Plan for Portal Rollout

To educate and excite your constituents to use the portal, you should plan a coordinated effort to explain what the portal is and how to use it.

• Plan which events and meetings you'll use to announce the portal.

• Add links to the portal on your website.

• Use social media and other communications to direct constituents to the information you share about the portal.

• Announce when you plan send portal invitations so constituents will know when to expect to them.

  Tip: Instead of sending invitations, you can add the portal URL to your website.

• Add details about the portal to your new constituent materials to onboard those who join after the initial rollout.