Steps to Complete in NeonCRM:
- Create custom campaign group.
- Add campaigns to the group. Please note the CODE is the Campaign ID.
- Add individual user to Individual Account.
- Assign applicable campaigns.
- Share individual user information with the intended recipient.
- Identify Client_id, Client_secret, Domain URL, and API Key.
Steps to Launch:
- Via MissionPipe, share Client_id, Client_secret, Domain URL, and API Key with Solertiae.
- Access to a MissionPipe Zone was provided at the time of subscribing.
Considerations
- If a company is missing a first/last name, neither it nor its donations will sync.
- Anonymous Donor flag will determine whether the donor name and contact details is shared. Anonymous Donations – Neon One
- User will need to enter the Individual Account username/password when connecting from Partner Essentials.