Home page design

From the CSRconnect Admin Portal, Community Settings, Home Page Design page, admin users can configure the home page by setting the main image and enabling feature widgets.

Main image

You can upload an image to be featured on your community's home page.

  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 home page design 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.

  • Give metrics: Two customizable metrics appear in the welcome banner when Give is enabled. You can display totals for processed donations, scheduled donations, or the number of charities reached. You can configure these metrics with your CSM.

    Note: The Give impact metrics will also appear on Search Organizations.

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

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

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, a button to search for opportunities appears.

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.

The Match Caps widget title links to My Giving.

If the user wants to request a match, they can select Request Match. This connects to Search Organizations to start the match request process.

Featured Organizations displays company-defined featured organizations. You 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: Featured Organizations will also appear on Search Organizations.

Users can select the organization's title to navigate to their charity page, or select the heart icon to add an organization to their My Favorite Organizations widget.

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

Note: Popular Organizations will also appear on Search Organizations.To hide this widget from Search Organizations, contact your CSM.

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 organizations display in a carousel.

Users can select the organization's title to navigate to their charity page, or select the heart icon to add an organization to their My Favorite Organizations widget.

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

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

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 navigate into the Donate Now link to donate to the fundraiser. They can also create their own fundraisers from this widget.

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, Engagements, Manage Engagements.