With this feature enabled, before a constituent fills out a legacy form sent via a link in an email, a prompt will appear encouraging them to login to their existing account, if applicable. A constituent may close this window and continue to fill out a form without logging in, but having constituents with existing accounts in the CRM login before filling out a form, such as a donation form, will pre-fill their information on the form and ensure a duplicate account is not created when the form is submitted.
Contents
- Enable the Login Prompt on Legacy Forms
- Enable the Login Prompt on Non-Legacy Forms
- What Happens Next?
Enable the Login Prompt on Legacy Forms
To enable the login prompt on legacy forms:
1) Select the Settings cog in the upper right corner and then select Global Settings on the drop-down menu.
2) Select Login Prompt under the Account Duplicate Management heading.
You will arrive on the Login Prompt page. On this page:
3) Select the toggle(s) next to the form(s) on which you wish to enable this feature.
Further down on the Login Prompt page, in the Customize Prompt section:
4) You may add a custom message in the header and/or footer of the login prompt pop-up.
Once you have made all applicable changes:
5) Select Save.
Enable the Login Prompt on Non-Legacy Forms
Note: For non-legacy forms, you can enable the Login Prompt on a form-by-form basis in the Form Builder. This feature is located in the Settings section of the Form Builder, as seen below.
What Happens Next?
When a constituent clicks on a link to one of your enabled forms, the following window will appear.
The constituent has several options:
- Log In - Enter their login name and password to continue.
- Sign in with their Facebook or X account (if Social Media Login is enabled for your forms).
- Recover Account - Submit the email address associated with their account to recover their login information.
- Close the prompt window and complete the public version of the form.