Portal features

You can choose which features to make available in the portal. To turn on a feature, from Settings, Tools, under Portal features, select Enable. Some features have additional settings.

When enabled, users can make online gifts through the portal. Select a Standard Donation Form to determine the fields and options available on the Make a gift page, such as recurring gift schedules and ask amounts.

Note: The form you select also determines the fields and options available if you also enable recurring gifts in the portal.

If you have Save Payment methods, you can use the option to make a one-click donation in the portal. To enable the option, you must also enable either or both Credit payment methods and Bank payment methods.

When enabled, users can view their lifetime giving history (including offline gifts made directly to your organization).

When enabled, constituents can use the portal to update their personal and contact information and delete their portal accounts. With the profile update log, an admin can review and approve submitted profile changes.

Note: When a constituent deletes their portal record, they unlink their BBID from their constituent record which removes their access to the portal and all saved payment methods. However, they must still contact your organization to remove their constituent record from your database. Also, if they don’t end payments before they remove their access, their recurring gifts remain active.

When enabled, users can view and manage their recurring gifts entered through:

  • Standard Donation Forms

  • Constituent records, Gifts, or Home in the web view.

  • Gift records in the database view that have been converted to automated recurring gifts in the web view. For more information, see Automate Manual Recurring Gifts.

Select a Standard Donation Form to determine the fields and options for giving in the portal and editing recurring gifts. To enable donors to make recurring gifts in the portal, choose a form with recurring gifts turned on.

When enabled, users can save and update credit and debit card information for future gifts. You can opt to apply this payment method to active recurring gifts.

Note: Updating credit card information only updates active credit card gifts.

When enabled, users can save and update bank account information for future gifts. You can opt to apply this payment method to active recurring gifts.

Note: Updating bank account information only updates active bank account gifts.