Bike MS Online Fundraising Guide

Transcription

1 Bike MS Online Fundraising Guide

2 Bike MS: Step by Step Guide How To: Access your Participant Center Personalize your Personal Page Create an Address Book Upload Addresses into Your Address Book Send Recruiting & Fundraising s Create a Blog View Follow-ups/Check your Progress Contact the Chapter Staff

3 Access your Participant Center Step 1: Go to and login at the top of the Web page. Step 2: After entering your username and password, choose the link to go to your Personal Page. Step 1: Step 2:

4 Participant Center Page From your Participant Center you can: Edit your Personal Page. 2. Change your fundraising goal. 3. Create your Address Book. 4. Send s to recruit donations or team members. 5. Follow up on your s and donations made to you. 6. Check your fundraising progress. 2

5 Participant Center Page, cont d 1. You can update your fundraising goal. 2. You can create your own personal URL (a custom link to your personal Web page). 3. You can make your donations private. Please note if you make your donation form private, when someone searches your name to donate to you, your name will not be visible on the Web site. We do not recommend you select this feature

6 Personalize your Personal Page Click on 1. Design the look of this page for color and layout options. Click on 2. Edit the content of this page: You can edit the suggested paragraphs and headers by clicking into any of the three headers and boxes and personalize your webpage with your own message. You can also add your own photo by browsing your own photo files and uploading your picture. Be sure to save your changes!

7 How you can edit your Personal Page 1. You can change the title on your fundraising thermometer and fundraising Honor Roll. 2. You can upload your own photo; maximum file size is 200 kb. 3. You can edit the headers and text of three paragraphs with your own message. Be sure to always save your work and save it often! (The system will time-out periodically and you will lose any progress you ve made if you do not save)

8 How to Create a Blog on your Personal Page Step 1: Scroll down to the bottom of your Personal Page. Step 2: Click on I d like to add a blog and create your title.

9 Address Book To create and maintain your personal Convio address book, you can: Add contacts manually by typing in each contact name and address. Import contacts from another application you use (such as Microsoft Outlook or Outlook Express, AOL, or Yahoo!Mail) by following step by step instructions. Import Contacts Online using the Address Book Access Widget from Plaxo, Inc., which consolidates all contact information from several popular applications (such as MSN Hotmail, GMail, Yahoo!, AOL, Microsoft Outlook and Outlook Express).

10 Importing Contacts from After using the Import Contacts link, follow the instructions listed in the pop-up box after clicking on your format below. If you are uploading a Generic CSV file from Excel, all spaces and commas must be deleted before you will be allowed to import. Example: Contact name must be listed as SharonBillRichards rather than Sharon and Bill Richards.

11 How to send recruitment and solicitation s from your Participant Center Click on one of the suggested messages you will be able to edit any of the scripts with your own personalized message. Add your name & address Click on names from your Address Book Click Add Recipients Button

12 How to send recruitment and solicitation s from your Participant Center ~ continued You can edit with your own message by customizing the: Subject Line Body NOTE: If you Save your , you can send it out again later to prospective donors. If you send without Save, the original unedited message will remain. Be sure to always save your work and save it often! (The system will time-out periodically and you will lose any progress you ve made if you do not save).

13 Follow-Up Messages From the Follow-ups icon you can: See who you have ed. See who has viewed your . See who has donated to your fundraising efforts that you still haven t thanked.

14 Check Your Progress You can check to see the amount you have fundraised and your gift history. NOTE: If you are on a team, you can view the progress of all your team members, too!

15 Contact Bike MS Staff Still have questions? Contact us and we can help you. or