Portal Settings

The site portal is where supporters manage their fundraising pages and donor history. Each site has its own section within your organization's main portal. Configure site-specific portal settings including colors, branding, and user experience.

Accessing Portal Settings

1. Go to your Campaign
2. Select your Site
3. Click Settings > Portal

General Settings

Directory Visibility

Control whether the site appears in the portal's recently accessed sites.

1. Go to Portal > General
2. Toggle Directory on/off
3. Save changes

When enabled, users see this site in their portal's quick access section.

Portal Colors

Set site-specific colors for the portal experience.

1. Go to Portal > General
2. Set the Primary Color for headings and accents
3. Set the Button Color for action buttons
4. Save changes

Colors can be linked to your site's global design settings or customized independently.

Portal Logo

Upload a logo specific to this site's portal section.

1. Go to Portal > General
2. Upload a logo image
3. Supported formats: JPEG, GIF, PNG (5 MB max)

Signup Page Customization

Customize the text users see when signing up through the portal.

1. Go to Portal > General
2. Enter a custom Title (e.g., "Member Portal Signup")
3. Enter a custom Subtitle (e.g., "Create a new account")
4. Save changes

Login Page Customization

Customize the text users see when logging in.

1. Go to Portal > General
2. Enter a custom Title (e.g., "Member Portal Login")
3. Enter a custom Subtitle (e.g., "Login to manage your account")
4. Save changes

Signup Flow

Configure what happens after a user signs up through the site portal.

Option	Description
Standard Signup	User is redirected to the portal home screen
Create Personal Page	A personal page is automatically created and user is redirected to complete setup

Welcome Appeal

Customize the welcome message displayed on the portal home screen after login.

1. Go to Portal > General
2. Use the rich text editor to create your welcome message
3. Save changes

Checklist Settings

The portal checklist guides users through specific actions after logging in.

Enable Checklist

1. Go to Portal > Checklist
2. Toggle Enable Portal Checklist
3. Save changes

Enforce Order

Require users to complete steps in sequence.

1. Go to Portal > Checklist
2. Toggle Enforce checklist order
3. Save changes

When enabled, required steps must be completed in order. Optional steps can still be completed anytime.

Managing Checklist Items

Add, edit, and organize checklist items:

1. Go to Portal > Checklist
2. Click Add Item to create new items
3. Drag and drop items to reorder
4. Configure each item's action (create page, make donation, etc.)

Registration Settings

Bring registration forms into the portal for membership signups, dues collection, and more.

Enable Registrations

1. Go to Portal > Registrations
2. Toggle Enable Registrations
3. Save changes

Link Registration Forms

Connect your registration forms to the portal:

1. Go to Portal > Registrations
2. Click Add Form to link a registration form
3. Add an optional title and directions
4. Drag and drop to reorder forms
5. Save changes

Linked forms appear in the portal's registration section for users to complete.

Related Articles

• Site Settings
• Personal Pages Settings