Giving Profile User Guide

January 29th 2018 Online Giving

In this article, we'll overview the Giving Profile with Online Giving from the donor's website. 

Giving Profile User Guide


Donors may easily manage their saved payment information, preferred campus, address information, name, email, personal giving links and password from the Giving Profile page. Online Giving makes it easy for donors to log in and manage their giving profile via desktop, laptop, tablet devices, native mobile application or text giving. Online Giving is designed to offer many different methods of giving that all link back to a centralized place for a donor to easily log in and manage their account. In the sections below we'll overview the Giving Profile page located on the donor website.

Giving Profile User Guide Sections


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How to Access Giving Profile Page


Donors may manage their Giving Profile at any time by logging into their donor website and clicking "My Profile" from the "Your Account" drop-down menu on the top right of the donor giving website. Donors who have given in the past without login (via the guest donate form) may use the forgot password feature to gain access to their account. Below is a short outline of how to access the Giving Profile page.

  1. Log in to donor website
  2. Click "Your Account" on top right of website
  3. Click "My Profile" from drop-down menu

How to Update Address Information


Donors may update their address information directly on the Giving Profile page. To reduce the amount of gift form inputs, Online Giving designed to only ask the login donors once on the gift form for their address information. In the event, the donor needs to update their gift information they may do so easily from the Giving Profile page as shown below.

  1. Log in to donor website
  2. Click "Your Account" on top right of website
  3. Click "My Profile" from drop-down menu
  4. Edit Address information in Address section
  5. Click Save button to commit changes

How to Update Preferred Campus


Preferred campus is used (and only applies) to multi-campus churches. Donors may update their preferred campus directly on the Giving Profile page. Online Giving is smart and automatically records the donors preferred campus location based on fund/sub-fund selection when giving. The software will track the selection of funds elected as campuses for the donor as they make donations and update their preferred campus automatically. However, a donor may at any time update their preferred campus manually by visiting the Giving Profile page as shown below.

Note: The directions below only apply to multi-campus (location) churches.

  1. Log in to donor website
  2. Click "Your Account" on top right of website
  3. Click "My Profile" from drop-down menu
  4. Select campus location from the "Preferred Campus" drop-down menu

How to Update Name & Email Address


 

Donors may update their first name, last name and email address information directly on the Giving Profile page. To reduce the amount of gift form inputs, Online Giving is designed to only ask the login donors once for their first name and last name. Should the donor desire to update their first name, last name and email information they may easily do so by visiting the Giving Profile page as shown below.

  1. Log in to donor website
  2. Click "Your Account" on top right of website
  3. Click "My Profile" from drop-down menu
  4. If needed change the first, last name in "Name & Email" section
  5. If needed change email in "Name & Email" section
  6. Click Save button to commit changes

How to Update/Change Password


A donor may change their password at any time on the Giving Profile page as shown below:

  1. Log in to donor website
  2. Click "Your Account" on top right of website
  3. Click "My Profile" from drop-down menu
  4. Enter Current Password in the Password section
  5. Enter New Password in the Password section
  6. Click Save to update password

How to Remove Saved Payment Methods


A donor may log in to remove any saved payment methods on the Giving Profile page as shown below:

How to Access "My Giving Links"


A donor may access their personal Giving Links from the Giving Profile page as shown below. Personal Giving Links are for donor profiles that have been linked to imported mission trip giving for select ChMS integrations. In the event a mission trip person/donor profile is linked to a mission trip fund, Online Giving will automatically place personal giving links in the Giving Profile page for the donor to use as needed for raising funds on social media (or similar). 

  1. Log in to donor website
  2. Click "Your Account" on top right of website
  3. Click "My Profile" from drop-down menu
  4. See "My Giving Links" section for list of personal links
  5. Right-click link and select "Copy" to use on Social Media (or similar)