How to help a Constituent who has forgotten the email they used to make transactions

A Constituent may forget the email address they used when completing a transaction with your organization. When this occurs, you will need to trigger an authentication link to be sent to their email inbox. To trigger an authentication link to the Constituent’s email inbox, follow these steps.

  1. Login to your Alpine database.
  2. Use the search bar at the top of the screen to search for the Constituent.

    Alpine_Search_Bar
  3. Click on the name of the Constituent to be redirected to their Constituent profile.

    Alpine_John_Doe_Search_Bar
  4. Take note of the Constituent's email address located in the Email Base Field of their Constituent profile.

    Alpine_Primary_Email_Address
  5. Next, click on your Name in the top right-hand corner of the screen.

    2023-05-18_11-06-42

  6. Click Go To Transaction Portal. This will redirect you to the Transaction Portal Login Page.

  7. Enter the Constituent's correct email address from the Email Base Field of their Constituent profile in the lookup field.

    Donor Portal Email Confirmation

  8. Click Lookup.

    2023-05-18_11-07-59

  9. This will trigger an authentication email to be sent to the Constituent's inbox. From there, the Constituent can click on the link inside their authentication email to access the Transaction Portal.