Customizing the My Transactions view for logged in users

With Soapbox, you have the option of allowing logged in users to view their one-time donations and recurring donation subscriptions along with providing the ability for users to update or cancel active subscriptions. To add this My Transactions view to your site, you must first create a menu item that grants access. Once done, this view can be customized to meet your needs by altering the transaction data displayed as well as the page intro and page outro.

This is currently supported with the following payment processors in Soapbox:

• Authorize
• Braintree
• CyberSource
• iATS
• PayPal Website Payments Pro
• Stripe

It is not supported with TouchNet.

To customize the My Transactions view in Soapbox for logged in users:

• Open the Configuration for the Donations app
• Click the My Transactions tab
• For Match Transactions to Users by Email, select Yes or No. If No, only transactions processed when the user was logged in or that were manually associated with their Soapbox user account will be displayed. If Yes, transactions whose email matches the email of the logged in Soapbox user account will also be displayed.
• For Display One-Time Transactions, choose whether you wish to display a table of one-time transactions processed through Soapbox by the logged in user
• For Display Recurring Transactions, choose whether you wish to display a table of recurring transactions processed through Soapbox by the logged in user that the user can cancel or update
  
  NOTE: Recurring donation subscriptions that were imported by the Soapbox team from a previous donation app provider will also be displayed in this table to logged in end users. For more information on importing subscriptions from other providers, feel free to submit a support ticket.
  
  
• For Allow Different Subscription Amount on Update, select Yes or No. If Yes, the logged in user will be presented with the same recurring options as shown on the original Donation page and allowed to alter the amount of their subscription. If No, the logged in user will not be allowed to alter the amount of their subscription and can only update their credit card information.
  
  NOTE: For Stripe, Allow Different Subscription Amount on Update can only be set to No. Logged in users cannot alter the amount of their subscription during the update process. If they wish to change the amount, they must cancel an existing subscription and begin a new one.
• For Intro, enter the text, images, embedded videos or other content you wish to appear between the page title and the donation tables
• For Outro, enter the text, images, embedded videos or other content you wish to appear after the donation tables
• To customize the columns and column headings of the One-Time Transactions and Recurring Transactions tables, click Customize Headings and Labels to expand the form
  • For One-Time Title, enter the text you wish to use as the heading or choose Show or Hide to change the display of the heading
  • For Date Column, enter the text you wish to use as the column heading or choose Show or Hide to change the display of the column showing the transaction date
  • For Campaign Column, enter the text you wish to use as the column heading or choose Show or Hide to change the display of the column showing the Salesforce Campaign associated with the donation
  • For Description Column, enter the text you wish to use as the column heading or choose Show or Hide to change the display of the column showing the Transaction Description set in the Donation form that processed a given donation
  • For Credit Card Column, enter the text you wish to use as the column heading or choose Show or Hide to change the display of the column showing the last four digits of the credit card used for this donation
  • For Expiration Column, enter the text you wish to use as the column heading or choose Show or Hide to change the display of the column showing the expiration date of the credit card used for this donation
  • For Amount Column, enter the text you wish to use as the column heading or choose Show or Hide to change the display of the column showing the amount of the donation
  • For Recurring Title, enter the text you wish to use as the heading or choose Show or Hide to change the display of the heading
  • For Date Column, enter the text you wish to use as the column heading or choose Show or Hide to change the display of the column showing the date the subscription was started
  • For Frequency Column, enter the text you wish to use as the column heading or choose Show or Hide to change the display of the column showing the frequency of the subscription
  • For Campaign Column, enter the text you wish to use as the column heading or choose Show or Hide to change the display of the column showing the Salesforce Campaign associated with the donation
  • For Description Column, enter the text you wish to use as the column heading or choose Show or Hide to change the display of the column showing the Transaction Description set in the Donation form that processed a given donation
  • For Subscription Id Column, enter the text you wish to use as the column heading or choose Show or Hide to change the display of the column showing the subscription Id from the payment gateway
  • For Credit Card Column, enter the text you wish to use as the column heading or choose Show or Hide to change the display of the column showing the last four digits of the credit card used for this donation
  • For Expiration Column, enter the text you wish to use as the column heading or choose Show or Hide to change the display of the column showing the expiration date of the credit card used for this donation
  • For Amount Column, enter the text you wish to use as the column heading or choose Show or Hide to change the display of the column showing the amount of the donation
  • For Status Column, enter the text you wish to use as the column heading or choose Show or Hide to change the display of the column showing whether the subscription is Active or Canceled
• Click Save

If you wish to add the ability for users to login to view their donation history and update their active subscriptions, feel free to submit a support ticket.