Portals
One portal. Every sign-up.Saved to Salesforce.
Public pages for event registrations and sign-ups, built on your own Salesforce site with every entry saved to the right record, at no cost.
The problem
Another portal tool is another door to your data.
Many nonprofits run registrations and member pages from a portal outside Salesforce, or pay for a Salesforce license for every person who signs in. Either way, each new visitor adds cost or another copy of your data.
Licenses
Priced per member or per login, so every new visitor adds to the bill.
Your data
Lives in two places: the portal tool and Salesforce.
Business logic
Who can see what is set in the other tool, out of your admin’s sight.
Keeping it in sync
A connector moves each sign-up into Salesforce, and the duplicates come with it.
Licenses
Unlimited staff users, and no Salesforce license to buy for each visitor.
Your data
Lives in one place: your Salesforce org.
Business logic
Pages, roles and access rules are saved in Salesforce, next to the records they show.
Keeping it in sync
Nothing to sync. Each registration is saved to Salesforce as it’s made.
Built for these jobs
One portal for every program and audience.
From event sign-ups to member pages.
Event registration & RSVPs
A calendar of your Campaign events, each linked to its registration or RSVP form.
Volunteer sign-ups
Volunteers pick a shift from the calendar and sign up, saved to their Contact.
Donor pages
Donors sign in to see their lifetime giving, gift history and recurring gifts.
Volunteer hours
Volunteers see their upcoming shifts, past shifts and hours this year.
Tickets & purchases
A cart and checkout on the portal, with each visitor’s order history.
Members & partners
Members register themselves from a sign-up link and see only the pages their role allows.
Certificates & documents
Visitors download their certificates and upload files to their own record.
Key features
Everything you need to open your doors online.
One portal comes with every CauseStack install. Add Advanced Portals when you need logins, roles and more portals.
Drag-and-drop page builder
Start from a Donors or Volunteering layout, or a blank page, and add pages as you go.
Runs on your Salesforce site
Each portal is a site in your own org. No connector, no sync, no second database.
Your brand
Your theme, logo, favicon, hero image and footer links.
Live Salesforce data on the page
Event calendars, record lists, metric tiles and quick links that read your records as they are.
Each person sees their own
Signed-in visitors see only their own gifts, shifts and orders, with roles for pages, objects and records.
Self-registration links
Share a sign-up link with a role, a limit on uses and an expiry date.
Portal builder
Pick a layout. Drag in what you need.
Start from a Donors or Volunteering layout, add components and pages, and keep editing after the portal goes live.
- Starting layouts for donors and volunteers
- Giving, shift and event components that read your Salesforce data
- A web address on your own Salesforce site
Advanced Portals · paid add-on
Let visitors sign up, sign in and see what’s theirs.
Advanced Portals adds visitor logins with self-registration and role-based access, more portals, and the full component library. Visitors sign in through CauseStack, so there’s no Salesforce license to buy for each one.
Self-registration
Share a sign-up link with a role, a limit on uses and an expiry date.
Role-based access
Decide which pages, objects, fields and records each role can see.
Each person sees their own
Giving history, orders, certificates and files, scoped to the signed-in contact.
More portals, more components
Run donor, volunteer and member portals side by side, with cart and checkout, file upload, gated content and group registration.
Plans & add-ons
Start included. Add what you need.
One price per add-on, per organization, per year. Never per user.
| Feature | PortalsIncluded · $0 | + Advanced Portals$3,500 / yr |
|---|---|---|
| Portals | 1 | Unlimited |
| Drag-and-drop page builder | ||
| Your theme, logo and footer links | ||
| Event calendar linked to registration forms | ||
| Record lists, metric tiles and quick links | ||
| Unlimited staff users | ||
| Visitor self-registration links | No | |
| Role-based access by page, object and record | No | |
| Cart, checkout and order history | No | |
| File uploads, gated content and certificates | No |
How we compare
Why run your portal in CauseStack?
| Feature | CauseStack Portals | Salesforce Experience Cloud | FormAssembly | Bonterra Apricot |
|---|---|---|---|---|
| Built inside Salesforce, no sync | No, a connector to Salesforce | No, a separate system | ||
| No license per member or login | No, $4 per login or $10 per member a month | |||
| Visitor self-registration | With Advanced Portals | No, logins come from your Salesforce portal | ||
| Price published on the website | List prices only; nonprofit prices not listed | No | No, custom pricing | |
| Starting price | $0 | $4 per login or $10 per member a month | Not published | Not published |
Trusted by
Nonprofits opening their doors from Salesforce.
- SOAR
- Literacy First
- MathHappens Foundation
- Surge Institute
- Columbus Housing Partnership
- VinCare Services of Austin
- Bellforge Arts Center
- EcoRise
- Affordable Housing Education and Development
Built to help nonprofits focus on what matters most.
Ready to open registrations and sign-ups straight from Salesforce?