Transition from the Portal
Here is our suggested approach for a smooth and successful transition from the legacy Portal to the new Widgets! Modify as needed for your church.
When planning your transition to widgets, there will not be an Online Giving Widget or Missions Trip Giving Widget, mainly because we have so many amazing online giving vendors that seamlessly integrate with MinistryPlatform. However, there will be a My Giving Widget, a My Contributions Widget, and an Invoice Detail and Payment Widget, which leverages partnerships with our online giving vendors.
Note: There will also not be an Impersonate User Widget. Contact your giving vendor to discuss options for managing recurring donations on behalf of donors.
Remember: Whatever transition approach you decide to take, you are required to make the transition. Eventually, the Portal will no longer be supported and your system's Portal URL will be disabled.
Note: Need help? Hey, we get it! Change (even good change) can be hard! Don't hesitate to send any issues or questions to Support at any point during your transition. To reduce the stress level of making the transition, ask Support about how to engage a Coach.
Phase 1
- Pick the Widget you want to start with
- Review all Help Center topics for that Widget.
- Engage a Coach. This is optional, but a great way to kickstart your transition to Widgets.
- Follow the Quick Start to:
- Enable Widgets on your website.
- Identify or create a web page on your website for the Widget.
- Configure your Widget.
- Configure your MinistryPlatform records.
- Test, test, test!
Phase 2
- Add the code snippet for the Login and Language Widgets.
- Test, test, test!
- Determine if you want to add any other Widgets before promoting to your community.
Phase 3
- Update any links in your Portal skin and website to direct to the Widget.
- Promote the Widgets to your community!
Phase 4
- Evaluate what went well and what you want to do differently next round.
- Rinse and repeat the previous phases with the next Widget!
Phase 5
- Rinse and repeat the previous phases with additional Widgets!
- Say goodbye to the Portal!