Allow Clients to Make Matching an Opt-Out Functionality as Opposed to Opt-In
Currently, donations are not matched unless the user makes the selection to match the donation during the checkout process. Users can miss this step, or select the wrong match program when there are multiple available. If there was a way for clients to choose if they want the donations to be matched and what program is to be used by default, this could limit the number of employees that accidentally miss out on matching funds, or select the wrong program.
This would be eliminating the match request process on the user's end, not necessarily removing the ability for admins to review/approve the requests.
-
Rachel Dowd
- Nov 16 2022
- Shipped
-
Apr 15, 2024
Admin response
We updated match program defaults in the 24.4.0 release on April 2.
Previously, the Do Not Apply Match option was selected by default. Now, if you have an available match program, that match program is selected by default when you are completing a donation.
If you have more than one available match program, the match program with the earliest end date is selected by default.
If you have multiple available match programs with the same end date, the program with the highest match amount or ratio is selected.
If you have multiple available match programs with the same end date and the same match amount, the programs are sorted by alphabetical order and the first option alphabetically is selected.
Related ideas
