Implementation Phases

 √ End-to-end Neon Pay processing for

   - Credit card

    - E-Check/ACH

    - Apple/Google Pay

√ Donation Forms for

    - Haiti Inc, Health, Hmanitarian Scholarship 

    - webpage, email, facebook, barcode

√ System Email Wording

    - Donation Appreciation

    - Soft Credit Recipient Acknowledgement

    - Recurring Donation Created

    - Recurring Donation Error

    - Account Form Confirmation

    - Login Activation (Partial Match Queue)

√ Email management

    - email donation form link

    - Email Campaigns

    -Templates

    - Audiences

    - Constituant Subscription

√ Setup Neon Admin users

    - admin, user,  communication, donations ...

    - assign people to category

√ Company Account Type

   - Link Company to Primary Individual

      Account or individual account

√  Wild Apricot (WA) Migration

    - WA admin to  Neon User

    - WA contact to Neon Constituent

    - WA donations to constituent (rather not)

* URL migration strategy

    - run in parallel, then stop WA and Affinipay

* Role-based Dashboards

* Household relationships? [Related guide: Households]

    - Do you want every family member to have their own account? [Related guide: Contact Records]

* Tribute Donations are gifts made in honor or memory of another person. 

 * Event Support Workflow

    - Leverage barcode donation form?

    - Event Email Campaign

        - Use  Giving Tuesday example

    - Who is the taget audience for each event?

    - How will you communicate with target?

    - How will events gather  donations?


Description Title

* Blog

* Custom management reports

* Webseach, web hits, ... analytics

* Neon-based Store implementation?

* Event management Neon package ???

    - Upgrade to next level costs $800/year

  • Working Questions for Nicole/Board

    1. Validate system email and account message wording
    2. Define email audiences snf news groups
    3. Donation forms links for email posts, barcodes
    4. Assign people to admin roles (Gary, Nicole, Jo, Sue, Steve, ???)

  • Working Questions for Neon

    1. Confirm nice-to-have, "some day" items
    2. Web Theme deletion linkage blocks
    3. Explain use case for"multiple versions" of system email
    4. Fix "sender not verified" warnings
    5. Establish URL migration steps