Donor Dashboard Overview
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.
What is the Donor Dashboard
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://tovp.org/donor-dashboard/
There are two ways for a donor to validate their identity to access their dashboard:
- Going directly to the donor dashboard from a successful donation in the same browser
- Validating their email address via our Email Access feature
Once the donor has validated their access, visiting the Donor Dashboard page gets them access to all of the features of the donor dashboard.
What Donors see when they visit 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.
For a more extensive donation history, donors can check the Donation History tab, which showcases the ability to page through all of the donations in their history.
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.
Viewing Donation history
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 Picture
Donor 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.
If 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.