GiveWP’s Donor Dashboard allows donors to view and manage their profile, donation history, download receipts, and more. It is designed to be a central location for donors to manage their giving and information on your website.
The donor dashboard is the place where donors have personal access to their giving history, donor profile, receipts, subscription management, and more. You can access this page using this link https://shareyour.care/donor-dashboard/
There are two ways for a donor to validate their identity to access their dashboard:
Once the donor has validated their access, visiting the Donor Dashboard page gets them access to all of the features of the donor dashboard.
When a donor first loads the dashboard, they see a high-level view of all information pertinent to their donor profile on the site. If the email address set as primary on the account has an associated Gravatar image, it is displayed on the top left of the Dashboard.
On the main dashboard tab, the donor sees a high-level overview of their giving history in the first box, and a few recent donations below that.
The Edit Profile tab allows your donors to update their information such as address, emails, and whether or not they prefer to be anonymous on the front end of the site. If a donor selects to remain anonymous, their avatar, name, and other identifying information is still visible in your WordPress admin, but is never displayed on the front end of the website to other donors and visitors.
From either the main dashboard tab or the Donation History one, donors can click to view receipts for individual donations. While the Dashboard tab shows only the most recent donations, the Donation History tab has all donations.
Changing Profile PictureDonor photos are associated by default with Gravatar, so if a donor gives using an email address with an associated gravatar image, that is used as the profile photo.
If the donor wants to change their profile photo, the Edit Profile tab features a drag-and-drop interface for switching out the photo.
Changing AddressesIf the form a donor gave to required a billing address, the Edit Profile tab will also display their address. ShareYourCare automatically associates the billing address with the donor, and in the event that a donor has more than one address, each one is added to the profile. The same goes for email addresses.
If your site uses the Recurring Donations add-on, the dashboard adds an additional section for subscription management, allowing donors to view and manage their recurring subscriptions on the site.
On the “Recurring Donations” tab, you’ll see a list of all subscriptions, as well as options for each one. Donors can view receipts for each one, update payment information, as well as cancel the subscription.
The PDF Receipts add-on seamlessly integrates with the Donor Dashboard by adding a styled button to the individual donation receipt that allows for downloading the PDF receipt for the donation.
The Annual Receipts add-on adds a new tab to the Donor Dashboard which allows donors to access and download their annual receipts for tax and other record-keeping purposes.
The table on that tab shows a high level overview of each year’s giving, with the total amount given and a link to download a PDF of all the donations.
The Recurring Donation feature allows for Donors to to be able to have a simple overview of all their subscriptions and manage them on the Donor Dashboard page.
With recurring donations, it is important for donors to be able to have access to their donation history, as well as current and past subscriptions.
The Recurring Donations feature creates a new item called “Recurring Donations” in the Donor Dashboard to provide your donors with a way to see all their subscriptions. This includes both past and current, and to be able to view them individually or cancel them.
From the Donor Dashboard, the Recurring Donations section allows your donors to do a few things, depending on their subscription history:
If an option doesn’t exist in the list for a specific subscription, that means that either the payment gateway associated with the subscription doesn’t support that functionality, or some other back-end check of ShareYourCare indicated that the process is not possible. For example, if the subscription was made on an older version of the recurring add-on, which didn’t support changing the payment information, that option will not show up.
NOTE: Card/Payment information is never stored on our site, for PCI compliance purposes.
Donor’s can access their subscriptions via the Donor Dashboard. To have access to the subscription information donors will need to validate their email. Once the donor has validated their access, visiting the Donor Dashboard page gets them access to all of the features of the donor dashboard.
On this first page, you can view your subscriptions, cancel them, and for some payment gateways, you are able to manage the subscription if the functionality is offered. If the payment gateway allows you to Manage the subscription, then by clicking on it, you’ll be able to edit the data allowed by the payment gateway. As an example, using Stripe, you can edit the donation amount and update the credit card.
Subscriptions can be cancelled directly via the Donor Dashboard under the Recurring Donations tab. To trigger the Cancel, click on “Cancel Subscription” and then confirm. This will tell the payment gateway to cancel the subscription. It is recommended to double-check your specific gateway afterwards to make sure that the cancel has occurred there.
