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How To Edit The Member Portal Settings

Jenna Notarfrancesco avatar
Written by Jenna Notarfrancesco
Updated over 5 months ago

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

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 >> Settings.

Step 3: Under Portal, select General settings.

  • Set the Primary Background Color. You can unlink it from the Primary Default Color.

  • Drag and drop, or upload an image for the logo.

  • Customize the Signup and Login Titles.

Step 4: 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 5: Edit the Welcome Appeal and Save.

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

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