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Member Portal Overview
The Member Portal is a constituent-facing self-service area where anyone who has interacted with your organization can manage their activity in one central place.
What is the Member Portal?
Think of the portal as your constituents' personal dashboard. When someone donates, signs up to fundraise, registers for an event, or bids in an auction, they get access to the portal where they can:
- Manage their recurring donations and pledges
- Create and customize fundraising pages
- View their donation history
- Update payment methods
- Register for events
- Participate in auctions
The portal eliminates the need for constituents to contact your organization for routine tasks like updating a credit card or changing their fundraising goal.
Who Uses the Portal?
| User Type | What They Can Do |
|---|---|
| Recurring Donors | Update payment methods, change donation amounts, view history, cancel subscriptions |
| Pledge Donors | View installment schedules, make payments, update payment info |
| Fundraisers | Create/edit personal pages, track progress, view donations, share pages |
| Team Captains | Manage team pages, add/remove members, invite admins |
| Organization Admins | Configure org pages with advanced settings, matches, and defaults |
| Event Registrants | View and manage event registrations |
| Auction Bidders | Register as bidders, view bid history |
Portal Structure
Global Account View
When users log in, they see activity across all your campaigns:
- Recently Visited Sites - Quick access to last 3 campaigns
- Personal Pages - All personal fundraising pages they've created
- Team Pages - Teams where they're an admin
- Organization Pages - Organizations where they're an admin
- Recurring Profiles - All active recurring donations
- Pledges - All active pledges
Site Dashboard View
Within a specific campaign, users can:
- View campaign announcements
- Create new fundraising pages
- See their active pages for that campaign
- Submit registrations
- Register for auctions
How Constituents Get Access
Automatic Access
Portal accounts are created automatically when someone:
- Makes a recurring donation or pledge
- Signs up as a fundraiser
- Registers for an event
They receive an email with a portal link to set up their password.
Portal Links
Recurring donors and pledgers receive a portal link in every receipt email. This link allows them to:
- Access their account without remembering a password
- Update payment methods after failed charges
- Manage their subscriptions
Key Features
For Donors
- Update credit card, ACH, or Apple/Google Pay
- Change recurring donation amounts
- View complete donation history
- Cancel subscriptions when needed
- Update display name and address
For Fundraisers
- Personal Pages - Individual fundraising pages with goals, media, appeals
- Team Pages - Group fundraising with shared goals and member management
- Organization Pages - Corporate partner pages with advanced settings
- Track real-time fundraising progress
- Export donation data
- Create posts and updates
For Events
- View registrations across campaigns
- Submit new registrations
- Register as auction bidders
- View bid history
Benefits for Your Organization
- Reduces support requests - Constituents self-serve routine tasks
- Improves donor retention - Easy payment updates reduce failed charges
- Empowers fundraisers - Self-service page management
- Unified experience - One login for all interactions