How to Use the Community Portal

You know that as a MonkeyPod user, it’s easy for you to see all of your supporters’ donations. But what about the supporters themselves—do they have a way to view their giving history with your organization?

Yes! It’s called the Community Portal.

What is the "Community Portal"?

The Community Portal is a secure place where your supporters can view their donation history with your organization. They can also send themselves copies of receipts for those donations.

Screenshot of an entry in the donor portal with a link to email a copy of the receipt.

How can our supporters access their Community Portal?

Supporters access their Community Portal through a special link that you share with them. To find the link, go to their relationship page and select "View link to Community Portal" from the action menu at the top left of the page.

When you choose that option, MonkeyPod displays the link for that relationship's portal. Click "Copy Link", and paste the link into a text message or email to share with them.

What does the Community Portal look like from a donor's perspective?

When a donor clicks the link you share, they’ll see a screen letting them know they need to request a code to log in.

Donor portal login alert with button to request an access code.

After clicking the “I Need An Access Code” button, MonkeyPod sends the code to the email address listed for their relationship and they'll have up to 15 minutes to use that code to log in.

Once logged in, their portal displays their transactions for them to review. If they'd like another copy of a receipt for a donation, they can click "Send me a copy of the receipt."

Screenshot of donor portal with giving history.

Frequently Asked Questions

Is there a way for us to send the link to our donors using the Email Outreach tools?

Yes! The link to the Community Portal is available as a merge tag in your email templates.

Can donors modify their recurring giving through their portal?

The Community Portal is designed to show a list of past transactions and does not include tools for managing future recurring donations. However, the email receipt that MonkeyPod sends when a donor sets up a recurring gift includes a link they can use to manage or cancel future donations.

When they click that link in the email, they will be asked to confirm their email address and then they can access the screen to manage the recurring donation.