With eCatholic's Donor Self-Management, your organization can allow donors to create an online account via which they can manage their recurring gifts. This feature is included with your eCatholic Payments account and can quickly and easily be configured on your website!
Here are three steps to getting started:
To begin, you must manually enable Donor Self-Management for your eCatholic Payments account. Log in to your website, click Admin > Settings > Payments. Then, configure your Payments Settings to restrict or enable the actions you'd like your donors to be able to take.
With Donor Self-Management, you can allow your donors to:
Learn more: A breakdown of donor management settings
Once you have your Payments Settings configured, you can easily send account creation emails to your existing donors. There are two options:
Complete instructions: How to send account creation emails to your donors
Once your donors are prompted to create an account, they simply need to enter a unique username and a secure password to get started. Once logged in, donors can:
Closer look: How donors log in and manage their account
Note: Your donors can go to [yoursite.com]/payments at any time to log in to their donor account
eCatholic's Donor Self-Management feature is simple to use, yet it can powerfully help you spend less time tracking down payments (and let you spend more time focusing on your mission). Let us know if you have any questions in the comments below!