Participants will be able to complete the following tasks in the Portal:

  • Log in to the Portal after being granted access and viewing a dashboard summarizing their options.
  • See messages sent by the portal administrators
  • See the Programs in which they are enrolled, and the TouchPoints to which they can respond online
  • See a list of their past TouchPoint responses, both ones they fill out and ones filled out by our client's staff
  • Open and review a past TouchPoint responses
  • Click to take another response to the same TouchPoint
  • Manage his or her Portal account (change email and/or password)
  • Confirm and make updates to demographic information, like address, last name, pronouns

Administrators can:

  • Create Custom Intake forms that will create Participants in ETO.
  • Include TouchPoint information on the intake form. 
  • Distribute links to potential participants so that they can fill out the information.

PLEASE NOTE that when Connect was introduced, there was a limit of 500 potential participants registered per enterprise. That limit has been removed.

For more information…

On adding Connect to your ETO: accountmanagement@socialsolutions.com
On technical issues with Connect: support@socialsolutions.com
On available Connect training labs: training@socialsolutions.com

Already Have the Add-On?

Articles for Connect:

Accessing ETO Admin Connect

Registering and Managing Participants in Connect

Participant Log On / Access

Creating and publishing an Intake Form

Manage TouchPoint Permissions

Best Practices for Building Touchpoints for Connect

Manage Notifications

Videos for Connect:

Intake for Connect

Notifications for Connect

Manage Touchpoint Permissions

Grant Participant Access

Access ETO Connect

Limitations

Alerts cannot be triggered from actions taken in Connect. We suggest running scheduled reports or passive workflows to trigger when participant actions are completed through Connect.

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