Member Portal Checklist

Feature Enablement:

Decide on features to enable for the online portal.

Member Accounts:

Include fields: First name, last name, phone, address, city, state, zip.

Support create, read, update, and delete operations.

Implement constituent merging.

Enable duplicate merging

Configure email preferences and integrate with Altru.

Set up push/notification settings.

Implement password security and change functionality.

Online Sales Orders:

Record completed transactions.

Record refunded transactions.

Digital Membership Cards:

Provide a PDF download option.

Provide a print option.

Offer iOS compatibility.

Offer Android compatibility.

Configure card design.

Digital eTickets:

Enable PDF downloads.

Enable email attachments.

Online Gallery:

Restrict content based on purchases.

Include a personal calendar linked to purchase history.

Directory:

Enable Altru integration for member redemptions.

Theming & customization:

Configure portal theme: font types, color palette, headings.

Customize organization content: title, description, Facebook username, Twitter username.

Authentication & user access:

Enable registration.

Set up email verification.

Implement login and password reset.

Include password reset verification.

Branding & identity:

Decide on a custom domain name.

Design the front and back of membership cards.

Upload favicon image.

Upload logo image.

Upload a share image.

Data configuration & testing:

Create a user account in Altru with correct permissions.

Set up an initial query in Altru for testing.

Create and test with user accounts.

Set granular control for data download.

Set up a duplicate configuration.

Configure and verify push notifications on mobile and desktop devices.

Configure a custom domain.

Membership integration:

Meet with the membership department to define member benefit logic.

Implement logic accordingly.

Website integration:

Replace the Altru login with a custom login.

Add the membership portal link to the main website.

Test credentials to ensure member discounts apply.

Extra configuration options:

Add Google Analytics tracking.

Set up custom fonts or JavaScript plugins.