GiftWorks Online Donations

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "GiftWorks Online Donations"

Transcription

1 GiftWorks Online Donations Getting Started GiftWorks Online Donations delivers a fast, convenient tool for accepting online donations (through your website or through an link) and downloading those donations to GiftWorks with just a few clicks. See the immediate results of online donations, and easily analyze your online donations with the power of GiftWorks just like any of your other fundraising appeals. GiftWorks Online Donations integrates seamlessly with GiftWorks. This means that you can view your online transactions at GiftWorks Live and then download those transactions to GiftWorks. If new donors make online donations, they will be added to GiftWorks and your donor list will grow. If existing donors make online donations, they will be updated in GiftWorks with new donation history and other donor information collected through the online donation form. GiftWorks Live GiftWorks Live is the online host of GiftWorks services, designed to help you maximize your fundraising potential. GiftWorks Live Account you will receive two s once your GiftWorks Live account has been created. Your Organization will only have one GiftWorks Live account, however multiple users can be added and you can define the permissions users have for each GiftWorks Live service. Each user will sign in with a different username and password. The first will include your account number, your username and password and a link for you to access GiftWorks Live. The second will give you specific steps activate your GiftWorks Live account. Merchant Account In order to accept online donations, you must apply for and be approved for an internet-enabled

2 merchant account. This is an account with a bank that enables you to accept payments via credit card and E-checks. Your merchant account allows you to receive immediate payment after a donation is made. In addition, your organization s name will appear on the donor s credit card statement. GiftWorks Online Donations walks you through the application process and prepares the necessary documents for approval. The information provided during the Signup process will be used to complete an application that must be printed and signed. Before you click Begin Signup, download and read the Signup Checklist. You will want to have all the information needed to complete each step to streamline the process. The Checklist also provides information about the required forms and information that must be faxed to Mission Research. After the documents have been completed, you will need to fax the forms to Mission Research. Once approved, you will receive an notification that the account is open and you can begin to use your Online Donations service. Until the merchant account is approved, the Online Donations service status is pending. You will see the screen below when you go to the GiftWorks Live website. Enter your username and password to sign in to GiftWorks Live. Getting Started The first time you sign in to GiftWorks Live you will see the screen below. Click on the Add a Service link.

3 Next, click on the Add Service link under Online Donations. Click on the Begin Signup button. Fill out the questionnaire. This will automatically fill out the necessary fields within the application for you. 1. Organization Details

4 2. Organization Addresses

5 3. Officer info 4. Bank info 5. Review and Accept - Download the forms and then print them out. Check the boxes to confirm.

6 6. Fax Agreements Add Other Users You can add other users to your GiftWorks Live account. The person who set up the account will be listed as the Admin in the User List, and all other users will be listed as User. Click on Home at top of screen. Select the Add other users link to add other GiftWorks Live users. Every user will sign in with a username and password. Donation Page After your merchant account is created; you will be sent another notifying you that your Online Donations account has been activated.

7 You can now sign in to GiftWorks Live and create a donation page to accept online donations. Your donation page will open when donors click on the Donate Now! button on your website. The donation page is a secured form donors will complete to make online donations. GiftWorks Online Donations provides the tools to edit and customize your donation page. Click any of the tabs in the Donate Page section to configure your donation page. Donation Page Theme You can personalize the default theme page and edit its colors, or you can select a page from the Theme Library to edit and match the look of your website. The edit option gives you more control of the page design. Click on a theme to activate it and then click on the Personalize link to make changes to the page, or click edit to edit the files for the page.

8 The personalization options include editing the title for the page, the side bar content, and the footer content. Click Save to save your edits. Click on the Theme Colors tab to edit the background and form colors of the donation page. Click Save to save your edits. At any time you can click the View Donation Page link to view the status of your edits. Donation Page Amounts You can define the preset dollar amounts shown on the donation page that donors can choose from when making a donation. Donors can also select Other to make a donation for a different dollar amount. Enter a minimum amount and a maximum amount that donors can enter for a valid online donation, as well as select to show the maximum amount. Click Update Amounts to save changes. Donation Page Restrictions You can add donation restrictions to your donation page. A restriction can be a campaign or a program area that donors can select from a dropdown list on the donation page.

9 Restrictions provide donors a more personal connection to your organization by allowing them to say how they would like their online donation to be used or directed. Enter a restriction name and description. Click Add New Restriction to save the restriction. Click the Edit link next to the restriction to edit the details of the restriction.

10 Check the Show Extra Text Field box to allow donors to define how they would like the donation to be used, or to provide another option for donation restrictions. This adds an additional text field to the donation page where donors can insert a donor defined restriction or to specify how they would like the donation to be used. You might, for example, use this option for donors to select a particular program area to which they want their donation directed. Enter the details and click Update Restriction to save changes. Donors can select restrictions from the Please Direct My Donation To dropdown list. The extra text field appears on the donation page. The donation restrictions are also available to insert in the customized online donation receipt sent to donors. Restrictions selected by the donor can be used to direct the online donation to the corresponding campaign, fund, and appeal when you download transactions to GiftWorks. Use the donation fields in the GiftWorks Mailing Center to customize donation thank you letters for online donations just like other donations. Donation Page Settings You can optionally include the phone number and company name on the Donation Page, and select if the field is a required entry when completing the form. GiftWorks Online Donations integrates with GiftWorks so that any donor information collected for an online donation, like phone number and company name, will be included in the donor information for new donors added to GiftWorks when you download your online donations. Click Update Fields to update the Donation Page. Donation Page Buttons Select a style and color from the dropdown list for the Donate Now! button that you will add to your website.

11 Once you have finished creating your donation page, copy and paste the code into the appropriate place in your website s HTML. You can also add a Donate Now! link to your organization s s. Copy the link and insert it in your messages, or use the link as part of your signature for all outgoing s. Donors can now make online donations. Options There are several Online Donations account settings you can manage when you click on the Options tab. Account Settings Select Account Settings to view your organization s online donations account and merchant account information.

12 Receipt Settings Select Receipt Settings to edit the donors receive when they make online donations to your organization. Click the Insert Field dropdown list to add donor and donation fields to customize the receipt. Edit the message and the click Update Settings to save the changes. Notifications Select the Notifications option to add multiple recipients to the list of who at your Organization receives a notification when donors make online donations. This is usually an internal notification list for use in your organization. Enter your address. Separate multiple addresses with a semi-colon. Click Update Settings to save the changes. Permissions Select Permissions to specify what users are allowed to do within Online Donations. The Admin has full control of the Online Donations service, and Users have varying degrees of control. Select the roles for the users and then click Update Settings to save the changes.

13 You may want to add your website developer as a GiftWorks Live User and then select Allowed to make changes to the donation form in the Online Donations permissions to give your developer remote access to update and edit the donation page without being able to view or import donations. Recurring Payments Select Recurring Payments to view or cancel any recurring payments donors setup through the donation page. GiftWorks Live Add-in You will need to install the GiftWorks Live addin to be able to download the Online Donations into GiftWorks. To do this, close GiftWorks. Next, choose to download and install the Live Addin for the version of GiftWorks you have installed.

14 After it is installed, you will see the LIVE icon at the top of the screen the next time you sign in to GiftWorks. In GiftWorks, click on the Donations section and then select Download Online Donations in the GiftWorks Live menu to get started. Dashboard The Donations Dashboard provides an overview of your online donations. You can move your mouse over the transaction chart to see how many transactions occurred for a certain day. You can also click the transactions today link or this month link to view more details about transactions. Transactions The Transactions tab provides more details about your online transactions. Select a date range from the View dropdown list. When an online donation is made, the status of the transaction will be Accepted, Declined, Error, Pending or Uploaded. You can view transactions by status by selecting the View date and then select a Status from the dropdown list. The donor name, the GiftWorks Download Status, the transaction status, and amount of donation are shown in the main work area. Click the Edit link next to any transaction to view more details about the transaction. New transactions are ready to be downloaded to GiftWorks. Downloaded transactions already have been downloaded to GiftWorks.

15 You can change the GiftWorks Download Status from New to Downloaded if you do not want to download the transaction to GiftWorks. You might want to change the status to Downloaded if you believe there is an error with the donation and you do not want to download the transaction to GiftWorks, for example. You can also change the GiftWorks Download status from Downloaded to New if you want to download the transaction again to GiftWorks. You might need to download transactions again if you do not backup GiftWorks and you lose transaction information, for example. Downloading Online Donations to GiftWorks When you are ready to download online donations to GiftWorks, click on the Donations section of GiftWorks and then select Download Online Donations from the GiftWorks Live menu. Sign in to GiftWorks Live Enter your GiftWorks Live username and password. GiftWorks will search for any new donations to download. If there aren t any new donations, you will not be able to proceed through the download steps. Verify Transactions

16 Click on any of the donations to view more details. GiftWorks will automatically search for a matching donor for the donation based on display name, and first and last name. Click the Edit Transaction link to edit donor information, add the donor to a mailing list, and to edit the transaction information. Click the Automatic link and choose Select an Existing Donor to change the donor to an existing donor in GiftWorks, or you can choose Always Add a New Donor to add a new donor to GiftWorks for the online donation regardless if the donor already exists. Choose Options

17 Select a Fund, Campaign, and Appeal for the donations that are being downloaded to GiftWorks. You can also choose to add the donors to the Receipts mailing, the Donations Thank-You Letters mailing, and to add the donors to a mailing list. Download Transactions Click on the Download Transaction button to download transactions. GiftWorks will import each donation and alert you to any errors. Finish A Downloaded Transaction Summary appears in the main work area. You can also view online donations along with other donations in the donor s donations tab. For additional information on GiftWorks Online Donations, please visit our YouTube channel and go to the GiftWorks Online Donations playlist. You can also read the GiftWorks Online Donations FAQs located in our Customer Care Center s Knowledgebase.

GETTING STARTED. 1. Go to www.active.com/activegiving. 2. Click on Fundraiser Login at the top right hand of the screen

GETTING STARTED. 1. Go to www.active.com/activegiving. 2. Click on Fundraiser Login at the top right hand of the screen GETTING STARTED 1. Go to www.active.com/activegiving 2. Click on Fundraiser Login at the top right hand of the screen 3. Log In using your username (your email) and your password 4. Once in the Campaign

More information

Grant Management System Training Guide Module 9 Notification Center Home Dashboard Ver 6.1 Updated: 2.13.2014

Grant Management System Training Guide Module 9 Notification Center Home Dashboard Ver 6.1 Updated: 2.13.2014 Grant Management System Training Guide Module 9 Notification Center Home Dashboard Ver 6.1 Updated: 2.13.2014 Prepared by: Table of Contents Module 9: Notification Center on the Home Dashboard This module

More information

How to Set Up Your. Email Account

How to Set Up Your. Email Account How to Set Up Your Email Account Contents Outlook 2002 (Office XP)... 3 Outlook 2003 (Office 2003)... 6 Outlook 2007 (Office 2007)... 10 Outlook 2010 (Office 2010)... 14 Outlook Account Setup Page 2 HOW

More information

Ride to Farm Pledge and Team Setup Instructions for Riders

Ride to Farm Pledge and Team Setup Instructions for Riders Ride to Farm Pledge and Team Setup Instructions for Riders Thank you for your support of Ride to Farm! As a participant, you receive your very own personal fundraising page. This is your place; your space

More information

MySchoolBucks Parent User Guide

MySchoolBucks Parent User Guide MySchoolBucks Parent User Guide Table of Contents MySchoolBucks Parent User Guide... 3 Creating a Parent Account in MySchoolBucks... 4 Adding a Student... 5 Adding a Student on a New Account... 5 Adding

More information

Remote Viewer Recording Backup

Remote Viewer Recording Backup Remote Viewer Recording Backup Introduction: In this tutorial we will explain how to retrieve your recordings using the Web Service online. Using this method you can backup videos onto your computer using

More information

Resident Experience. ResidentPay - Resident Experience 1

Resident Experience. ResidentPay - Resident Experience 1 Resident Experience To pay rent online, you need to first enroll in ResidentPortal. You can navigate to the ResidentPortal from the property s website. The link to ResidentPortal is most commonly displayed

More information

IMAP and SMTP Setup in Email Clients

IMAP and SMTP Setup in Email Clients IMAP and SMTP Setup in Email Clients Configuring an Email Client for IMAP Configuring an Email Client for the SMTP Server Overview Internet Message Access Protocol (IMAP), or a remote connection through

More information

Cox Business Premium Online Backup USER'S GUIDE. Cox Business VERSION 1.0

Cox Business Premium Online Backup USER'S GUIDE. Cox Business VERSION 1.0 Cox Business Premium Online Backup USER'S GUIDE Cox Business VERSION 1.0 Table of Contents ABOUT THIS GUIDE... 4 DOWNLOADING COX BUSINESS PREMIUM ONLINE BACKUP... 5 INSTALLING COX BUSINESS PREMIUM ONLINE

More information

Using Microsoft Outlook 2010 with Zimbra

Using Microsoft Outlook 2010 with Zimbra Information Technology Services Kennesaw State University Using Microsoft Outlook 2010 with Zimbra 1 Copyright 2010 KSU Dept. of Information Technology Services This document may be downloaded, printed

More information

SimplyCast emarketing Email User Guide

SimplyCast emarketing Email User Guide SimplyCast emarketing Email User Guide Email User Guide Page 1 Contents 1. Email Overview... 3 2. Features Overview... 3 3. Email Editor Features... 8 4. How to Create an Email Campaign?... 5 5. Additional

More information

EMAIL TEMPLATE RESTRUCTURING

EMAIL TEMPLATE RESTRUCTURING EMAIL TEMPLATE RESTRUCTURING OVERVIEW This document describes the restructuring of stored email templates in release 6.0, version 2012-01. The primary reason this restructuring was implemented was so that

More information

GroupMAX ME User Guide. Group Campaigns and Acknowledgements

GroupMAX ME User Guide. Group Campaigns and Acknowledgements GroupMAX ME User Guide Group Campaigns and Acknowledgements Group Campaigns provide the ability to communicate with meeting attendees through targeted emails. These targeted emails can include room upgrades

More information

SENDING EMAILS & MESSAGES TO GROUPS

SENDING EMAILS & MESSAGES TO GROUPS SENDING EMAILS & MESSAGES TO GROUPS Table of Contents What is the Difference between Emails and Selltis Messaging?... 3 Configuring your Email Settings... 4 Sending Emails to Groups Option A: Tasks...

More information

GiftWorks Mailing Center Guide THE BIG PICTURE... 2 A CLOSER LOOK... 2 SCENARIOS... 4 CONCLUSION... 23

GiftWorks Mailing Center Guide THE BIG PICTURE... 2 A CLOSER LOOK... 2 SCENARIOS... 4 CONCLUSION... 23 GiftWorks Mailing Center Guide THE BIG PICTURE... 2 A CLOSER LOOK... 2 SCENARIOS... 4 CONCLUSION... 23 THE BIG PICTURE The Mailing Center in GiftWorks is a comprehensive donor communications center that

More information

3dCart Shopping Cart Software V3.X Affiliate Program Guide

3dCart Shopping Cart Software V3.X Affiliate Program Guide INTRODUCTION 2 SETUP THE AFFILIATE MENU LINK 2 UPLOAD BANNERS 4 ENABLE THE AFFILIATE PROGRAM 6 REGISTRATION PROCESS 7 APPROVE AFFILIATES 11 MANAGE ORDERS 12 MANAGE COMMISSION PAYOUTS 13 END YOU VE REACHED

More information

Google Trusted Stores Setup in Magento

Google Trusted Stores Setup in Magento Google Trusted Stores Setup in Magento Google Trusted Stores is a free badging program that can improve your conversion rate and average order size by reassuring potential customers you offer a great shopping

More information

How to install and use the File Sharing Outlook Plugin

How to install and use the File Sharing Outlook Plugin How to install and use the File Sharing Outlook Plugin Thank you for purchasing Green House Data File Sharing. This guide will show you how to install and configure the Outlook Plugin on your desktop.

More information

Building Event Registration Forms in DonorSnap

Building Event Registration Forms in DonorSnap Building in DonorSnap Online Forms is a module that comes installed with DonorSnap. You create your own forms. Forms are built within DonorSnap and uploaded to your website. When someone submits a form,

More information

Self-Service Portal Implementation Guide

Self-Service Portal Implementation Guide Self-Service Portal Implementation Guide Salesforce, Winter 6 @salesforcedocs Last updated: October 0, 05 Copyright 000 05 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark

More information

SimplyCast emarketing Autoresponder User Guide

SimplyCast emarketing Autoresponder User Guide SimplyCast emarketing Autoresponder User Guide Autoresponder User Guide Page 1 Contents 1. Autoresponder Overview... 3 2. Features Overview... 3 3. How to create a Campaign?... 6 4. Management and Reports...

More information

Quick Start Guide. Web Conferencing & Secure Instant Messaging via Microsoft Office Communications Server 2007. Apptix Live Support: 866-428-0128

Quick Start Guide. Web Conferencing & Secure Instant Messaging via Microsoft Office Communications Server 2007. Apptix Live Support: 866-428-0128 Quick Start Guide Web Conferencing & Secure Instant Messaging via Microsoft Office Communications Server 2007 Apptix Live Support: 866-428-0128 Quick Start Guide / Introduction Page 2 of 6 Quick Start

More information

Wind River Financial iprocess Setup Guide for Android Devices

Wind River Financial iprocess Setup Guide for Android Devices Wind River Financial iprocess Setup Guide for Android Devices Contents: iprocess account setup 2 Installing iprocess on your Android device 3 Configuring the iprocess app 8 Attaching the iprocess card

More information

The Welcome screen displays each time you log on to PaymentNet; it serves as your starting point or home screen.

The Welcome screen displays each time you log on to PaymentNet; it serves as your starting point or home screen. PaymentNet Cardholder Quick Reference Card Corporate Card ffwelcome to PaymentNet The Welcome screen displays each time you log on to PaymentNet; it serves as your starting point or home screen. PaymentNet

More information

Produced by: Flinders University Centre for Educational ICT

Produced by: Flinders University Centre for Educational ICT Produced by: Flinders University Centre for Educational ICT Introduction to Outlook 2010 Contents Microsoft Online Services Sign-in to Outlook/Exchange... 2 Key Features... 3 Outlook Screen... 4 To-Do

More information

MY HQ HOW TO. ONCE REGISTERED, there are two places you can click to sign in to My HQ ONCE SIGNED IN, YOU MAY USE YOUR HQ TO:

MY HQ HOW TO. ONCE REGISTERED, there are two places you can click to sign in to My HQ ONCE SIGNED IN, YOU MAY USE YOUR HQ TO: MY HQ HOW TO Your online My HQ provides a wealth of resources to help in your fundraising efforts. This guide will show you how to effectively take advantage of these tools as you join us in the fight

More information

Microsoft Outlook 2003 Module 1

Microsoft Outlook 2003 Module 1 Microsoft Outlook 200 Module 1 http://pds.hccfl.edu/pds Microsoft Outlook 200: Module 1 October 2006 2006 Hillsborough Community College - Professional Development Services Hillsborough Community College

More information

Site Store Pro. INSTALLATION GUIDE WPCartPro Wordpress Plugin Version

Site Store Pro. INSTALLATION GUIDE WPCartPro Wordpress Plugin Version Site Store Pro INSTALLATION GUIDE WPCartPro Wordpress Plugin Version WPCARTPRO INTRODUCTION 2 SYSTEM REQUIREMENTS 4 DOWNLOAD YOUR WPCARTPRO VERSION 5 EXTRACT THE FOLDERS FROM THE ZIP FILE TO A DIRECTORY

More information

Table of Contents. Table of Contents

Table of Contents. Table of Contents Table of Contents Setup Instructions... 1 Step 1: Download the Required Components... 1 Step 2: Install and Run the Online Backup Module... 3 Step 3: Sign-Up to the Online Backup Service... 4 Step 4: Configure

More information

MultiSite Manager. User Guide

MultiSite Manager. User Guide MultiSite Manager User Guide Contents 1. Getting Started... 2 Opening the MultiSite Manager... 2 Navigating MultiSite Manager... 2 2. The All Sites tabs... 3 All Sites... 3 Reports... 4 Licenses... 5 3.

More information

EDIT YOUR FUNDRAISING PAGE AND MANAGE YOUR HEADQUARTERS

EDIT YOUR FUNDRAISING PAGE AND MANAGE YOUR HEADQUARTERS EDIT YOUR FUNDRAISING PAGE AND MANAGE YOUR HEADQUARTERS TABLE OF CONTENTS Related To: Subject Page(s) Edit Your Fundraising Page Access Your Personal Fundraising Page 3 Edit Your Fundraising Page Update

More information

SuccessFactors Professional Edition Admin Quick Reference Guide

SuccessFactors Professional Edition Admin Quick Reference Guide SuccessFactors Professional Edition Admin Much of the administrator s work is done by maintaining the system after its initial launch (GoLive). In addition to the Setup Wizard, administrators can use Admin

More information

Authorize.net for WordPress

Authorize.net for WordPress Authorize.net for WordPress Authorize.net for WordPress 1 Install and Upgrade 1.1 1.2 Install The Plugin 5 Upgrading the plugin 8 2 General Settings 2.1 2.2 2.3 2.4 2.5 2.6 2.7 2.8 2.9 2.10 2.11 Connecting

More information

Document Services Online Customer Guide

Document Services Online Customer Guide Document Services Online Customer Guide Logging in... 3 Registering an Account... 3 Navigating DSO... 4 Basic Orders... 5 Getting Started... 5 Attaching Files & Print Options... 7 Advanced Print Options

More information

Microsoft Outlook 2010. Reference Guide for Lotus Notes Users

Microsoft Outlook 2010. Reference Guide for Lotus Notes Users Microsoft Outlook 2010 Reference Guide for Lotus Notes Users ContentsWelcome to Office Outlook 2010... 2 Mail... 3 Viewing Messages... 4 Working with Messages... 7 Responding to Messages... 11 Organizing

More information

Reseller Panel Step-by-Step Guide

Reseller Panel Step-by-Step Guide 1. Legal notice setup. Alternative language setup. Enter legal notice as text. Enter legal notice as link 2. ResellerPanel design. Edit colors and layout. Edit themes and icons 3. Create a new customer.

More information

Drip Marketing Campaign Manual

Drip Marketing Campaign Manual Drip Marketing Campaign Manual Released May 2006 Manual for Drip Marketing Campaign: Getting Started 1. Log into www.graphicaldata.com. 2. Hold cursor over the Tools tab. 3. Click on Drip Marketing Campaign.

More information

WIRE TRANSFER ENROLLMENT QUICK REFERENCE GUIDE

WIRE TRANSFER ENROLLMENT QUICK REFERENCE GUIDE Online Banking WIRE TRANSFER ENROLLMENT QUICK REFERENCE GUIDE Overview WIRE TRANSFERS (also referred to as Wire Transfer Payments) is an instrument for Consumer and Small Business customers to initiate,

More information

Introduction to LO Manual

Introduction to LO Manual Introduction to LO Manual The Salvation Army Southern Territorial Headquarters 2015 InterChange University Introduction to LO LO Table of Contents LO Manual Design and Conventions... 2 1: Introduction

More information

Table of Contents Chapter 1 INTRODUCTION TO MAILENABLE SOFTWARE... 3 MailEnable Webmail Introduction MailEnable Requirements and Getting Started

Table of Contents Chapter 1 INTRODUCTION TO MAILENABLE SOFTWARE... 3 MailEnable Webmail Introduction MailEnable Requirements and Getting Started Webmail User Manual Table of Contents Chapter 1 INTRODUCTION TO MAILENABLE SOFTWARE... 3 MailEnable Webmail Introduction MailEnable Requirements and Getting Started Chapter 2 MAILENABLE KEY FEATURES OVERVIEW...

More information

Property of PCI Compliance, LLC

Property of PCI Compliance, LLC Property of PCI Compliance, LLC 1 st Time Users / 1 st Time User to the New Portal: Click Register/Begin Return Users: Login with your Username and Password 1 st Time Users / 1 st Time Users on the New

More information

Table of Contents. OpenDrive Drive 2. Installation 4 Standard Installation Unattended Installation

Table of Contents. OpenDrive Drive 2. Installation 4 Standard Installation Unattended Installation User Guide for OpenDrive Application v1.6.0.4 for MS Windows Platform 20150430 April 2015 Table of Contents Installation 4 Standard Installation Unattended Installation Installation (cont.) 5 Unattended

More information

A SMART WAY TO PAY. AN EASY WAY TO SAVE. Fifth Third Bank Health Savings Account

A SMART WAY TO PAY. AN EASY WAY TO SAVE. Fifth Third Bank Health Savings Account A SMART WAY TO PAY. AN EASY WAY TO SAVE. Fifth Third Bank Health Savings Account Contents Welcome 3 Getting Started 4 Logging in for the First Time 4 Forget your Username or Password? 4 Home Page 5 Make

More information

Outlook 2010 and 2013

Outlook 2010 and 2013 Outlook 2010 and 2013 Email Setup Account Types 2 Exchange account 3 POP account 5 Adding additional email accounts 7 Maintenance Setting up an Email signature 8 Checking Email Storage 10 Archiving Emails

More information

DocuSign Connect for Salesforce Guide

DocuSign Connect for Salesforce Guide Information Guide 1 DocuSign Connect for Salesforce Guide 1 Copyright 2003-2013 DocuSign, Inc. All rights reserved. For information about DocuSign trademarks, copyrights and patents refer to the DocuSign

More information

Creating an Email with Constant Contact. A step-by-step guide

Creating an Email with Constant Contact. A step-by-step guide Creating an Email with Constant Contact A step-by-step guide About this Manual Once your Constant Contact account is established, use this manual as a guide to help you create your email campaign Here

More information

Mail Chimp Basics. Glossary

Mail Chimp Basics. Glossary Mail Chimp Basics Mail Chimp is a web-based application that allows you to create newsletters and send them to others via email. While there are higher-level versions of Mail Chimp, the basic application

More information

Online Statements. About this guide. Important information

Online Statements. About this guide. Important information Online Statements About this guide This guide shows you how to: View online statements, including CommBiz Activity Statements (Billing summaries) and online statements for Transaction Accounts, Credit

More information

STX Beacon User Guide Setup

STX Beacon User Guide Setup STX Beacon User Guide Setup Table of Contents 3 Setup Company 3 Setup Clients 6 Setup Appointments 9 Setup Service 12 Setup Inventory 14 Setup Packages 15 Setup Workers 22 Setup Tickets 23 Setup Emails

More information

Volunteers for Salesforce Installation & Configuration Guide Version 3.76

Volunteers for Salesforce Installation & Configuration Guide Version 3.76 Volunteers for Salesforce Installation & Configuration Guide Version 3.76 July 15, 2015 Djhconsulting.com 1 CONTENTS 1. Overview... 4 2. Installation Instructions... 4 2.1 Requirements Before Upgrading...

More information

Business Bill Payment User Guide

Business Bill Payment User Guide Business Bill Payment User Guide Overview Thank you for enrolling for TSB Monarch Business Bill Pay services. You can use Business Bill Payment to help you better manage the payment of all your bills.

More information

Credit Cards in BillQuick

Credit Cards in BillQuick Time Billing and Project Management Software Built With Your Industry Knowledge Credit Cards in BillQuick User Guide for BillQuick Users BQE Software, Inc. 2601 Airport Drive, Suite 380 Torrance CA 90505

More information

Table of Contents. Table of Contents 3

Table of Contents. Table of Contents 3 User Guide EPiServer 7 Mail Revision A, 2012 Table of Contents 3 Table of Contents Table of Contents 3 Introduction 5 About This Documentation 5 Accessing EPiServer Help System 5 Online Community on EPiServer

More information

CORE K-Nect Web Portal

CORE K-Nect Web Portal CORE K-Nect Web Portal Training October 2015 KIOSK Information Systems www.kiosk.com October 2015 Table of Contents Table of Contents 1 Getting Started 2 Logging In 2 Your Account Settings 3 My Profile

More information

Technology in the Classroom Kidblog kidblog.org

Technology in the Classroom Kidblog kidblog.org Technology in the Classroom Kidblog kidblog.org Kidblog provides a secure classroom blogging community, where teachers have complete control over individual student blogs. Students do not need an email

More information

USER GUIDE STEP UP PERFORMANCE MANAGEMENT SYSTEM. Oklahoma State Department of Health

USER GUIDE STEP UP PERFORMANCE MANAGEMENT SYSTEM. Oklahoma State Department of Health USER GUIDE STEP UP PERFORMANCE MANAGEMENT SYSTEM Oklahoma State Department of Health Table of Contents Chapter 1 Getting Started... 2 Chapter 2 Overview and Public Health System Alignment... 5 Chapter

More information

How To Set Up Your Email

How To Set Up Your Email How To Set Up Your Email Contents Page Microsoft Outlook 1 Outlook Express 6 7 Webmail (this is for those who do not use an email programme) 12 Windows Live Mail 22 Mozilla Thunderbird 26 Windows Mail

More information

U S E R S G U I D E Last Modified: 12/06/2012 1

U S E R S G U I D E Last Modified: 12/06/2012 1 USER S GUIDE Last Modified: 12/06/2012 1 Contents 2 Welcome 3 User Service Activation 4 Introduction 4 Purpose 5 Key Features 6 Activate 8 Using the System 8 Login 9 Credit Sale 10 For Swipe Capable Devices

More information

SCHOLARONE MANUSCRIPTS TM PRODUCTION CENTER

SCHOLARONE MANUSCRIPTS TM PRODUCTION CENTER SCHOLARONE MANUSCRIPTS TM PRODUCTION CENTER TABLE OF CONTENTS Select an item in the table of contents to go to that topic in the document. INTRODUCTION... 2 USE GET HELP NOW & FAQS... 2 SITE CONFIGURATION

More information

account multiple solutions

account multiple solutions Quick Start Guide 1 Our easy to use guide will get you up and running in no time! The guide will assist you with: Generating your Sage Pay login Navigation Creating contacts Creating system users Setting

More information

About DropSend. Sending Files with DropSend

About DropSend. Sending Files with DropSend About DropSend DropSend is a service that allows businesses and individuals to send large files, store files online and collaborate in a quick and easy way. DropSend Business Plan will help your company

More information

Xopero Backup Build your private cloud backup environment. Getting started

Xopero Backup Build your private cloud backup environment. Getting started Xopero Backup Build your private cloud backup environment Getting started 07.05.2015 List of contents Introduction... 2 Get Management Center... 2 Setup Xopero to work... 3 Change the admin password...

More information

Magento Integration Manual (Version 2.1.0-11/24/2014)

Magento Integration Manual (Version 2.1.0-11/24/2014) Magento Integration Manual (Version 2.1.0-11/24/2014) Copyright Notice The software that this user documentation manual refers to, contains proprietary content of Megaventory Inc. and Magento (an ebay

More information

As your financial institution completes its system conversion, you

As your financial institution completes its system conversion, you QuickBooks Business Accounting Software 2007 2009 for Windows Account Conversion Instructions Converting from Direct Connect to Web Connect As your financial institution completes its system conversion,

More information

Account Types 2. Exchange account 3. POP account 4. Setting up an Email signature 6. Checking Email Storage 7. Archiving Emails 8

Account Types 2. Exchange account 3. POP account 4. Setting up an Email signature 6. Checking Email Storage 7. Archiving Emails 8 Apple Mail Email Setup Account Types 2 Exchange account 3 POP account 4 Maintenance Setting up an Email signature 6 Checking Email Storage 7 Archiving Emails 8 Troubleshooting Checking your Account Settings

More information

Helpdesk manual. Version: 1.1

Helpdesk manual. Version: 1.1 Version: 1.1 Date: 06-May-2014 Introduction Once a new system has been delivered, or an update has taken place, issues could occur, questions raised and new functionality needed. You can register these

More information

Terminal Four. Content Management System. Moderator Access

Terminal Four. Content Management System. Moderator Access Terminal Four Content Management System Moderator Access Terminal Four is a content management system that will easily allow users to manage their college web pages at anytime, anywhere. The system is

More information

Outlook 2010. Mail, Calendar, Contacts, Notes & Tasks. User Guide

Outlook 2010. Mail, Calendar, Contacts, Notes & Tasks. User Guide User Guide Outlook 2010 Mail, Calendar, Contacts, Notes & Tasks IT Training (818) 677-1700 training@csun.edu www.csun.edu/it/training CSUN IT Training YouTube Channel http://www.youtube.com/user/csuninfotech

More information

Search You can start by going to http://giving.ag.org/ and begin searching for a ministry to donate to or log into your account.

Search You can start by going to http://giving.ag.org/ and begin searching for a ministry to donate to or log into your account. AG Giving AG Giving is designed to give you the ability to view and manage your contributions with the most up-to-date information available. It offers the ease of instantly giving to a desired ministry

More information

Contents. 2 Welcome. 20 Settings. 3 Activation Steps. 4 Introduction. 4 Purpose. 20 Offline Mode Change Password. 5 Key Features

Contents. 2 Welcome. 20 Settings. 3 Activation Steps. 4 Introduction. 4 Purpose. 20 Offline Mode Change Password. 5 Key Features User s Guide Contents 2 Welcome 3 Activation Steps 4 Introduction 4 Purpose 5 Key Features 6 Activation 8 Using the System 8 Login 9 Credit Sale 10 For Swipe Capable Devices 10 For Manual Entry 12 Cash

More information

A Business Signer who has the Manage Users feature assigned to them can create other users on the User Management page in DFCU OnLine.

A Business Signer who has the Manage Users feature assigned to them can create other users on the User Management page in DFCU OnLine. MANAGING USERS A Business Signer who has the Manage Users feature assigned to them can create other users on the User Management page in DFCU OnLine. To add a user and configure rights: 1. In the Menu,

More information

Welcome to Active Giving Fundraising!

Welcome to Active Giving Fundraising! Welcome to Active Giving Fundraising! Managing Your Personal Fundraising Page You will be notified by email when your personal fundraising page has been set up. Please follow the easy steps below to manage

More information

Wind River Financial iprocess Setup Guide for IOS Devices

Wind River Financial iprocess Setup Guide for IOS Devices Wind River Financial iprocess Setup Guide for IOS Devices (Requires ios 4.3 or later. Compatible with iphone, ipad, and ipod touch. This app is optimized for iphone 5.) Table of Contents (Clickable Links):

More information

Shipping Administration Getting Started Guide

Shipping Administration Getting Started Guide FedEx Ship Manager TM at fedex.ca Shipping Administration Getting Started Guide Managing the shipping process within your company Welcome to Shipping Administration What is FedEx Ship Manager TM at fedex.ca

More information

SMS for REST Professional

SMS for REST Professional RockendSMS Enhanced Integration SMS for REST Professional RockendSMS has newly designed and developed an upgrade to the way you send SMS through REST Professional V14 and above (RockendSMS Enhanced Integration).

More information

Set Up E-mail Setup with Microsoft Outlook 2007 using POP3

Set Up E-mail Setup with Microsoft Outlook 2007 using POP3 Page 1 of 14 Help Center Set Up E-mail Setup with Microsoft Outlook 2007 using POP3 Learn how to configure Outlook 2007 for use with your 1&1 e-mail account using POP3. Before you begin, you will need

More information

Cloud. Hosted Exchange Administration Manual

Cloud. Hosted Exchange Administration Manual Cloud Hosted Exchange Administration Manual Table of Contents Table of Contents... 1 Table of Figures... 4 1 Preface... 6 2 Telesystem Hosted Exchange Administrative Portal... 7 3 Hosted Exchange Service...

More information

Virtual Office Account Manager Phone System Setup Guide. 8x8 Virtual Office Phone System Setup Guide

Virtual Office Account Manager Phone System Setup Guide. 8x8 Virtual Office Phone System Setup Guide 8x8 Virtual Office Version 1.1, October 2011 Contents Introduction...3 System Requirements...4 Supported Operating Systems....4 Required Plug-ins....4 Supported Browsers....4 Required Firewall Ports...4

More information

IIS, FTP Server and Windows

IIS, FTP Server and Windows IIS, FTP Server and Windows The Objective: To setup, configure and test FTP server. Requirement: Any version of the Windows 2000 Server. FTP Windows s component. Internet Information Services, IIS. Steps:

More information

EMAIL CAMPAIGNS...5 LIST BUILDER FORMS...

EMAIL CAMPAIGNS...5 LIST BUILDER FORMS... Basic User Guide Table of Contents INTRODUCTION...1 CAMPAIGNER FEATURES...1 WHO SHOULD READ THIS GUIDE?...1 GETTING STARTED...2 LOGGING IN TO CAMPAIGNER...2 DASHBOARD...3 Modify Your Dashboard...4 EMAIL

More information

Student Email Microsoft Office 365

Student Email Microsoft Office 365 Student Email Microsoft Office 365 Rancho Santiago Community College District, Information Technology Services RSCCD does not provide technical support for students personal computers or devices. Contact

More information

Microsoft Outlook 2010

Microsoft Outlook 2010 Microsoft Outlook 2010 Prepared by Computing Services at the Eastman School of Music July 2010 Contents Microsoft Office Interface... 4 File Ribbon Tab... 5 Microsoft Office Quick Access Toolbar... 6 Appearance

More information

Contents. Park Sterling Bank 2

Contents. Park Sterling Bank 2 Contents View Accounts... 4 Account Summary... 4 Details and Transactions... 5 Download Transactions... 6 Download Types... 7 Transfer Funds... 8 Making a Loan Payment... 9 Pending Transfers and History...

More information

How to set up Outlook Anywhere on your home system

How to set up Outlook Anywhere on your home system How to set up Outlook Anywhere on your home system The Outlook Anywhere feature for Microsoft Exchange Server 2007 allows Microsoft Office Outlook 2007 and Outlook 2003 users to connect to their Outlook

More information

Mail 8.2 for Apple OSX: Configure IMAP/POP/SMTP

Mail 8.2 for Apple OSX: Configure IMAP/POP/SMTP Mail 8.2 for Apple OSX: Configure IMAP/POP/SMTP April 10, 2015 Table of Contents Introduction... 3 Email Settings... 3 IMAP... 3 POP... 3 SMTP... 3 Process Overview... 3 Anatomy of an Email Address...

More information

GLOBAL EXPRESS PAYMENT CENTER

GLOBAL EXPRESS PAYMENT CENTER GLOBAL EXPRESS PAYMENT CENTER USER GUIDE V1.4 EFFECTIVE 05/14/15 TABLE OF CONTENTS 03 Get Started Set Up Terminal Required Step by Admin Set Up Users Required Step by Admin Set Up Receipt Explore Dashboard

More information

Cox Business Online Backup. Download Instructions for Mac and Windows

Cox Business Online Backup. Download Instructions for Mac and Windows Cox Business Online Backup Download Instructions for Mac and Windows February 2014 Table of Contents Table of Contents Downloading Cox Business Online Backup on a Mac... 1 Downloading Cox Business Online

More information

Outlook Tips & Tricks. Training For Current & New Employees

Outlook Tips & Tricks. Training For Current & New Employees Outlook Tips & Tricks Training For Current & New Employees The workshop will help build the necessary skills needed to begin using Microsoft Outlook 2010. The participant will learn how to create e-mail

More information

3dCart Shopping Cart Software V3.X Gift Registry Guide

3dCart Shopping Cart Software V3.X Gift Registry Guide INTRODUCTION 2 ENABLE THE GIFT REGISTRY 2 CREATE A GIFT REGISTRY MENU LINK 3 CREATE A GIFT REGISTRY 4 ADD PRODUCTS TO THE REGISTRY 7 SEND NOTIFICATION OF REGISTRY 9 SEARCH/ACCESS A REGISTRY 11 END YOU

More information

Citrix Client Install Instructions

Citrix Client Install Instructions Citrix Client Install Instructions If you are using Citrix remotely, Information Technology Services recommends updating Citrix client to the newest version available online. You must be an administrator

More information

Our Design Genius will walk you through the styling process and help you make your campaigns match your brand s look and feel.

Our Design Genius will walk you through the styling process and help you make your campaigns match your brand s look and feel. Welcome to Welcome to. Getting started is easy this guide will help you make a seamless transition in just a few simple steps. We ll explain how to set up your lists, create beautiful campaigns and view

More information

Client Quick Start Guide. A User Guide for New ihomefinder Partners

Client Quick Start Guide. A User Guide for New ihomefinder Partners Client Quick Start Guide A User Guide for New ihomefinder Partners Introduction Congratulations on your decision to integrate ihomefinder tools into your Website. Customers increasingly turn to the Internet

More information

Set Up Guide. 1. Create categories

Set Up Guide. 1. Create categories Set Up Guide Welcome to GETSHOPINS set up guide. Here you can learn how to prepare your fully functional basic shop in 9 steps.. For more advanced functions visit our knowledge base. 1. Create categories

More information

Booth Gmail Configuration

Booth Gmail Configuration Student email is accessed via a Booth branded Gmail service. Student mailboxes will be accessed via Gmail. Configure Gmail Settings Before you connect Gmail to send and receive Booth Gmail on your mobile

More information

shweclassifieds v 3.3 Php Classifieds Script (Joomla Extension) User Manual (Revision 2.0)

shweclassifieds v 3.3 Php Classifieds Script (Joomla Extension) User Manual (Revision 2.0) shweclassifieds v 3.3 Php Classifieds Script (Joomla Extension) User Manual (Revision 2.0) Contents Installation Procedure... 4 What is in the zip file?... 4 Installing from Extension Manager... 6 Updating

More information

GroupWise to MS Outlook 2007

GroupWise to MS Outlook 2007 GroupWise to MS Outlook 2007 "GroupWise to MS Outlook 2007" The following is a list of GroupWise features with the equivalent names and brief instructions for performing similar actions in Microsoft Outlook.

More information

OWA - Outlook Web App

OWA - Outlook Web App OWA - Outlook Web App Olathe Public Schools 0 Page MS Outlook Web App OPS Technology Department Last Revised: May 1, 2011 Table of Contents MS Outlook Web App... 1 How to Access the MS Outlook Web App...

More information

Salesforce Customer Portal Implementation Guide

Salesforce Customer Portal Implementation Guide Salesforce Customer Portal Implementation Guide Salesforce, Winter 16 @salesforcedocs Last updated: December 10, 2015 Copyright 2000 2015 salesforce.com, inc. All rights reserved. Salesforce is a registered

More information

User Guide Online Backup

User Guide Online Backup User Guide Online Backup Table of contents Table of contents... 1 Introduction... 2 Adding the Online Backup Service to your Account... 2 Getting Started with the Online Backup Software... 4 Downloading

More information

Receiving Secure Emails

Receiving Secure Emails Receiving Secure Emails This document explains how you can access emails that have been sent to you through CyberArk s Secure Email system in several simple steps. When you receive a secure email, you

More information