Automated matching allows you to set up match terms to define how matches are displayed on the campaign.
You can define the following match terms:
Amount Limit: Specify a max amount for this match. When the match amount is hit, no more matches will be applied.
Per Payment Limit: Specify a max amount that match funds will be applied per transaction. If you leave this at zero, the full match amount will be applied.
Amount Ratio: Specify a ratio for the match dollars. The default is 1:1, but you can choose something like 2:1 or 3:1, etc.
Start Date: Set a start date for the match (in UTC timezone). Any donation made on or after this date will be included in the match. If you do not set this date the match will be applied from the first made donation.
End Date: Set a end date for the match (in UTC timezone). Any donation made on or before this date will be included in the match. If you do not set this date the match will be applied until the last donation or until all match funds are used.
Use Start and End Dates to specify multiple matches or different match days running consecutively or concurrently.
Only one match will be displayed on the donation form at one time.
If you run concurrent matches, only the last match added will show up on the donation form.
To edit match terms, follow the steps below:
Step 1: In Campaign settings, select Matching >> Add Match, or select the pencil icon to edit terms of an existing match.
Step 2: Complete the required term fields and Save.
