Fundraising Website Guide

Transcription

1 This Guide will help you set-up and use your team s new fundraising website! Please let us know if you need any assistance or have any questions. This document will be updated regularly as we receive your valuable feedback and add new features over the next few months. Last updated: October 19, 2015 Logging In: After your address has been registered to the team account you can login anytime. Enter the team s fundraising website URL into the top search bar of any web page. This URL has been set by Growing Smiles and is ed to the site admin. Example: teamname.growingsmilesfundraising.com On the Home page you need to login by selecting the Login tab on the right-hand side of the menu bar. Enter in your address and the password that you had created upon registration. To confirm you are logged in as a team admin you will be able to see a Team tab on the menu bar now. IMPORTANT: Upon creation of a team fundraising website by Growing Smiles the team coordinator will receive an with the website details and link to login for the first time. This registration link is valid for one-time use only so please register your address with your account immediately. If you cannot see the Team tab then this indicates that you are not logged in as an admin for the page. We recommend using Google Chrome when possible. Updating Products & Pricing: View the team s cost on all products View / Change the retail pricing on each item (we recommend using the default pricing suggested) View the estimated profit for each item auto-calculated from the retail pricing that has been set Enable and disable items the team would like to sell (we recommend selling all items) After you have logged in as an admin, select Products under the Team tab of the menu bar. Review the cost and suggested retail if you would like to change the retail cost update the Sell column. This should automatically update the estimated profit. When you are satisfied with the retail value of an item please Enable it by selecting Yes in the last column so that it will appear on the website for your customers to purchase. To check if an item is enabled for sale this column will be green for yes or red for no. Please remember to SAVE your changes with the save button at the bottom before leaving this page. The first time an admin logs into the team page the pricing should be set-up for each item BEFORE the URL is distributed to customers. We recommend keeping the suggested items and retail prices for optimal sales.

2 Fundraiser Details & Set-up: Fundraising Website Guide View / Change the Team Name as it appears on the website and s sent View the team site URL View / Change the phone number that is currently linked to the page View / Change the address that is currently linked to the page View / Change the Team Order Deadline (when YOUR customers need to submit their order by) Book and view the Delivery Date for your team (once confirmed this cannot be adjusted online) View the order due date for the final team order to Growing Smiles View / Change the customer pick-up date when they can expect to pick-up their orders Link a PayPal account to the page to collect payments via PayPal and credit cards After you have logged in as an admin, select Setup under the Team tab of the menu bar. All fields should have a description to assist with setting-up your team website. Please contact us if you have any questions or are unable to make/save a change. Please remember to SAVE your changes with the save button at the bottom before leaving this page. Home Page Customization: View / Change the content of the Home page where your customers first arrive to place their order View / Change / Add / Remove the text displayed on the Home page View / Change / Add / Remove images After you have logged in as an admin, select the Home tab of the menu bar. From the menu bar hover over Team and then select Edit this Page Now the page should show an HTML editor box which will allow you to design your home page and it s message to your customers. Please remember to SAVE your changes BEFORE you leave the page. Save by selecting File in the top lefthand corner of the editor box. The drop-down menu will show the Save option. Note that changes are NOT auto-saved. Please save regularly. There is not a Default option to convert back to at this time. We will be unable to undo changes you make.

3 How to Share your site: Send the team URL to your customers - it is best to copy and paste directly into your message. It can be sent via or text message, printed on the paper order forms or shared on social media to drive traffic to the page! Team URL is set by Growing Smiles and ed to admin. Example: teamname.growingsmilesfundraising.com How your Customers can use the site: Customers can view the page without logging in but to place an order they will need to create an account where they re able to: On your Team Fundraising Home page: View all the products for sale and their prices, photos, descriptions and care instructions Place an order View the fundraiser details (order deadlines, pick-up information, your messages) Customer Portal - My Orders View / Edit / Delete their orders Check on the status of their order (cancelled / paid / ready to be picked up, etc.) Submit payments Customer Portal - My Account Edit details on their account (name, address, phone number, etc.) Enable or disable Text Message notifications (received from the team website admin about their orders) Customer Portal - My Teams View teams they have supported Note that all customers will be required to create an account when they place an order online. Customers will only receive text message notifications from you if they Enable notifications in advance. Viewing Members: View all customers that have set-up an account and placed an order View which members are admins and invite new admins (please be careful who is given admin status) After you have logged in as an admin, select Members under the Team tab of the menu bar. The chart will show statistics for each user and their status.

4 View Orders Received: Fundraising Website Guide View all the orders that have been received and their status View / Change / Cancel an order & it s amount View / Change the status of an order a customer directly about their order After you have logged in as an admin, select Orders under the Team tab of the menu bar. Here you will be able to see a colour-coded list of all the orders you have received. (example shown below) You can change the status of any order by clicking the Mark as.. button on the line of the corresponding order you wish to update or by clicking into the order and changing the status from the order directly. You can sort and filter the list of orders using the options at the top and selecting which order status you would like to view or sort by. You can the customer directly by clicking on their highlighted name to open a new message. Note that customers will receive and/or text message notifications when an order is updated or changed Order status options include: Open Ready to be picked up Cancelled Paid / Not Paid Picked up On hold If an order is set to Cancelled or On Hold they will not be included in your total summary for those items Orders can not be completely removed or deleted from your list. Cancelled orders will remain, but in black, for your records and can be reinstated at any time

5 Sending Notifications to Customers: Send some or all customers/admins a message either via or text message After you have logged in as an admin, select Send Messages under the Team tab of the menu bar. The first page will allow you to select who you would like to send the message to. Once you have selected everyone to receive the message please select the Message button near the top. Now you will type out the exact content of what you would like the message to say. Once the message is complete you will be able to select how you would like to send ( s, text messages, or both) and by selecting the corresponding button your messages will instantly be sent. Keep messages professional and brief so your customers can quickly understand what the message is for You can send order due reminders, thank customers for ordering, payment & plant pick-up reminders etc. If under the Orders tab when an order status is changed (to cancelled, or ready for pick-up, etc.) a message is automatically sent to the customer. Sometimes a follow-up message with more details may be helpful. View Product Order Summary: View how many orders have been placed online for each item View the estimated costs, retails, and profits auto-calculated based upon the quantities ordered After you have logged in as an admin, select Summary under the Team tab of the menu bar. The chart will show statistics for each product available to the team. Important Note: The costs, retails and profits are estimated based upon the numbers provided and may not accurately reflect the actual totals your team will end up with. This value does not include any additional costs, paper orders not entered, delivery fees, extras ordered, payments miscounted, PayPal service fees, etc. Placing Final Team Order to Growing Smiles: The final order to Growing Smiles Fundraising must be submitted online through your team website, please keep your login information even if you do not plan to use the site to collect orders for this purpose. *Coming Soon* We will update this guide when more information is available.