SmartPORTAL overview

1. Profile update form
   
2. Login / Register form
3. Add Actions
   

How does SmartPORTAL work?

1. SmartPORTAL pulls and pushes data from your Raiser's Edge NXT database
   
2. SmartPORTAL provides a website interface which allows your supporters to view, edit and update their data
3. SmartPORTAL is compatible with any website and works by generating code snippets in the same way as Blackbaud Online Express

What do I need to get ready before implementing SmartPORTAL?

1. Identify your primary email, phone and LinkedIn phone types and primary address type from RE
   
2. Identify your desired salutation and addressee for new constituents
3. Create code table entries (RENXT > Control panel > Code tables):
   
1. 'PORTAL USER' constituent code
   
2. 'NEEDS REVIEW' constituent code
3. 'SmartPORTAL Update' notepad type
4. Create constituent custom fields (Admin > Custom Fields > Constituent):
   
1. 'DO NOT DELETE SmartPORTAL ID' of type text, one per record, active
   
2. 'SmartPORTAL Update' of type date, allow more than one per record, active.
   
5. You must connect the SmartPORTAL app, this can be done here.
   
6. Perhaps, the most complex requirement is that you will need an email account to send the notifications from SmartPORTAL. This must be a normal email account (not a shared email address) that you are able to log into, either a Google or Microsoft/Outlook account, something like noreply@myorg.org. If you can't find one or need to test the system before this is available contact our team and we can allocate a temporary address.

1. We suggest you create a Google Places API key - this is used to provide address lookup on your forms ensuring easy, accurate addresses reach your database. A guide on this is here.
   
2. We suggest you set up Google Recaptcha for your SmartPORTAL forms as this cuts down on any abuse of the system and SPAM submissions. A guide to generating the Google keys for this is here.

How do you configure SmartPORTAL and generate code snippets?

1. Customise your settings using our deployment platform
   
2. Generate your code snippet
   
3. Paste your code snippet onto your webpage
   

Working with code snippets

1. SmartPORTAL snippets are based on HTML and JavaScript
   
2. Add snippets to web pages where you wish SmartPORTAL forms to appear
3. Use 'HTML' or 'Raw' mode when adding your code snippet
   

Add SmartPORTAL code snippets to popular CMS systems

1. WordPress: Use the 'Raw HTML' plugin 
   
2. Drupal: Use Full HTML or Raw HTML format when editing the body text field of the web page
   
3. Other CMS: Use the page editor in 'HTML' or 'Raw' mode when adding the code snippet

Example snippets

1. <div id="bbox-root"></div>
2. <script type="text/javascript">window.bboxInit = function () {
   
3. bbox.showForm('1111111-1111-1111-1111-11111111111');
   
4. };
   
5. (function () {
   
6. var e = document.createElement('script'); e.async = true;
   
7. e.src = 'https://bbox.blackbaudhosting.com/webforms/bbox-min.js';
   
8. document.getElementsByTagName('head')[0].appendChild(e);
   
9. } ());</script>
   

1. <div id="smartportal-olxautofill-wrapper"></div><script>var SmartPORTALComponents = SmartPORTALComponents || [];var SmartPORTALSettings = SmartPORTALSettings || {};var SmartPORTALDebug = true;SmartPORTALComponents.push('common.js');SmartPORTALComponents.push('olxautofill.js');SmartPORTALComponents.push('cdn-md5');SmartPORTALComponents.push('cdn-cookie');</script><script src="https://www.smartthing2.com/smartapi/portaljs/loader.js?jsformat=1&f=-js.html&c=....&k=....%22%3E%3C/script%3E  

SmartPORTAL demo

Can SmartTHING set up demo code snippets for us?

1. Create a web page with a section ready to accept the SmartPORTAL form.
   
2. Provide a method for SmartTHING to edit that web page and details on the SmartPORTAL elements you wish to see.
   

1. If wanting a demo of SmartPORTAL autofill please add any Online Express form to the page and make sure it is working.
   
2. If not using Online Express please check with the SmartTHING team to see if your web site system supports snippets (we can check the site to see what CMS you are using). If it is not obvious we may refer you to your web support team so they can confirm how to add snippets to your site. You would provide them with a link to this page so they are aware of all the technical details.