Portal Setup

Customize Your Portal

With REACH, you can easily customize the look of your portal, specifically your Homepage, Sponsorships, Projects, Places and Campaigns pages, to match your nonprofits branding.

This includes adding and updating banner and background images, tagline text, calls to action, buttons and more.

To get started:

  • Go to Settings > Portal Setup
  • To view what your REACH Portal Home Page currently looks like, click on View Page.
  • On the Home Page tab, you can choose to bypass your Home Page, redirecting your visitors to other places you can choose from the dropdown.
  • Next, you can add a Home Banner Image. We recommend .png or .jpg files with a minimum width of 2000px.
  • Add a Home Banner Tag Line, this will be shown under your Account Name.
  • Add a Call to Action. This is your custom text and an action button, most commonly asking for a donation to an immediate need or general fund.
  • Note: To learn how to easily generate a custom url for your Call to Action Link, see Donation Forms and Links.
  • Add paragraph text for your Home Page Overview, most commonly used to describe your organization’s purpose and mission.
  • Click Save Changes

Next, click on the Sponsorships tab.

  • To view what your REACH Sponsorships page currently looks like, click on View Page.
  • Choose if you want to enable Conversations, this allows your supporters to send messages, moderated by your administrators, to sponsorships. (Available in Essentials, Pro, and Pro Plus Plans)
  • Enable the Catch Up Alert, which will show past due online sponsors an alert with the option to donate to catch up.
  • Here, you can Rename Sponsorships and Sponsorship Shares (optional)
  • Add a Sponsorships Banner Image
  • Add a Message for the top of the page when viewing a single sponsorship.
  • Add text in Sponsorships Overview to briefly describe your sponsorship program.
  • Click Save Changes

Then, click through the Campaigns, Projects, Places and Gift Catalog tabs to rename, add your banner image and content as desired. Be sure to click Save Changes when complete.

Removing Homepage Sections

You can also remove various sections from your home page. This can be done by editing the Index Template of your Active Theme.

  • Go to Settings > Themes
  • Next to your Active Theme, click Actions > Edit
  • Next to your Index Template, click Edit

Partial Sections can be removed by deleting the ‘include’ information for the partial. For example, if you do not want to show the TEAM area, you would delete the following lines from the Index Template:

  {% include ‘section_team’ %}

Refer to this article for more information.

Donor Portal Alerts

The Donor Portal Alerts tab allows you to create alerts for your supporters that will be displayed when they log in to their Donor Portal.

Refer to our Donor Portal Alerts article to learn more.

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