Peer-to-Peer
Ambassador/Team Leader Dashboard Access
We now offer the ability to create a special dashboard user for your ambassadors and team leaders so they can edit their pages themselves! To assist you, we have put together the follow how-to for your Ambassadors, so they can feel confident editing ...
Ambassador Signup Page
Our signup page enables your ambassadors to sign up and receive their personal link in an easy and streamlined flow! Once the ambassadors sign up, they are automatically added to the campaign page and the Peer-to-Peer tab on the dashboard. You can ...
Move an Ambassador/Teams to a Community
Important Note: In our system, the terms 'Teams' and 'Ambassadors' are used interchangeably. Please do not be confused by this, as they refer to the same functionality. This guide outlines the steps for assigning or updating an ambassador (or team) ...
Custom Ambassador Link
A new field called “Page Link” has been included in both the Sign-up page and the Peer to Peer layer-item creation/edit form to have a custom slug for a layer-item. This feature is available in the Peer to Peer tab for both client and admin users. ...
Ambassador Segmentation/analytics
Finding Ambassadors and sorting them using filters. This feature will allow you to search for Ambassadors in a campaign and many more details about them from the Analytics tab on the left. The options are in detail below:- Steps to follow: Step 1:- ...
Ambassador Bonus Goals
Here is more about our Major Update: We now have Layer item bonus goal feature implemented on our platform, which is very similar to how we have a campaign bonus goal. When a layer item have entered Bonus Goal, it means that the original goal was ...
Teams Combined Goal
We’re plumped to inform that our technical team have successfully developed a new feature, that allows the parent layer item(Like communities) to have automatic goal updated, whenever the child pages' (like ambassadors') goal changes. This means that ...
Send bulk emails to ambassadors
1. Login to your dashboard using username and password. 2. After logging into your dashboard, click on "Campaign" and then select "Peer to Peer tab". 3. Select the right campaign from the dropdown. 4. Once the campaign is chosen, the "Ambassadors" ...
Ambassador Confirmation Email
OVERVIEW We recommend that once you send out your signup page for ambassadors, they get a notification right away thanking them for being apart of your fundraising efforts! Your ambassadors can get the following confirmation email in two ways: 1. By ...
How to take an export of donations of a specific team page.
Login to your account dashboard through this link: https://campaigns.causematch.com/login , using the credentials shared with you. Select the Peer to Peer Option on the left side panel to access the layers(ambassadors, communities etc) And then as ...
Editing a Community
1. Log in to your dashboard through this link: https://campaigns.causematch.com/login with the credentials shared with you. 2. Select the Peer to Peer Option on the left side panel to access the layers(ambassadors, communities etc) 3. And then as ...
How to Export Team/Ambassador Details
Login to your account using the username and password shared with you. Navigate to the Peer to Peer section and select your campaign from the dropdown. Select the Layer Item and click on "Export" download the .csv file.
Deleting a Team Page
Login to your account using the username and password shared with you. Select the Peer to Peer Option on the left side panel to access the layers(ambassadors, communities etc) And then as seen in the image below, from the Campaign selection drop ...
Editing Team/Ambassador Pages
Login to your account using the username and password shared with you. Select the Peer to Peer option on the left side panel to access the layers (ambassadors, communities, etc.) And then as seen in the image below, from the campaign selection drop ...
Creating New Teams Individually
Login to your account using the username and password shared with you. Once you log in to the dashboard, click on the "Peer to Peer" option as shown below. Then select the campaign to which you want to add the ambassador. Once the campaign is ...
Finding a Team's Unique Link
Login to your account dashboard using the credentials shared with you. Select the Peer to Peer Option on the left side panel to access the layers(ambassadors, communities etc) And then as seen in the image below, from the Campaign selection drop down ...
Popular Articles
Graphic Guidelines
Overview In addition to your story, matching graphics will propel your donors to give, give now, and give a lot! You can use our designers or your own in-house team. The goal is to evoke the emotion of your campaign's story and compliment your ...
Campaign Copy & Messaging
Overview On the face of it, writing a campaign copy is an easy task. You have an "About Section" on your website-- what more could you need? Well, as it turns out, writing for a campaign is an extremely different endeavor than just any writing ...
How to edit donations
Login to your account using the username and password shared with you. Click on 'Campaigns' under that click on ‘Donations’ and select ‘All Donations’. This will take you to a new page, from the dropdown select the campaign to which the donation was ...
How to move a donation to a team/community
Once you log in to the dashboard, go to "Campaigns", then "Donations" on the left-hand side and click on "All Donations" as shown below. This will take you to a new page, from the "Select Campaign" dropdown select the campaign to which the donation ...
Export a Donation Report
Login to your account using the username and password shared with you. Click on 'Campaigns', then on ‘Donations’ and select ‘All Donations Please select the campaign from the ‘Select campaign’ dropdown: Once the campaign is selected, click on "Select ...