Portal FAQ
- Q1: When a user logs in to the Portal, why are they not seeing the complete information? (For example, My Mission Trips page doesn't list any trips, My Giving doesn't show gifts.)
- The most likely scenario is that there is a duplicate Contact and so the individual's User account is not correctly linked to the applicable Contact record. Use the Combine Contacts Tool to remedy the duplication.
- Q2: When someone completes a payment on the Portal, what address should they indicate at check out?
- They should use their billing address, as the information collected at check out is sent to Authorize.Net for processing and so must match their credit card account records.
- Q3: If someone does something on the Portal (gives online, registers for an Event, inquires about a Group, responds to an Opportunity) and they don't have a record in MinistryPlatform, will they receive a confirmation email?
- The answer depends on the action completed. If it is an email template sent from the Portal (like the online giving receipt and event registration receipt), they receive an email to the email address provided at check out.
On the other hand, if it is an email triggered by a Process you created (such as an Opportunity Response confirmation or Group Inquiry confirmation), the Send an Email step only emails a person that is set up as a Contact in MinistryPlatform. So, if your Process fires while a Response or Inquiry record is assigned to Default Contact, the email address associated with Default Contact receives the email.
- Q4: Why does some font look different than the rest of our Portal?
- Is the font in a field defined in MinistryPlatform? (e.g., Event Description field, Group Description field) If so, was that text copied/pasted from somewhere (rather than typed directly into the field), or does it contain HTML code that was manually entered? If so, the Portal is trying to display something that's not actually supported. It's encouraged that you type directly into fields in MinistryPlatform (rather than copying/pasting from elsewhere), and not add HTML into fields that don't already support it.
- Q5: Can we create a skin template that will be able to refresh a custom form after someone submits it so that we can use it in a kiosk type environment?
- Yes, add the following to a new portal skin's Portal.js file, upload it and then use the portal skin test option to apply this theme to your form link.
if (url.indexOf("get_form.aspx") > -1) { if ($(".mpp_alert.success").is(":visible")) { // Return to the page after 5 seconds setTimeout(function () { window.location.href = window.location.href; }, 5000); } } - Q6: Can we control the format of the User Name when someone creates a new account?
- No. The system appends the Contact ID to guarantee the User Name is unique. The User Name can be changed in the My User Account page.
- Q7: Recipients are not receiving emails sent from the Portal, what can I do?
- If emails are sent but not showing up at the recipient inbox, they may be bounced, blocked, flagged as spam or some other form of suppression. Details of the suppression can be found in SendGrid. See SendGrid Troubleshooting for more information on troubleshooting SendGrid email.