Setting up the CI Portal

The Community Impact (CI) Portal allows you to manage your organization’s public-facing giving initiatives with ease. Through its customizable settings, you can tailor the portal to align with your company’s branding and objectives, engage donors effectively, and streamline donation processes.

Permissions

To manage your Community Impact (CI) Portal, you must be assigned the community portal manager role.

To access the CI Portal general settings:

  1. Select Manage in the top-right corner.
  2. On the main navigation bar, select Company Giving > Manage Community Portal.

Setting up the CI Portal

There are three main sections in the General settings tab: supported languages; basic settings; and donation form.

Supported languages

By default, all the text you enter will be for the English version of your CI Portal. Depending on your program, site visitors may have the option to change their language settings on their own.

Select a language to load the pre-translated version of the page content. The content you enter here will be saved separately from the default English version. It will only display when users change their language preference.

ciportal-language.png

Basic settings

Website title

Use this field to set your own title, which will display throughout your CI Portal. The title you set here will not affect the portal URL, which will always be in this format: yourprogramname.benevity.org/community
 

Navigation links

Select which links you want to have added to the top navigation bar of your portal. Note, removing search from the navigation bar will also remove all search bars across the site.

Custom help link

The CI Portal comes standard with a help and FAQ section. But if you have your own company-specific help content, you can add that link here.

ciportal-basic-settings.png

Donation form

Enable donations through CI Portal

When you enable donations through CI Portal, the Make a Donation button will be added to nonprofit profiles and any giving opportunities you have selected to feature on your CI Portal. Any user will be able to make a donation with a credit card or through PayPal.

Enable donations to personal Friendraising pages

If your program includes Friendraising, you can check this box to have those opportunities available on the portal. If you leave the box unchecked, external donors will not be able to find and donate to individual Friendraising pages that have been set up.

Donation amounts

Add pre-defined donation amounts that will show when anyone selects the Make a Donation button. You can include up to three amounts, essentially making giving as easy as possible.

Enable matching

You can enable company matching for different kinds of donations made through the CI Portal, distinct from Benevity donate. Select the checkboxes for the categories you’d like to add matching to:

  • Enable matching for community donations.
  • Enable matching for company-created gift cards.
  • Enable matching for user-created gift cards.

Note: Your company's matching rules—charity eligibility, giving opportunity match caps, and budgets—will be applied exactly the same in your CI Portal.

Donation success message

The last field is for you to add a custom message to display after people successfully make a donation.

ciportal-donation-form.png

Was this article helpful?
1 out of 3 found this helpful

Articles in this section

Announcements
Stay up-to-date on what's happening at Benevity.