Donors can log in to edit their details, manage their donations and view or download their receipts. Every donor that donates to your platform will have a donor account created for them which is associated with their email address. Unlike fundraisers, donors don't set passwords; instead, they use unique links or passcodes to securely access their dashboard.
In this article, learn about:
Allowing donors to log in:
- Adding the Donor Login to the Navigation
- Donor Login Security Options
- Donor Login Email
- Finding the Donor Login Link
Actions donors can take once logged in:
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 Security Options
Since donors don’t use passwords, we need to get them to login using a secure 2 factor authentication method. The 2 methods we support are a One Time Link or a One Time Passcode.
- One-Time Links: A unique link sent to the donor’s email. Once clicked, it becomes invalid. Note: Some email security systems may pre-click links, rendering them unusable.
- One-Time Passcodes: A unique code sent to the donor’s email, which they enter on the login page.
You can select the preferred method by navigating to:
Platform Setup > Donation Defaults > Donor Login.
Donor Login Email
To access their dashboard, donors can request a one-time login link by entering their email address on the login form, available through:
- The Login navigation button.
- Directly via [siteurl]/donorlogin
After submiting the form, the donor will receive an automated Donor Login Email containing a secure URL or passcode. The URL is personalised and the passcode unique, and each becomes invalid after one use. You can customise this email by navigating to:
Platform Setup > Automated Emails > Donor Login Email.
If using the URL login, you need to include the below in your email copy:https://support.funraisin.co/donorlogin/history/
If using the one time passcode, you will need to include the tag donor_mfa_code in your email copy, and be sure to wrap the tag with curly brackets { }.
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.
Once a donor is logged in they will land on this screen.
View and download One-off or Combined Receipts
Logged in donors can view and download receipts for:
- One-off Receipts: Individual receipts for single donations. These can be downloaded by selecting the PDF icon next to the donation.
- Combined Receipts: A summary of all donations within a specified date range, including tax-ready annual receipts. Donors can download this by selecting the PDF icon next to a regular donation or by clicking 'Download Receipt Summary' at the bottom of the page. Once selected, donors can specify a date range and choose to include one-off donations, regular donations, or both in a single receipt.
Downloading a One-off Receipt:
Downloading a Combined Receipt:
Note: If your platform is set up with multiple charities and a donor requests an annual reciept they will receive a zip file with one pdf per charity.
Editing a Regular Donation
As an admin user you have full control over the options donors see when managing regular donations. To configure these settings navigate to Platform Setup > Donation Defaults > Donor Login > Login Options. Once there you can adjust the following checkboxes as needed:
|
Setting |
Description |
|
Edit donation amount |
Allows donors to increase or decrease the amount they are giving. |
|
Minimum donation amount |
Set the minimum amount donors can give if they are allowed to edit their donation amount. |
|
Edit donation frequency |
Choose available payment frequencies (e.g., Weekly, Fortnightly, Monthly, Yearly). Untick options to remove them. |
|
Edit payment day |
Let donors select the day of the week, fortnight, month, or year for their donation. |
|
Allow donors to pause |
Enable donors to pause or cancel donations. Paused donations show as ‘paused,’ and canceled donations as ‘archived.’ |
|
Optional message |
Display a custom message prompting donors to contact you before editing details. |
Pause or Cancel a Regular Donation
Allowing donors to pause or cancel their regular donation is an option you can enable by navigating to Platform Settings > Donation Defaults > Login Area Options > Donors > Login Options.
Once enabled Donors will see the option to Pause / Stop Regular Donation:
- If paused: The donation status will update to 'paused', and it will automatically restart on the selected date. The next donation date will be calculated using the previous payment frequency.
- If canceled: The donation status will update to 'archived', and no further payments will be processed.
Have further questions for donor login?
Lodge a support ticket within the support section of your platform and our team will get back to you.
