Intro to Financial Set-up
Choosing a financial processor
Getting Started What is a credit card processor? A credit card processor is the technology that carries out the financial transaction, ensuring when your donor inputs their credit card information on your campaign page, you get the payment! ...
Collecting Data on Checkout
During the checkout process, donors are asked to fill out information to process their credit card. However, as a non-profit, you may need more information than what is required for your accounting, book keeping, and future fundraisers. Please see ...
Checkout Tipping
Checkout Tipping and Dynamic Tipping CauseMatch has a new feature called Tipping. Tipping provides donors the option to cover the cost of the credit card processing and platform fees that would otherwise be incurred by you, the nonprofit. When ...
Donation Receipts
Overview CauseMatch automatically sends a proof-of-donation after a donation has been made. The text is customizable and often referred to as a simple "Thank You" email. You can add and remove social media links, logos, signatures, etc. In order for ...
Offline Donations
Overview You can accept cash, checks, bank transfers, and pledges as a part of your campaign!* Once you have received an offline donation, you can then include it on the campaign page by entering the donation through the dashboard. How to add or edit ...
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 ...