Do you ever have people call in and request their contribution statement? If so, this recipe will allow your Business / Accounting Staff to quickly send that person a link to their My Account page from a button on the Person profile Contribution tab.

(You can also add the button to any "Person" page to allow your staff with People access to verify basic info and send a 30 day tokenized link)

You'll start by verifying the person’s contact information and then send a tokenized link to the adults in the family. Once they click the link, they'll have the opportunity to view and verify their family information and download their contribution statement on the My Account page.

Here's the basics to create the screen's and button.

• Start by unzipping the Send_MyAccount_Link.zip file. (Detailed Instructions & Files Included)
• Import the Workflow and adjust a few items for your organization. (Details in the Instructions.)

• Create a page called "Send MyAccont Link". (Details in the Instructions.)

• Add a Workflow Entry Block and set the Properties (Details in the Instructions.)

• Navigate to the Person > Contributions page and add a HTML block. (NOTE ...you can add the button to any of the Person pages.)

• Edit the HTML (Details in the Instructions along with code-txt file.)

Your page will have the new button that will take you to the general "Send MyAccount Link" page to verity the information and email the 30 day tokenized link.