Home page design

You can configure your community home page by setting the main image and enabling feature widgets.

You can manage home page design from CSRconnect Admin Portal, Community setup, Community, Home Page.

You must have the Can Manage Homepage Design permission enabled for your role. See Manage roles.

Main image

You can upload an image to be featured on your community's home page, Search Organizations, Search Opportunities, and more.

  1. Under Main Image, upload an image. You can drag and drop a PNG file from your computer or select Upload file to browse and select an image.

    • Recommended 1280 x 700 pixels. Size limit 4096KB.

  2. You can also copy and paste optional code for use by ImgIX (such as to control the size, alignment, padding, alt text, and more).

  3. In communities with segmentation, you can copy over the current settings to other segments.

    • Select Apply to Segments.

    • Select the segment(s) that will inherit these settings and select Apply.

    • Check the segment(s) again to confirm, then select Confirm and Apply.

  4. Select Save.

Feature widgets

Feature widgets appear on your community's home page and are tied to one or more CSRconnect features. If you have a feature enabled, the corresponding feature widget(s) will be enabled by default and can be hidden by client admins using the toggles.

  1. Select which feature widgets to display or hide.

  2. Select Save or Apply to Segments.

Note: If a feature is not enabled, the corresponding feature widget(s) cannot be enabled.

Settings that must be configured by your Customer Success Manager (CSM) are indicated below.

Welcome Impact Metrics populates the welcome banner with calls to action and calculations about the user's impact. The impact metrics are tied to different features and may be configurable with your CSM.

  • Donated YTD: This metric appears in the welcome banner when Give is enabled and displays totals for processed donations. You can configure these metrics with your CSM.

    Note: This metric will also appear on the My Giving page.

  • Hours YTD: This metric appears when Volunteer is enabled. This widget is not configurable.

    Note: This metric will also appear on the My Volunteering page.

  • Scheduled to Process: This metric appears in the welcome banner when Give is enabled and displays totals for scheduled donations. You can configure these metrics with your CSM.

  • Incentives Available: This metric appears when Incentives are enabled. This widget is not configurable.

Match Caps redirects to the Match Programs widget on the My Giving page.

If users want to request a match, they can select Search for an Organization to start the match request process.

Match Programs displays the employee’s available match caps and their individual progress against those match caps. This feature widget is tied to match settings. If the user does not qualify for an active match setting, the widget will not display.

Featured Organizations displays company-defined featured organizations. Users can configure which organizations are included in this widget with your CSM. This feature widget displays by default when Give and/or Giving Campaigns are enabled.

Note: Your Featured Organizations will also appear on Search Organizations.

If users don't have any featured organizations, they can select Search for an Organization to find organizations.

Popular Organizations displays company-defined popular organizations. This feature widget displays by default when Give and/or Giving Campaigns are enabled.

Note: Your Popular Organizations will also appear on Search Organizations.

The order of appearance depends on the total donation amount contributed to each charity, and the view is updated daily. If there are more organizations than fit into a view, the View All Popular Organizations option appears.

Users can select the organization's card to navigate to their charity page, then select the Add to favorites to add an organization to their My Favorite Organizations widget.

My Favorite Organizations displays organizations the user indicated as favorites. This feature widget displays by default when Give and/or Giving Campaigns are enabled.

Users can view a full list through the Favorite Charities option in My Account.

New Opportunities displays a list of new volunteering opportunities. Users can use this widget to filter their results and sign up for new opportunities. This feature widget displays by default when Volunteer is enabled.

If there are no available opportunities, this widget will not appear.

My Upcoming Events displays events the user signed up for. Users can also see all of their My Volunteering activity. This feature widget displays by default when Volunteer is enabled.

If the employee has no upcoming events, an option to search for opportunities appears.

New Fundraisers displays new, active fundraisers created within the community on the home page. This feature widget displays by default when Fundraising is enabled.

Users can select the organization's card to navigate to their charity page, then select New Donation to begin the checkout flow to donate to the fundraiser.

When enabled, Community Impact displays community-wide totals on the home page for:

  • Amount Donated - Users can hover over the info tooltip to view a breakdown of employee donations compared to matching gifts. The amount donated is listed in the user’s local currency.

  • Total Volunteers

  • Hours Volunteered

  • Charities Supported

The widget will only display headings and totals for community-subscribed features.

Engagement elements

Engagement Elements (EEs) with Show on Home enabled will display in a Featured section under the main image on the home page. EEs will display in a carousel depending on the size of your browser and the number of EEs. If there are no active EEs, the Featured section is hidden.

EEs can be configured from CSRconnect Admin Portal, Admin Tools, Engagements, Engagement Elements.