Portal FAQs

The portal is a website constituents can use to stay connected with your organization. From Raiser's Edge NXT, you customize and manage the site. To make the portal available to constituents, link to it from your organization's website, or include the custom URL in your marketing or printed materials.

For more information, see Get Started With the Portal.

To use the portal, you need a:

• Blackbaud Merchant Services account

• Raiser's Edge NXT donation form

For more information, see Get Started With the Portal.

If your organization's portal is already configured, go to Tools, Settings, Portal settings, and copy the link under Portal URL.

When a donor makes a gift through a Raiser's Edge NXT donation form, the gift appears in a batch in Fundraising, Gift Management. The giving history table in the portal updates after you approve and save the batch.

Tip: Still don't see a gift? If a user logs into the portal with a Blackbaud ID that's associated with a different constituent record from the record with their giving history, you might need to merge the records in Tools, Data health. For more information, see Duplicate Management.

You can review and approve profile updates and review portal log in activity from Tools, Portal activity.

Credit Card Updater uses the same criteria to update cards in portal as other active recurring gifts. If a user saves a card on the Payment methods page, Credit Card Updater doesn't include the card in updates until after the first transaction processes.

If donors don't have the option to edit recurring gifts in the online portal, verify that you enabled recurring gifts and selected a donation form.

From Tools, Settings, Feature configuration, select Enable feature or Edit settings under Recurring gifts and select a form.

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

The online portal automatically formats phone numbers based on the country a user selects when they add or edit their phone number. As a result, if you include a phone number format in the database view for a phone type, it’s not available for selection in the online portal.

To include a phone type in the portal, open the database view. From Configuration, Tables, select the phone type and change the Phone number format field to <None>. Then select OK to save the changes.

When a donor logs into the portal and selects Recurring gifts, then selects a recurring gift from the list, they can:

• Edit the Scheduled amount field under Gift information to change the gift amount and fund.

• Edit the Frequency and Next payment fields under Gift information to change their payment schedule.

• Edit the fields under Payment method.

• Select Skip to pause their payments for a specific period of time.

• Select Hold to pause their giving until they return to the portal and resume payments.

• Select End payment to stop all future payments.

  Note: When a donor selects End payments or Hold, they have the option to skip payments instead of ending or pausing their gift.

Note: To enable donors to manage recurring gifts in the portal, go to Tools, Settings, Feature configuration, and select Enable feature or Edit settings under Recurring gifts. Then choose a form.

When a donor splits a gift across more than one fund, the donation appears in a single row in the giving history table with the funds listed in the Fund column.