A Quick Checklist to Setup Your New Giving Portal

Now that you’ve successfully converted to the new giving portal, here’s a quick checklist to help ensure your setup is complete and customized to your organization’s needs. 

#1: Have you claimed your personal URL and tested your website link?  

  1. Click the gear icon in the top right corner of your dashboard
  2. Choose the Settings card
  3. Click Edit Your Portal 
  4. Click the Edit button to the right of the Portal Address Field 
  5. Type your personalized portion in the box and Save Changes 
  6. Verify your website is linked to that URL (if you prefer to embed your Giving Form directly into your webpage, check out #4 on this list!) 
  7. For more information, go to this article: Add the Giving Portal to Your Website

#2: Do you have keywords set-up on your Funds for text giving? 

  1. Click the gear icon in the top right corner of your dashboard
  2. Choose the Fund Management card
  3. Select the Action button 
  4. Choose Edit from the dropdown menu
  5. Add your keyword (must be one word, no spaces) 
  6. Note! Text Command Reset will now be Edit and Fund will now be Keyword 

#3: Check your Give Now Form to verify the funds you want visible to donors are checked.  

  1. Click Forms in the left navigation bar 
  2. Choose the Give Now Form 
  3. Click the gear next to My Donation
  4. Select Fund Items from the field properties
  5. Check or uncheck boxes of funds you want displayed 
    1. Change the order of funds by clicking on the double dotted lines and dragging them to your preferred order 
    2. Click OK 
    3. Click Save Changes (bottom right corner) 
    4. Choose Publish 

#4: Prefer to embed your Giving Form directly into your website, so it doesn’t look like donors are leaving your page to make their gift? 

  1. Click Forms in the left navigation bar 
  2. Choose the Give Now Form 
  3. Click Form Properties at the bottom of the screen 
  4. On the General Info Tab scroll down and click Copy Embed Code button 
  5. Provide this code to your website admin 
  6. Learn more with this help article

#5: Want to provide the option for your donors to increase their gift to offset the transaction fee? 

  1. Click Forms in the left navigation bar 
  2. Choose the Give Now Form 
  3. Click Form Properties at the bottom of the screen 
  4. Click the Payment tab  
  5. Check the box next to Enable Convenience Fee
  6. Choose Percentage or Flat Dollar amount. 
  7. Choose the account to which the Convenience Fee should be attributed. 
    1. Click OK 
    2. Click Save Changes (bottom right corner) 
    3. Choose Publish 

#6: Review your users in Giving & Membership who have Form Permissions. You can now give permissions to Create, Edit, Delete, Refund, and View Responses by Form Category. 

  1. Click the gear icon in the top right corner of your dashboard
  2. Choose the Managers card
  3. Click the Action button next to the user 
  4. Choose Update 
  5. Check or uncheck any boxes to adjust permissions for each user 
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