This guide gives you a firsthand look at what your donors will see when they set up a donor account.
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 view and remove saved method methods.
Please note: If a payment method is tied to an auction bidder, you won’t be able to delete it. If you have a payment tied to an active recurring gift, you’ll be prompted to select another saved method for the gift before you can delete the existing payment method.
If you need to update the payment method for a recurring gift, navigate to the Recurring Gifts tab.
Recurring Gifts
In the Recurring Gifts tab you can view, pause, resume, edit, or cancel 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 a screen that shows the details and history of the recurring gift.
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.
You cannot edit the Amount, Restriction, or Frequency of the gift from your donor account. If you’d like to adjust those elements of the gift, you can contact the organization. Or you can pause or cancel the recurring gift and set up a new one.
You can change the payment method for the gift by clicking Edit next to the Payment Information section. The drop-down will show your saved payment methods and an option to add a new payment method.
To set up a new payment method, select Add a New Payment Method from the drop-down.
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 Recurring Payment.
Once you’ve added a new payment method for the recurring gift, that method will be saved to your account and will be available for future transactions.
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.