Table of Contents
What is the supporter portal?
The supporter portal is an interface that your supporters can log into to take actions like reviewing active recurring donations, updating payment methods, canceling recurring payments, and adjusting their amount. If you open up this functionality to your supporters, you will be giving them access to more visibility into their payment history and the ability to make minor changes. This ultimately saves you time and gives your donors the security of knowing they can make changes on their own.
The supporter portal has two sections: donation management and membership management.
Enable your organization's portal
By default, the supporter portal will be enabled under Settings > Nation defaults > Basics > Enable supporter portal. If you disable this settings, the "Supporter portal" configurations will be hidden from your control panel and the public-facing portal will be inaccessible.
As an Admin, you can designate which of your control panel users can access the portal by updating their permission set under Settings > Permission sets. The "Manage supporter portal" checkbox determines whether or not people of that permission set can see the "Supporter portal" section under Settings
Finally, to make the portal available to your supporters, you will need to enable one or both sections: donation management and membership management.
You will not be able to configure what actions your donors can take through either section until you have enabled it and saved your changes at the bottom of the page.
Once you have enabled a section, it will become available to logged in supporters at https://[your domain]/supporter_portal.
Configure portal settings
Under Supporter portal > Settings, you'll find 3 categories of settings: Sections, Appearance, and Footer.
When the donation management section is enabled, the "Donation management" tab will be displayed.
Likewise, when the membership management section enabled, a "Membership management" tab will display.
Within both the Donation management and Membership management sections, you will find the following options:
The ability to enable cancelations (of recurring donations or memberships, respectively).
Enabling this setting will allow your donors/members to cancel their recurring payment/membership directly through the portal.
The ability to update donation amounts for recurring donations.
Enabling this section will allow your donors to change their donations going forward by selecting a different amount through the portal. You can prevent donors from decreasing the amount and preset amount that they will be able to choose from, both for monthly or annual donations.
When either section is enabled, you will be able to see how the section will appear to your supporters by clicking the "View portal" tab.
"View portal" will display the portal for you as the logged in user. If you do not personally have any recurring donations or memberships associated with your profile, you will not see any data in this view. You can see a detailed example portal interface here.
Appearance & Footer
The majority of settings for the portal are available under the Appearance section. These settings apply to both the Donations and Memberships section. These settings include the following fields:
Organization logo (Required): A logo that represents your organization as a whole. The portal will display the same way across all domains tied to your website.
Logo URL (Required): When a supporter clicks on your logo, where should they be redirected?
Title (Required): Typically the name of your organization.
Tax ID: If you want to display the tax ID of your organization on the portal, you can enter a value here. It will display in the upper-right corner of the portal.
Date format: Dates displayed on the portal can be formatted as MM/DD/YY or DD/MM/YY
Email address: The email address supporters should use to contact your organization
Phone number: The phone number supporters should use to contact your organization
Mailing address: The mailing address of your organization
Additional information: A brief line of additional text to be included in your footer. HTML safe.
See a detailed example portal interface when all of these fields have been filled out.