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How To Edit The Member Portal Settings
How To Edit The Member Portal Settings
Jenna Notarfrancesco avatar
Written by Jenna Notarfrancesco
Updated over a week ago

Create custom Member Portal Sign Up and Login headers and descriptions through the site settings.

Customizing the Portal settings is available on our new Site Design Editor. For more information or access to the new Site Design Editor, email [email protected].

Here's an example of the Portal Sign Up, Login, and Welcome screens:

To edit the Portal settings, follow the steps below:

Step 1: Under Campaigns, select the settings of the campaign you wish to edit.

Step 2: Select your Site.

Step 3: Select Design at the top and Portal from the left navigation bar.

Step 4: Set your Primary Background Color. The Background Color will automatically pull from your site's Primary Default Color. This can be unlinked so you can set a different footer Background Color from the Primary Color.

Step 5: Drag and drop, or upload an image for the logo and edit the Signup and Login Titles.

Step 6: Choose how your fundraisers will create their pages upon Signup.

  • Standard Signup (No Action): When a new user sign ups they are redirected to the site portal home screen. They then need to select the +Create button in the upper right to create their page.

  • Create a Personal Page: When a new user signs up a personal page is automatically created for them. They are redirected to the created page to finish set up.

Step 7: Edit the Welcome Appeal and Save.

Use the Appeal Content to add any instructions to your fundraisers.

For access to the Site Editor, or if you have additional questions, contact us at [email protected].

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