Allow users to update their own credit card info?

Mark Twaddell

Hello! I'm wondering if there's a way within RE to allow a user to login to their profile on our website in order to update their credit card information?

Our current process involves us emailing the user to notify them of any failed transactions and then having them call our membership office and read their CC info to us over the phone. I feel like there has to be a more efficient way to accomplish this.

Thanks!

Austen Brown

@Mark Twaddell - Welcome to BB Community Forums! Donors can manage their recurring gifts via the Donor Portal, you'll need to 'turn on' the feature and invite each specific donor. I recommend you test this out with internal staff first, prior to inviting donors - just to get a feel for how it works, how it is organized, and how the changes will come into the database.

Here's a help docs with more information:

• Get started with Portal: https://webfiles-sc1.blackbaud.com/files/support/helpfiles/rex/content/bb-portal-tutorial.html
• Portal Settings: https://webfiles-sc1.blackbaud.com/files/support/helpfiles/rex/content/bb-portal-settings.html
• Portal Features: https://webfiles-sc1.blackbaud.com/files/support/helpfiles/rex/content/bb-feature-configuration.html
• Portal FAQs: https://webfiles-sc1.blackbaud.com/files/support/helpfiles/rex/content/bb-portal-faqs.html