CharityEngine’s User Center is the self-service center for an Organization’s constituents. Any contact that exists in CharityEngine also has credentials to manage their Contact in the User Center.
Navigate to the User Center by going to Online > User Center > Configure.
Mark the User Center as Active if it
Note: The Starter Template includes Global Tokens configured about your Organization like External Name, Logo, and Address. To update or this data, go to your Account Settings).
To utilize the Single Line Address feature, enable it here.
To allow users to create new accounts for the User Center, turn on Enable Signup.
To show the donation history of the logged-in user in the User Center, click on Show Donations. Donors can download their tax receipts for each of their donations if the Enable Tax Ack.
By default, the three most recent gifts will appear. To see the full history, users should select See More. The tax receipt for any single gift can be generated in PDF form by clicking on Print under Tax Receipt.
The Print icon gives users the option to download receipts for all transactions from the current tax year and the last tax year.
To show the upcoming event registrations of the user, Enable Events in this tab.
In this tab, administrators can configure the auto-responder templates for Account Verification (if signup is enabled) and Password Reset. By default, two templates are available to use, but the Email Subject, Email
The web address of the User Center is determined on the Domains tab. From the Domains
Note: If no custom domain is configured, a good suffix is your organization’s name.
After configuring the User Center’s domain and selecting
Note: If you would like to use a vanity domain, contact support
NOTE: Make sure you update your domain before saving!
Opt-in Lists Tab
To show Opt-in Lists for that users can subscribe to, mark Enable
Note: If the opt-in list is enabled in the user center, you must also enable the Unsubscribe or donor will not be able to unsubscribe.
On the lists tab, administrators can configure which lists they want users to be able to subscribe to or unsubscribe from. To add a list, select an already configured list in the Campaigns section of CharityEngine and enter the external/friendly name that should appear in the User Center and Click Add.
The order that lists are added is reflected in the User Center, so add the lists you want to appear at the top first.
You can change the name the constituents see in the User Center by changing the Friendly Name. You can edit the Friendly Name by managing the List.
Note: For directions on how to create new Opt-in lists click here.