Allow your donors to access their donations on your website

If you have created a website on Yapla, you can allow your donors to log into their profile to  access their donations and tax receipts.

my-donations-menu.png

Anyone who has a donation in your Yapla account is considered a donor, whether it was made via the website or added manually by an administrator of your account. However, in order to have access to the donation history, the donor must have a valid email address.

How to configure it?

The My Donations page is located in the Member section module. In this module, you can determine if you want to only allow members to log in or also non-member donors. Please note that non-members will not have access to the other pages in the member section.

people-allowed-member-section.png

In the Activate functions of the member section part, please, check the Activate the  feature My Donations checkbox.

activating-function-member-section.png

How does it work on the website?

Members or donors will need to log in. If the person has never created a password, it is possible to click on Forgot Password to create a new one.

Once logged in, the page My Donations will appear in the left-hand menu. This page allows you to view your donations and download tax receipts, if applicable.

my-donations-list.png

The Recurring Donations tab under My Donations allows you to view active recurring donations as well as past donations. You can end a donation if desired or change the credit card information associated with the donation.

EN.png

 

 

 

Was this article useful?

Comments

0 comments

Please sign in to leave a comment.