How to Use the Community Portal

The Community Portal is a secure, personalized space where your supporters can view details about their involvement with your organization. Supporters can access their donation history, send themselves copies of past receipts, edit their contact information, and—if relevant—they can see membership details and board-related items.

In this article, we’ll walk you through how to find and share each supporter’s portal link, what they’ll see when they log in, and how you can use this feature to keep your community engaged and in the loop!

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 a supporter's relationship page and select View link to Community Portal from the action menu at the top left of the page.

When MonkeyPod displays the link, choose Copy Link and then paste it into a text message or email to share with them.

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

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

After they select I Need An Access Code, they'll receive an email with the code—sent to the email address that's on record for them in your MonkeyPod. They'll have 15 minutes to use that code to log in before it expires.

Once logged in, their portal displays their giving history, contact information, and (if relevant) a tab for board involvement (from Board HQ) and/or membership details (from Member HQ).

Can a donor get a copy of past donation receipts in their portal?

Yes, they can! When viewing the Giving History tab, they can select Send me a copy of the receipt to have the receipt for any past donation emailed to them.

Can a supporter update their contact information?

Yes, the Community Portal can be used for that too! Donors can access the portal and select the Contact Information tab to view their current mailing address on file with your organization. They can edit any information there and click Save Changes when done.

Can the portal be used for board member activities?

Yes! When MonkeyPod's Board HQ app is installed, you have the option to allow board members to access information through their portal. You can find this option in the Settings tab of Board HQ.

Select Yes for board members see a Board tab in their portal. Details about the next meeting, board documents and past minutes are available there for all board members.

Can our members use the portal to manage their memberships?

They can! When MonkeyPod's Member HQ app is installed, you have the option to provide your members with self-service tools in their portal. When that option is set to Yes in Member HQ, your members will see a Membership tab in their portal.

There they can view their current status and

• cancel an auto-rebilled membership
• update payment information for an auto-rebilled membership
• pay/renew a manually managed membership
• download a membership card including a QR code for verification

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.

.