Description: This passage is mainly about portal login. In this passage, we can know what the Constituent login portal is and whether we should use the Constituent login portal or not, the writer has explained these questions to us one by one.
This article is called whether I should use a constituent login portal or not, a lot of new clients have some concerns about what the Constituent login portal is and whether or not it’s a good for them, so this article aims to address those concerns, so first of all what is the Constituent login portal? I’m going to start in place that might not seem intuitive which is to talk about neon forms.
So neon uses forms which are front and web pages used for collecting information or payments from your constituents, there are public access forms and constituent forms, the public access form has a single purpose, you can post it wherever you want, such as on your Facebook page, and from that URL, when people click it, they’re going to be able to fill out that event registration form, they can’t do anything else.
So the first time that someone’s getting involved with your organization, they absolutely should fill out the public access form, however if somebody already has a neon account in your system, when they fill out the public access version of any form, they will get another account, therefore filling out public access forms can result in duplicate accounts. This is where constituent forms come into play.
A constituent form is a lot like a public access form and it has a single purpose, but this is partially filled in when you reach the form, because when you access the constituent form, you’ve logged into neon and that is what determines the difference here, if somebody clicks on a link and they don’t log into neon, it’s a public access form.
If they click on the link and they login to neon, it’s a constituent form, there’s one big exception there, but it’s a general rule that we can hold on to another big benefit of using both public access and constituent forms, you can customize the content depending upon whether somebody is new to you or not.
So the question that how you hear about our organization makes perfect sense on a public access form, but it doesn’t rely on a constituent form, you don’t have one public access form, in one constituent form you have a whole bunch of different pieces of information and different ways that people can give you money.
Each one of those has its own form, so for each one of these public access forms, you might distribute a URL in a different place on your website, but you don’t need to do the same thing for the Constituent forms, because the Constituent login portal is a single place on the website where all of the Constituent forms can be accessed.
So how do you get to the Constituent login portal? It’s a two-step process, the first step is that you log in and then the second step is that you pick out what you want to do from this menu which is either bullet points or a drop-down menu, let’s do it now, so this is our fake organization website, and on your website hopefully there will be a link.
It says login and when you click that, you put in your constituent username and password, and it takes you to the Constituent login portal, I can see my name, my membership information and messages that the staff has left for me, and then on this side, I have specifically logged in today, because I want to update my account.
So I’m going to click this, this is a form, this is the account form, I can upload a photo, I’m here because I want to fill in volunteer skills and I don’t have to fill in anything else, because the changes that I make are going to be saved and my profiles have been updated, so the benefits of using the Constituent login portal are that it prevents those duplicates, it allows your donors or your commited constituents to give without reentering all of their personal information.
The same dedicated constituents are able to access their own history donation receipts and event registration information, there are all of those pieces of information that they’ve given to you over time, and then there are some unique benefits to use the Constituent login portal for your organization.
If you offer benefits that are available to only some of your constituents, only members or only previous donors in order for the neon system to recognize who meet the criteria that you set out, those people need to log in.
So the concision of login portal is perfect, if you have member benefits, if you want to offer different ticket prices to different groups of people, if you have documents that only some subsets of your constituents can see or if you have volunteers who need to submit timesheets.
Now let’s go over some myths that people have about the portals, so some people tend to think that your choice is between forcing everyone to use it and allowing no one to use it, that’s not accurate, there’s no way to force people to use the Constituent login portal, it’s always an option for people to complete a transaction through the public access forms as long as you distribute those links.
Even if they’ve already got an account in neon, it will create a duplicate for you to make it easy for them, so you never miss a donation or an event registration, there’s no way to force people to use the Constituent login portal, another myth is that if you use the portal, you will end up managing your constituents passwords, in fact it’s automated.
So occasionally if you have a constituent who isn’t very tech savvy, they can contact you when they forget your password, but what they should do is to click this big button that says reset my password, if you use the portal, you will need to manage a lot more forms and pages, this is another myth.
As you have seen before, the Constituent version of forms are stripped down to the basics, you don’t need people to update their address information when you are giving a donation, if they have logged in, they’re there to give a donation, if they want to update their address, they will have gone to that forum.
So there isn’t much management of the forms to be done, but you will want to customize that drop-down menu that I have showed you before or that bullet point menu and the messages, on the landing page you can do that once and never touch it again, or you can perennially update it if you want, otherwise it runs itself.
The last myth is that constituents will be able to edit all of their information without your knowledge, I can see that it will certainly be very scary but the truth is that constituents are never able to edit their past transaction amounts, and for account information, you can remove forms and remove specific fields from certain forms so that you can restrict what people are able to see and what people are able to edit.
Then the last part related to this is that if those things don’t satisfy you, you can also set it up so that whenever an account is updated, you get an email notification, in reality you have three choices, you can encourage everyone to log in before completing a transaction, you can allow constituents the choice to log in whether they want or not .
You can elect not to use the Constituent login portal, so if you are to choose to encourage everyone to log in, it means that you will require the create username and create password fields on your public access forms, whenever someone fills that out, they have to create a username and password.
You will also want to turn on something called the encourage login page that pops up a page before someone gets to your public access, and they can still keep going if they want, but it encourages them to log in first, and lastly you will want to make sure that you configure the Constituent login portal, so this is a good.
If you are a membership of the organization and the only people who interact with you, you should be filling out any forms that already have expressed extremely high buy-in, and the results in terms of duplicates are that you’re rarely going to get a duplicate, so this is the safest in terms of not having a duplicate to manage.
Unless you are one of those organizations, only your casual constituents are going to be dissuaded from giving donations and registering for events, if you establish these things here, this is a good fit for some people but not for all organizations.
The next option is to allow constituents the choice of whether to log in or not, so if you are to elect to go with this, it means that at the top of all your public access forms, you want to put some text in, it says that this form is for first-time donors only or first-time event attendees, only if you have given before.
Click here to log in and then you will also want to turn on something called automatic email authentication, it’s a complex choice about whether or not you want to use this, so I will encourage you to read a guide on that, before you proceed with that, you will also want to make sure that the Constituent login portal is customized.
So all of the event registration forms, campaign donation forms that you want to direct people to are there, and you probably want to keep the login name and password fields at the bottom of forms, keep them optional, this is a good fit for almost all of our organizations, if you offer benefits to some constituents, this is what you want to do.
So what I have talked about before with members only benefits different ticket prices for different groups of people and so on, and in terms of duplicates, you will get them sometimes, but mostly your constituents want to follow the guidance that they’re given in order to support you, so those who take the time to log in at the top of the form instead of filling out the public access one won’t get a duplicate.
Their donation will be added to their extant account next up not using the Constituent login portal at all, so if you are to elect to do this, you will want to remove all of the create usernames and create password fields from your forms, they are optional by default and this is a good fit, if you specifically work with a constituency that doesn’t use technology and you have staff dedicated to database management, that’s an important thing.
Because every single time you get a donation, you’re going to get a duplicate account every single time, you get an event registration from someone who’s coming to an event before you’re going to get a duplicate account, so this will generate many duplicates, but if you have that staff dedicated to database management, then maybe this can be a good option for you.
So in the end, if you don’t have the capacity to manage duplicates, if you offer member benefits permit donors to print their own tax receipts or provide different ticket prices to different groups of people, absolutely you should use the Constituent login portal, but ultimately your constituency is the best as well as the capacity of your organization, so make the choice that it will be best for your organization. Thanks.