Campaign Setup
Editing Advanced Settings of the campaign
Advanced settings are additional configuration options that allow you to fine-tune various aspects of your campaign beyond the basic settings. Advanced settings can be accessed by clicking the gear icon next to the language and currency dropdown. ...
Editing Campaign Timer
To begin editing Campaign Timer: Step 1: Log in to the Dashboard: Once logged in, you’ll see a list of your campaigns. Step 2: Select Your Campaign: Locate the campaign you wish to edit and click the pencil icon (edit button) next to it. This will ...
Editing your campaign goal
To begin editing your campaign goal: Step 1: Log in to the Dashboard: Once logged in, you’ll see a list of your campaigns. Step 2: Select Your Campaign: Locate the campaign you wish to edit and click the pencil icon (edit button) next to it. This ...
Adding a Video to your Campaign Page
Log in to your account using your username and password, or sign in with Google. Select the campaign you want to edit and click the edit button. Navigate to the Creative section, then click on the Header Banner section. Scroll to locate the ‘Banner ...
How to Edit the “About Campaign” Section of Your Campaign Page
1. Log in to your account using your username and password, or sign in with Google. 2. Select the campaign you want to edit and click the edit button. 3. Navigate to the Creative section, then click on the Recent Donors section. Scroll down to locate ...
Setting Up Donor Rescue Notifications
Step 1: Log in to the Dashboard: Once logged in, you’ll see a list of your campaigns. Step 2: Select Your Campaign: Locate the campaign and click the pencil icon (edit button) next to it. This will take you to the campaign edit section. Step 3. ...
Editing the Checkout page
The Checkout section enables you to customize every aspect of your campaign's checkout process. You can add currencies, configure payment gateways, edit receipts, and set up donation notifications, as well as donor rescue notifications. Accessing the ...
Editing Settings tab of the campaign.
The "Settings" tab allows you to customize the key aspects of your campaign. On this tab, you can access and modify the basic and advanced settings of your campaign. Accessing the Settings Tab To begin editing your campaign: Log in to the Dashboard: ...
Editing Creatives on the campaign
The "Creative" tab in the campaign edit section allows you to customize all the content and graphics on your campaign page. Accessing the Creative Tab: To begin editing your campaign: Step 1: Log in to the Dashboard: Once logged in, you’ll see a list ...
Connecting Stripe to the CauseMatch Dashboard
Hi! In this clip, we are going to go over how to integrate Stripe with our platform. Stripe is one of the most popular integrations for credit card processing because it accepts all currencies internationally and can be tax-deductible in most ...
Image Dimensions
Image Dimensions These are the dimensions of the images that are required to set-up a page on our new platform. Image types that are marked with a red asterisk ( * ) are mandatory. Type of Image Dimensions (in pixels - px) Maximum File Size * Header ...
Tracking Abandoned/Rescued Donations - Campaign Page
Log in to your account using the username and password shared with you. Click on ‘Donations’ and select 'Abandoned Donations’. Please select your campaign from the ‘Select Campaign’ dropdown to see the abandoned donations. Click on ‘Export’ to ...
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 ...