Table of contents
Add a portal link to your website
The portal will not display to website visitors by default. You can add a link to it in your top navigation with the following steps:
Within your Website section, click the "New page" button in the upper right
Name your page (using a different slug than "supporter_portal"), click "Show all page types", select "Redirect" from the list, and create your page.
Within the page under Redirect settings, set your "URL to redirect to" as
/supporter_portalConfirm that the page status is set to "Published" and that either "Include in top nav" or "include in supporter nav" (depending on where you'd like the option to display) is checked. Save the page.
Are there more places you can display the portal on your site? Absolutely! Anywhere you can add a link to a page, you can add a link to your portal. The format of your portal's URL is [your domain]/supporter_portal, like https://theme.nationbuilder.com/supporter_portal. If you're editing one of your theme files, you can use the following code to display a link to the portal regardless of which website domain the theme is associated with:
{{ site.full_url }}supporter_portal
Email your donors a link to the portal
If you want to send an audience, such as your recurring donors or paid members, a link to the portal in an email blast, all you need to do is include the Primary site supporter portal URL in the content of your email blast. This can be found under the "Settings" category of your smart fields.
This is the equivalent of including the following liquid drop in your email content: {{ settings.supporter_portal_url }}
You can also set this code as the URL for a hyperlink or button!
Link to the portal in donation page autoresponse emails
By default, a link to the portal will automatically be included at the bottom of your donation page autoresponse emails if either of the following criteria are met:
The donation management section of your portal is enabled and the donor has processed a recurring donation or
The membership management section of your portal is enabled and the donation page sending the autoresponse email assigns memberships.
To update your payment details or cancel future payments, please create an account and visit our portal.
The "create an account" language will only be included in emails to supporters who do not yet have a password set up, and it will redirect to your /login page.
The "visit our portal" language will be hyperlinked to https://[your domain]/supporter_portal. If the donor is not already logged in, they will automatically be prompted to do so, and then be redirected immediately to the portal upon successful login or following account creation.
If you don't see this language in your donation page's email autoresponse under Donation settings > Autoresponse...
...and you have a customized autoresponse email, you will need to manually add the following code to the bottom of the email copy:
{% if donation.available_for_supporter_portal? %}To update your payment details or cancel future payments, please {% if donation.signup.has_password? == false %}create an account and {% endif %}visit our portal.{% endif %}and hyperlink the words "our portal" to {{ donation.supporter_portal_url }}.
If you want to add this language to all donation page autoresponse emails going forward within your customized website, navigate to Website > Theme > Current custom theme > Email autoresponses > autoresponse_donation_thank_you.html and paste the following code at the bottom of the template:
{% if donation.available_for_supporter_portal? %}
<p>To update your payment details or cancel future payments, please {% if donation.signup.has_password? == false %}create an account and {% endif %}visit <a href="{{ donation.supporter_portal_url }}">our portal</a>.</p>
{% endif %}
Link to the portal in membership failed payment autoresponse emails
Similarly, if you have the "Failed payment" autoresponse email enabled for a membership type, the following text will be included in your email by default:
Please update your payment information here: {{ membership.supporter_portal_url }}where {{ membership.supporter_portal_url }} will display the /supporter_portal path relevant to whichever website the membership payment is associated with.
If you don't see this language in your membership's email autoresponse under Autoresponses > Failed payment...
...and you have a customized autoresponse email, you will need to manually replace the following line:
Renew your membership here: {{ page.full_url }}with the following code:
{% if membership.available_for_supporter_portal? %}Please update your payment information here: {{ membership.supporter_portal_url }}
{% else %}
Renew your membership here: {{ page.full_url }}
{% endif %}and hyperlink the liquid code {{ membership.supporter_portal_url }} to {{ membership.supporter_portal_url }} and {{ page.full_url }} to {{ page.full_url }}.
If you want to add this language to all donation page autoresponse emails going forward within your customized website, navigate to Website > Theme > Current custom theme > Files > autoresponse_membership_type_failed_payment.html and replace:
Renew your membership here: <a href="{{ page.full_url }}">{{ page.full_url }}</a>with
{% if membership.available_for_supporter_portal? %}
Please update your payment information here: <a href="{{ membership.supporter_portal_url }}">{{ membership.supporter_portal_url }}</a>
{% else %}
Renew your membership here: <a href="{{ page.full_url }}">{{ page.full_url }}</a>
{% endif %}