We have two types of matching rules available on the platform to run your company’s matching policy.
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Special rules also allow you to boost matching on top of your regular matching policy.
Check out how to create a special rule.
Default Rules
Your company may have an annual matching policy that compliments your dedicated regular or payroll giving program.
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The default, can be tailored to particular employee types or types of donation.
Check out how to create a default rule.
Default and Special Rules
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Rule Criteria | Default | Special |
|---|---|---|
Time Limit | For default it is your reporting year. You cannot set a time limit. If you need to set a limit less than your reporting year then you should create a special rules instead. | You are required to set a start and end date. *Compulsory field |
Module | You can select a module or default to All modules (excluding sponsorship). The matching rule will apply to all live campaigns in that module eg regular or payroll giving. *Compulsory field | n/a |
Campaign | n/a | The rule will apply to the selected campaign(s). You have the option to select one or more campaign for that rule. *Compulsory field |
Donation % | You can set the default matching amount. 1:1 or 100% equates to matching every dollar of an employee’s donation per transaction. *Compulsory field | If you have a default rule existing you can boost matching above the default rule by entering 200% for a specific period. *Compulsory field |
Employee Type | You can select a specific employee type(s) or leave blank to allow all employee donations to be matched. | You can select a specific employee type(s) or leave blank to allow all employee donations to be matched. |
Rule Limit | Applies to the above selection. | Applies to the above selection. |
User Limit | Applies to the above selection. | Applies to the above selection. |
Custom Matching Statement | If you have created a platform statement also this it will appear if you do not create a custom statement, however if you create a custom statement here this will appear instead. | If you have created a platform statement or it will appear if you do not create a custom statement, however if you create a custom statement for active default rule here this will appear instead of the active default rule or platform statement created. When this rule finishes the platform statement or custom statement for the active default rule. |