Configuring the Donor Portal

Configure the look and messaging of the Donor Portal where donors can manage recurring donations and access receipts.

The Donor Portal lets donors manage their recurring donations and view or download donation receipts. Donors can access the portal from the link at the bottom of the email they receive each time their donations are processed.

Note: The Donor Portal is only available to users after these settings have been configured and saved.

💡 The Donor Portal will be shared across all of your campaigns, so use the general language and look-and-feel of your organization.

Example Donor Portal on desktop

‍Example Donor Portal on desktop

Example Donor Portal on mobile

Example Donor Portal on mobile

To configure and launch your donor portal,

Navigate to Settings > Donor Portal

Donor Portal in navigation

Cover Photo

Select a Cover Photo to show your organization's brand and make the page more engaging. The image will be cropped to a wide landscape format, so make sure the dimensions are 1200 x 400 pixels.  

Cover photo

Viewing Changes as You Go

Note: Once you click Save Changes, your Donor Portal will be available to your donors. 

To see changes as you make adjustments to the settings, click the Save Changes button at the bottom-right corner of the page, then click Preview in New Tab.

Preview and Save buttons

Display Name and Website

Display name and Website fields

The Display Name appears at the top of the portal and is also used for the {{org_name}} variable. This defaults to your organization name.  

The Website will be pre-filled with the URL from your organization settings but can point to any web address.

Logo and Welcome Message

Logo and Welcome Message fields

If a Logo has been saved in the Organization settings, it will automatically be used in your portal, but it can be customized for the Donor Portal here.

The Welcome Message appears in the right callout box on desktop, and at the top of the page on mobile. You can use one of the Available Variables to include donor info and add a personal touch. For example, “Edward, Acme Academy is grateful for your support! We couldn't do it without you.” It’s best to keep this note brief.

Using Available Variables

Variables can be used to personalize the Welcome Message by pulling in information about the donor or organization.

To add a variable, click one of the Available Variables below the Welcome Message field. This will copy the variable shortcode to your clipboard.

Available Variables

Then, place your cursor in the field where you want to insert the variable and paste. (You can use the keyboard shortcut CTRL+V on Windows, or CMD+V on Mac to quickly paste the variable shortcode.)

Welcome Message with variable

There are several variables available:

Info: {{Variable}}

  • Donor’s first name: {{donor_firstname}}
  • Donor’s last name: {{donor_lastname}}
  • Value entered in Display Name field: {{org_name}}

You can also manually copy the variables and paste them into the applicable fields.

Donate Button

A large, prominent Donate Button offers another chance for donors to make a new contribution. This is on by default; uncheck the box to disable it.

The Donate Button Color will automatically use the Primary color from the Organization settings but can be modified here. When selecting a color make sure it is dark enough so that the white button text can be easily read.

Select one of your campaigns for the Donate Button Campaign to link to. This is required if you have the donate button enabled.

Donate Button settings

About & Contact 

Add any additional information in the About & Contact field. This will appear at the top of the page on mobile, and in the right sidebar on desktop. This is on by default; uncheck the box to disable it.

About & Contact settings

The Donate Button Text is highlighted as a Danger Zone item because any changes should be made very carefully. The default text has been shown to work well; if you’re going to change it, make sure it clearly says that this is for a donation. 

Donate Button Text - Danger Zone

Save and Preview

When finished, click the Save Changes button, then click Preview in New Tab to see how it looks.

Note: The first time you click Save Changes, the Portal will be published and accessible from the Recurring Donation Acknowledgment email.

Save and Preview buttons

Configuring the Donor Portal

Access this feature in GiveForms at:

The Donor Portal lets donors manage their recurring donations and view or download donation receipts. Donors can access the portal from the link at the bottom of the email they receive each time their donations are processed.

Note: The Donor Portal is only available to users after these settings have been configured and saved.

💡 The Donor Portal will be shared across all of your campaigns, so use the general language and look-and-feel of your organization.

Example Donor Portal on desktop

‍Example Donor Portal on desktop

Example Donor Portal on mobile

Example Donor Portal on mobile

To configure and launch your donor portal,

Navigate to Settings > Donor Portal

Donor Portal in navigation

Cover Photo

Select a Cover Photo to show your organization's brand and make the page more engaging. The image will be cropped to a wide landscape format, so make sure the dimensions are 1200 x 400 pixels.  

Cover photo

Viewing Changes as You Go

Note: Once you click Save Changes, your Donor Portal will be available to your donors. 

To see changes as you make adjustments to the settings, click the Save Changes button at the bottom-right corner of the page, then click Preview in New Tab.

Preview and Save buttons

Display Name and Website

Display name and Website fields

The Display Name appears at the top of the portal and is also used for the {{org_name}} variable. This defaults to your organization name.  

The Website will be pre-filled with the URL from your organization settings but can point to any web address.

Logo and Welcome Message

Logo and Welcome Message fields

If a Logo has been saved in the Organization settings, it will automatically be used in your portal, but it can be customized for the Donor Portal here.

The Welcome Message appears in the right callout box on desktop, and at the top of the page on mobile. You can use one of the Available Variables to include donor info and add a personal touch. For example, “Edward, Acme Academy is grateful for your support! We couldn't do it without you.” It’s best to keep this note brief.

Using Available Variables

Variables can be used to personalize the Welcome Message by pulling in information about the donor or organization.

To add a variable, click one of the Available Variables below the Welcome Message field. This will copy the variable shortcode to your clipboard.

Available Variables

Then, place your cursor in the field where you want to insert the variable and paste. (You can use the keyboard shortcut CTRL+V on Windows, or CMD+V on Mac to quickly paste the variable shortcode.)

Welcome Message with variable

There are several variables available:

Info: {{Variable}}

  • Donor’s first name: {{donor_firstname}}
  • Donor’s last name: {{donor_lastname}}
  • Value entered in Display Name field: {{org_name}}

You can also manually copy the variables and paste them into the applicable fields.

Donate Button

A large, prominent Donate Button offers another chance for donors to make a new contribution. This is on by default; uncheck the box to disable it.

The Donate Button Color will automatically use the Primary color from the Organization settings but can be modified here. When selecting a color make sure it is dark enough so that the white button text can be easily read.

Select one of your campaigns for the Donate Button Campaign to link to. This is required if you have the donate button enabled.

Donate Button settings

About & Contact 

Add any additional information in the About & Contact field. This will appear at the top of the page on mobile, and in the right sidebar on desktop. This is on by default; uncheck the box to disable it.

About & Contact settings

The Donate Button Text is highlighted as a Danger Zone item because any changes should be made very carefully. The default text has been shown to work well; if you’re going to change it, make sure it clearly says that this is for a donation. 

Donate Button Text - Danger Zone

Save and Preview

When finished, click the Save Changes button, then click Preview in New Tab to see how it looks.

Note: The first time you click Save Changes, the Portal will be published and accessible from the Recurring Donation Acknowledgment email.

Save and Preview buttons

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