At Neon Fundraise we believe that user information should be easily accessible and managed. To that end, we have designed our templates to present the user information front and center. Users can access their campaigns and account information from the top right of any page on the site. When a user is logged in, two icons will be displayed on the top right: the user's profile image and a grid icon.
The profile image in the top right drops down to reveal the user's account information, a link to their account section, a list of managed users, and a logout button. Clicking the "Profile" button directs the user to their profile section. Clicking a managed user logs in as that user.
My Campaigns Dropdown
The grid icon in the top right drops down to reveal the user's campaigns (fundraising pages). At the very top of the list is the page associated with the present campaign site. If the user doesn't have a page on the present site, a "Register for this campaign" button will show. Below that is listed pages associated with other campaign sites, assuming the user created pages on multiple sites.
Each campaign card has two links: the title links to the actual fundraising page and the "Dashboard" button that links to the fundraiser dashboard. The "View all" link below the list directs to the My Impact tab in the account section.
User Account Section
Users can upload and edit their profile image on this page using our image uploader.
The Profile tab contains the user's personal and contact information, all of which can be edited in this location:
- Email address
- Phone number
To edit name, address, or phone number, simply click the relevant field and it will expand to be editable.
To update name or password, click the "Update" link next to either one. For security purposes, the user's old password is required to make either of these changes. Updating email and password is not available for managed users — to update the email and/or password of multiple users in a shared account, be sure to log in as the primary user (click here for more information).
Users in a shared account — whether primary or managed, may "break out" of the shared account to manage their account under their own email address. To do this, click the "Manage Own Account" link above the email address field. For security purposes, the user's old password is required to make this change. Primary users who opt to manage their own account need to select another user to become the primary of the shared account.
My Impact Tab
The My Impact tab displays the fundraising impact of a user to the organization: the amount donated, fundraised, and the number of donations. Below that, campaign cards are displayed for each campaign (fundraising page) the user has created for the organization, on both active and ended campaigns. For active campaigns, user can navigate to a campaigns from this location, much like in the My Campaigns dropdown. For ended campaigns, users can view page title, text, and image, as well as goal amount and amount raised.
(Note that the text below the title represents the campaign name. If two campaigns have the same name, it may be difficult for user's to differentiate between their pages on those campaigns. We recommend naming campaigns in a way that will minimize confusion. Also note that pages on delisted campaigns will also appear in this section.)
The Payments tab displays the user's transaction history and recurring plans for the organization, and payment methods.
In the Transactions sub-tab, the user can view historical transaction records, including Donations, Registrations, Purchases (tickets), and Matches. Users can sort and filter their transactions list using the relevant icons that appear above the grid. Filters include:
- Date range
- Transaction type
- Payment method
Details related to each transaction, for example donation recipient and transaction amount breakdown, can be viewed in the detailed transaction record view by clicking on the transaction record. Transactions without a payment (for example, registration with no fee) do not appear in this list.
In the Recurring Plans sub-tab, the user can view all recurring plans they may have across the organization. This includes active, paused, and ended plans. The plan record displays amount, original charge date, interval, last charge, amount processed to date, and status, among other detailed information. Additionally, users can pause or end their plan from this interface.
In the Payment Methods sub-tab, the user can view their payment methods saved across the organization. Payment methods can be credit cards and (for select processors) bank accounts. Saved payment methods and those in use for recurring plans show up in this interface, while those in use for recommitment do not. Payment methods display the credit card company, account holder name, the last four digits of the account, and expiration date. Payment methods not associated with any active recurring plans may be deleted from this interface.
In the Matches sub-tab, the user can view all matches they may have across the organization, including both active and ended matches. The match record displays start and end date, match recipient, maximum amount, total matched amount, and status, among other detailed information. Click here to learn more about our Donation Matching (beta) feature.
To secure users' information, the Payments tab can only be accessed once the user's email has been verified.
Additionally, each of these sub-tabs will only appear once the user has related records to view. If an organization doesn't have the ability to accept recurring donations configured, the Recurring Plans sub-tab will not appear to any users in that organization. For more on configuring recurring donations, please see Recurring Donations.
The Notifications tab allows the user to determine whether they would like to receive notifications from each of the campaigns in which they are participating. If a user indicates that they do not want to receive communications for a given campaign, they will be removed from Neon Fundraise's email list and will not receive any “Admin Emails” or “Auto-Responders” (which includes registration confirmation and donation receipts) from that campaign.