PARTICIPANT CENTER HOW-TO GUIDE

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Charles Gilbert
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1 Every MuckFest participant has his or her very own personal fundraising webpage (aka your Personal Page ). Once you ve logged in to your Participant Center, you ll be able to update your Personal Page with your own story and photo, or simply use the template we ve provided. When your page is ready, you can use our sample fundraising s to send a message to your potential donors. In that , your donors will be provided a direct link back to your Personal Page where they can make their tax-deductible donation. The following pages serve as a step-by-step guide to help you make the most of this great fundraising tool. How To Participant Center Home Page... 3 Change My Fundraising Goal... 3 View My Recent Activity... 4 Start or Join a Team and Contacts... 5 Add Contacts to My Address Book... 5 Import Contacts from Another Address Book... 6 Export Contacts from My Provider... 7 Edit Contacts... 7 Delete Contacts... 8 Add Contacts to Groups... 8 Filter Contacts by Status... 9 See Who Has Donated to Me... 9 See Who Needs a Follow-Up See Who Needs a Thank You Draft an from Scratch Draft an Using a Suggested Template Save an as a Draft Save an to Use as a Template in the Future Send an View Sent s See Whether Someone Opened My See Whether Someone Clicked on the Link in My Progress View My Fundraising Progress Event 360, Inc. 1

2 Print a Donor Receipt Read Private Messages from Donors Stop (or Start) Getting Notifications of Donations Track My Team s Fundraising Progress Personal Page View My Personal Page as it Looks to the Public / My Donors Make My Fundraising Page Private / Public Change the Content on My Personal Page Change the Photo on My Personal Page Add a Video to My Personal Page Add a Blog to My Personal Page Add / Remove Honor Roll on My Personal Page Add / Remove a Fundraising Thermometer on My Personal Page Event 360, Inc. 2

Change My Fundraising Goal Click the Change link next to My Goal in the progress bar at the top of

3 Participant Center Home Page The Participant Center allows you to set fundraising goals, invite friends and family to participate, and set up your personal webpage where they can donate. Change My Fundraising Goal Click the Change link next to My Goal in the progress bar at the top of your Participant Center home page. A pop-up window will then prompt you to edit your goal Event 360, Inc. 3

4 View My Recent Activity From your Participant Center home page, scroll down to the bottom of the page. Your Recent Activity log will show donations received, messages sent and participants who joined your team. Start or Join a Team In order to join or form a team, please contact us either by calling between the hours of 10:00am 2:00pm Central, Monday through Friday or by clicking on the Contact Us link at.muckfestms.com (when completing the form, please select Join or Form a Team as your subject) Event 360, Inc. 4

Email and Contacts Add Contacts to My Address Book From the Participant Center home page, click the Email tab at the top of the page.

This will open a box to insert the name and email address of the contact you wish to add to your address book.

5 and Contacts Add Contacts to My Address Book From the Participant Center home page, click the tab at the top of the page. This will open the page. Select Contacts from the menu on the far right side of the page and then select Add Contact. This will open a box to insert the name and address of the contact you wish to add to your address book. Alternately, if you enter addresses during the process of sending an (see Send an , page 12) they will automatically be added to your address book Event 360, Inc. 5

Import Contacts from Another Address Book Select Contacts from the right side of the Email page, and then select Import Contacts. Select the source you are importing from: Gmail, Yahoo or a.

6 Import Contacts from Another Address Book Select Contacts from the right side of the page, and then select Import Contacts. Select the source you are importing from: Gmail, Yahoo or a.csv file from another provider such as Hotmail, Outlook, AOL, Apple, etc. Click Next and you will be walked through the steps to retrieve your contacts. Select which contacts you would like to add (you may choose all of them, or check which ones to import) and then click Next to add them to your MuckFest MS address book Event 360, Inc. 6

Export Contacts from My Email Provider If your email is with Yahoo or Gmail, when importing contacts, follow the directions above and select Gmail or Yahoo as your source.

7 Export Contacts from My Provider If your is with Yahoo or Gmail, when importing contacts, follow the directions above and select Gmail or Yahoo as your source. If you have another provider, please check the Help section of your provider for instructions on how to export your contacts as a.csv file, and then follow the instructions above to import your contacts. Edit Contacts From the page, select Contacts from the sub menu on the right hand side of the page. Click on the name of the contact whose information you want to edit. Then select Edit Information and make your changes. Click Save to save your changes and return to the contact s information page Event 360, Inc. 7

8 Delete Contacts From the Page, select Contacts from the sub menu on the right hand side. Check the box next to the contact you would like to delete from the list, then click Delete link at the top. Add Contacts to Groups Check the box next to the contact you would like to add to a group (or choose the Select All link at the bottom of the page). Then click the Add to Group link at the top. You can add the contacts to a group you ve already created, or select Create a New Group. This will allow you to group your contacts together so you can communicate with them accordingly. Some groupings are automatically created for you (such as donors or teammates). Others you can create yourself (such as family, neighbors, work colleagues, etc.) @ .com 2013 Event 360, Inc. 8

Filter Contacts by Status From the Email page, select contacts from the sub menu on the right hand side. Then select the Groups tab to view the list of all groups.

9 Filter Contacts by Status From the page, select contacts from the sub menu on the right hand side. Then select the Groups tab to view the list of all groups. Click on the name of a group to see all of the members of that group. If you would like to send an to this group, check the box next to the name of the group, then select the Compose Message above to begin composing your . @ .com See Who Has Donated to Me From the page, select Contacts from the sub menu on the right hand side. Then select the Groups tab to view the list of all groups. Click on the name of the Donors group to see all of your current donors. If you would like to send an to this group, check the box next to the name of the group, then select the Compose Message link at the top to begin composing your . See Who Needs a Follow-Up From the page, select Contacts from the sub menu on the right hand side. Then select the Groups tab to view the list of all groups. Click on the name of the Need Follow-Up group to see all of your current donors. If you would like to send an to this group, check the box next to the name of the group, then select the Compose Message link on the top to begin composing your . See Who Needs a Thank You From the page, select Contacts from the menu on the right hand side. Then select the Groups tab to view the list of all groups. Click on the name of the Unthanked Donors group to see all of your current donors. If you would like to send an to this group, check the box next to the name of the group, then select the Compose Message link at the top to begin composing your Event 360, Inc. 9

10 Draft an from Scratch From the Participant Center home page, click the Send button on the far right. From the page, select Compose from the sub menu on the right hand side. Simply type your subject line and text into the Body area. Note that the system will log you out after 20 minutes, so click the Save as Draft link often. You can use the icons in the text body editing area to change your font, font size, bold or underline your text or include bullet points or a numbered list. There is also a spell check option. When you are finished writing your , you can choose to Save Draft, Save as Template or Send. In addition to saving your content regularly within your Participant Center, backing up your content is always recommended. We advise you to send copies of your Participant Center content, including photos and customized s, to your own address, or copy and paste the text, photo or other content into a Word document and save it on your computer for your future reference, if needed. After composing an you can either manually enter the address(es) in the To: field, or click the Choose From Your Contacts link under the To: field. This will bring up the Contacts window. You can either select the Individuals tab and check the box next to the names you want to include as recipients, or select the Groups tab, and check the box next to the groups you want to include. After selecting the recipients for your , click the Compose Message link at the top to get back to your content. You may want to send a test to yourself before sending the out to others Event 360, Inc. 10

Draft an Email Using a Suggested Template On the Email page, click on the Use a Template link under the subject line, and select one of our suggested messages from the link.

After the subject line and email body text from the template populate, please edit it to personalize it with your own information.

11 Draft an Using a Suggested Template On the page, click on the Use a Template link under the subject line, and select one of our suggested messages from the link. If you draft your own and choose the Save as Template link, your templates will also appear in the list of Your Saved Messages Templates. After the subject line and body text from the template populate, please edit it to personalize it with your own information. When you are finished writing your , you can choose to Save as Draft, Save as Template or Send. In addition to saving your content regularly within your Participant Center, backing up your content is always recommended. We advise you to send copies of your Participant Center content, including photos and customized s, to your own address, or copy and paste the text, photo or other content into a Word document and save it on your computer for your future reference, if needed. After composing an you can either manually enter the address(es) in the To: field, or click the Choose From Your Contacts link under the To: field. This will bring up the Contacts window. You can either select the Individuals tab, and check the box next to the names you want to include in the receiver list for your , or select the Groups tab, and check the box next to the groups you want to include. After selecting the recipients for your , click the Compose Message link at the top to get back to your content. You may want to send a test to yourself before sending the out to others. Save an as a Draft Simply type your subject line and text into the Body area. Note that the system will log you out after 20 minutes, so click the Save as Draft link at the top of the page often. To return to this draft, select the Drafts link in the sub menu on the right hand side. In addition to saving your content regularly within your Participant Center, backing up your content is always recommended. We advise you to send copies of your Participant Center content, including photos and customized s, to your own address, or copy and paste the text, photo or other content into a Word document and save it on your computer for your future reference, if needed Event 360, Inc. 11

12 Save an to Use as a Template in the Future From the page, select Compose from the sub menu on the right hand side. Simply type your subject line and text into the Body area. Click the Save as Template link at the top of the page. To return to this template the next time you compose an , click the Use a Template link under the subject line and look for your in the list of Saved Message Templates. Click the trash can icon next to any of your saved templates to delete it. In addition to saving your content regularly within your Participant Center, backing up your content is always recommended. We advise you to send copies of your Participant Center content, including photos and customized s, to your own address, or copy and paste the text, photo or other content into a Word document and save it on your computer for your future reference, if needed. Send an After composing an (see instructions above) you can either manually enter the address(es) in the To: field, or click the Choose From Your Contacts link under the To: field. This will bring up the Contacts window. You can either select the Individuals tab, and check the box next to the names you want to include in the receiver list for your , or select the Groups tab, and check the box next to the groups you want to include. After selecting the recipients for your , click the Compose Message link at the top to get back to your content. You may want to send a test to yourself before sending the out to others. View Sent s From the page, select the Sent link in the sub menu on the right hand side. It will list your sent s, including information about Recipients, Subject and Date sent. Click on the Subject line or Date sent to view the content of the . If you feel like your list of Sent s is too long to be manageable, you can click the trash can icon next to any sent to delete it. See Whether Someone Opened My From the page, select Contacts from the sub menu on the right hand side. Click on the name of any of your contacts to view the text of any s you sent to that person. It will also show you the open rate, which is the percentage of s sent to that person he or she has opened Event 360, Inc. 12

13 See Whether Someone Clicked on the Link in My From the page, select Contacts from the menu on the right hand side. Click on the name of any of your contacts to view the text of any s you sent to that person. It will also show you the count of Page Visits, the number of times that person has clicked a link from one of your s to visit your personal page. Note that the Page Visits statistics only count page visits when the contact clicks the link from an sent from your PC. It does not include other times he/she may have visited your personal page Event 360, Inc. 13

Progress View My Fundraising Progress From the Participant Center home page, you can see the total amount of money you have raised, and the percentage of your goal you have raised.

14 Progress View My Fundraising Progress From the Participant Center home page, you can see the total amount of money you have raised, and the percentage of your goal you have raised. Visit the Progress page to see a chart of when and how your fundraising has progressed. The Progress page also lists all of your donations in a table with the donor, amount, any personal note from the donor and the date of the donation. If there is an envelope icon in the Actions column, you can select that to send a thank you to that donor. If you wish to save a spreadsheet of all donations, select the Download Personal Donation List link at the top of the Donation History table. Print a Donor Receipt On the Progress page, scroll down to your Donations History table. In the amount column, click the Receipt link next to any online donation to open a receipt in PDF format that you may save or print. A receipt link will not appear if the donation was made by mail Event 360, Inc. 14

15 Read Private Messages from Donors On the Progress page, scroll down to your Donations History table. In the Notes column, if a donor wrote a private message to you while making a donation, you will see it here. Stop (or Start) Getting Notifications of Donations On the Progress page, scroll down to the Donations History area and look for the Gift Notifications On / Off link. This is where you can select to start or stop receiving an notification every time you receive a donation. Track My Team s Fundraising Progress On the Progress page, select the Team link from the sub menu on the right hand side Event 360, Inc. 15

16 Personal Page View My Personal Page as it Looks to the Public / My Donors From the Personal Page area, click the View Personal Page link at the top. Make My Fundraising Page Private / Public From the Personal Page area, click the Edit button in the Personal Page and URL settings box at the top of the page. You can select whether your page is public or private. Most participants keep their pages public if you make your page private, no one will find your name in the list of participants when they search for a participant to donate to on our website. Your donors will only be able to find your personal page if you provide them with the URL directly or send an from your Participant Center. Save your changes. If you wish to hide or unhide your fundraising page at a later date, you can come back to this area to change your private/public status again Event 360, Inc. 16

Change the Content on My Personal Page In the Personal Page area, select Content from the sub menu on the right hand side. You can edit the page title and body content.

You can use the icons in the text body editing area to change your font, font size, bold or underline your text or include bullet points or a numbered list. There is also a spell check option.

17 Change the Content on My Personal Page In the Personal Page area, select Content from the sub menu on the right hand side. You can edit the page title and body content. Note that the system will log you out after 20 minutes, so click the Save As link often. You can use the icons in the text body editing area to change your font, font size, bold or underline your text or include bullet points or a numbered list. There is also a spell check option. When you are finished writing, don t forget to save. In addition to saving your content regularly within your Participant Center, backing up your content is always recommended. We advise you to send copies of your Participant Center content, including photos and customized s, to your own address, or copy and paste the text, photo or other content into a Word document and save it on your computer for your future reference, if needed. Change the Photo on My Personal Page In the Personal Page area, select Photos/Video from the sub menu on the right hand side. Select Photos or a Video (you cannot have both Photos and Video). You may wish to save the photo that is currently there on your computer, because once you remove it or replace it, you will no longer be able to access it. Then click the Browse button to find the photo file on your computer. Then click Save/Upload. If you wish, you may add a caption under the photo, then click Save/Upload to save your caption. Add a Video to My Personal Page In the Personal Page area, select Photos/Video from the sub menu on the right hand side. Select Video (you cannot have both Video and Photos). Then enter the YouTube URL of your video. Hosting a video on YouTube is the only way to add a video to your personal page. Select Save Event 360, Inc. 17

Add a Blog to My Personal Page In the Personal Page area, select Components from the sub menu on the right hand side. Check the Enable Personal Blog box. Save.

18 Add a Blog to My Personal Page In the Personal Page area, select Components from the sub menu on the right hand side. Check the Enable Personal Blog box. Save. Then from the Personal Page link, look for your personal page URL at the top. Select this link and copy and paste it into a new browser window to view it as the public sees it. From that view, you can select the Post a New Topic link and add an entry to your blog. Add / Remove Honor Roll on My Personal Page In the Personal Page area, select Components from the sub menu on the right hand side. Check or uncheck the Fundraising Honor Roll box. If you wish, you may check Show Donor Names Only to only show the names of your donors but not the amount of their donations. Save. Add / Remove a Fundraising Thermometer on My Personal Page In the Personal Page area, select Components from the sub menu on the right hand side. Check or uncheck the Status Thermometer box. Save Event 360, Inc. 18

Online Fundraising Guide

Online Fundraising Guide Step by Step Guide to Your Participant Center Learn How To: Access Your Participant Center Navigate Your Participant Center Home Page Update Your Fundraising Goal Send Emails From