Offline Donation Holding System
We’re excited to introduce the new Offline Donation Holding System, giving you full control over when and how your offline donations appear on your campaign page!
What’s New
Offline donations can now be imported to your campaign in a held (pending) state. These donations will not appear publicly until you choose to publish them.
The holding feature option applies only to bulk imports done by the CauseMatch team. Offline donations added manually are published immediately.
How to Publish Held Donations
- Go to Offline Donations and choose your campaign from the dropdown.
- Open the Pending Donations tab to view all held donations.
- Click on the checkbox next to a particular donation to publish just that one. To publish all donations on the current page, click the checkbox in the header row, and you’ll see the number of selected donations displayed next to the Delete button.
- Click Publish to make them visible on your campaign page. You can also delete any unpublished donation using the Delete button if it was added by mistake.
There is no export available for donations in the Pending or On Hold state. The Offline Donations export only includes donations that are live on your campaign page.Key Benefits
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Review and approve offline donations before publishing.
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Maintain control over what appears on your campaign page and when.
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Publish held donations at any time.
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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