If you use the Salesforce Nonprofit Success Pack to track pledged Opportunities that you wish to allow front-end visitors, you can create a menu item that allows logged in users to view their pledged Opportunities and make payments again open Payment records for those Opportunities.
To create the My Pledges view:
- Go to the Menu Manager in your administrator
- Open the menu in which you wish to create the My Pledges view by clicking the icon in the Menu Item(s) column. For most Engage sites without the Soapbox content management system, this will likely be the Hidden Menu or Soapbox Engage Menu but can vary based on your site structure.
- Click New
- Under Select Menu Item Type, click Donations
- Click My Pledges
- In the Title field, type the name of the menu item that you wish to display to the end user
- In the Alias field, you may leave this blank to have Soapbox automatically create the final portion of the URL for this page based on the title or you can customize your own alias
- Under Parent Item, select the appropriate menu item the new link should fall under. If it is a main level item, do not select anything.
- For Access Level, choose Registered or Special, depending on which users you wish to grant access to this view. Typically, you will select Registered.
- Click Save
- In the Menu Item Manager, use the green arrow keys to shift the order of the new menu item in relation to existing items
To edit the My Pledges view:
- Go to the Menu Manager for your administrator
- Open the menu in which you wish to edit the My Pledges view by clicking the icon in the Menu Item(s) column. For most Engage sites without the Soapbox content management system, this will likely be the Hidden Menu or Soapbox Engage Menu but can vary based on your site structure.
- Open the menu item you wish to update
- Update the menu parameters as you wish
- Click Save
Once you have created the My Pledges menu item, you must select the menu item you created on the My Pledges tab of the Donations > Configuration view. You may also customize the My Pledges view using a number of parameters. For more, see Customizing the My Pledges view for logged in and anonymous users.