The Localized Campaign

Last updated

September 08, 2022 15:51

The Localized Campaign is categorized as a single-currency (Spark Instance) campaign. This means that users from only one currency group will be eligible for the campaign (e.g., USD currency users only).

You have the option of targeting a sub-user group (e.g., specific team or office location) within that single currency (Spark Instance) and the campaign will be applicable to one or more specific causes and available through your choice of a Giving Opportunity, the cause page directly, or both.

This campaign is a good option when:

You want users in a specific country to be able to donate to and receive matching for one or more specific causes.
You’d like users to have the flexibility where they can donate and receive a match through a Giving Opportunity, through the profile page of the cause(s) directly, or both.

Here’s an example of a Localized Campaign:

The campaign is set up where users in the U.K. (using the GBP currency) can donate to the National Trust either through a Giving Opportunity or directly through the cause’s profile in Spark and receive an enhanced match rate of 300% (compared to the typical 100%).
Employees in other countries or using other currencies may be able to see and donate to the National Trust but they would not receive special matching.

Get started - Set up your campaign now!

You will be required to provide the following additional details of your campaign through a series of questions provided within the email. We've laid out a brief description of the ask and a few example answers below.

Need something a bit different? Complete a quick survey to find your ‘perfect match’-ing campaign.

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1. Campaign Title

If you’re offering an increased match, it’s most likely for a specific reason or will be communicated to your employees as a special occasion.

Our teams like to have the name of your campaign right from the start so that we can set it up properly in reporting and in your Spark site.

(Example: Earth Day 200% - 2020)

2. Currency

List all currencies (Spark Instances) that should be included in the incentivized match. Anyone in your organization associated with those currencies will be matched automatically when their donation is made

(Example: USD)

3. Does this Campaign apply to a sub-user group within the above chosen currency? (Y/N)

Maybe you have chosen to target this campaign only to the USD currency group (Spark Instance). Do you need to target the campaign further to a sub-user group within that instance, for example, New York employees only? In order to target a sub-user group, this field must already exist in your demographic file.

(Example: No. All users on USD)
(Example: Yes. Only New York-USD, or only the Marketing Department-USD)

4. Start and End Dates/Time

Specify the exact date and time you would like this offer to start and end. The Benevity teams will ensure that matching will go end-to-end within the specified time zone.

(Example: March 1^st @8:00am to March 31^st 2020 @5:00pm)

5. Time Zone

Specify the time zone for the start time and end time of the campaign.

(Example: MST)

6. Match Rate (Percentage)

What will the match rate be during the specified date and time frame? Let us know using a percentage.

(Ex. 100%, 200%)

7. How do you want the budgets to draw down? (Choose option a, b, or c)

Will there be a separate campaign budget or will funds come from the normal individual user budgets and/or company budgets you already have set up?

a. Draw down as normal (from Employee Match Cap and Company Cap)

b. Do not draw down from employee cap or Company Cap. You have a completely separate campaign budget that is outside of your usual budgets.

c. Do not draw down from Employee Match Cap, but down from the Company Cap.

NOTE for option C: The system cannot automatically draw down from the company cap in this scenario. We can either draw down the full campaign budget before the campaign starts and later put back anything that was not used, or draw down the actual amount spent after the campaign ends.

8. Campaign Company Cap (Optional)

This is the total amount of budget you’d like to use for this campaign. Once that amount is reached, the cap will be applied and will stop matching any donations made, for any individual.

(Example: $50,000 USD)

9. Campaign User Cap (Optional)

This is the total matching amount that is possible for each user to receive. When a user’s donation volume hits this cap, the individual user will not receive any further matching.

(Example: Each US employee can donate and be matched up to 1,000 USD)

10. List of Cause IDs

Which causes are you celebrating and/or supporting? Let us know which causes will receive special matching through this campaign. It’s helpful if you have both the cause names and their EIN (their tax ID), but please list the EIN as many causes have similar names.

TIP: You can find the cause’s EIN by finding the Cause Profile in Spark and copying the number sequence found in the URL.

(Example: 840-581466516)
(Example: 840-530196605/project/3FFK2NVZBZ)

Are these causes present in an active campaign? (Y/N)

NOTE: This field is VERY important. Let us know if any of your chosen causes are already in another active special matching campaign. If the cause exists in two separate 2:1 campaigns, for example, the special match rates will stack and result in more matching than expected.

11. Do you want this campaign to exist in a Giving Opportunity only, a Giving Opportunity and Cause Page(s), or a Cause Page only? (Choose a, b, or c)

A campaign can live within a Giving Opportunity only, or it can be applied to the cause page directly.

For example, if you created a 2:1 Disaster Relief Campaign Giving Opportunity and added the Red Cross as the chosen organization, the Red Cross would not receive 2:1 if the user visited the cause page directly and did not make the donation through the Giving Opportunity.

You can request to have the cause page itself reflect the incentivized campaign.

a. I only want this special matching to apply if the employee donates through a Giving Opportunity that contains these causes.

b. I want the special matching to apply if the employee donates through a Giving Opportunity that contains these causes OR if they go to the cause page specifically, or submits an external match request to one of these causes.

c. I may or may not want to create a Giving Opportunity, but I want all of the listed causes to have the Special Matching.

12. Does the SPECIFIC cause(s) fall within the country of one of your currency groups (Spark Instances)? (Y/N)

Please let us know if the organization you have chosen uses a currency for which you don’t have a currency group (Spark Instance). For example, if you have created a campaign for the Australian Wildfires using an Australian organization, but you do not have the AUD currency group enabled in Spark, please notify our team.

(Example: No. One of the causes is in Canada, but we do not have the Canadian Spark Instance enabled in our site).
(Example: Yes. One of the causes is in Canada, and even though this is a USD only focused campaign, we still do have the Canadian Spark Instance enabled in our site).

13. Special Considerations

Are there any special configurations or site updates that need to occur alongside this special matching campaign?