NAB AFL AUSKICK CO-ORDINATOR FOOTYWEB USER GUIDE

Transcription

1 NAB AFL AUSKICK CO-ORDINATOR FOOTYWEB USER GUIDE

2 Contents 1. Logging in and accessing your database as an Auskick Co-ordinator Setting the price for your Auskick Centre Contacts and Locator... 7 Contacts... 7 Locator Manually entering members from a paper Registration Form (N/A for VIC & SA) How do members recall their own username & password How do Auskick Co-ordinators add and/or reset a members password Moving members from one centre to another Entering cash/cheque payments for members (N/A for VIC & SA) ing and contacting all members Contacting members via Contacting members via SMS Reporting on Members registered/paid Saving a Report Auskick One Click Report NAB Payments Setup (N/A for VIC, QLD and SA) How to apply to become a Fox Sports Pulse Sub-merchant Setting up your Bank Account to receive payments

3 1. Logging in and accessing your database as an Auskick Co-ordinator To access the database for your Auskick centre, click on the link below: To log in to the database you will need to have an SP Passport. You can either Sign-in to your SP Passport if you have an existing account or Register for an SP Passport. If your SP Passport has been linked to your Auskick Centre database you will see the Membership and Results Entry link (shown below) which should allow you to then access your database. 3

4 If you don t have the Membership link your Regional Auskick Manager or State Auskick Manager will be able to link your database to your passport account. For any further information on SP Passport and getting access to your database, click here. 4

5 2. Setting the price for your Auskick Centre The price that members from your Auskick centre can purchase online is able to be edited by you (if applicable). To select what product your Auskick members can purchase online: 1. Hover over the Registrations and click on the Products menu You will then come to the screen shown below. It lists all available products and their current prices. To view which Registration product has been attached to your Auskick centre: 1. Make note of the registration product name on the Default Member drop box down the bottom of the page (for example, 2015 VIC METRO Auskick) 5

6 To change the price of the product of the Registration product: 1. Click on the Edit symbol for the product that applies to your Auskick centre. 2. On the screen below you can change the price of the product in the Single Pricing box 3. Click Update to complete the changes. 6

7 3. Contacts and Locator The Contacts and Locator section of your database allows you to store important details about your Auskick centre including contacts, venue and location information. Contacts The Contacts section allows you to provide key contact information to users who search for an Auskick centre online. It will also give you the ability to specify who receives notifications when members register and pay online. To access the Contacts section: 1. Click on Dashboard from the top menu 2. Click on Contacts from the left side of the page If you haven t entered in any Contact information the menu will have a grey box next to it. You can enter contact information for any of the roles outlined in the picture below. To enter contact information for a Coordinator/President etc: 1. Click on the arrow box beside the particular role you d like to enter information for 7

8 2. Enter in the appropriate fields (First Name, Surname, etc.) To get a role published online for users to see, tick the Publish on Locator box. 3. Select the appropriate boxes from the Functional Responsibilities columns The main functional responsibilities that will be used in the configuration of your Auskick database are: Primary Contact - Ticking this will list the contact as the main contact for the Auskick centre and when ticked in conjunction with the Publish on Locator box will list the contact when a user searches for the centre on the Auskick locator. 8

9 Transfers & Permits - When ticked, the contact will be cc d in on all s regarding transfers and permits in the system. Finance & Payments - When ticked, the contact will receive notifications of when a member has paid online through a registration form. Locator The key component of the Contacts and Locator section is the ability for your Auskick centre to be made visible to potential participants on the Auskick website at Entering in as many details as possible on the screen below will give potential participants more information on your Centre when search for it online. The most important parts for an Auskick Co-ordinator to fill in are the following sections- Venue Name/Venue Address Line 1:/Venue Suburb/Venue Postal Code/Venue State/Venue Country All these fields need to be filled in as a minimum as it is this information that places the Auskick Centre on a map when a parent searches for a postcode at 9

10 Active Days and Times/Session Times/Session Durations/Season Start Date/Season Finish Date This information provides parents with a great overview of when the Auskick sessions are run at your Centre within the current season. Show us in the Public Locator It s crucial that this field is ticked if you want your Auskick Centre to be displayed on when searched for by parents. If this field is not ticked, your Auskick Centre will not come up in searches. 10

11 Postal Codes Serviced Include your Venue Postcode and some surrounding postcodes in this area. This section is used to feed results in the secondary search if members go direct to register online and then search for a postcode. General Information Any other specific information you want your parents to know about the Auskick program being run at your Centre is to be included here. 11

12 Location Details (Important) The Map will show a Red Pin with a rough estimate of where your Centre is located based on the information you put in the Venue details this is where your Auskick Venue will show up when searched for by parents. If the Red Pin is not quite where you are running your sessions, you can easily drag and drop the Red Pin anywhere on the Map where the session is being run and then click Update Locator. 12

13 When your Auskick Centre is then searched for by the public (as below), it will show all the details that you have entered in for your Auskick centre. 13

14 4. Manually entering members from a paper Registration Form (NA for VIC & SA) If your members have completed a Paper Registration form and not completed it online, you can enter them into your database on their behalf. To enter your members in manually: 1. Hover over Members on the top menu and click on List Members 2. Click on the Add button in the top right hand corner 3. Enter in all information for the member and click the Update Member button to add the member to your database. 14

15 5. How do members recall their own username & password Members who have registered to Auskick previously can go online and re-register. However to do so they will need their username and password so the below steps explain how a member can recall their own username and password online; 1. On parents need to click on the Register button on the top menu item and then importantly the Register Now button 2. On the following page parents need to click on the Re-Register button 15

16 3. Then they need to click on the Click here button next to the Forgotten your NAB Auskick number and password? sentence as below 4. Finally the member simply needs to add their address they used in the previous seasons Auskick registration and click on Send me my number and the system will the member their existing username and password. 16

17 6. How do Auskick Co-ordinators add and/or reset a members password There may be an instance where a parent who has registered previously cannot recall their previous username and password or the system may have not allocated them a password yet. In this case Auskick Co-ordinators have the ability to both add a new password in for a member if one does not already exist or they can also reset passwords for members as well and it provide it to them if they ve forgotten what it is and they cannot recall it themselves via . The steps below explain how to add and/or reset member passwords; 1. In the Auskick database click on the cog/wheel icon and then the Settings button 2. On the following page click on Password Management 17

18 3. Click on Member 4. In the Password Management section is where you can click Automatically Generate Passwords and this will automatically assign a password to members who don t have one so they can then recall their username and password themselves online. Alternatively you add/reset a password for a member by adding in whatever password you like in the New Password box for the member and then finally clicking on Update Passwords and let the parent know what their username and temporary password you ve just reset for them is so they can go online and re-register. 18

19 7. Moving members from one centre to another If a member is entered into the wrong database, they can be simply transferred into the correct one using the Transfer Member function. To transfer a member into your Auskick centre: 1. Hover over the Members menu and click on Transfer Member 2. Enter in the Surname of the member and either their FootyWeb Number or Date of Birth 3. Click Select for the player you wish to transfer 19

20 4. Click the Confirm Transfer button to complete the transfer 5. Once the transfer has been completed the screen below will appear 20

21 8. Entering cash/cheque payments for members (N/A for VIC & SA) Members may from time to time register to your Auskick centre online but not pay online. If they then pay via cash or cheque, you can manually update your database to mark those members as having paid. To mark a member as paid if they have paid using cash or cheque: 1. Hover over Members on the top menu and click on List Members 2. Click on the Edit symbol for the member you wish to add the payment record to 21

22 3. Across the top menu, click on Transactions 4. Select Unpaid and click filter to show all unpaid products for that member 22

23 5. Select the product you wish to add a payment record to by ticking the Pay box You will then be given the option of paying by the Online Credit Card Gateway (if setup) or you will be able to process it as a Manual Payment. 6. Fill out the necessary details of the payment record (i.e. $60 paid cash on 18/12/2011) 7. Click Submit Manual Payment to complete the process 23

24 9. ing and contacting all members The system has the functionality to send out a bulk or SMS to your members. This functionality can be used for anything and could be particularly handy to notify members of wet weather or last minute changes/updates. Contacting members via To contact your members via through the system: 1. Click on the Communications menu across the top of the page 2. Click on the Send A Message button 3. Click on the Membership Group button 4. Click on the Players button and select the Season the members you wish to contact are registered to and click Continue 24

25 Note: If you wish to include all parent/guardian addresses for your members, tick the Include parents tick box and all parent/guardian addresses will receive the Select which method you d like to contact your members, either SMS, or Combo The Contact Summary will give you a breakdown of the number of contacts with addresses and phone numbers and will also notify you how many, if any, SMS Credits you have. 25

26 6. Enter in the you d like to send out and make sure you enter in From address 26

27 7. Click Send Message to send out the 8. You can double check that your message has sent out by clicking on the Sent Messages menu of Communicator Contacting members via SMS To setup the ability to communicate to your members via SMS: 1. Click on the Communications menu across the top of the page 2. Click on Profile 3. Click on Create SMS Sender Account and fill in the details required for New User Registration, including entering in your own username and password. 4. Once the compulsory fields are filled out (enter in a Username and Password that you will remember), then click Register 27

28 5. After setting up your SMS Sender Account make sure the information on the profile page is correct (i.e. A reply to number entered in and the correct Username and Password filled out) 6. To purchase SMS credits, click on Purchase Additional Credits 7. You will then need to login using your username and password setup above, and you can then purchase SMS credits Once you have setup your account and purchased SMS credits you will be able to send out bulk messages to your members via SMS. When you then go through to Send a Message you will see that the SMS button will be active and it will list how many SMS credits you have. 8. To then send the SMS you will come to the screen below where you can enter in a 140 character long message and send it out to your members 28

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30 10. Reporting on Members registered/paid The reporting system in your database can give you in-depth information on every piece of data that is recorded for your members. In particular, the reports are extremely useful in providing information on which members have registered and paid for the current season. To access the reports system and run a report for your Auskick members: 1. Click on the Reports menu from the top of the page 2. Click on Members 3. For an Advanced Member report click on the Configure button You will then come to the screen below, where you can click and drag across any fields that you d like to report on from the left hand side into the Selected Fields box. For an example of a report on members who have registered/paid and their contact details see the screen shot below. The report above will give information on members registered for the 2012 season, what registration product members have purchased, what payment type, whether they have paid or not as well as parent/guardian and medical information. 4. Once you have clicked and dragged across all appropriate fields into the Selected Fields area, click on Run Report to display the data. 30

31 Saving a Report A report can be saved for future use so that you won t have to click and drag the fields across every time you wish to run the same report. To save a report: 1. Click and drag across the fields as shown in the screen shot above 2. Once you ve selected the fields, scroll down to the bottom of the page and in the Saved Reports box click the Save button 3. Once you ve saved your report you can re-run it by scrolling to the bottom of the screen, selecting it from the drop box and clicking Run 31

32 Auskick One Click Report The Auskick One Click report will give you a quick snapshot of the basic details of your members including parent/guardian details, medical details and payment details. To run your One Click report: 1. Click on the Reports icon on the left hand side 2. Click on Members 3. Locate the Auskick One Click Report box and click on Run. It will then provide a list of all your members and their details. Online Payments Setup (N/A for VIC, QLD and SA) 1. How to apply to for a Sub-merchant account This step-by-step guide will help new users through the process of signing up for a Sub-merchant so online payments can be directed to your nominated bank account. It s specifically designed for 32

33 Auskick Co-ordinators and includes some advice on how to fill in the different sections of the sign-up form,. When you apply for a Sub-merchant account, you are able to receive online payments via the Auskick website at and monies will transferred to your nominated bank account automatically. 1. Hover over the Registrations menu and click on Payments Configuration 2. On the next page, select the Payments Application button 3. Fill in the details as required. It is a one page document and the fields with an asterisk next to them are required fields. Once all fields have been filled out, click the I Agree button. 33

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35 4. Your details will now be passed onto Fox Sports Pulse and you will be notified once your Sub-merchant account has been approved. Once approved, you now have the ability to start receiving online payments. 2. Setting up your Bank Account to receive payments This step-by-step guide will help new users through the process of recieving thier funds, after being set-up as a Fox Sports Pulse Sub-merchant. The user has two options as to how they want to set-up Hover over the Registrations menu, click on Payment Configuration and select Setup Bank Account Details. 2. You will then be prompted to fill in your bank account details. Ensure these are correct as they will be locked once the update button is selected. If you need to make changes, please contact Fox Sports Pulse to have your account unlocked. 3. Click Update. The account setup is complete and monies will now be transferred into your selected bank account at the nominated timeframe. 35