Employer matching can significantly increase donation amounts by allowing supporters to check if their employers will match their contributions.
Step 1: Access the Employer Information section
- Create or edit a contribution form in Online Actions
- On the Build Page step, scroll to the "Employer Information" section
- If you don't see this section, click "Add a Section" and select "Employer Information"
- The section will now appear in your form editor
Step 2: Configure basic employer information
- Enter a heading for the section (e.g., "Employer Information")
- Add descriptive text explaining employer matching to donors
- Choose whether to make the employer field required or optional
- Select whether to show the employer matching tool
Step 3: Enable the employer matching tool
- Check the box labeled "Show employer matching tool"
- This adds a search tool to your form that helps donors find if their employer offers matching
- The tool connects to a database of companies that offer matching gift programs
- Donors can enter their employer's name to check matching eligibility
Step 4: Customize the matching tool appearance
- Enter custom text for the matching tool section
- This text should encourage donors to check if their employer matches gifts
- Consider adding information about the potential impact of matched donations
- Keep the text concise and action-oriented
Step 5: Test and publish your form
- Preview your form to see how the employer matching section appears
- Test the matching tool by searching for some common employers
- Verify that the tool provides appropriate information about matching programs
- Publish your form when ready
- Monitor how many donors use the matching tool to gauge its effectiveness
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