Your constituents have the ability to log in to NeonCRM using Facebook or Twitter. Once a constituent has authorized Facebook or Twitter login, they will always be able to access that account using this instead of a standard NeonCRM login name and password. A constituent cannot create two Neon accounts using the same Facebook or Twitter login.
A constituent only has to give authorization for Neon to use their Twitter/Facebook once. After that, when they click the link to sign in with Facebook or Twitter, they will be automatically logged in to their Neon account.
The standard Neon fields "Facebook Page" and "Twitter Page", are available for Individual Accounts only.
Additionally, the social media fields on an Individual account, if not used for login by the constituent, can be populated by a User to provide a link to the constituent's social media page.
Contents
Logging in as a Constituent with Facebook or Twitter
Adding Facebook/Twitter Profile Fields as a System User
FAQ
Logging in as a Constituent with Facebook or Twitter
Your constituents can authorize Twitter login by selecting the Sign in with Twitter option on your login page.
A pop-up screen will appear asking you to authorize NeonCRM to use your Twitter account. To approve this authorization, sign in to Twitter using the username and password fields.
Once authorized, you can navigate to your Twitter account settings and see that Neon CRM is listed as one of your approved applications. You can also Revoke Access at any time in the future. Once access is revoked, you will not be able to sign in to NeonCRM with your Twitter account.
Once you have provided authorization, you will be redirected to the Constituent Login Portal. You will know that you are logged in because it will say "Welcome [your name]" in the upper-left corner.
You will now be able to log in to NeonCRM with your Twitter account in the future.
Your constituents can authorize Facebook login by selecting the Sign in with Facebook option on your login page.
A pop-up screen will appear asking you to authorize NeonCRM to use your Twitter account. To approve this authorization, sign in to Facebook using the username and password fields. If you are already logged in to Facebook, you will not need to re-enter your login credentials.
Once authorized, you can navigate to your Facebook account settings and see that NeonCRM is listed as one of your approved applications. You can also revoke access by selecting the "x." Once access is revoked, you will not be able to sign in to NeonCRM with your Facebook account.
Once you have provided authorization, you will be redirected to the Constituent Login Portal. You will know that you are logged in because it will say "Welcome [your name]" in the upper-left corner.
You will now be able to log in to NeonCRM with your Facebook account in the future.
Adding Facebook and Twitter Profile Fields as a System User
When editing an individual account, a system user can manually enter a constituent's Facebook and Twitter profile pages to their account for your own use. If you manually add Twitter or Facebook profile pages to an account, you are NOT connecting their NeonCRM account login to the constituent's social media login. You are simply tracking their profile page.
When you edit an account, you can type in the name of their profile page under Personal.
Only include the portion of their page link that follows https://www.facebook.com/ or https://twitter.com/.
For example, we'll locate Bill Gates' pages:
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Once saved, his account detail page would display their pages as hyperlinks. The Facebook Page and Twitter Page names are clickable links to the constituent's social media page. These will open their social media page in a new tab.
FAQ
Q: Can I turn it off?
A: Yes. You can enable/disable this feature at Settings cog Global Settings Constituent Login Portal Facebook & Twitter Login.
Q: Can anybody besides Individual Accounts use Facebook/Twitter login?
A: No. Users and Company accounts cannot use Facebook/Twitter login.
Q: What happens if an existing constituent decides to use Facebook/Twitter login instead of their normal NeonCRM login?
A: A new account will be created. A staff user can merge these accounts together using our Duplicate Scan. Both the merged constituent's NeonCRM login and their Facebook/Twitter login will continue to work.
Q: What happens if the same constituent uses two different Facebook accounts to log in?
A: Two different accounts will be created. If a System User merges the accounts, the most recently created Facebook login will be kept.
Q: Can a constituent link their Facebook/Twitter login to their existing NeonCRM login?
A: Unfortunately, no. The only way to add a Facebook/Twitter login to an existing NeonCRM login to an existing account would be to have the constituent create a new account, and then a System User can merge the two accounts.
Q. How can I see which accounts have logged in using this feature?
A. The Mailing Report, All Accounts Report, and Email Audience Report have criteria and columns to search for and display accounts that have data in the Facebook Page and Twitter Page fields.
Q. Can Users edit an account's social media information if it was used for login?
A. No. If a constituent has filled it out, the Facebook or Twitter Page field will be populated and disabled. A User cannot edit or delete this information, nor can they access the social media page by clicking on it.