My Account Feature Walkthrough

VIDEO TRANSCRIPT | Recorded: 2024-09-08 | Verify against current system state

Abstract¶

Video walkthrough demonstrating My Account page sections with a fully-privileged test account. Shows auto-renewal payment update modal, PAC quarterly/monthly recurring contributions as separate payment methods, CE data sharing opt-in with certification board, address management with home/work selection, phone number formatting, NP Finder worksite creation with geocoding verification, order history and receipt sending, invoice payment for multiple orders, communities listing, fellow profile management with photo upload, and role-based sections for board members, state liaisons, and NPO resources.

Key Procedures¶

• Auto-renewal: View scheduled date, click edit card to update payment method
• PAC contribution: Separate recurring payment from membership auto-renewal
• CE data sharing: Click opt-in, accept terms, flag stored with version number
• Address update: Select home or work, enter details, sets preferred address
• Phone: Choose country code, enter number (stored in 3 separate fields in Aptify)
• NP Finder: Add up to 3 practice sites, geocoding validates address for map display
• Order history: View past orders, send receipts to any email address
• Downloads: View purchased PDFs (no expiration going forward)
• Invoice payment: Select multiple unpaid invoices, pay with single card entry
• Fellow profile: Additional sections for bio, expertise, photo upload

Notable Statements¶

• 0:02:06 "This is their membership that they purchased a membership. Next section is the auto-renewal section."
• 0:03:28 "The auto-renewal could have the company card, and then the PAC contribution could have a personal card."
• 0:05:02 "What it's doing is basically throwing a flag on my account that says I approve of sharing my data with the certification board."
• 0:06:34 "We have an address type of home or work. You can only choose one and you have to choose one."
• 0:07:08 "Note this though... if you choose work, you have an additional field called company name."
• 0:10:06 "Something's going on with the address that it doesn't like. This is where it's doing a little geocoding."
• 0:12:47 "It correlates the amount. Like if I owed $600 across three invoices, then it would say $600 here."
• 0:17:11 "We don't want Jennifer to be doing a thousand photos a year. So make sure they can upload a photo."

Systems & Configurations¶

Systems Mentioned¶

• Member Portal (my.aanp.org)
• Salesforce Experience Cloud
• Aptify (backend data)
• NP Finder (public directory)
• Higher Logic Communities

Specific Configurations¶

Credentials/Access Mentioned¶

• I2C partner account in QA (full privileges)
• Production account for live examples

Errors & Troubleshooting¶

• Issue: NP Finder practice site not displaying
• Cause: Address geocoding validation failed
• Resolution: Fix address format for latitude/longitude calculation

• Timestamp: 0:10:06

• Issue: Company name field missing from work address

• Cause: Field not added to Salesforce form
• Resolution: Add company name field when address type is work
• Timestamp: 0:07:36

Transcript Gaps & Quality Notes¶

• Companion video to section-by-section documentation
• Shows both QA and production environments
• NPO resources section referenced but not demonstrated (separate account needed)
• Fellow expertise simplification in progress
• State liaison section shows Texas-specific data