Step 6: Donor Portal

In this step, you will customize Donor Portal, a self-service dashboard where your donors can manage recurring plans, Fundraisers, and view their donation history.

Donor Portal is a self-service dashboard that your donors can visit to manage their donations. Access to Donor Portal does not require a user name or password. Instead, donors authenticate using a secure magic link that is emailed to them at the time of login.

To get started, we recommend customizing Donor Portal settings that require minimal configuration. The recommended customizations are described below.

Portal URL

Your Portal URL is the web address where donors will access Donor Portal. Customize the subdomain for your Portal URL by setting a short and memorable keyword that is relevant to your organization.

Later, you can customize your Portal URL to use a custom domain, or, if you already have access to your domain’s DNS records, you can set a custom domain by referring to this guide.


Appearance

Customize Donor Portal by setting a custom browser icon (favicon) and hero image.

The logo displayed in Donor Portal is configured form the Account settings page. This customization is described in Step 8: Settings.

Browser icon

  • Minimum resolution: 32 x 32px
  • Recommended resolution: 64 x 64px

Hero image

  • Minimum resolution: 930 x 408px
  • Recommended resolution: 1,860 x 816px

Homepage message

The homepage message is displayed the hero image in Donor Portal. The message includes a title and description that can be customized to use your own text. Both text fields can include personalization merge tags.


Recurring donation settings

By default, your Fundraise Up account is configured with the recommended Donor Portal settings.


Preview Donor Portal

In the Donor Portal preview section of the settings for Donor Portal, you can access the preview link. This link enables you to view the customizations you apply to Donor Portal.


Continue to Step 7: Elements →

 

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