End-Of-Year Giving Kit 2025
Making sure to EMPOWER your team across the years’ finish line
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Strategy
Action
Setting up your campaign page from A to Z
Lorum Ipsum
Donation details appear under the correct Account as a Payment/Pledge record
Templates
Once the integration is set up, every donation sends over the following:
A. Donor Details (Account fields):
- First name & Last name
- Email address
- Phone number
- Mailing address
B. Donation Info
(Payment/Pledge fields):
- Donation amount
- One-time or recurring status
- Payment method (e.g., credit card)
- Donation ID
- Public comment
- Team / Ambassador Name
- Tags or custom labels (if set during setup)
- Any additional fields you’ve included on the donation form
(Payments and Pledges are treated the same for mapping purposes.)
Check Lists
AdmirePro access
CRM URL + an admin login (temporary or dedicated).
Campaign readiness
1. Your CauseMatch campaign page must be live with all gateways,
ambassadors, and checkout fields finalised.
2. Changes to checkout fields later will require us to re-map and re-test
the integration.
AdmirePro Campaign
Tell us which existing Campaign to use or we can create a new one on your
behalf.