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Guide Your Donor Dashboard

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Donor Interface – Member Login

1. Member Login #

a. User Authentication:

  • Sign Up/Sign In: Implement a secure registration and login system where donors can create an account or log in if they already have one.
  • OAuth Integration: Utilize OAuth to allow users to log in using their social media accounts (e.g., Google, Facebook) for ease and security.
  • Two-Factor Authentication (2FA): Enhance security by requiring an additional verification step during login.

b. Raisely Integration:

  • Use Raisely’s API to authenticate users. This ensures that the donor’s data on Raisely is synchronized with your website’s interface.

2. Projects Sponsored Updates/Tracking #

a. Dashboard Display:

  • Visual Representation: Use charts and graphs to display progress on projects the donor has sponsored.
  • Updates: Include a section for regular updates, such as project milestones, photos, and reports.

b. Raisely Integration:

  • Fetch project updates and tracking information from Raisely’s API to keep donors informed about the impact of their contributions.

3. New Projects to Sponsor #

a. Project Listings:

  • Featured Projects: Highlight new and urgent projects that need funding.
  • Search and Filter: Allow donors to search for projects by category, location, and funding status.

b. Raisely Integration:

  • Pull data on new and ongoing projects from Raisely, ensuring the latest projects are always displayed.

4. Viewing Donation History #

a. Detailed Records:

  • Transaction List: Show a list of all donations made by the donor, including date, amount, and project supported.
  • Search and Sort: Enable donors to search and sort their donation history by various parameters.

b. Raisely Integration:

  • Sync donation history using Raisely’s API to ensure the data is accurate and up-to-date.

5. Changing Profile Information #

a. Profile Management:

  • Editable Fields: Allow donors to update personal information such as name, email, phone number, and address.
  • Security Settings: Provide options to change passwords and manage 2FA settings.

b. Raisely Integration:

  • Use Raisely’s API to update donor profile information, ensuring consistency across both platforms.

6. Recurring Donations #

a. Recurring Donation Management:

  • Set Up and Edit: Allow donors to set up recurring donations, choose frequency (monthly, quarterly, annually), and update payment information.
  • Cancellation: Provide an option to cancel recurring donations if needed.

b. Raisely Integration:

  • Manage recurring donations through Raisely’s API, which handles scheduling and processing of recurring payments.

7. PDF Receipts #

a. Receipt Generation:

  • Automated Receipts: Generate PDF receipts for each donation, available for download directly from the donor dashboard.
  • Batch Receipts: Provide an option to download annual or custom date-range summaries of all donations.

b. Raisely Integration:

  • Integrate with Raisely to fetch transaction details and generate receipts, ensuring they meet the necessary legal and tax requirements.
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Updated on May 15, 2024
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Table of Contents
  • 1. Member Login
  • 2. Projects Sponsored Updates/Tracking
  • 3. New Projects to Sponsor
  • 4. Viewing Donation History
  • 5. Changing Profile Information
  • 6. Recurring Donations
  • 7. PDF Receipts

Guide Your Donor Dashboard

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