Making it Personal in the Participant Center
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Part of a successful TeamRaiser event is making sure your participants are well equipped to solicit to their friends and family members. In this session, you’ll learn how to set your participants up for fundraising success with a personalized Participant Center. We’ll cover how your participants can customize their Participant Center home page with conditional content, suggested messages, and so much more.
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Making it Personal in the Participant Center
- 1. Making It Personal in the TeamRaiser™ Participant Center CHELSEA DEROCHÉ
- 2. Tweet This Now #BBCON #LEARNLAB #CHELSEADEROCHE #TEAMRAISER 1 #bbcon
- 3. Agenda • Identify key features of TeamRaiser and the Participant Center • Discuss customization options available for Participant Centers • Select custom settings for a Participant Center • Bonus: Team Captain pages 2 #bbcon
- 6. TeamRaiser Participant Center 5 #bbcon Four tabs: • Home • Email • Progress • Personal Page
- 7. The Participant Experience 6 #bbcon
- 9. Home Tab 8 #bbcon
- 10. Email Tab 9 #bbcon
- 11. Progress Tab 10 #bbcon
- 12. Personal Page Tab 11 #bbcon
- 13. The Administrator View 12 #bbcon
- 15. Participant Centers Tab 14 #bbcon
- 16. Steps to Customize Participant Center 2 1 Log in to Luminate Online. 2 On the Fundraising menu, click TeamRaiser. The TeamRaiser page appears. 3 Select the Participant Centers tab. 4 In the grid, locate the appropriate Participant Center, and click Edit in the Actions column. 5 In the process navigator, click Configure Options. 6 Define settings for the following options: • Suggestion Box - Display Update Personal Page Suggestion • Suggestion Box - Display Send Email Suggestion • Suggestion Box - Display Update Goal Suggestion • Suggestion Box - Display Add Contacts to Address Book Suggestion 7 Click Next. 8 Click Finish. 15 #bbcon
- 18. TeamRaiser List Tab 17 #bbcon
- 19. Select Event Options 18 #bbcon
- 20. Define Fundraising Options 19 #bbcon
- 21. Define Event Options 20 #bbcon
- 22. Customize Suggested Messages 21 #bbcon
- 23. Customize Pages: TeamRaiser Pages 22 #bbcon
- 24. Customize Pages: Configure Custom Page 23 #bbcon
- 25. Steps to Customize a TeamRaiser Event 1 Log in to Luminate Online. 2 On the Fundraising menu, click TeamRaiser. The TeamRaiser page appears with the TeamRaiser List tab on top. 3 In the grid, locate the appropriate event, and click Edit in the Actions column. A process navigator appears on the left side of the tab. Click Select Event Options. 4 Under Personal Page Customization, select Participants can design and customize their own Personal Pages. 5 In the Related Actions section below the process navigator, click Edit Advanced Options. Sub-steps appear below Select Event Options in the process navigator. 6 Define settings in the Define Fundraising Options and Define Event Options sub-steps. 7 In the process navigator, click Customize Suggested Messages. Add and edit messages as appropriate. 8 In the process navigator, click Customize Pages. Configure the Home page and Default Personal page. 9 Click Finish. 10 Click Save. 24 #bbcon
- 26. Summary – Page 1 • Identify key features of TeamRaiser and the Participant Center • Key features of TeamRaiser include: • Tools to empower participants to recruit new constituents and fundraisers • The ability to mobilize volunteers online • Key features of the Participant Center include: • An email area for quick and easy solicitations • A progress area for monitoring results • A personal page for unique content including photos and videos • Discuss customization options available for Participant Centers • Home tab: Define the Messages, What To Do Next?, and HTML content areas • Email tab: Add suggested messages • Progress tab: Monitor progress and track offline gifts • Personal Page tab: Create a custom URL, and add photos and videos 25 #bbcon
- 27. Summary – Page 2 • Select custom settings for a Participant Center • Customize Participant Center 2: • Access the TeamRaiser area of Fundraising. • On the Participant Centers tab, open the appropriate center for editing. • Click the TeamRaiser List tab, and then edit the appropriate event. • Personalize the settings. • Customize a TeamRaiser Event: • Click the TeamRaiser List tab, and then open the appropriate event. • Define settings in the following areas: • Select Event Options • Edit Advanced Options • Customize Suggested Messages • Customize Pages 26 #bbcon
- 28. Bonus: Team Captain Pages 22 #bbcon
- 29. Form a Team Individuals can sign up as team captains. 23 #bbcon
- 30. TeamRaiser Participant Center 23 #bbcon Five tabs: • Home • Email • Progress • Personal Page • Team Page Team captains can email the team, view the team roster, and post a team message.
- 31. Team Page Tab Team captains can personalize the team 23 #bbcon page.
- 32. Help participants succeed: Make sure the Participant Center has the tools and resources they need. 27 #bbcon
- 33. Did this session leave you feeling electrified? Don’t forget to complete a session survey! Each completed survey enters you into a drawing to win a complimentary registration to bbcon 2015 in Austin, Texas*. *Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be exchanged, applied to, or combined with any other offer. 28 #bbcon
- 34. Training and Certification Make Your Daily Tasks Easier Execute Faster Increase Your Effectiveness Visit the Expo’s Training Booth
Editor's Notes
- Class preparation: Open two browser windows: • Participant window: http://trainingf.demo2.convio.com/site/PageServer • Admin window: https://demo2-secure.convio.net/trainingf/admin/AdminLogin
- TeamRaiser is a complete online event fundraising software solution with tools to help you recruit, maximize participant fundraising, and maintain momentum long after the event. TeamRaiser powers thousands of events each year. According to the Run Walk Ride Fundraising Council’s 2010 Top Thirty Survey (Feb 2011), TeamRaiser powered seven of the top ten events. TeamRaiser clients within the Top 30 raised over $1 billion. With TeamRaiser, you can: Empower participants to recruit new constituents and fundraise in support of your organization. Tap into the personal networks of your strongest supporters and mobilize volunteers online. Supporters can create fundraising webpages and send donation appeals via email to their family and friends. Supporters will find it easy to register, recruit teammates, and start raising money quickly.
- The TeamRaiser Participant Center houses the tools that can help make your participants more successful in their fundraising efforts, including: A Home tab for orienting and guiding participants An Email tab from which they can quickly and easily send email messages to solicit monetary support from family and friends A Progress tab so they can monitor their progress towards the fundraising goal they have set A Personal Page tab that they can edit to tell their story and inspire others to give
- Demo the existing Participant Center by signing someone up for Steps Toward Recovery. The Home tab is your place to have relevant content with tips and advice for your Participants. Take advantage of Messages, What To Do Next?, and the HTML content section to put text, videos, conditional content, etc. The Email tab is where you can provide Suggested Messages for your participants. If participants have to do too much work, they’re not going to reach out to as many people. Take the effort away from them! The Progress tab is where you can choose if your participants can enter their own offline gifts. The Personal Page tab is where we can encourage participants to create a custom URL for easier sharing of their personal page and allow them to add meaningful content – including photos and videos -- to share their message with others.
- Log into the backend to look at the options we have and where they are found. Participant Center tab Edit the existing Participant Center 2 Update Progress Meter Show Suggestion Box options
- TeamRaiser List tab Edit existing Steps Toward Recovery 2014 Step 3 Select Event Options Choose if participants can customize their personal pages Edit Advanced Options Section a. Offline Gift Recording option Section b. Next Step Section Customize Suggested Messages (Step 11) Go through steps to set up new message Customize Pages (Step 12) Home Page is Home tab of the Participant Center Show Conditional Content for instruction on personal page Show TR Fields that can be used for Conditional Content Show Component for You Tube video Links for more resources Tips Default Personal Page
- Mention exactly what attendees can win — BECAUSE THE GIVEAWAYS ARE SO AWESOME!!! Fabulous Gifts and Prizes! Free training A library of different industry books Scholarship, GoPro Cameras “Speak to Blackbaud experts with hands-on experience, browse training, build a training plan, register for certification, check email at our iPad kiosks, get refreshed at the candy bar, or record a video message in the photo booth!”