Secure Login Pages

Contents

Creating Secure Login Pages
Page Information
Page Content
Publishing Secure Login Pages
Related Guides and Videos

Creating Pages

You can create both public pages and pages restricted to constituents or members in Neon. You might create a public page to use as the Exit Page for different Neon standard forms.

To create new pages or edit existing ones, navigate to:

 Forms & Pages tab > Secure Login Pages

Click New Page to create a new secure login page. If you have purchased a web template copy, the content will be formatted to match your website's template.

You can organize your pages by creating different categories in New Category

Enter the Page Information and Page Content for your new web page


Page Information

Availability:

Public
Constituent
All Member
Membership Specific
Define My Own Applicable Group

Public

A public page can be viewed  by anyone with access to the URL. Choose this availability setting if you do NOT want to require that your constituents log in to the Constituent Login Portal to see this page. All availability options except Public require the user to log in to their existing Neon account. If you are creating a page to use as an exit page, you will want to choose this availability option. 

Constituent

Select this availability option to allow all logged-in constituents to access this page from your Constituent Login Portal

All Member

Select this availability option to restrict access only to logged-in constituents with active memberships on their account. Members must be logged in to your Constituent Login Portal in order to access the page. 

Membership Specific

Select this availability option to restrict access to certain logged-in members. Selecting this option gives you a check-box list of your memberships to choose from. Only logged-in constituents that have the specified membership type(s) on their Neon account will be able to view this page while logged in to your Constituent Login Portal. 

page_availability_membership_specific__1_.png

Define My Own Applicable Group

Select this availability option to restrict access to a specific group of logged-in constituents. The accounts that you specify as the Applicable Group will be the only people who can access this page. Applicable Group members must be logged in to your Constituent Login Portal in order to access the page. 

When you select this availability option, you will be taken directly to the All Accounts Report upon creating your new  page.  

Load the desired criteria to capture the accounts you wish to define as the applicable group.

edit_criteria_for_all_accounts_report.jpg 

Click Run Report to see who matches your criteria, then Save Search & Return to Neon Page to save your applicable group. 

save_search_and_return_to_discount.png

View or [Update] your applicable group from the custom form configuration page. 


Page Content

Customize the content of your web page using the WYSIWYG content editor.

Publishing Pages

When you've finished creating your page, click [Publish] to make the page available. 

When you publish a page, Neon will generate a unique Page Link for that page.

If your form is restricted to constituents or members, you will want to add the page link to your Constituent Login Portal.

Make this page available from the Constituent Login Portal by adding it to the What would you like to do? drop down menu, which is configured here: 

System Settings Tab > Home/Dashboard > Constituent Login Portal > Dropdown Navigation Options.


Related Guides and Videos

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