User Guide
eMatch Portal Guide, Part 3: Reports
eMatch Portal Reporting HEPdata’s eMatch Portal offers reports on both your matching gift donations as well as the email engagements sent via eMatch Portal. The reports section can be found by navigating to the vertical menu on the left side of your ...
eMatch Portal: How do I send out timely Email Reminders?
Donor engagement is a sure-fire way to increase matching gift revenue. eMatch Portal provides numerous customizable features to be able to easily engage with your donors, while being able to manage and track the status of existing donations. With ...
eMatch Portal Guide, Part 2: Features
Filters On the right-side menu, you can find the filters. Filters allow you to select a field and sort donations by Amount, Potential, Date and Last Updated. Multiple filters can be applied to further refine your search. At any point ...
eMatch Portal Guide, Part 1: Interfaces
Pending This is the first page you will see upon logging in. It is a logic driven page where donors land as soon as they fill out the short form on your eMatch link. Donors may also arrive in this bucket via manual addition, from a file import, or an ...