There are a lot of options you can explore when it comes to customizing the donor portal. Keep in mind, the donor portal is where your donors log in to...
- View and modify their contact information
- View their giving history
- Modify and view their recurring schedules
- Receive custom content from you, the organization
- To submit a message that goes directly to the organization
Enable vs disabled?
The donor portal can be turned off, if you wish to prevent your donors from accessing these features. If the portal is off, donors will not be given a way to create an account and log into the donor portal.
If the portal is enabled, every donation will include a button near the bottom of the page (whether an email or thank you page) that allows the donor to register for the donor portal. It's a two step process for security reasons.
You can also link directly to the donor portal from your website or marketing communications, just log into RaiseDonors and access your organizational settings. At the bottom of the page is the donor portal URL.
Recurring schedules
This section asks you how you'd like to present the recurring schedules to your donors. You have options,
- Do not display - Will not present a name for the recurring schedule. Amounts, frequency, etc are still displayed.
- Page Title - the title of the donation page the donor setup the schedule through, will be the "name" of the recurring schedule.
- Project Name(s) - the projectss associated on the donation page the donor gave through, will be the "name" of the recurring schedule.
- Page Title & Project Name(s) - this is a combination of both page title and the names of the projectss.
- Advanced Mode - see advanced mode section below.
Donation history
Similar to how recurring schedules work, you can customize what label is given to a donation. For example,
- Do not display - will hide the name of the donation. Amounts and dates will still be visible.
- Page Title - the title of the donation page the donor gave through, will be the "name" of the donation.
- Project Name(s) - the projectss associated with the donation, will use the name of the project as the name of the donation.
- Project Code(s) - the projects associated with the donation, will use the code of the project as the name of the donation.
- Page Title & Project Name(s) - combination of both as the name of the donation.
- Page Title & Project Code(s) - combination of both as the name of the donation.
- page Title & Project Name(s) & Project Code(s) - combination of all three as the name of the donation.
Custom page Tab
This allows you to create a custom page in the donor portal and specify what order the tab will be presented in. The screen shot below shows the navigation on the left. The position is set to "last" in this example. And the content is inside the larger pink box.
- Page Position - what position do you wish to have the custom content presented?
- Page Title - what is the name of your page? This is what will appear in the navigation
- Page Content - you can include any HTML content you wish. You also have the ability to include tokens, to make the content personalized for the donor.
Pro Tip - if you'd like to provide a way for your donor to donate, use this special merge-tag and create a donate now button! The key element to have the donation page pre-populated with all of the donors information is the url parameter "REPLACE_FULL_DONOR_INFO_ENCRYPTED".
<a class="btn btn-green" href="{link-to-your-donation-page}?REPLACE_FULL_DONOR_INFO_ENCRYPTED"><strong>Donate Now</strong></a>
Content for login screen
You are able to customize the content on the donor portal login screen. This is very helpful if your donors are new to the system and you'd like to give them an introduction. The system accepts any HTML you'd like to provide. The pink box indicates where the custom content is displayed.
Javascript for portal
This allows you to input any custom Javascript which will be injected into each page of the donor portal. You can use this to track donor behavior, collect analysis, or push data into the portal for your donors.
CSS for portal
Similar to custom JS, this allows you to input any custom CSS which will be injected into each page of the donor portal. This allows you to completely customize the branding and presentation of data in the donor portal.
Recurring schedules - Advanced mode
This allows you to provide a template to present recurring schedules. This gives you 100% flexibility in how the recurring schedules are presented. This is very powerful when you are leveraging custom key-value pairs in the Project object. As an example, this allows you to present custom data in a custom design.
There are basically two sections of customization allowed.
- Summary section
- A template you design using tokens for personalization, but no key/value pairs from the project object.
- A template you design using tokens for personalization, but it does support key/value pairs from the project object.
- Detail section
- A template you design using tokens for personalization, but no key/value pairs from the project object.
- A template you design using tokens for personalization, but it does support key/value pairs from the project object.
We've provided some basic templates which can serve as a starting point for your custom designs. These templates product what you see below in the screen shots.
