Donor Dashboard

Donor Dashboard Overview

The Donor Dashboard allows donors to manage their payment methods, submit general donations/extended payments, and manage their account information.

URLs

Change the end of your CampSite URL to /donor-register to access the Donor Registration Form (to create a donor account):

To learn more about creating a donor account, click here.

Change the end of your CampSite URL to /donors to log into the Donor Dashboard with an account:

Homepage

Donors see your customized homepage message upon logging into their account.

Using the left sidebar menu, they can access their Payment methods, Payment requests, General donations, or "My account" information.  

Payment Methods

From the Payment Methods page, Donors can add/manage the electronic payment methods saved to their account.

Note that donors must save a payment method to their account before they can make a payment.

Payment Requests

The payment requests tab presents all requested payments the donor has received.

Each payment request will include the name of the family the payment will be applied towards; the amount requested to pay; the payment status for the request; the option to download an invoice for the request; and the link to make the requested payment.

For more details on how donors fulfill payment requests, click here.

General Donations

The General donations tab will include the history of all previous general donations submitted by the donor and the ability to make a new general donation.

For more details on how donors make a general donation, click here.

My Account

From the "My account" page, Donor's can manage their Donor account info.

  1. Edit any existing information by re-entering that information into the relevant fields.  
  2. Click to upload a profile photo.
  3. Switch to the "change password" tab to change their current password.
  4. Save changes that have been made.

Change password

After selecting the Change Password tab of the "My account" page, Donors can edit their password by providing their existing password and the new password they'd like to apply to their account.

Making a General Donation via the Donor Dashboard

1. Add a Payment Method

Donors must save a payment method to their account before they can make a general donation.

2. Select the General donations tab in the sidebar menu

3. Click the Make a Donation button

4. Enter the Donation details and Submit

Select a saved payment method, enter a note (optional), and the donation amount, and submit.

Creating a Donor Account

Donors can create their own account via the Donor Registration form; or, you can create their account manually via the "Add a Donor" page.

If you create their account manually, in order to also grant them login credentials to access their account for the Donor Dashboard, you'll want to make sure you add their email address to their profile and then trigger a password reset. Read more in the "Grant them Donor Dashboard access" section below.

Donor Registration Form

Provide donors the link to your Donor Registration Form in order for them to create their own account. Your Donor Registration Form URL is your camp's standard URL, ending in /donor-register.

For example, campfirewood.campmanagement.com/donor-register.

Donors must provide their full name, email, and create a password for their account.

Fields for collecting their phone numbers and address also appear on the form, but are not mandatory.

After clicking the "Submit registration" button, the donor's account is created and they're logged into the Donor Dashboard:

Add Donor Page

Create their account

Set up a Donor profile/account manually by hovering over the Donors menu and clicking the "Add New Donor" link.

Provide the donor's first and last name and submit:

You'll be redirected to the donor's new profile page. Double click to edit fields/add more information.

Grant them Donor Dashboard access

In order for the donor to log into their new account for your Donor Dashboard, you'll need to:

  1. Add their email address to their profile
  2. Email them the link to reset their password

Click to send email them the password reset link:

The donor will receive the following email with a link to set their password. After setting their password, they'll be logged into their account for the Donor Dashboard.

Fulfilling a Payment Request on the Donor Dashboard

1. Add a Payment Method

Donors must save a payment method to their account before they can make a requested payment.

2. Select the Payment requests tab in the sidebar menu

3. Click the Make a Payment button

Donors will see a list of all payment requests in this tab - paid and unpaid.

Each unpaid payment requests will show a "Make a payment" link on the far right.

4. Select a Saved Payment Method

5. Submit the Payment

"My Account" Page of the Donor Dashboard

From the My Account tab, donors can edit their basic information; access account statements; and change their password.

Donor info tab

From the Donor Info tab, donors can:

  1. Click and update their profile photo
  2. Update their basic information
  3. Update their home address

Account statement tab

From the Account Statement tab, donors can download PDF copies of their financial statements per database year.

Account statements include all general donations and requested payments that are applying towards the corresponding year.

Change password tab

From the Change Password tab, donors can change their current password for their Donor Dashboard login.