Send Portal Invitations

After you activate your portal, you can send email invitations to constituents asking them to create Blackbaud IDs to access the portal. Invitations help ensure user accounts are linked to the correct constituent records. When a constituent accepts the invitation, the account sign-up screen is pre-filled with the first name, last name, and primary email address from their constituent record.

Alternatively to sending invitations, you can add the portal URL to your website.

Invitations from Portal settings

  1. From Settings, Tools, select Portal settings. Under Portal URL, select Send invitations.

  2. Enter the sender name, such as your organization, and email address to include on the message.

  3. Select an individual recipient or list.

  4. If you selected a list, choose whether to include constituents with pending or expired invitations.

  5. Select Send invitations. A confirmation message displays the number the number of invitations sent.

Invitations from a constituent record

  1. From the constituent record, select Invite to portal under Portal.

  2. After the constituent selects the link in the message to accept the invitation, the portal sign-in page opens in their browser, and they can create a Blackbaud ID account.

Tip: Alternatively, you can add the portal URL as a link in custom email messages and your website to invite constituents to create their Blackbaud ID account with access to the portal.

Invitations from users list

  1. From Constituents, select Portal activity.

  2. Under Portal users, select View user list.

  3. Under All or Not invited, select the constituents to send invitations to.

  4. Select Invite users.

Custom email invitations

Alternatively, you can add the portal URL as a link in custom email messages. When a constituent accesses the portal for the first time this way, they're prompted to sign up for a Blackbaud ID. Raiser's Edge NXT uses the email address, first name, and last name from the Blackbaud ID to match them to a constituent record.

  • If it finds a match, it links the Blackbaud ID to the constituent record automatically.

  • If it doesn't find a match or finds multiple matches, the constituent receives an error and may need assistance to create their account. Use the user account activity log to troubleshoot Blackbaud ID issues. You can unlink a constituent's Blackbaud ID, if needed.