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  • Donor Portal

    I've seen this mentioned a couple times on the forum and I'm not sure where the request stands, but it would be great if C&P could provide a donor portal.

    Ideally, we'd like our donors to be able to update their own credit card numbers/expiration dates and change their active recurring gift amounts. It would be also nice if they could see their giving history (though I could see that being difficult since different organizations probably have very customized ways they would want donors to be able to see donation history).

  • #2
    We are certainly working in this direction; however, some of your requests are going to be later rather than sooner -

    As we add cart functionality, the patron will be able to login and do some basic functionality like review their Order History. Donations could be included in this, as long as the 'donation' is structured as a product in the shopping cart.

    Shopping carts and 'login to your customer account' are a big infrastructure change. We're also restructuring events to go from 'purchases specific to an event' to 'purchases specific to an order, and related to an event'. Those changes have to happen before the features you're suggesting.

    Once cart functionality and a 'donor portal' are in place, then we can look into adding additional features for modifying recurring donations.

    It's ironic that in this case the " 'cart' comes before the 'horse' ", but I hope you appreciate the need for that foundation.

    Regards, Amanda
    C&P Customer Advocate

    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

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    • #3
      Okay, thanks for the update. I definitely understand that any kind of donor portal (or customer account) functionality will likely require a significant amount of work. It's good to know that you are working in that direction, though.

      You may not have the answer to this question now, but it sounds like (once the cart functionality is added) we might need to change the way we process donations in order for them to show up in Order History. Is that correct? It would be great not to have to do that, since we have considerable automation on how the system works now and it's working great.

      I would also suggest as you're developing a Login to Customer Account feature that you consider building in options to change the wording (like change View Order History to View Donations or some other text or to change Login to Customer Account to Login to Donor Account). That will give it maximum flexibility for different organizations especially since some likely won't be using cart functionality (or at least not using it to sell products as they would typically be thought of).

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      • #4
        kwclick5,
        We will still be populating the standard native Salesforce records in the same way - Contacts, Opportunities, Campaigns. I would imagine any automations you have are triggered by those, so any impact should be minimal..

        Thank you for the suggestions, I will pass them along to the team.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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