To encourage people in the database to create a login name and password, you'll need to find everyone in your database who doesn't have one, and send them an email with a link to create a login and password.
This is a three-step process:
- Create the Email Audience
- Build the Campaign Email
- Send the Email to your Audience
First, you'll need to build the email audience that contains everyone who does not currently have a login name and password.
Navigate to your campaign audience list at Email > Email Audiences.
Create a New Audience.
Name your audience, and choose the Standard Email Audience option.
Once created, you'll need to add your constituents to this audience. Click Add New Search. Then, click Edit to modify your search criteria.
Then, click Save changes. On the Email Audience Report screen, click Run Report.
You will now see a list of all constituents who do not have a login name. Click Save Email List to add these constituents to your email audience.
Now that you have built your email audience, you need to create the campaign email you'd like to send to them.
Build a new campaign email. When you reach the content editor, write something like,
Thank you for your support of our organization! We recently moved to a new database system that will allow you to view your donation history, update your contact information, and more. To view and update your information, click here to access your account.
Highlight this text & click the link icon to make it a hyperlink.
Click ---select a web portal--- and choose Reset Password.
Click OK to add this hyperlink. Finish creating your email as normal and send it.
Creating a Login and Password: The Constituent's Experience
Once your email has been sent, each constituent will receive an email that corresponds to their NeonCRM account.
When a recipient clicks on the Reset Password Link from this email, they will be taken to a page where they are prompted to create a Login Name and/or Password for their existing Neon account.
If the recipient has not set up a Login Name and Password for their Neon account, they will be prompted to choose both, as shown for the test account in the example below:
If the recipient already has a Login Name for their Neon account but no Password, or if they have both a login and password already, this page will display their current Login Name and they will only need to choose a new Password, as shown in the example below:
If the owner of this email address has more than one account in your NeonCRM, they'll have the choice of which password to reset. This is handy for people who have both an individual and a company account, for example, or a system user and a constituent account.