Configuring Your DonorPoint Site

Following the DonorPoint principle of ‘Fit the software to the organization, not the other way around’, there are a number of options to make DonorPoint reflect your organization better to your staff and your consituents.

Note that most settings referred to are found on the Manage My Account link on the upper-right-hand menu in DonorPoint.

IT Integration

First your DonorPoint account can connected to your other IT resources. Setting up an email account is mandatory for sending receipts and mass emails from the platform. Connecting a subdomain to DonorPoint so that pages will appear to be coming from your domain is a good option for avoiding donor abandonment. Single sign-on is a best practice for extending your and your workplace partners’ internal security policies to your and their use of DonorPoint. In addition your site must have a payment processor associated with it in order to process transactions.

Outbound Email

When you created your DonorPoint account, the email address you submitted was set up to be the ‘from’ address for outbound receipts and mass emails send from DonorPoint. This is a best practice for enhancing the constituent experience, as they will be receiving your emails from your domain which they nkow and trust.

Initially that email cannot actually be used until a few additional IT steps are completed. You DonorPoint customer specialist will work with you on the specific steps necessary in your organization to enable outbound emails. Until that configuration is complete, you will see a warning message when you log into DonorPoint.

Note that once your outbound email address is confirmed, you can create as many similar addresses as you wish on the same domain, to personalize communications across campaigns. The default outbound email address for your account can be selected on the Email of your account view.

Pages Subdomain

You can create a subdomain on your domain linking your domain to DonorPoint forms. To do so, add a CNAME record to your DNS file linking a subdomain to the DonorPoint site.

Note that if you have multiple DNS servers in your environment, this record must be added to each one.

Also enter the full name of the subdomain (i.e. including you rdomain name) in the Domain field on the Integration tab in your account view.

Note that forms will immediately be accessible via the subdomain. The subdomain will appear as the URL on the Sharing tab of pages, and DonorPoint short URLs will redirect to the subdomain automatically.

** There will be a delay between your DNS setup and DonorPoint adding your subdomain to our SSL certificate to enable https connections. Please notify DonorPoint at help@donorpoint.com when setting or changing your subdomain to expedite the SSL certificate process. **

Single Sign-on

Your organization’s users and your workplace constituents can log onto DonorPoint using the same user accounts they have for other access in their domain. See Single Sign-On using SAML for specifics about Single Sign-On.

Contact and Organization Customization

You can extend your contact database by defining custom fields that will be added to all contacts and organizations automatically. These can be added on the Customization tab for your account.

See Customization for details on types of custom fields.

Custom fields on contacts and organizations will automatically be added to all DonorPoint admin forms and reports, and are presented as options on as inputs on constituent forms and imports.

Page Templates

Page Templates contain web design, usually designed to match your existing web site, which can be applied to forms to make them appear similar to other content on your web site. This is a best practice for donor experience, as the donor will have greater trust that they are interacting with your organization and that their commitment will be used as they expect.

Payment Processor

When your DonorPoint account was created, initial data was collected to generate a payment processing account (or merchant account) for processing your transactions. A reminder on the DonorPoint site will prompt you to finish collecting data to complete this process, and to inform you of progress towards generating the account.

The additional data needed will be organization and leadership financial data. Your information is secure and not used for any credit or background checks.

You can skip this step initially and return to it later. But you cannot publish forms on your site and begin engaging with your constituents until you’ve completed your email and payment processing setup, and selected your DonorPoint license. Don’t worry, DonorPoint will remind you of the remaining steps you need to take to complete your setup and be ready to start engaging consituents.

DonorPoint supports accepting transactions that will be invoiced. DonorPoint also supports third-party processors like PayPal and Square. Email help@donorpoint.com for more info.