PATRON PORTAL
This article covers the following topics.
Prerequisites
Portal(s)
Global Settings
Logs
Prerequisites
1. SITE
The Patron Portal feature is hosted using Salesforce’s Sites. If your organization already has Salesforce Site(s) you will have the option to use your existing Site with the Patron Portal. If you do not have a Site set up, here are instructions to set it up: Salesforce-Sites
2. Store
The stand-alone Patron Portal requires one store be created in Click & Pay. If you need assistance creating a store, please contact support .
3. Access to Portal
If you are NOT using the Store for selling product or event registrations, you will need to grant access to the Portal for your Patrons. After granting access, let your patrons know they can login to their Patron Portal Account.
Patrons may be added two ways.
- Add Patrons Individually
- Add Patrons From a Report
What is the Patron Portal?
This is a Stand-alone Patron Portal that you may hyperlink to your website. This will allow your patrons to login to the Portal and see their Click & Pledge transactions that are in your Salesforce instance, download a .csv file of their transactions, edit recurring transactions, and update their contact information based on the settings you have selected.
You may have an unlimited number of Patron Portals.
Portal(s)
To create your Patron Portal, click the "+Add" button. Under the Action icon you may View, Edit, or Delete an order, see the Login History of patrons that have logged into this portal, or get the Site Link.
Create a Portal Site
SITE INFORMATION
Site Name - Enter the name of the Portal Site you are creating.
C&P Account Number - If you have more than one Click & Pledge account, select the account number this Portal will be used with.
Salesforce Site - Select the Salesforce Site you use with Click & Pledge products.
Background Image - Add the image you would like to appear on the login screen.
LOGIN WIDGET
Position - You may position the Login Widget on the left side of the screen, in the center, or on the right side of the screen.
Background Color - Select a background color for your widget. You may use the RGB or Hex code to select your color. You may also set transparency for the widget.
Login Widget - Enter the text you would like to include on the widget. You may also reposition the wildcard in the text area.
Login Button Background Color - Set the background color for your login button.
Login Button Font - Select the font for your login button.
PORTAL SITE
Portal Header - Create the header your Patrons will see on the Portal Site
Portal Footer - Create the footer your Patrons will see on the Portal Site.
Click the Save button.
GLOBAL SETTINGS
Here you may specify what your Patrons may view and edit in their Patron Portal account.
Portal Menu Items
The Patron's Profile, Address Book, and Orders list will always be listed when the Patron views their account. You may hide the Payment Options, Subscription (recurring donations) and Downloads.
Also included in the Global settings is a checkbox to grant Patron Portal access to all Contacts in Salesforce. There is an additional option to deny Portal access if an email is associated with multiple accounts.
Log Retention - Enter the number of days, that the Patron portal login information log records will be deleted automatically from the “C&P Patron Portal Logs”. Log retention range is from 0 to 1095 days (3 Years).
Permissions
Permission to update the Store's Credit Card information, the Contact information or to Cancel Subscriptions may be turned off.
LOGS
View the login activity of your patrons as they access the Patron Portal and view their account.