You will need the Contributions Settings permission to perform this action.
Multiple permanent giving portals can be created so each one carries its own branding, message, designations, and merchant account. Each portal gets its own URL and embed code, which makes them useful for different campuses, ministries, or special campaigns.
Adding a giving portal
1. From the left-hand navigation, select Contributions > Settings and open the Giving Portals tab.
2. Click + Add Giving Portal at the top of the list.
3. The Add New Giving Portal window opens. Fill in the portal name, message, merchant account, designations, and any other configuration the form asks for, then click Save.
Tip: The first time setting up giving in One Church Software, follow How do I set up One Church Giving? first — that walks through the merchant account a giving portal points at.
Copying an existing portal
Copying a portal duplicates an existing portal's settings, including its designations and message. Pair the copy with a different merchant account to point deposits at another bank account — useful for campus-specific or campaign-specific giving.
1. From the left-hand navigation, select Contributions > Settings and open the Giving Portals tab.
2. In the row for the portal to duplicate, click the 3-dots menu on the left of the row and select Copy.
3. In the pop-up, enter a name for the new portal and choose the merchant account it should use. Click Save.
4. The new portal is created disabled. To enable it or change any settings, click the portal's name in the list (or open the 3-dots menu and choose Edit), make the updates, and Save.
Deleting a giving portal
Warning: Deleting a portal removes all of its data from the system, and the deletion cannot be undone. If there is only a need to stop accepting gifts through the portal, disable it instead — see Can I temporarily disable the giving portal?
1. From the left-hand navigation, select Contributions > Settings and open the Giving Portals tab.
2. In the row for the portal to be removed, click the 3-dots menu and select Delete.
3. A confirmation window opens. Type the confirmation text to acknowledge the deletion, then confirm. The portal and its data will be removed.
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