EDIT YOUR FUNDRAISING PAGE AND MANAGE YOUR HEADQUARTERS

Transcription

1 EDIT YOUR FUNDRAISING PAGE AND MANAGE YOUR HEADQUARTERS

2 TABLE OF CONTENTS Related To: Subject Page(s) Edit Your Fundraising Page Access Your Personal Fundraising Page 3 Edit Your Fundraising Page Update Your Profile Photo 4 Edit Your Fundraising Page Update Your Personal URL 5 Edit Your Fundraising Page Update Your Goal 6 Edit Your Fundraising Page Make a Donation 7 Edit Your Fundraising Page Edit Your Welcome Message 8 Edit Your Fundraising Page Adding Images and Videos 9 Edit Your Fundraising Page Adding a YouTube Video 10 Edit Your Fundraising Page Adding a Vimeo Video 11 Edit Your Fundraising Page Adding an Image 12 Edit Your Fundraising Page Post to Social Media 13 Edit Your Fundraising Page Fundraising Page Edits 14 Managing Your Headquarters Access Your Headquarters 15 Managing Your Headquarters Contact Book - Import Contacts Managing Your Headquarters Contact Book - Changing The Greeting 18 Managing Your Headquarters Contact Book - Sorting Your Contacts 19 Managing Your Headquarters 20 Managing Your Headquarters - Using Contact Book 21 Managing Your Headquarters - Adding s Manually 22 Managing Your Headquarters - All My Donors 23 Managing Your Headquarters - Choosing a Template 24 Managing Your Headquarters Social Media 25 Managing Your Headquarters Social Media Auto Posting 26 Managing Your Headquarters Offline Donations 27 Managing Your Headquarters Fundraising Report 28 Managing Your Headquarters Fundraising Report - View Donations 29 Managing Your Headquarters Fundraising Report - Thank You s 30 Managing Your Headquarters Fundraising Report - Download File 31 Additional Support Contact Us 32

3 ACCESS YOUR PERSONAL FUNDRAISING PAGE To access your personal fundraising page while you are in your HQ, select View My Page. You should then be directed to your personal fundraising page.

4 UPDATE YOUR PROFILE PHOTO The first thing you should do is make sure that you have a great profile picture so people know they ve reached your personal fundraising page! Step 1 Step 2 Step 3 Step 4

5 UPDATE YOUR PERSONAL URL Next, you should update your personal URL that way, your web address will be easy for you and your supporters to remember!

6 UPDATE YOUR GOAL It s important to update your goal so that the people visiting your page to make a donation are able to see how close you are to reaching your goal.

7 MAKE A DONATION Be the first to donate by donating to yourself! It s a great way to get your campaign started and it will show your commitment to Tour de Pink and meeting your fundraising goals! Step 1 Step 2

8 EDIT YOUR WELCOME MESSAGE To edit the welcome message, click edit to the right of the welcome message area, edit your headline and welcome message and select Save. Step 1 Step 2 Step 3 Step 4 = complete!

9 ADDING IMAGES AND VIDEOS To add an image or video, click the + button in the multimedia module.

10 ADDING A YOUTUBE VIDEO To add a YouTube video, select the Add YouTube Video button, insert the link to the YouTube video and select Save. Step 1 Step 2 Step 3 Step 4

11 ADDING A VIMEO VIDEO To add a Vimeo video, select the Add Vimeo Video button, insert the link to the Vimeo video, remove the s from (see step 4) and select Save. Step 1 Step 2 Step 3 Step 4

12 ADDING AN IMAGE To add an image, select the Upload Image button, select the photo to upload and select Open. Step 1 Step 2 Step 3

13 POST TO SOCIAL MEDIA Share your page on social media and make posts directly to your Facebook page!

14 FUNDRAISING PAGE EDITS Your fundraising page should now reflect all of the edits that you ve made!

15 RETURN TO YOUR HEADQUARTERS Step 1 Click on your name in the top right-hand corner of the page and select HQ from the drop-down menu. Step 2 You will see your HQ options on the left-hand side of the page.

16 CONTACT BOOK IMPORT CONTACTS Select Contact Book and then select Import Contacts. Select provider. Step 1 Step 2 Step 3

17 CONTACT BOOK IMPORT CONTACTS Select Accept in the pop-up window for your provider. Select All to choose all contacts. Select Next and your contact book will be updated with all of the contacts that were selected. Step 4 Step 5 Step 6 Step 7 = complete!

18 CONTACT BOOK CHANGING THE GREETING The Contact Book automatically updates every record with a first name, last name and greeting based on the information available from your provider. The greeting reflects the first name field of your contact book. To update this information, click on the blank field, type the name and select Save. Step 1 Step 2 Step 3

19 CONTACT BOOK SORTING YOUR CONTACTS You can sort your address book by any column, simply by clicking on the title of the column. This is very useful to see who you have/haven t ed and the last time you ed them. You can even see who has already donated by the small + symbol to the far right of the table. Don t Forget! The personal greeting that you updated in your Contact Book will automatically be inserted into all s. It s always a good idea to send a test so you know what it looks like!

20 PROMOTE VIA You can use the Template Messages that have been created for you, or write your own . You can people in your Contact Book or add them manually. Don t Forget! The personal greeting that you updated in your Contact Book will automatically be inserted into all s. It s always a good idea to send a test so you know what it looks like!

21 PROMOTE VIA USING CONTACT BOOK Select Add from Contact Book, select the contacts that you would like to , select Continue. There will text beside the Add from Contact Book button that will show how many contacts have been selected. Select Click Here to edit the contacts selected. Step 1 Step 2 Step 3

22 PROMOTE VIA ADDING S MANUALLY Enter address and greeting in the fields provided and select Add .

23 PROMOTE VIA ALL MY DONORS all of your donors at one time by selecting All My Donors. This is a great way to send a global thank-you to everyone who has made a donation, update them on your fundraising progress, and/or send them a follow-up after Tour de Pink!

24 PROMOTE VIA CHOOSING A TEMPLATE Click on the drop-down box under Template and select the message that you would like to use. Click inside the body of the message to edit the message and add a personal touch! Select either Save Template if you want to reuse this in the future or Send to send the immediately. Step 1 Step 2

25 PROMOTE VIA SOCIAL MEDIA Post to your social media channels! Select from Facebook, Twitter or LinkedIn and a pre-populated message will appear that you can edit and post directly to your social media channels. Facebook Twitter LinkedIn

26 SOCIAL AUTO-POST Connect your social networks and let them work for you to fundraise! Select from Facebook, Twitter or LinkedIn and select Allow Access. Social Auto- Post will automatically post updates to the selected social media website on a regular basis throughout the fundraising process. Step 1 Step 2

27 ENTER OFFLINE DONATIONS Select Enter Offline Donation and insert donation information. Select Submit Donation. The donation will not appear on your page and count toward your fundraising total until YSC confirms receipt of the donation.

28 MY FUNDRAISING REPORT My Fundraising Report allows you to: view donations received, see if offline donations have been verified by YSC, send thank-you s, track thank-you s that have been sent to donors and export a spreadsheet of all donations.

29 MY FUNDRAISING REPORT VIEW DONATIONS All donations will be populated in your fundraising report. You can see the donations that were made via credit card and instantly credited to your fundraising total. If an offline donation has been entered but not yet verified by YSC, the status will say Pending. Once a donation has been confirmed by YSC, the status will change to Verified. Pending Offline Donations Verified Offline Donations

30 MY FUNDRAISING REPORT THANK YOU S You can send and verify thank-you s directly from your fundraising report. Select Send , type in your thank-you message and select Send . The fundraising report will automatically be updated to show which donors you have sent thank-you s. Step 1 Step 2 Step 3 Step 4

31 MY FUNDRAISING REPORT DOWNLOAD FILE Export your donations and donor information by selecting Download as CSV. The file will automatically download to your computer. Depending on your internet browser, the file will either appear at the bottom of your screen, in a pop-up window, or it will be saved to the downloads folder of your computer.

32 HAVE MORE QUESTIONS? Us Your Questions