Making Selections

The most common way that members gain access to the Member Website is through the auto-login link that the administrator sends them via email. Alternatively members can login to the website (www.purimproject.com) using a username and password that the administrator shares with them, usually through a postcard or letter.

An example of what the email and First Page they see as follow:

Once they're in members will be prompted to make selections from all your Displayed status members. They can also select categories from the dropdown window, and see who they selected last year, and who selected them.

Note, that as an admin you too can view the categories for each member from the dropdown window (alternatively, as an admin you can run the Sender-Receiver report for any campaign, current or past, to see who selected whom).

• Related Articles

• Making Member selections from Comsend

  To make selections on behalf of members, there's no need to login as a member would, rather from the Admin portal you can directly access and edit a member's selections. In the Members module you can click the Selections Action Icon on the right ...

• Members can't make selections

  If your members are reporting to you that they cannot make selections then it may be that your campaign is not live. Go to Campaign settings and check the dates of your campaign.

• Video Tutorials

  Video Tutorials you might find useful include: Purim Project Demo Making Selections and Finalizing Orders Working with the Member Template Customizing the From Field in emails Updating Email Information Monitoring Member Selections Updating Member ...

• Displaying the Address besides the Names

  If you'd like, you can include parts or all of the members' address in one of the Display fields, e.g. in the Member List field. Doing so makes it easier for members to distinguish between families of identical names when they're making selections. ...

• Finalize Explained

  All orders have a Finalized/Not Finalized status which governs whether they appear in the Final Letters (aka Greeting Cards). Selections that are not Finalized are considered an Incomplete Order, or Pending Order and will not appear on the Final ...