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Enable the Donor Self-Service Portal on a Giving Form

Allow donors to access and manage their giving after completing a donation.

The Donor Self-Service (DSS) portal allows donors to access and manage their giving information after completing a donation. By enabling DSS on a giving form, you provide donors with a secure way to view donation history, manage recurring gifts, and update payment methods and personal information.

Adding DSS to a Giving Form

  1. Navigate to Campaigns > Select a Campaign > Select a Giving Form.
  2. Click the Confirmation tab at the top of the page.
  3. In the Element Library, click Account Invitation and enable Include Account Invitation.
  4. (Optional) Customize the Invitation Message.

    1. If you want donors to be redirected to a specific webpage, set the Redirects To option to Custom URL and enter the desired link.