How to Use the Donor Portal

You know that it's easy for you, as a MonkeyPod user, to see all of your supporters' donations. But what about the supporters themselves—do they have a way to see their giving history with your organization? Yes! It's called the "donor portal".

What is the donor portal?

The donor portal is a secure place that your supporters can access to 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 donor portal?

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

Screenshot of a relationship record with the donor role highlighted and the action menu showing

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

Screenshot of dialog with a sample link to a donor portal and a 'copy link' button.

Note that only relationships with the "Donor" role will show this option in the actions menu.

What does the donor portal look like from the donor's perspective?

When the donor clicks the link that you share with them, they'll see a screen letting them know that they need to get a code to log in:

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

When they click 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 donor portal displays their transactions for them to review. If they'd like another copy of a receipt for a donation, they should click "Send me a copy of the receipt" option.

Screenshot of donor portal with giving history.

Frequently Asked Questions

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

Yes! The link to the donor portal is available as a merge tag in your email templates

Can donors modify their recurring giving through their portal?

The donor portal is used to show a list of past transactions, and does not include a way to manage future recurring donations. However, the email receipt your MonkeyPod sent to the donor when they created the recurring donation does include information and a link to help them modify or stop future gifts.

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.