NAB AFL AUSKICK FOOTYWEB USER GUIDE

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Jeremy Robertson
5 years ago
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1 NAB AFL AUSKICK FOOTYWEB USER GUIDE

2 Contents 1. Logging in and accessing your database Setting price and products for Online Payments (N/A for VIC and SA) Contacts and Locator... 6 Contacts... 6 Locator Manually entering members from a paper Registration Form Rolling over last year s members Moving members from one centre to another Entering cash/cheque payments for members (N/A for VIC) 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 SportingPulse Sub-merchant Setting up your Bank Account to receive payments Setting up the Bank Account details Process a Test Payment Check to see if the payment was successful

1. Logging in and accessing your database To access the database for your AusKick centre, click on the link below: https://reg.sportingpulse.

3 1. Logging in and accessing your database 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

Setting price and products for Online Payments (N/A for VIC and SA) The Registration product that members from your AusKick centre

4 If you don t have the Membership link your State AusKick Contact will be able to link your database to your passport. For any further information on SP Passport and getting access to your database, click here. 2. Setting price and products for Online Payments (N/A for VIC and SA) The Registration product that members from your AusKick centre can purchase online is able to be edited by you. To select what product your AusKick members can purchase online: 1. Hover over the Registrations and click on the Products menu 4

5 You will then come to the screen shown below. It lists all available products and their current prices. To select the Registration product you d like available online to your members: 1. Click on the Default Member drop box and select the product that applies to you (for example, 2012 VIC METRO Auskick) 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. 5

6 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. 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 6

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.

7 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 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. 7

8 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. 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 to be made visible to potential participants through the Club Locator on the AFL website. 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. 8

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10 To make sure that your AusKick centre displays on the public locator: 1. Tick the Show us in the Public Locator box 2. Enter in the post codes surrounding your Centre (separated with a comma) 3. Enter in any General information you d like provide to the public 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 centre. 10

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4. Manually entering members from a paper Registration Form If your members have completed a Paper Registration form and not completed it online, you can enter them into your database on their behalf.

12 4. Manually entering members from a paper Registration Form 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. 12

5. Rolling over last year s members If you have members from previous years who will continue to be a part of the upcoming AusKick season you can roll over those members as you need to.

13 5. Rolling over last year s members If you have members from previous years who will continue to be a part of the upcoming AusKick season you can roll over those members as you need to. To rollover over members from a previous season: 1. Hover over Members on the top menu and click on Member Rollover 2. Select the From Season and To Season for the seasons you wish to move your members from and to. To do this select the seasons as shown below and click Show Members for Rollover. 13

Moving members from one centre to another If a member is entered into the wrong database, they can

14 3. Select the Members you d like to move into the new season 4. Click the Update button to rollover your members 6. 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 14

15 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 4. Click the Confirm Transfer button to complete the transfer 15

16 5. Once the transfer has been completed the screen below will appear 7. Entering cash/cheque payments for members (N/A for VIC) 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 16

17 3. Across the top menu, click on Transactions 4. Select Unpaid and click filter to show all unpaid products for that member 17

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

18 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 18

19 8. 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 19

20 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. 20

6. Enter in the email you d like to send

21 6. Enter in the you d like to send out and make sure you enter in From address 21

22 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 22

23 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 23

24 9. 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. 24

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

25 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. 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 25

26 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 26

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.

27 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. NAB Payments Setup (N/A for VIC, QLD and SA) 1. How to apply to become a SportingPulse Sub-merchant This step-by-step guide will help new users through the process of signing up to become a SportingPulse Sub-merchant via the NAB Bank. It s specifically designed for SportingPulse users, and includes some advice on how to fill in the different sections of the sign-up form, and while these are generally correct for sporting clubs and associations, they should be read in conjunction with your organisation s individual requirements. When you sign up as a SportingPulse Sub-merchant, you are able to receive payments via the SportingPulse Payments system: 1. Hover over the Registrations menu and click on Payments Configuration 27

28 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. 28

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30 4. Your details will now be passed onto SportingPulse and you will be notified once your Submerchant set-up has been approved. Once approved, you now have the ability to start receiving 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 SportingPulse Sub-merchant. The user has two options as to how they want to set-up thier account: 1. Go into your local NAB branch and apply for a NAB Bank Account. This account will allow you to receive funds within 3 business days along with free electronic transactions. For the most up to date benefits or further information please contact the SportingPulse Payments team. 2. Continue with your current Bank account. Funds will be transfered into the account at the end of the week. Setting up the Bank Account details 1. 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 SportingPulse to have your account unlocked. 30

31 3. Click Update. The account setup is complete and monies will now be transferred into your selected bank account at the nominated timeframe. 3. Process a Test Payment To process a test payment, you can either create a test product with a nominal value (E.g. $1) and add it to your form, or you can have someone complete the process of registering using your products already set up. 4. Check to see if the payment was successful A payment record will be created as soon as the payment is created. A couple of simple ways to check for this record is to go to the member s record and check their transactions. Another way is to run a Member report, and include information from the Transaction section of the report (E.g. Amount due, Date, and Payment Type). IMPORTANT NOTE: Funds are not sent directly to your bank account! NAB users will not see these for a period of 3 business days with other account users having their money transferred through weekly. 31

NAB AFL AUSKICK FOOTYWEB USER GUIDE

NAB AFL AUSKICK FOOTYWEB USER GUIDE Contents 1. Logging in and accessing your database... 3 2. Setting price and products for Online Payments... 4 3. Contacts and Locator... 6 Contacts... 6 Locator...