Overview
If you want an email to include a button or link that takes a supporter straight into their donor portal — rather than just to your organization’s general portal login page — WeGive offers two merge tags that do exactly this, each opening a different page.
Add either tag to a button or link in your email template, the same
way you’d use any other merge tag (see “Email Merge Tags Reference” for
the general mechanics). WeGive fills it in with a real, working link —
unique to that recipient and that send — when the email actually goes
out.
There’s currently no direct link to the Payment Methods page
The donor portal also has a Payment Methods page, but there isn’t a merge tag today that links a donor straight to it. A supporter can still get there in a couple of clicks after landing on their Profile or Communications Preferences page, just not via a single emailed link.Why you can’t build this kind of link with a Custom Field instead
It might seem like you could create a Custom Field holding a portal URL and merge that into your emails instead — but this doesn’t work for account-access links. A Custom Field stores one value per donor, set once (or recalculated the same way every time, for a computed field). A working portal link, on the other hand, needs a fresh, one-time access credential built specifically for that email, for that recipient, at the moment it’s sent — something a Custom Field has no way to generate. A link saved into a Custom Field would either have no working credential attached (so it wouldn’t actually log the donor in) or would quickly stop working as that one-time credential expired. The short version: if you want a working, personalized “go to your account” button, use{{donor_portal_link}} or
{{donor_portal_preference_center_link}} — not a Custom Field. If
you need a different portal destination linked and these two tags
don’t cover it, reach out to WeGive Support.
Need a portal link that isn’t covered here, or help setting one up in your email template? Contact WeGive Support.