Customize Donations in Member Portal

Configure the Donation Entity

The Donation LWC used in the Member Portal displays any donation product available in your org.  You can also configure whether submitted donation orders are created based on the donation product's entity or based on a primary entity.

Use the Donation Product's Entity

This allows constituents to make donation orders, which are processed and paid for using the payment gateway for the entity on the donation product.

By default, the order is created with the entity set on the donation product, and payment is made using the payment gateway for that entity. 

When a member donates to the Education Foundation, which is through the Nimble Foundation entity, the order is marked with Nimble Foundation, and the payment is processed using the Nimble Foundation payment gateway, which is the entity set on the donation product.

Use a Primary Entity

Alternatively, administrators can set the primary entity that the Donation LWC uses when creating an order and submitting payments. 

For example, if an administrator sets the Entity to use as ISEN, when a member donates to the Education Foundation, which is through the Nimble Foundation entity, the order is marked with ISEN, and the payment processes use the ISEN payment gateway.

Show Me How Its Done

1. In the tab bar, click App Launcher, or in Salesforce Classic, click + Nimble AMS, Staff View, Button, All Tabs.

2. Enter NAMS Setup and click on it.

3. Click on Donation Settings.

4. Enter the Name of the Primary Entity and search.

5. Once found, select the name of your Primary entity.

6. Click Save.