How Do I Configure My Organization's Donor Portal?

As part of using Virtuous Giving, your donors will have access to their Donor Portal where they can log in, view their Gifts, manage their stored payment methods, and even update Recurring Donations. This article will outline the process of initially setting up your Donor Portal and the features available as a Virtuous CRM+ User for continued management. 

Table of Contents 

1. Donor Portal Setup
2. Design Settings
3. Form Confirmation Emails
4. Preview
5. Donor Features
6. Virtuous Giving and Virtuous Raise Donor Portal Comparison

Donor Portal Setup

Configuring your donor portal is the final step in setting up your Virtuous Giving account.

To review the process of setting up your Virtuous Giving with Payments account, check out this Support Article.

Once you have set up your merchant account, you'll be able to start configuring your Donor Portal. To start, you can access Donor Portal Settings and Customization from the Dashboard tab under Online Giving. 

From there, navigate to Settings and then the Payment Providers subheading.

Next you'll select your organizations payment provider.

On the setup screen, you'll be asked to provide the following:

• Your Organization Name and Description of your organization 
• Subdomain: This will be part of the URL for your donor portal, and once entered, the subdomain cannot be changed. When your donor portal is live, your givers will be able to access it using a URL that looks like this:

• Your Organization's Website: Provide the complete URL for your organization's main website. 
• Default Giving Form: You also have the option to specify a custom donation form for use on your Donor Portal. The Donor Portal includes one giving form for donor accounts to give. If you do not wish to customize the form, or if you haven't created your form yet, don't worry — the default giving form can be updated at any time.
• Organization Domains: List any additional domains where you will embed your donation forms. This list of domains will be used to verify donations and prevent potential fraud.
• Donor Portal Theme Configuration: Select the Design Settings link to manage color scheme, add your logo, and determine the font. More details on Design Settings below. 
• Email Configuration: Enter a specific sender name and sender email address for all automated emails sent via the Donor Portal to make sure donors know they are coming from your organization. For the notification email, enter the email address for a specific team member to receive alerts regarding declined recurring transactions, payments, and other activity. Note: only one email address may be added. If you wish to have several team members notified, you will need to use a group distribution email address, or just set up an auto-forwarding rule in the inbox of the team member receiving the notifications.
• Use Custom Confirmation Emails: By default, Virtuous Giving will send generic confirmation email receipts when a donor completed a Giving Form. Toggle this option on to select a custom Form Confirmation Emails from the dropdown instead of relying on the default option. More details below.

Form Confirmation Emails 

In the Donor Portal Settings, you have the option to enable custom Form Confirmation Emails. By default, Virtuous Giving sends a generic confirmation email receipts when a donor completed a Giving Form: 

You have the option to create custom Form Confirmation Emails instead of relying on the default option to include more donor details, donation information, or a message from your organization. 

To learn more about creating a Form Confirmation Email, check out this Support article for a detailed guide. 

With this feature enabled, the default Virtuous Giving confirmation email receipts is turned off, and the custom Form Confirmation Emails your organization has created will be sent. 

Preview

Once you have completed the portal configuration and design settings, you'll be able to access your new donor portal site through the Donor Portal tab under the Online Giving page.

This will bring you to log in to your Donor Portal. 

Once your site is ready, you can invite donors to log in and claim their accounts. Click here to learn more about inviting donors to access the Portal.

For donors who register on the Donor Portal, it is easy to make donations directly from their portal account, as their credit card information will already be stored. Users can click on the Donate link in the upper right menu, or click Setup a Recurring Gift or Give a Gift on the main home screen of their account to quickly make a new donation.

Donors will also have the ability to view Receipts or statements, edit personal information, modify or cancel an active recurring gift, or update a payment method. Click here to learn more about how donors can update their profile and Gifts in the Donor Portal.

Virtuous Giving and Virtuous Raise Donor Portal Comparison

See below for actions and abilities the organization user can complete: