BLUEPRINT Online Fundraising Tool User Guide: TeamRaiser Event Creation. August 2016

Transcription

1 BLUEPRINT 2016 BLUEPRINT2016 TEAMRAISER USER GUIDE 1 Online Fundraising Tool User Guide: TeamRaiser Event Creation August 2016

2 2 INTRODUCTION The Online Fundraising Experience Work Team is preparing to release the new Society online fundraising tools, including the 2016 TeamRaiser blueprints, in phases beginning in September 2015 and continuing through November As highlighted in the 2015 Society Strategic Plan, Strategy 10, we are committed to ensuring the online fundraising tools are optimized to ensure an extraordinary constituent experience and drive fundraising growth. OBJECTIVE Deliver a consistent and exceptional online experience for participants, donors, and volunteers by adding content to the TeamRaiser: Locate and Edit Chapter Event Blueprint Copy Chapter Event Blueprint to TeamRaiser Edit TeamRaiser with all local details Add Unique Event Content into TeamRaiser Test and review TeamRaiser to ensure Participants have the best user experience AUDIENCE Administrator s and Special Event staff who own and operate editing abilities in Luminate Online for Chapter Event Blueprint. TIMING & KEY DATES [BIKE MS only] August 3-24 Pepare all Team Raiser Content August 24 - September 13 Migrate Content into TeamRaiser September TeamRaisers are LIVE and participants can access 90-minute Training Content User Guide Unique Event Content 90-minute Training TeamRaiser User Guide Creating TeamRaisers and inserting Unique Event Content 60-minute Training How to Publish TeamRaiser and prep work to go LIVE Participant User Guide launch How to register and support participants with the new Online Fundraising Tool

3 3 TABLE OF CONTENTS TEAMRAISER INTRODUCTION o o o o o SITEMAP BLUEPRINT WORKFLOW DEFINITIONS EVENT NAMING CONVENTIONS PARTICIPATION TYPES CREATING THE TEAMRAISER o o o o LUMINIATE ONLINE LOGIN EDITING THE CHAPTER EVENT BLUEPRINT COPYING THE CHAPTER EVENT BLUEPRINT EDITING THE TEAMRAISER o INTEGRATE RESUSABLE CONTENT o CUSTOM PAGES NEXT STEPS APPENDIX o o DONOR FORM - Coming Soon! LOCKING/UNLOCKING CONTACT US/HELP Contact Blueprint2016@nmss.org Include specifics with your question that will help with an accurate and timely response.

4 4 TEAMRAISER INTRODUCTION SITEMAP Below is the approved sitemap for the Bike MS 2016 Blueprint, which will also serve as a model for the next Walk/Challenge Walk MS events. The diagram below is a draft of the site map that illustrates national, event, chapter-only, and blended national and event content by color. Pages in RED are LOCKED pages and cannot be changes. Pages that are YELLOW are locked with a Reusable, which means Society Content cannot be change, but you can add/change content where the Reusable exists. Pages in GREEN are unlocked. This page is important later in the user guide when adding Custom Pages and Unique Local Content to the TeamRaiser. RESPONSIVE DESIGN (NEW!) The design will be coded to adapt responsively and scale fluidly in proportion to any device width.

5 5 SIGNED IN FEATURE (NEW!) Sign In: will expand to reveal username and password fields, with further expansion to reveal forgot username / password instructions. On click of "Forgot Username or Password", prompts for address and forgot password instructions. If the user has logged in: o o o If they are registered only for one active event, from the event page they registered for, they are taken directly to the Participant Center. If they are registered for more than one event, they will be taken to the event list page to choose their Participant Center. If they log in from a non-event page, they remain on that page and can choose My Events to go to the Participant Center. If the user is not registered for any events, the user remains on the same page so they can decide what they want to do once logged in.

6 6 BLUEPRINT WORKFLOW The Blueprint feature is designed to help make maintaining multiple events manageable and consistent, enabling Administrators to make changes at the Blueprint level and push those changes down to multiple TeamRaisers.

7 7 DEFINITIONS Blueprint - Also referred to as the Parent Event, is the Society-wide provided Master template for Chapter Blueprints. Chapter Blueprints are copied from the Master. TeamRaiser - Also known as the Child Event, is the local event at the chapter and is copied from the Chapter Blueprints. Luminate Online Web-based application that hosts the TeamRaiser s event. SiteMap A graphic depiction of pages within a website, illustrating the organization and hierarchy of pages. Each box represents a page. Unique Event [Local] Content Locally edited version of Society content. Society Content Content that is provided and is consistent across all chapters, events, and TeamRaisers. Locked Pages Society content for all events and is not unique event content Reusable Locally created [chapters must write this specific information] content that is placed within a Locked Page. Locked Pages with Reusable Society content for all events with sections of unique event content. Unlocked Pages Society content which may be used and/or editable to communicate unique event content. - A critical or important note EVENT NAMING CONVENTION Each year, the National MS Society hosts nearly 800 events to raise funds to support our mission to create a world free of MS. Each year, a TeamRaiser is built for each of those events in the Luminate Online environment. So in a matter of only a few years, there are literally thousands of events from which to search when reporting. Reporting on these events year over year is an important aspect of continually improving our fundraising results from our events. This reporting becomes significantly more difficult when trying to search for events that do not have consistent naming within the thousands of events within Luminate Online. This year a cohesive naming convention is in place for all TeamRaisers to simplify reporting, searching and finding events within Luminate. There are two different names for each TeamRaiser within Luminate: Administrative Name: This is for internal, search purposes. This name is only visible from within the Administrative side of Luminate Online. It is not visible to constituents on the website or web-based event searches on our event landing pages (BikeMS.org, WalkMS.org, etc.) Public Name: This is the name site visitors and participants see and what shows in our Event Searches, including internet search results (Google, Bing, etc.) INTERNAL ADMINISTRATIVE NAME The Administrative Name is created when the TeamRaiser is initially copied from the Blueprint. The Public Name defaults to the same as the Administrative Name, but can be changed during the configuration of the TeamRaiser prior to making the event Public. There are three components that need to be part of the Administrative Name to uniquely identify each TeamRaiser: Chapter identifier Event Year Event Name As part of our Branding Guidelines for our mass market events the Event Type and year should be part of the Public name (ie, 2015 Bike MS: Colorado). The proposal would be for the Administrative name to build off of this in the following way to create a consistent naming convention across years, across events, across locations:

8 8 Chapter Code Event Name following Brand Guidelines for events names: Year / EventName Administrative Names reading like the following: COC 2016 Bike MS: Colorado COC 2016 Bike MS: Wyoming ALC 2015 Bike MS: Ride to the Rocket AZA 2015 Walk MS: East Valley AZA 2015 Walk MS: Prescott DCW 2015 Challenge Walk MS: Chesapeake Challenge EXTERNAL PUBLIC NAME The Public Name will follow the same basic format as the Administrative Name. The Chapter code should be removed from the beginning of the name. The year will follow the event name. And if needed, any sponsor naming added to the end of the name. Bike MS: Ride to the Rocket 2015 Walk MS: East Valley 2015 Walk MS: Prescott 2015, presented locally by ABC Company PARTICIPATION TYPES (Reminder) In the 2016 Blueprint, we are utilizing Participation Types in a different manner. We know that the more complex the registration process is, the more likely a potential registrant will abandon registration before it s completed. In addition to the standard 3 participation types built-in to the Blueprint (Cyclist, Virtual Cyclist, Volunteer), we ve added two additional generic participation types that can be used in creating your TeamRaiser. These two additional types can be configured as needed to segment riders and gather needed business information and additional fees. This addition should accommodate the vast majority of TeamRaiser needs. In an effort to ensure a more consistent experience for our Participants, as well as to simplify the registration process, we are recommending limiting participation types in a TeamRaiser to 5 types. This has been accounted for in our design of the new site, and how it works and flows on all devices, including the mobile experience. Using more than the 5 participation types included in the Blueprint has multiple potential negative ramifications: Increased registration complexity, Design/layout issues on some platforms, as well as potential functionality issues to the TeamRaiser. For those that don t think 5 Participation Types will suffice, we have also turned on Upsell functionality and E-commerce functionality for collection of fees and segmenting participants based on various options within the event. We recommend evaluating alternative options to meet the needs of event staff if this is the case. Consultation is available to explore options and use of upsells and ecommerce for TeamRaisers where there may be a need. Support is found at Blueprint2016@nmss.org.

9 9 CREATING THE TEAMRAISER: Here are all the steps needed to create TeamRaisers from your Chapter s Event Blueprint. In this example, we will focus on Bike MS as our Chapter s Event Blueprint. 1) Login to Luminate Online 2) Edit Chapter s Event Blueprint 3) Copy the Blueprint to create TeamRaisers 4) Editing TeamRaiser(s) PART 1: LOGIN Go to Luminate Online and login to begin. Luminate Online controls all TeamRaiser content, including creating TeamRaisers, reporting on the TeamRaisers, and ing all participants that signed up through the TeamRaiser. PART 2: EDIT CHAPTER S EVENT BLUEPRINT LOCATING CHAPTER EVENT BLUEPRINT STEP ONE: Go to Fundraising Tab -> TeamRaiser to being working in your Chapter s Event Blueprint.

10 10 STEP TWO: The TeamRaiser page consists of two key tabs: TeamRaiser and Blueprint. Select Blueprint tab. NOTE: Search for your Chapter s Event Blueprint if you have access to numerous Blueprints based on your role. STEP THREE: Locate your Chapter s Event Blueprint, go to ACTION column and select EDIT.

11 11 SETTING UP TEAMRAISER S FROM CHAPTER EVENT BLUEPRINT Review the following items in the menu and make updates to the Chapter Event Blueprint where needed. Only menu options that need your attention are outlined in this guide. Read carefully. 1. Identify TeamRaiser 2) Public Name: See Naming Convention and update [Example: Bike MS: Anchorage 2015] 4) Security Category: Ensure that Security Category is your chapter s 3-byte code. Click SAVE.

12 12 2. Select Fundraising Options 1) Donation Form: From the dropdown menu, locate your Donation Form Campaign folder and select the Donation Form for your Chapter s Event BP. Click SAVE. 7) Tax ID: Enter the Tax ID in the field. Then Lock the Tax ID #, by clicking on the padlock to the left of the field.

13 13 3. Select Event Options. 6) Interest Categories: Check your Chapter Bike Events category to activate. Click SAVE. 8) Change Public Event Type to Testing. Click SAVE 4. Team Options: No change 5. Team Divisions: No change 6. N/A 7. Manage Participation Types: No change 8. Manage Milestones: No change 9. Manage Discounts: Only change if a global discount is required for all TeamRaisers, otherwise this field can be changed by TeamRaiser later. 10. Manage Stationery: No change

14 Manage Autoresponders: - Limited changes to the Chapter detail information can be made at this point. Open each Autoresponder to review and make changes as needed. See Autoresponder types and Click EDIT, go to a) Envelope. Click Next at the bottom of screen to advance to b) Edit HTML Content Recommended changes to [CHAPTER CONTACT], chapter address Do NOT change the Boundless Fundraising section. Click Next at the bottom of screen to advance to c) Update Plain Text and click on the Update Plain Text button. CLICK SAVE

15 Customize Suggested Messages- No change 13. Customize Pages - No change 14. Customize Event URLs - No change 15. Test Drive - No change 16. Publish Ensure Status is set to Unpublished and click FINISH PART 3: COPY THE BLUEPRINT TO CREATE THE TEAMRAISER STEP ONE: Locate your Chapter s Event Blueprint, go to ACTION column and section COPY.

16 16 STEP TWO: Update the following items: 1) Blueprint Copy Options: Create Child Event 2) Administration Name: 3-character chapter code, Event name [Event Naming Convention] Example: AKA 2016 Bike MS: Anchorage 3) Copy Coaching s: No change Click FINISH [Note: Might take a few minutes to copy] STEP THREE: Confirm the TeamRaiser successfully copied. Review the following items: From the TeamRaiser list page, click on TeamRaiser Tab to see TeamRaiser Confirm that Parent Event is the Chapter s Event Blueprint If additional TeamRaisers need to be copied from the same Chapter Event Blueprint repeat steps 1-3 in this section.

17 17 PART 4: EDITING TEAMRAISERS STEP ONE: Locate TeamRaiser, go to ACTION column and section EDIT. STEP TWO: Review the following items in the menu and make updates to the TeamRaiser where indicated in this guide. 1. Identify TeamRaiser Item 2 - Update public name Item 5 Enter event start date Click SAVE

18 18 2. Select Fundraising Options Item 1 Ensure this is the correct form for your chapters. From the dropdown menu, make sure you choose XXX Bike MS Donation Campaign - XXX Bike MS Donation Form 2016 If you are unable to do this at the TeamRaiser level, it is because that feature is locked in the Blueprint; in that case, confirm and push changes if necessary at the Blueprint level. Item 3 Insert goal amount. Item 4 These gift levels have been created and approved by the Bike MS Blueprint project team. We strongly encourage you to not spend additional time editing these. Item 6 Ensure Tax ID is correct. Click SAVE 3. Select Event Options Item 1 - Update Suggested Participant Fundraising Goal. Item 2 - Update Suggested Team Fundraising Goal. Item 3 In the Interest Categories list, ensure your chapter event Bike categories are selected. Look for sub-folder Bike chapter interests, for example, ORC Bike Events. Item 4 Public Event Type select an option that best describes the event. By default this item is set to Blueprint. You may leave this option for testing your event, as this setting prevents the event from appearing in the search page. DO NOT change this from Blueprint until you are ready to publish your event (In this case, that would be no earlier than 9/18/2015). Click SAVE Select Event Options continued -> Related Actions: The following menus options are found in 3. Select Event Options, scroll down to Related Actions. Any changes made need to be SAVED and then proceed back to menu 3. Select Event Options, scroll down to Related Actions and proceed to next change.

19 19 Edit Event Questions - a. Select Questions Recommended: To provide the best participant experience it is recommended that a limited number of questions be added to TeamRaisers. Click Add a Question, if needed. Complete all required fields. SAVE any changes and click FINISH. Proceed back to menu 3. Select Event Options, scroll down to Related Actions and proceed to next change. Edit Advanced Options a. Define Fundraising Options No changes b. Define Event Options Change 1. New Team Notification -> Input a staff member address, if desired. Change 2. Sender Address -> Input chapter s local address. Click SAVE c. Define Misc Options Review and no changes d. Configure Participant Center Override Options No changes SAVE any changes and click FINISH. Proceed back to menu 3. Select Event Options, scroll down to Related Actions and proceed to next change.

20 20 Identify Location Details a. Location Information This is a highly critical section that needs accurate information for all fields because it ties to your Event Search page, which allows your participants to easily find your event and register. SAVE any changes and click FINISH. Proceed back to menu 3. Select Event Options, scroll down to Related Actions and proceed to next change. Legacy Options a. Include Printable Registration Form No changes b. Include Printable Information Packet No changes c. Related Links No changes SAVE any changes and click FINISH. Proceed back to menu 3. Select Event Options, scroll down to Related Actions and proceed to next change.

21 21 Identify Event Administrator a. Event Administrator Information Input Admin information. Click NEXT. b. Event Administrator Summary Verify information. SAVE any changes and click FINISH. Congratulations, you are now finished with 3. Select Event Options! Let s keep going! 4. Select Team Options - No additional action needed 5. Team Divisions - Optional customization available 6. N/A 7. Manage Participation Types Customization available based on the maximum 3 required (maximium of 5) Participation Types. Cyclist, Virtual Cyclist and Event Volunteer. Contact Blueprint2016@nmss.org for additional support or consultation on Participation Types. 8. Manage Milestones - Optional customization available 9. Manage Discounts - Optional customization available 10. Manage Stationery - Optional customization available

22 Manage Autoresponders (NOTE: Do not proceed with this section until your Participation Types are finalized) A number of the Autoresponders have been configured with conditional content for each Participation Type of Cyclist, Virtual Cyclist and Event Volunteer. To create content that will only be delivered to a specific sub-group of registrants based on participation type. See code and examples below: The beginning code is [[?xcyclistx::x[[e48:[[s42:0:fr-id]]-[[s1:cons_id]]:part-type]]x:: Where the word Cyclist is the exact name of the Participation Type as set up in Step#7. The ending code is ::]]. The beginning code is [[?xvirtual Cyclistx::x[[E48:[[S42:0:fr-id]]-[[S1:cons_id]]:part-type]]x:: Where the word Virtual Cyclist is the exact name of the Participation Type as set up in Step#7. The ending code is ::]]. The beginning code is [[?xevent Volunteerx::x[[E48:[[S42:0:fr-id]]-[[S1:cons_id]]:part-type]]x:: Where the word Event Volunteer is the exact name of the Participation Type as set up in Step#7. The ending code is ::]]. Anything within the beginning code and ending code will only be delivered to registrants with that Participation Type. 12. Customize Suggested Messages - Optional customization available 13. Customize Pages This is where a portion of the Unique Event Content is uploaded. Complete the items below for Event Greeting, but be prepared to re-visit 13. Customized Pages for Custom Page edits later in this guide. Critical Steps: This is where Unique Event Content is managed and requires extensive steps. Read carefully. 1 2 Event Greeting Page Configure with Chapter specific details (complete now) Integrate (Copy/Paste Text only) Reusable Content into TeamRaiser (starting on page 25 in User Guide) 3 Custom Page EDIT select Custom Pages using Unique Event Content (starting on page 31 in User Guide)

23 23 STEP ONE: Configure Greeting Page. Go to Greeting Page and select CONFIGURE. The following items must be completely and carefully filled out. All items below ensure that your Greeting Page, Event Stationery, Footers, Event Info, PageBuilder pages and Search Results are populated automatically. NOTES: Event Title needs to follow the Event Naming Convention. Standardizing the naming conventions entered to identify our TeamRaisers will help our Constituents locate their event from year to year. When working in the Default Personal and Default Team pages within Custom Pages, do not use the customizable layout. Only single and double photo layouts have Responsive Design for viewing on Mobile and Tablet. Do not use another layout. New feature for 2016 with the Presenter field, the Greeting page will display a line beneath the event title with the pre-text "Presented locally by.

24 24 Event Title: Campaign: Name of event / location year [Examples - Bike MS: Ride the Riverside Bike MS: Vail 2015] Event Date/Time: Event Schedule: Event State: Event City: In case your event does not refer to the city in your marketing materials, you may add a name here to better reflect the event as it appears in the navigation. Event Location: Copy link to Event Directions: a. Go to b. Enter the address of your event location and click search. c. In the bottom right, click the gear. d. Select Share and embed the map. e. Check the box next to "Short URL" to create a shorter link. f. Double-click the link to highlight it, then copy it by pressing CTRL+C or -C (Mac). g. Paste the link by pressing Ctrl+V or -V (Mac) wherever you want to share the map, like an or Google+ post. h. Paste into the Link to the Event Directions field in the TeamRaiser. Sponsor name or image file name (3): Insert Chapter Name (for example, Oregon Chapter, or Southwest Region). Refer to Figure 3a. Sponsor name or image file name (5): Insert chapter (same as above). If support is provided by the Fundraising Support Center, please insert the Fundraising Support Center address too [fundraisingsupportcenter@nmss.org]. Refer to Figure 3a. Presenter: Appears on the event Greeting Page, below Event Title. Fill in the remaining fields in the Visual Editor. 14. Option Customize Event URLs - Optional customization available 15. Test Drive Prepare Test Environment 3) Test Address for Autoresponders - Input your address 5) Launch Test Drive Click LAUNCH TEST The public page will appear in a new browser window. Save this URL and copy/paste to your clipboard. You can refresh this URL during the Custom Page and Reusable process, which is next in the User Guide. Save this URL and revisit during the Custom Page and Reusable process at any point to see the look and feel of your TeamRaiser. 16. Publish No Action Required at this time. Click FINISH Congratulations! Your TeamRaiser is done with the first part of edits. A few more steps are needed to ensure Unique Local Content is on TeamRaiser, which is the last part to completing 13. Customize Pages. Please continue.

25 25 2 INTEGRATE (COPY/PASTE TEXT ONLY) AND ADDING PAGEBUILDER REUSABLES Locate all Unique Event Content saved as a Word Document in your local Chapter computer drive. Review the checklist below. Items with a Reusable will be added to the TeamRaiser at this point. Items with an N/A are part of Custom Pages and discussed later in this guide. As a reminder, you are only editing items on the Sitemap (page 4) that are Locked with a Reusable or Unlocked. REUSABLE TYPES: There are two kinds of reusable Pagebuilder pages. RESUSABLE LOGIC 1) The first is event-specific, so you can create a reusable for each event you have (multiple events under one event type) and have the unique content/event apply. 2) The second is chapter-specific and allows you to create content that applies to all of your events. Event-specific reusable is the priority, so if it is published at the same time that a chapter-specific reusable is, for the same page, the event will override the chapter. Chapter-specific reusable appears only if the page is published, and an event-specific reusable has not been created or published. If neither exists, national default content will appear. PAGEBUILDER RESUSABLE NAMING CONVENTION Reusable Pagebuilder pages are located in the zchapter Admin Only security category in the Pagebuiler module. Event: BIKE_AKA_#####_2016_pagename o NOTE: The Pagebuilder reusable must be saved in your chapter event security category (AKA Bike, for example) o ***'#####' = the FR_ID Chapter: BIKE_AKA_2016_pagename o NOTE: The Pagebuilder reusable must be saved in your chapter event security category (AKA Bike, for example) ***To locate the FR_ID, go to the Fundraising > TeamRaiser module, and look up your event. Beneath the event name you will find the ID as indicated in the screenshot below. PAGEBUILDER REUSABLE CHECKLIST No. CONTENT RESUSABLES COMPLETED 3.0 Volunteer 3.0 Volunteer Event Greeting Greeting Hero image Event Greeting Why Ride Testimonials, Mary s Ride, A team story, video 6.1 News and FAQs BIKE_XYZ_2016_volunteers BIKE_XYZ_2016_#####_volunteers BIKE_XYZ_####_2016_entry_page_banner (event-specific, overrides default and chapter) BIKE_XYZ_2016_entry_page_banner (chapter-specific, overrides default) BIKE_XYZ_####_2016_entry_page_text_under_banner BIKE_XYZ_2016_entry_page_text_under_banner BIKE_XYZ_####_2016_BIKE_entry_page_ride_stories BIKE_XYZ_2016_BIKE_entry_page_ride_stories N/A

26 Lodging & Transportation BIKE_#####_2016_lodging BIKE_XYZ_2016_lodging Route Maps 6.4 Training and Safety BIKE_#####_2016_transportation BIKE_XYZ_2016_transportation N/A BIKE_#####_2016_training BIKE_XYZ_2016_training New Riders 6.6 Youth Riders 6.7 Get Ready to Ride 6.8 Ride for Someone with MS 6.9 Fundraise Fundraising Tips and Tools Get Social Matching Gifts Awards and Incentives 6.10 Teams Teams List National Teams Team Resources 6.11 More Resources Stay Informed Bike MS Store Site Help Sponsors and Offers Contact Us 7 Participant Center Home Auto-responders BIKE_#####_2016_bikecare BIKE_XYZ_2016_bikecare BIKE_#####_2016_newrider BIKE_XYZ_2016_newrider BIKE_#####_2016_youthriders BIKE_XYZ_2016_youthriders BIKE_#####_2016_hydration BIKE_XYZ_2016_hydration BIKE_#####_2016_ridems BIKE_XYZ_2016_ridems BIKE_#####_2016_fundraise BIKE_XYZ_2016_fundraise N/A N/A BIKE_#####_2016_matchinggifts BIKE_XYZ_2016_matchinggifts BIKE_#####_2016_awards BIKE_XYZ_2016_awards BIKE_#####_2016_teams BIKE_XYZ_2016_teams N/A N/A BIKE_#####_2016_team_details BIKE_XYZ_2016_team_details BIKE_#####_2016_moreresources BIKE_XYZ_2016_moreresources N/A BIKE_#####_2016_store BIKE_XYZ_2016_store BIKE_#####_2016_sitehelp BIKE_XYZ_2016_sitehelp BIKE_#####_2016_sponsors BIKE_XYZ_2016_sponsors BIKE_#####_2016_contact BIKE_XYZ_2016_contact N/A

27 27 7 Participant Center Home Suggested s Local Sponsors In the footer Participant Center Dashboard Appears between next steps and event date/time/location N/A BIKE_#####_2016_local_sponsors BIKE_XYZ_2016_local_sponsors Create a copy of BIKE_26167_local_chapters to use as your template for this. BIKE_#####_2016_pc_content BIKE_XYZ_2016_pc_content STEP ONE: LOCATE AND MIGRATE (COPY PASTE TEXT ONLY) PAGEBUILDER REUSABLE TO YOUR CHAPTER EVENT NOTE: All steps will be repeated for each Reusable that your Chapter elects to use for Unique Local Content. If your chapter does not need to modify the Reusable (keep Society Content), you can skip this process for that Reusable. Go to Content tab and select PageBuilder Select the general security category ZChapter Admin Only. Click GO.

28 28 Input 2016 in Search field and click Search to see all 2016 Reusables. Locate the first Reusable and under Actions column select COPY. 1. Rename copy_of_bike_xxx_2016_volunters and change the XXX to your 3-digit Chapter code. Example: BIKE_AKA_2016_volunteers 2. Security Category: Change from zchapter Admin Only to your Chapter Bike Event Click FINISH The first Reusable was copied to your Chapter Event. Repeat all steps STEPS 1 & 2, above, to COPY each Reusable from the zchapter Admin Only category.

29 29 STEP TWO: INTERGRATE UNIQUE CONTENT TO REUSABLES Now that all Reusables are copied, it is time to EDIT each one. Return to PageBuilder and select your Chapter s Event in the security category to continue. Click GO to filter your Pagebuilder Reusables. Go to Actions Column and select Manage to add Unique Local Content.

30 30 Go to the Actions Column and select Edit Content (NOTE: in the future, it is advised you copy the most recent version to preserve it for future reference). TIP for Formatting Text Click pencil icon to begin. To ensure the formatting (font, size, styling) is the same on your Unique Local Content Word document as the Society Content formatting, copy the content into Notepad (or other plain text editor), then copy from the plain text editor and paste into the Luminate Online text box. This will keep all formatting the same across all content. [See TIP] Use WYSIWYG to add, create, or modify Unique Local Content. Refer to the Unique Local Content created in Word Document and saved to your local drive. Grab the corresponding file that matches the Reusable you are working on. Copy the Unique Local Event into box. Click SAVE during the update process. Click APPLY to close page.

31 31 Click FINISH. Go to the same Reusable and proceed to Actions Columns and click Publish Page. Click Page Library to return to all Reusables. Repeat STEP TWO process for each Reusable on the checklist (pages 25-27).

32 32 3 EDIT CUSTOM PAGES Now it is time to EDIT select Custom Pages that contain Unique Local Content. They are also known at the pages that had an N/A in the checklist and are UNLOCKED. Return to TeamRaiser, locate Chapter Event and got to ACTION column and click EDIT. Select 13. Customized Pages Click Custom Pages tab. Only the following items need an EDIT:

33 33 Only the following Custom Pages need an EDIT: News and FAQs Route Maps [Fundraising] Tips and Tools Get Social Teams List Stay Informed Select first Custom Page your Chapter elected to create Unique Local Content. Under ACTIONS click EDIT. Add or Update any Reusable [HTML] within the box. Do not delete any Society Content. Doing so will impact the Participant s experience and impact the quality of your TeamRaiser. Click FINISH. Proceed to the next Custom Page and continue to EDIT the remaining Custom Pages. Congratulations, you are now finished with this portion of TeamRaiser training! All content is added to the TeamRaiser, bringing us one step closer to publishing the event.

34 34 NEXT STEPS Congratulations, your TeamRaiser is nearly complete. Please use the next few weeks to review, edit, and improve all content. The most important thing is to create the best participant experience that will support our strategy goals to increase fundraising. Look for a Newssheet update about additional training to learn about the remaining TeamRaiser steps before the TeamRaiser is ready to publish to the public [after 09/18/2015]. Here is what you can expect to learn and receive in the next round: Bike MS Custom Functionality Setting up Participant Types and Upsells Verifying Autoresponders Participant Center User Guide Steps on how to support Participants through the registration process Publishing Event Search, Home, Greeting Pages Donor Voice APPENDIX DONOR FORM COMING SOON LOCKING AND UNLOCKING FUNCTIONALITY Throughout the Blueprint set-up, you will notice lock icons to the left of each item. This indicates the item as being viewable/editable (unlocked) or not viewable/editable (locked) on the TeamRaiser level. Unlocked Item No not remove Society content, but add content to the Reusable Locked Item Cannot change or edit.