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How to see if a fundraiser record has been SmartMatched to a registration

This article will explain how to see whether an organically created JustGiving fundraiser record on GivePanel has had a registration auto-generated by Smart Match for your DIY Campaign.

Written by Charlotte Ulett

  1. Go to Account Settings in the top right hand corner of your account

  2. Click the Data Import tab

  3. Click on Smart Match

  4. You will now see all Smart Matched records

What the data is showing you:

  • Name - The Name of the supporter as imported from JustGiving

  • Email - The supporter email address as imported from JustGiving

  • Campaign - The DIY campaign the supporter has been Smart Matched to

  • Event Type - The JustGiving Event Type the supporter chose when setting up their JustGiving page

  • Created On - The date the SmartMatch was created on GivePanel

  • Actions - The ability to remove the supporter from the relevant DIY Email Journey. Click the ‘Remove from Email Journey’ button if you do not want them to receive the DIY email journey. Once removed they can also be added back in to the email journey by clicking ‘Add to Email Journey’

Sorting the data:

  • You can sort by date range by clicking the small grey arrow next to the words ‘Created On’

  • You can sort by Event Type by clicking the small grey arrow next to the words ‘Event Type’

  • You can also scroll through your data using the arrows at the bottom of the list

Click here to find out more about Smart Match.

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