Customizing the My Pledges view for logged in and anonymous users – Soapbox Support Center

If you use the Salesforce Nonprofit Success Pack to track pledged Opportunities that you wish to allow front-end visitors, you have the option of allowing logged in and anonymous users to make payments against those pledges.

You do not need the Portals add-on to use this functionality. However, organizations that use Portals gain additional benefits—most notably, allowing donors to log in and manage their own pledge payments, view giving history, and access a more personalized experience.

Setting Up the My Pledges View

To add this My Pledges view to your site, you must first create a menu item that grants access.

Once the above is complete:

Navigate to the Configuration tab in the Donations app
Click the My Pledges tab
In the General section, select the menu item you created for this view

Customizing the My Pledges Experience

Open the Configuration for the Donations app
Click the My Pledges tab
In the General section, for My Pledges, select the menu item you created for this view
In the My Pledges Page section, for My Pledges Page Title, enter the text you wish to use as the page title. This is a required step to use this feature.
For My Pledges Page Intro, enter the text, images, embedded videos or other content you wish to appear between the page title and the pledges table
For My Pledges Page Outro, enter the text, images, embedded videos or other content you wish to appear below the pledges table
In the My Pledge Page section, for My Pledge Page Title, enter the text you wish to use as the page title
For My Pledge Page Intro, enter the text, images, embedded videos or other content you wish to appear between the page title and the pledge detail table
For My Pledge Page Outro, enter the text, images, embedded videos or other content you wish to appear below the pledge detail table
In the My Pledge Payment Page section, for Title, enter the text you wish to use as the page title
In the My Pledge Payment Confirmation Page section, for Title, enter the text you wish to use as the page title
For Body, enter the text, images, embedded videos or other content you wish to appear below the page title

Direct Payment Links for Non-Logged-In Users

In addition to the My Pledges page, you can provide direct payment links that allow donors to make a payment toward a specific pledge without logging in.

Direct payment URLs will include the Salesforce Payment Id as the unique identifier that tells the system which pledge the payment should be applied to.

If You Have the Portals Add-On

When using My Pledges with the Portals add-on, payment links route through your portal and typically use the Member Center (or Member Portal) menu item. For example:

https://(yoursoapboxdomain.org)/(my-account URL)/(pledge menu item)/pledge/payment/(salesforce payment ID)

https://example.nonprofitsoapbox.com/my-account/my-pledges/pledge/payment/a01a500002IKnh7AAD

If You Do NOT Have the Portals Add-On

Without the Portals add-on, you can still send donors directly to a payment page using the My Pledges menu item you created. For example:

https://(yoursoapboxdomain.org)/(pledge menu item)/pledge/payment/(salesforce payment ID)

https://example.nonprofitsoapbox.com/my-pledges/pledge/payment/a01a500002IKnh7AAD