Getting Started
Client Accounts Admin User access
The Client Account Admin user type will have the same privileges as the client user type but with added privileges. Accounts The Client Account Admin can access the "Accounts" menu option on their dashboard. While editing an account, they can view ...
How to Edit a Campaign Page.
Getting Started: Login to your account using the username and password shared with you. Select the campaign and click on the edit button. Accessing the Settings Tab The "Settings" tab allows you to customize the key aspects of your campaign. On this ...
STRIPE CONNECT
With our new Dashboard UI Optimizations -You can now connect your account directly from your Account itself. With our New feature, “Stripe Connect” available on your dashboard in the Account section, this process is now made simple & easy to access. ...
CampaignCompare
Campaign Compare is a powerful feature designed to help you to compare the Donor's Data between two campaigns effortlessly. Currently, the main piece of data that can be compared is the donor data - which past donors did not yet donate to your new ...
Analytics: Donor Segmentation
Finding the Donors and sorting them using filters. This new feature update provides us the facility to find the donors for a campaign and all details about them, directly from the Home section on the dashboard. We offer various ways to search for a ...
Editing a Campaign Page: Finances
CauseMatch offers a number of different options to assist you in processing donations for your campaign. Watch our Intro to Finances below: ALL the credit card processors and fiscal sponsors are third-party companies with their own fees, contracts, ...
Accessing Donation Edit Form & Knowledge Base
Yes, you heard it right! Now you can find the most important form -Donation Edit form & even the entire Knowledge base(KB), within your dashboard and easily accessible when logged in. Need to go look for external links when in need. Please see below, ...
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 ...
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 ...