Donor login

Donors can log in to edit their details and view or download their receipts. Unlike fundraisers, donors don't set passwords and will use links that can't be reused to access their dashboard

Every donor that donates to your platform will have a donor account created for them which is associated with their email address. This allows them to log in and view previous donations associated with that email address and download past receipts. If a regular donor, they can also update their card details. 

As a donor does not set up a password when they donate, in order to login they need to trigger an email with a unique link to login.

This article will cover:

• Adding the donor login to the navigation
• Triggering the donor login email
• Manually finding the donor login link
• The logged-in donor dashboard

Adding the Donor Login to the navigation

For donors to log in, ensure you have the Login option within your navigation. To add this, edit your navigation at platform or event level and when adding a new navigation item, choose the option for Use Platform Default. This will look like the below image and provide the option to choose Login Options or Donor Login Options. Login Options will provide the option for entrants and donors to log in when selected, whereas Donor Login Options can be used if the site is just being used for appeals. Select the correct options and save. Login will then appear within the navigation. 

For more information about setting up navigation, please see this support article. 

Donor Login Email

To receive their one-time-use link by email, a donor should enter their email address on the donor login form which can be found by using the Login navigation button, or directly at {siteurl}donorlogin

Once their email is added, the donor will receive the Donor Login automated email. The login URL will be included with personalisation tags: {siteurl}donorlogin/history/{donation_hash}. An admin can edit the copy in the Donor Login email by going to:

Platform Setup > Automated Emails > Donor Login email

If the donor clicks on the link or copy and pastes the link into their browser, they will be redirected to the dashboard for donors. The donation hash changes after the URL is opened, so this URL in the email can only be used once.

Finding the Donor Login Link

As each link is one-time use, if links are scanned and opened by the email client as a security measure then it might be necessary to share the URL directly with the entrant.

You can right-click on the Login as this donor button and click on the copy link address option. If you try to log in as a donor after they have received the Donor Login email, it will invalidate the link in their email.

Dashboard for Logged-in Donor

Donors can download receipts for donations (including scheduled donations) in the My Donations tab.

They can edit their personal details like name and address in the My Account tab.

Once saved, changes a donor makes to their My Account section will update in the donation record within the platform.

If you’d like further help please pop in a support ticket from your admin and our team will assist you.