tab
The Event Page Setup tab controls what information is displayed on the public-facing event page and how it appears. This tab is only available after the event has been saved for the first time.
Display toggles:
Each item below can be toggled on or off. When enabled, additional options appear for alignment position and text size.
Toggle | What it controls |
Show Overall Sum | Displays the total donations raised across all teams. |
Show Rally Event Goal | Displays the overall event goal on the page. |
Show Amount of Event Requests | Displays the total number of participating teams. |
Show recent team request | Displays the most recently added team. |
Grid placeholders toggle:
Enabling Show grid placeholders displays a grid layout on the event page. Additional settings appear:
Set Requests Tiles number per side - Rows and Cols fields to set the grid dimensions.
Request tile size - Width and height of each tile.
Request text size - Font size for team names on tiles.
- Middle text size- Font size for the center text on tiles.
Event Requests Tab
The Event Requests tab shows all teams (event requests) registered for this rally event and lets you add new ones. This tab is only available after the event has been saved for the first time.
See Managing Rally Event Requests for details on adding and editing requests from this tab.
Tips & Best Practices
Save before trying to configure the page layout - The Event Page Setup and Event Requests tabs are not available until the event has been saved at least once. Fill in the Event Details and save first.
Set the Rally Event Slug carefully - The slug forms the public URL for the event page. Once teams have shared the link, changing it will break existing links.
Use the Published toggle in the list for quick visibility changes - You can toggle an event’s published status directly from the list without opening the editor.
Frequently Asked Questions
Q: What is the difference between a Rally Event and a Campaign? A: A Campaign is your main fundraising page. A Rally Event is a structured team-based event that can be linked to a campaign. Teams register through rally event requests and each team has its own goal within the overall event.
Q: Can I have multiple rally events linked to the same campaign? A: Yes. Multiple rally events can be associated with the same campaign.
Q: Who can see the rally event page? A: Once published, the event page is publicly accessible at the Rally Event Slug URL. Anyone with the link can view it.
Q: What is the Rally Event User role? A: The Rally Event User is a limited-access role specifically for managing rally events and requests. Rally Event Users can access the Rally Events and Rally Event Requests screens but do not have access to other parts of the CauseMatch Dashboard.