Cause Cards

A Cause Card is an incentive you can issue to users which they can use to donate to any organization accepting donations in your community.

Note: To use Cause Cards for your community, verify with your CSM that Cause Card settings are enabled before proceeding.

Manage permissions to access Cause Cards

  1. Navigate to the CSRconnect Admin Portal, select Users, and then select Manage Roles.

  2. Select the Edit icon for the role to assign access.

  3. Under Give Settings, select Can Manage Cause Cards.

  4. Select Allow to allow users with the role to manage match programs or select Deny to prevent this role from managing match programs.

Create a new Cause Card campaign

  1. Navigate to the CSRconnect Admin Portal, select Cause Cards from the Give Settings menu.

  2. Select New Cause Card Campaign.

  3. From Program Type, select the appropriate option.

  4. Complete all fields as needed.

  5. To send an automated email when a Cause Card is issued, enable the Send Email toggle and complete the Email Subject and Email Body fields.

  6. Select Save.

Edit a Cause Card campaign

  1. Navigate to the CSRconnect Admin Portal, select Cause Cards from the Give Settings menu.

  2. Locate the appropriate campaign name from the list of active campaigns.

  3. From the Options menu, select Edit.

  4. Include edits to fields as needed.

  5. Select Save.

Manage Cause Cards

You can manage your cause cards in various ways, including: viewing campaign history, adjusting the number of Cause Cards that display per page view, issuing Cause Cards to individual employees, issuing Cause Cards in bulk, and issuing all eligible Cause Cards.

To view the campaign history activity for employee Cause Cards that were Issued, Eligible, Redeemed, or set to Non on HR:

  1. Navigate to the CSRconnect Admin Portal, select Cause Cards from the Give Settings menu.

  2. Locate the appropriate campaign name from the list of active campaigns.

  3. From the Options menu, select Manage to view the list of employees' Cause Card activity for this campaign.

To adjust the number Cause Cards to display on each page to 25, 50, 100, or 250.

  1. Navigate to the CSRconnect Admin Portal, select Cause Cards from the Give Settings menu.

  2. Locate the appropriate campaign name from the list of active campaigns.

  3. From the Options menu, select Manage.

  4. From the drop-down list on the right side of the window, select the number of Cause Cards to include on each page.

To add an employee to a Cause Card program:

  1. Navigate to the CSRconnect Admin Portal, select Cause Cards from the Give Settings menu.

  2. Locate the appropriate campaign name from the list of active campaigns.

  3. From the Options menu, select Manage.

  4. Select Employee Search to search for the employee's name.

  5. Select the name listing from the search results.

  6. In the Card Amount field, enter the amount to add to each Cause Card.

  7. In the Number of Issue field, enter the number of Cause Cards to issue at the indicated card amount to that employee.

  8. Select Add. The employee's name and Cause Card information are now included in the campaign.

  1. Navigate to the CSRconnect Admin Portal, select Cause Cards from the Give Settings menu.

  2. Locate the appropriate campaign name from the list of active campaigns.

  3. From the Options menu, select Manage.

  4. Select Bulk Upload.

  5. If needed, select Download Template to download the bulk upload template. Include Cause Card information as needed.

    Note: If the template includes users who already exist in the Manage Cause Cards list but the Cause Card(s) have not been issued, the file will fail to upload. Select the Download Exception Report link to open a spreadsheet that displays any applicable error messages. Close the Cause Card Bulk Upload modal and make adjustments to the template as needed and/or remove the users from the Manage Cause Cards list. Upload the revised template and run through the Issue Cause Cards in bulk steps again.

  6. Select Continue.

  7. Upload the template using the Upload File link.

  8. Select Upload File.

  9. After you receive a confirmation message for the import, select Close. The imported Cause Card information appears in the list.

Note: If errors occur, verify the information listed in the Employee ID 2 field for each affected employee listing matches the Employee ID template column. You can find Employee ID 2 information for each employee using the Employee Search.

  1. Navigate to the CSRconnect Admin Portal, select Cause Cards from the Give Settings menu.

  2. Locate the appropriate campaign name from the list of active campaigns.

  3. From the Options menu, select Manage. If all employees listings are eligible for cause card issuance, Issue All appears.

  4. Verify that you want to issue Cause Cards to all eligible listings.

    Warning: Review the list carefully before proceeding. To cancel any Cause Cards after issuance, you must revoke them individually.

  5. Select Issue All.

  6. On the warning confirmation message, select Issue All.

  7. In the Card Amount field, enter the amount to add to each Cause Card.

  8. In the Number of Issue field, enter the number of Cause Cards to issue at the indicated card amount to all eligible employee listings.

  9. Select Issue. The employee listings are updated with the Cause Cards.

Export Cause Card information

  1. Navigate to the CSRconnect Admin Portal, select Cause Cards from the Give Settings menu.

  2. Locate the appropriate campaign name from the list of active campaigns.

  3. From the Options menu, select Export. The system downloads a spreadsheet containing the campaign's Cause Card information.