New in Populi: a couple of new Portals for Admissions and Donors. Portals let people access their Populi information without a user account; rather, they get there through a very long, unique, randomized URL that you share with only that person. The Admissions Portal gives a lead access to her applications, inquiries, forms, and financial aid, while the Donors Portal provides a donor with a history of his contributions.
Portal Access
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To give someone access to their Admissions or Donors Portal, start by going to their profile. Select the Portal Access action and send the link to the person's email; all they need to do is click the link to go there—no login required! Later you can return to this spot to generate a new link, delete it, or add a new email address.
Admissions Portal
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The Admissions Portal is a dashboard that summarizes what the lead has done and needs to do next:
- Applications: The lead can view and submit applications they've already started, pay application fees, and ask application questions.
- Financial Aid: After you've packaged aid for the lead, she can accept/decline any offered awards, update her aid application, and print award letters and her College Financing Plan.
- Forms: If you've sent the lead a form response request, she can come here and respond to it, as well as view completed responses.
- Inquiries: If the lead has any active inquiries, she can update them here, as well as view any activity on past inquiries.
Donors Portal
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The Donors Portal presents a donation history together with links to view/print receipts and yearly summaries, manage recurring donations, as well as a button to make a new online donation.