> ## Documentation Index > Fetch the complete documentation index at: https://docs.wegive.com/llms.txt > Use this file to discover all available pages before exploring further. # Year in Review: Enable and Customize Your Supporters' Giving Recap > Set up Year in Review in Portal V2, customize the slides, and understand the giving records, impact stories, and optional AI summary it uses. Year in Review gives each signed-in supporter a personalized recap of their giving to your organization for a calendar year. It includes an animated, full-screen story and a summary page with giving totals, a monthly chart, designations, and relevant impact content. You choose which slides to show, change their wording, and add your own messages, images, and videos. The experience uses your portal's theme colors. An optional AI-generated summary can describe the causes and stories connected to the supporter's giving. ## Enable Year in Review Year in Review requires **Portal V2** and is off by default. If your organization has not enabled Portal V2, contact WeGive and follow [Migrating from Portal V1 to Portal V2](/external/support/portal/migrating-from-portal-v1-to-portal-v2). Existing V1 links do not automatically become V2 links. 1. Open **Portal Settings** in the admin dashboard. You can find it through dashboard search. 2. Select **Advanced Settings → Year in Review**. 3. Configure the **Slides** section using the options below. To review the experience before launch, leave **Show Year in Review to supporters** off while preparing your slides. 4. Click **Save Changes**, review the changes, and confirm **Save changes**. 5. Under **Share & Preview**, click **Preview with sample data**. Save edits before opening or refreshing the preview; it loads the saved configuration. 6. When ready, turn on **Show Year in Review to supporters**, then save and confirm again. 7. Copy the **Supporter link** and open it while signed in to a supporter account to check the actual experience. Use that link in your own emails or website links. If the enable toggle is disabled, Portal V2 has not been enabled for the organization. The separate **AI recap** slide does not need to be available for the rest of Year in Review to work. Enabling Year in Review makes it available in the portal. It does not send an announcement email to supporters. ## How supporters find and use it * Signed-in supporters can open **Your Year in Review** from the portal navigation whenever the feature is enabled. * From **December 1 through January 31**, their profile also displays a **See your \[year] Year in Review** link. That seasonal promotion does not limit access during the rest of the year. * The copied Supporter link ends in `/year-in-review`. Append a year, such as `/year-in-review/2025`, to link to a specific calendar year. Keep the rest of the copied address intact. * Without a year in the link, January shows the previous year; other months show the current year to date. Supporters can use **Previous year** and **Next year** when available. * The animated story opens for supporters with included gifts that year. They can tap or use arrow keys to move, hold to pause, choose **Skip** to reach the summary page, and select **Play your story** to replay it. * A supporter with no included gifts sees **No gifts recorded in \[year]** instead of the animated story. The Supporter link requires sign-in and shows the viewer's own supporter record. It is not a public link to another donor's giving. ## Customize the slides In **Slides**, drag the handle beside a slide to change its position, use its toggle to hide or show it, and select **Edit** to change the available text fields. Leave a text field blank to use the default wording. | Slide | What appears | Wording you can edit | | - | - | - | | **Intro** | A personalized greeting and introduction. | Greeting, headline, and subtext. | | **Total given** | The year's giving total and gift count. | Text above and below the total. | | **Raised through fundraisers** | Gifts other people made to the supporter's fundraisers. Skipped if nothing was raised. | Text above and below the total. | | **Impact numbers** | One slide per eligible, published per-dollar impact number assigned to the supporter. | Text above the number. | | **Biggest month** | The highest-giving month and a chart of the year. | Text above the month and below the chart. | | **Top designations** | Up to five designations, ordered by amount; campaigns are used if there are no designation results. | Text above the designation. | | **Highlights** | Earned milestones for ranking, a giving streak, growth, or supporting several causes. Skipped when none apply. | No editable wording; you can reorder or hide the section. | | **Impact stories** | A collage of up to four eligible stories, with the full list on the summary page. Skipped when there are no stories. | Headline and text below the stories. | | **AI recap** | An available AI-generated summary. | Heading; the generated summary itself is not editable here. | | **Thank you** | A closing message, replay and full-recap controls, and a giving button when a default checkout is configured. | Headline and subtext. | | **Custom slide** | Your own text, images, or YouTube/Vimeo video. | Title and rich-text content. | **Thank you** always stays last and cannot be switched off. Built-in slides can be hidden; custom slides can also be deleted. The saved list supports up to **30 entries including the closing slide**. Impact numbers and highlights can expand into multiple slides during playback. ### Personalize the wording The editor lists the variables supported by each slide. Most editable built-in text fields support `{name}`, `{year}`, `{nextYear}`, and `{org}`. Some also support: | Slide | Additional variables | | - | - | | Total given | `{amount}`, `{count}` | | Raised through fundraisers | `{amount}` | | Biggest month | `{month}`, `{amount}` | | Top designations | `{fund}` | | Impact stories | `{count}` | For example, an Intro headline could be: `Look what you made possible with {org} in {year}.` ### Add your own content Click **Add custom slide**, enter a title, and add content in the rich-text editor. The title supports `{name}`, `{year}`, `{nextYear}`, and `{org}`. In the content editor, type **@** to insert supporter variables such as first name. Custom slides with empty content are skipped, even if they have a title. They wait for the supporter to advance, which allows time to read a longer message or watch a video. The initial `A note from {org}` slide is empty until you add content. Use supported YouTube or Vimeo embeds for videos. Access-token, automatic portal-login, and tax-document-generation variables are removed from custom slides; use a regular link for a destination you want supporters to visit. ### What the slide settings control Slide order and wording apply to the animated story. The summary page keeps its own layout and standard headings; it does not adopt the story's ordering or all wording overrides. Its optional fundraising, impact, highlights, monthly chart, designation, story, and AI sections follow the corresponding slide toggles. Enabled custom content appears as cards. The summary page still displays **Total given** and **Gifts** even if you hide the Total given slide. The closing giving button uses the portal's default checkout; there is no separate checkout picker in the Year in Review editor. ## Where the information comes from Year in Review reads records already stored in WeGive. It does not fetch fresh information directly from your CRM when the supporter opens the page. Imported or synchronized gifts can appear once they exist on the relevant supporter record and meet the same inclusion rules. | Information | Source and calculation | | - | - | | Giving total, gift count, and monthly chart | The supporter's included transaction records, grouped by their recorded gift date in the organization's time zone. Each transaction counts once, including installments linked to pledges or recurring plans. Unpaid pledge balances and future plan commitments are not added as separate amounts. | | Included transactions | The current calculation includes **Success, Pending, Processing, and Partially Refunded** statuses. Test, hidden, archived, and non-tax-deductible records are excluded, along with Failed, Cancelled, Refunded, Disputed, and Retried statuses. | | Fundraising total | Included gifts from other donors to fundraisers owned by this supporter, within the same year. The supporter's own gift to their fundraiser is excluded from this separate total. | | Designations | Gift allocations, or the gift's primary designation if it has no allocations. Fee-coverage allocations and the designated fee-coverage fund are excluded from the designation breakdown. Donor-facing masked names are respected. | | Impact numbers | Published per-dollar impact numbers assigned to the supporter. Each number uses the year's total giving divided by the configured dollar amount, rounded to a whole number. Static cards and results of zero are skipped. | | Impact stories | Published stories assigned to the supporter whose publication date falls in the selected year. A public story is not automatically included just because it is public. | | Giving history | The number of distinct years with included giving through the selected year; it is not necessarily a consecutive-year streak. | Amounts use the stored transaction amount. The display rounds currency to whole US dollars; it does not show cents or switch to a donor's original payment currency. Because pending and processing records can count, this is not a settled-payments-only report or a replacement for an annual tax statement. For example, an impact number configured as **$5 per meal** and a yearly giving total of **$400** produces **80 meals**. This is an estimate derived from your configured ratio, not a separately measured outcome or a calculation limited to gifts to one particular designation. ### When highlights appear * **Top giver:** the supporter qualifies for a top 1%, 5%, or 10% bucket, donor ranking is enabled, and at least 20 donors have included gifts in that year. Smaller populations may not have every bucket. * **Giving streak:** at least three consecutive months with positive giving in the selected year. * **Growth:** at least 10% more giving than the previous year, with a nonzero previous-year total. * **Causes:** at least three designations in the included breakdown. ## How the optional AI recap works The AI recap requires AI to be enabled for your organization, the **AI recap** slide to be on, and included gifts for that supporter in the selected year. Contact WeGive if your organization needs AI enabled or the recap remains unavailable. It summarizes the leading designation and campaign names, eligible impact-story titles and excerpts, and subject lines of outgoing journey messages recorded for that supporter during the year. It does not use every newsletter, internal journey names, or full email bodies. The generated text is labeled **AI-generated summary** and is instructed to use the supplied content without inventing outcomes or restating financial figures. Generation happens in the background, so the rest of the review can appear before the recap. During an ongoing year, saved recaps become eligible for refresh after seven days. A recap generated after that year ends is retained rather than automatically rewritten for later data changes. Use a custom slide for an organization-authored message you want to control directly. ## Preview and troubleshoot The sample preview uses your saved slide settings and organization name with fictional giving data. It contains no real impact numbers, impact stories, or AI recap, and it does not resolve real supporter merge fields. Check those items with an actual supporter account after enabling the feature. | If you notice… | Check… | | - | - | | Year in Review is unavailable | Portal V2, the saved enable toggle, the portal address, and supporter sign-in. | | The profile promotion is missing | It appears only in December and January; use the portal navigation or Supporter link outside that period. | | A slide is missing | Its toggle, required donor data, and whether custom content is empty. Some slides are intentionally skipped. | | Totals differ from another report | The selected calendar year, organization time zone, included statuses, supporter ownership, and exclusions above. Currency display also rounds to whole dollars. | | An impact story is missing | It must be published, assigned to the supporter, and dated within the selected year. See [Set Up an Impact Story](/external/support/communications/set-up-an-impact-story). | | A preview does not show your edits | Save and confirm the changes, then reload the preview. | | The AI recap is missing or outdated | Check the AI prerequisites and refresh timing above. Contact WeGive if it remains unavailable. | To turn the feature off, disable **Show Year in Review to supporters** and save. This removes its portal entry points and makes the personal review unavailable, while retaining the saved slide configuration. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.