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 widgets will be enabled by default and can be hidden by client admins from the CSRconnect Admin Portal. If a feature is not enabled, the corresponding feature widgets cannot be enabled.

  1. Select which feature widgets to display or hide.

  2. Select Save or Apply to Segments.

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 and Giving Campaign metrics: Two customizable metrics appear in the welcome banner when Give or Giving Campaign are enabled. You can display totals for Donated YTD, Scheduled to Process, or Charities Reached. You can configure these metrics with your CSM.

  • 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 is tied to the Volunteering feature.

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 is tied to the Volunteering feature.

If the employee has no upcoming events, a button to search for opportunities appears.

Match Programs displays the employee’s available match programs and their individual progress against those match programs. This feature widget is tied to the Match feature.

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 is tied to the Give and Giving Campaign features.

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. You can configure this widget with your CSM. This feature widget is tied to the Give and Giving Campaign features.

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 is tied to the Give and Giving Campaign features.

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 is aligned with the Fundraising feature.

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.