BIG CLIMB Profile Guide

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Elwin Washington
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1 BIG CLIMB Profile Guide A step by step guide on how to create your Big Climb personal page and profile to enhance the fundraising experience. Helpful hints before getting started: 1. The participant center that you create will be the main page potential donors see when they search your team or name on the big climb website. 2. Whether you have completed each step under What to do next? on the homepage or not, you can always use the large boxes with check marks as a guide to manage your page. 3. Always remember to save your work! If you do not save often, the session may time out and you could potentially lose what you have been working on. 4. If for some reason you cannot login to your participant center, your account is not working, or you need additional help navigating the site, please don t hesitate to us at bigclimbseattle@lls.org. Welcome, and let s get started! 1

2 How to Login to your Participant Center Go to and click the login tab in the upper right hand corner. User Login: Login using your username and password that was provided to you in your Big Climb registration confirmation . The page will direct to you to your personal participant page. 2

Create Your Personal Participant Page Why is this important?

personal look into why the Big Climb 30 matters to you and your community!

Step 2: Create a unique and personal biography in the space provided below: Step 3: Click

3 Create Your Personal Participant Page Why is this important? Setting up your own personal fundraising page for the LLS gives your friends and family a personal look into why the Big Climb 30 matters to you and your community! Step 1: Click on Set up your Personal Page to get started. Step 2: Create a unique and personal biography in the space provided below: Step 3: Click on Photos/Videos in the upper right hand corner to upload a team photo or a personalized photo of you. Step 4: You can even upload a video To enhance your page! 3

4 Add Contacts from your Address Book Why is this important? Adding addresses to your page allows you to easily create messages and send them to family, friends, and co-workers to help with your fundraising efforts. It s also a great tool for keeping everyone in the loop and tracking your progress. Step 1: Click on Add Contacts to Your Address Book to get started: Step 2: On the right hand side under Contact click on either import contacts or add a single contact to your personal participant page. Step 3: Select an Import Source: Gmail, Yahoo or any other client preferred. Step 4: Click next and follow the prompts to display and retrieve your contacts. Consent is needed to access your online address book, if the consent pop-up does not appear automatically click on the link Display Consent Pop-Up in the upper right hand corner and sign into your account. Step 5: Select whether you would like to import all or some of your contacts into your participant center address book, then click next. Step 6: View successfully saved contacts, then click finished. A generated list of all addresses will appear on the screen. Adding team members into groups: Step 1: If you would like to add specific individuals into groups such as team members or captains just create the group name that makes most sense to you by clicking create a new group. Step 2: Once the group is made, click on the individuals tab under contacts and find the name and of the person you would like to add to the group. Check the small box next to their name and click the specific group you just created. 4

Send an Email and Set your Goal Why is this important?

5 Send an and Set your Goal Why is this important? When you use the function in your personal participant page it easily allows you to send quick message templates that are already generated for your convenience. It s an easy tool to reach family and friends for fundraising efforts or just to say thank you! Step 1: Click on Send an . Step 2: Select your template under Thank You or Other and choose the template that is right for you. Step 3: Compose a personalized message or keep the current layout and then click next. Helpful Hint: Click save FREQUENTLY! Step 4: Create a recipient list by adding contacts on the left hand column by clicking on the specific individual you would like to send the to. You can also use the search function to easily navigate through your contacts. The contacts will appear on the right hand column under Recipient List. Click next. Step 5: Preview and Send Set your Goal: Why is this important? Setting a specific and attainable goal allows you to measure your fundraising efforts and successes during the time leading up to the Big Climb! Step 1: Click on Set a Goal and enter the amount you would like to set. Click submit. Fundraising progress will be reflected on the top of the page. 5

Manage Your Team Captain Page Why is this important?

It s also a great tool to communicate with the entire team when using the email team function.

Send a team email: Step 1: Click on Email Team to send a team message. Follow the steps as shown on page 4. Click on the template you would like to use, compose your message, set recipients and send.

6 Manage Your Team Captain Page Why is this important? As a team captain it s important to be able to navigate the participant center so you can pull up your team roster and frequently check the status of your team s donations that are being raised. It s also a great tool to communicate with the entire team when using the team function. On the right hand side of the participant center homepage under send and enter new gift you can see two functions that are important as a team captain. Send a team Step 1: Click on Team to send a team message. Follow the steps as shown on page 4. Click on the template you would like to use, compose your message, set recipients and send. View your team roster: Step 1: Click on view team roster and the page will generate your team list. Step 2: On the right hand side you can click on Download Team Roster and an excel spreadsheet with a list of team members and contact information will generate. Feel free to save the document onto your personal computer and update as needed. Manage Team Captains: Step 1: If you would like to add another team member into the team captain role just click on Manage Captains and check the box next to their name. Step 2: Click save. It s always important to save what you are doing! Download team donations and statistics: Just like downloading your team roster, you can also generate an excel spreadsheet with an entire list of your team s donations. Step 1: Click on Download Team Donations and the excel spreadsheet will have all of the latest gifts and dates recorded. Feel free to frequently download the list to track your team s performance. Step 2: Click on Download Team Statistics and once again an excel spreadsheet will generate. This is a great tool to track all the miscellaneous information you may need as captain. You can check whether your team member is a racer (timed) or a climber (untimed) as well as their own specific fundraising goals. Edit your team page: Step 1: Click on Team Page and type a message that is unique and personal to your team. Step 2: Edit your page according to the steps from page 2, similar to editing your personal page. Don t forget to set a message for your team to read when they login to their own participant center! 6

Challenge Walk MS: Chesapeake Challenge 2013 Participant Center Guide

Challenge Walk MS: Chesapeake Challenge 2013 Participant Center Guide From the homepage at www.challengewalkmsmaryland.org, click My Account on the left-hand navigation bar. Enter your username and password