This guide gives you a firsthand look at what your donors will see when they set up a donor account. There's also a PDF version of the guide attached at the end of the article.
Contents:
Getting Started
When you visit an organization's donation form, you'll see the option to Sign in along the top of the form.
Click Sign in, and you'll see a login screen with a link to Create an Account at the bottom.
Once you've clicked Create an Account, you'll see the following:
After you've created your account, you'll be taken back to the form, where your basic info will be filled in. To edit your account information, click My Account in the upper-right corner of the form.
My Giving Dashboard
After clicking My Account, you'll be taken to your Giving Dashboard, where you can view your donation history, manage payment methods, set up and edit recurring donations, and edit your personal information.
We're using an account that already has donations associated with it. If you have any recurring donations with upcoming bill dates, you'll see those displayed in the Billing Soon area along the bottom of the dashboard.
If the donor has given gifts while not logged in, they'll be prompted to link these past transactions to their donor account.
You can narrow the results displayed in the table by entering a donation date range or by choosing an organization from the drop-down, if applicable. Organizations will only show up in this drop-down if you’ve donated to them.
If you click the transaction number in the far-left column of the table, you’ll be taken to the online confirmation page for that transaction.
Click My Account to return to your Giving Dashboard
Payment Methods
Under the Payment Methods tab you can add and save credit card or eCheck information so you can easily choose a stored payment type when donating to an organization. Click Add Payment Method to get started.
In the first section, add a label for your payment method. This is what will appear as the name of the payment option when you’re on a donation form.
For credit cards, enter your card number and expiration date.
For eChecks, enter your account and routing numbers.
Enter the Billing Information associated with the payment type and click Save Payment Method.
Once you’ve saved a payment method, you’ll be taken to the main listing of stored methods, where you can add, edit, or delete items at any time.
Please note: Updating or adding a new payment method with NOT automatically update existing recurring donations. To update or change the payment method tied to a recurring gift, you will need to edit the recurring gift to tie it to the new payment method.
Navigate to the Recurring Gifts tab, find the gift you wish to connect to the new payment method, and click Edit.
Scroll down to the Payment Method line, click Edit, and select the new payment method from the dropdown menu.
Click Save Recurring Payment.
If the gift has been paused, you will need to click the Play button on the Recurring Gifts tab to resume payments.
Recurring Gifts
In the Recurring Gifts tab you can view, pause, resume, edit, or delete any recurring donations you have set up.
If you’d like to pause a recurring donation and start it up at a later date, click the icon to the left of the payment.
The icon will change as shown below. When you’d like to restart the recurring payment, click the play icon.
When you click Edit for a recurring transaction, you’ll be taken to the following:
In the Nickname section, you can edit how the recurring gift is labelled in your Recurring Gifts area. Click Save Recurring Nickname once you’ve set it as desired.
Clicking Edit next to Amount and Restriction gives you the option to change your recurring amount and/or the restriction to which you are giving.
You can edit how often your recurring donation occurs by editing the Frequency.
You can also choose another stored payment option or add a new payment method for the recurring donation by clicking Edit next to the Payment Information section. If the organization to which you’re donating has PayPal as a payment option, you’ll see that here, as well. It is not offered as a stored payment option in accordance with PayPal’s security guidelines.
To edit the personal information stored for this recurring payment, click Edit next to Personal Information.
My Account
The My Account tab is where you’ll go to update global account information.
The Account Information and Communication Preferences sections are where you can update the name and address associated with your account, as well as enter your email address and choose whether or not you’d like to be alerted when any changes to your account occur.
There is also a section in which you can update your password.
At the bottom of this section, you’ll see the option to sign out of your account.
If you forget your password, click the I need help with my password link. A password reset email will be sent to the email address associated with the donor account. You have 24 hours to use the password reset link before it expires.