Giving Portal: Configuring Home Tab

Enable and configure the Home Tab in your Giving Portal to create a central hub for giving, prayer requests, event registration, and more. The Home Tab serves as a hub for all the ways givers and members can get involved in your ministry.

Why Use the Home Tab?

You can showcase up to 5 main Featured Forms and up to 5 additional Event Registration forms. If your ministry has enabled Locations, the main giving portal link will direct givers to the Locations Landing page first, allowing for unique Home Tabs with campus-specific forms per location.

 

Steps to Enable and Configure Your Home Tab

Step 1: Access Giving Portal Settings

  1. Go to the Giving Portal card in your Primary Settings Menu (Gear icon).

     

     

Step 2: Enable Home Tab

  1. In your Giving Portal settings, select the Home Tab at the top of the screen.
  2. Click the toggle to Enable the Home Tab feature.

Step 3: Customize Home Tab

  1. From the Location dropdown, select the location you'd like to customize first (if you have multiple locations).
  2. From the Featured Form dropdown menus, select which Featured Forms you'd like to be visible with a correlating header image. You can showcase up to five forms.

Pro Tip: Have the first Featured Form be your Primary Giving form. If this is the only form you have to showcase, enabling the Home Tab may not be beneficial until you have more forms. Learn how to create more forms.

 

Step 4: Display Event Registration Forms

You can opt to Display Event Registration Forms. This will showcase all active forms categorized as Event Registration.

Pro Tip: If an Event Registration form is specific to one location, consider including it in the Featured Form section above.

 

Step 5: Save and Publish

Click Save to engage your community.

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