Manage Match Programs

Once you have a match setting that determines an overall match cap, you can create match programs that contribute towards that cap.

From CSRconnect Admin Portal, Admin tools, Program Management, Match Programs, you can create and manage the following programs:

• Volunteer-Related Grant

• Credit Card Match

• Payroll Match

• Offline Match

You must have the Can Manage Match Programs permission to use this page. See Manage Roles.

This page sorts listings based on pending approval needs, then by most recent creation date. If there are more than 10 programs with pending approval needs, the system pulls the first 10 listings to the first page view based on program creation date. The additional programs will appear on subsequent pages, with a maximum of 10 per page view. After a program's pending approvals are complete, the next program with pending approvals advances to the top of the list.

Note: Start Date, End Date, and Request Deadline display in UTC. To view a date and time in their local time zone, hover over the date in the table.

Filter and Search for Match Programs

1. Under Program Name, enter a portion of the program name or a keyword to filter results.

2. Select a Status to filter by the match program's status.

   • All

   • Active

   • Inactive

3. Select a Program Type to filter for a specific type of match program.

   • All

   • Volunteer

   • Credit Card

   • Payroll

   • Offline

4. If you selected Volunteer under Program Type, you can filter for the Volunteer Type.

   • All

   • Individual

   • Team

   • Individual + Team

5. Select Search to apply your filters.

Change Match Program Status

1. Locate the match program with the status to change.

2. From the Options menu, select Mark Program Active or Mark Program Inactive.

3. Select Confirm.

You can also change match program statuses in bulk. Bulk changes are limited to the programs currently displayed on the page. If there are statuses to change across multiple pages, review and change programs on each page separately.

1. Select the checkbox for each program you would like to change, or select the header checkbox to change the status for all programs on the page.

2. Select Mark Programs Active or Mark Programs Inactive.

3. Select Confirm.

Edit a Match Program

1. Locate the match program you want to edit.

2. Select Edit from the Options menu.

3. Make any desired changes, then select Save.

Tip: To extend a match program and allow employees to submit match requests after the end date, you can adjust the Redemption End Date. If the program is inactive, you can also make it active again from the Edit Match Program page.

Copy a Match Program

1. To create a new match program based on an existing match program, locate the match program you want to copy.

2. Select Copy match program from the Options menu.

3. Make any desired changes, then select Save.

Video: View how to copy a match program.

Manage Requests

If admin approval of match requests has been enabled for a match program, the Need Approval column shows the number of pending match requests.

To resolve pending match requests, you can select the number of pending match requests or select Manage Requests from the Options menu. For more information, see Match requests.

You can also manage volunteer grant approval from Volunteer Grant Programs.

Tip: You can manage all match requests from the Approvals Manager.

Giving Campaign Match Programs

Match programs can be tied to giving campaigns. To tie a match program to a giving campaign, contact your Customer Success Manager.

If you create a payroll match program tied to a campaign, include the start date of your campaign through the end date of your payroll project. The match program period must include both the entire campaign period and the entire payroll program.

• For example, if your campaign runs from 8/1/27-11/17/27 and your payroll match program runs from 1/1/28-12/31/28, then set your Program Start Date and Program End Date as 8/1/27-12/31/28.

If you create an offline or credit card match program tied to a campaign, the Program Start Date should be the start date of your campaign. The Program End Date can be your campaign end date or another future date.