This document provides an overview of the transition to a new website platform for a walking event. It outlines some key changes between the classic and new sites, including different terminology and new features. The presentation encourages participants to embrace the changes with an open mind and positive attitude. It then provides guidance on accessing resources and support for learning about the new system.

2. Participant
Overview and
Sneak Peak (2) Functionality
Vocab (3)
(15)
Adding
Managing Your
Resources (2) Corporate
Website (20)
Sponsors (5)
Receive Launch
Next Steps (3) Questions (10)
email

3. Please hold your questions
until the end of today’s
presentation.

4. Look for this icon for tips
along the way!

5. We are jumping from a much smaller platform, to a much bigger platform
with new features. We encourage you to take a leap of faith into a known
platform that has had a lot of success thus far. We encourage you to keep a
positive mindset and give your permission to learn and explore!

6.  New Mobile App – 750+ users and counting in 2 months
 New Facebook App – First event fundraising app that
functions entirely in Facebook
 Significant Online Growth – up +16%!
 Unprecedented Reporting Features
 Automatic Tax Receipts
 Participant Portal Functionality

7. Classic Site New Site (Artez)
Walk Page (Website) Event Home Page
Donor Donor, Sponsor, Constituent
Walker Participant, Registrant, Solicitor,
Constituent
Super Teams Locations
Walksite Manager E2 and Sponsor Portal
MyNAMI Participant Portal
Artez works with a variety of
organizations so the system is
used by other clients. We’ve
customized the platform as
much as possible but you will
see some workarounds and

9. Registration
Click Register to Walk
to get started

20.  Everyone must create new login
 Participants should use their portal.
 Almost everything can be changed except:
◦ Usernames and Vanity URL’s
 Add Shared Revenue Partners – Email NWM

21. Become a
detective!
Figuring out the
 Flyer answers to
◦ Online Registration questions will
◦ Participant Portal help you better
understand the
◦ Team Captain Website Resource
website.
◦ Mobile App!
Be the first to
 Videos register!
◦ Online Registration
◦ Participant Portal
◦ …and more for you!
 The Exchange! www.namiwalks.org/exchange
 Refresher Calls

23. Nothing pre-
populates
Resize images in
Paint
 Update Content – Use Content Form
www.namiwalks.org/content
◦ Update www.namiwalks.org info
◦ Update any content on your page including walk info,
videos, beyond the walk links, EXCEPT your picture
 Update Picture
◦ Email to namiwalkspictures@gmail.com
◦ Correct size (467 pixels wide) and format (JPEG)
◦ Correct title (Your Location ex. Austin)
 Updating Event Date and Time
◦ Update in E2 – Events Tab
◦ Displays in Emails
◦ BUT also need to submit Content Form

24. Sponsor
E2
Portal

25. E2 System – manage 95% of your website
Navigate by using tabs
at top.
IMPORTANT: While
tempting, please do
NOT contact Artez
support. System is
used by other clients.
We have to pay each
time we contact them
and they are not
familiar with our
program. Please go
through the channels
we have set up for you.

26. E2: Events Tab
Update Event Date and Time: info
displayed in automatic emails. Don’t
forget to submit a content form so
it will show everywhere else.
Leave Registration Dates as is.
Use Fundraising Summary to see
how your Walk is doing without
running a report.
Verified Funds = online donations
and funds you’ve entered into the
system
Unverified/Pledged Funds =
donations a walker has entered in
the Participant Portal that you
haven’t received yet.

27. Works like a
database
Use top left
headers to orient
 Manage Walkers, Teams, Donors
Almost anything
can be solved in
 3 Things Only You Can Do relationships but
◦ Cancel Registration talk up the
Participant Portal
◦ Change Team Status too!
 Remove from Team, Switch Teams, Promote Team
Captains
◦ Create Super Teams
 2 Things No One Can Do
◦ Change usernames
◦ Change Vanity URL’s

28.  Voiding Donations:
◦ Only void OFFLINE donations
◦ Online donations that need to be refunded still
need to go through Walk Help
www.namiwalks.org/help
 Change Solicitor from Donation
◦ Walker  Walker
◦ Walker  Team
◦ Walker/Team  General Donation
 (used for Sponsorship)

29. Upgrade Excel to
latest version
Brush up on your
Excel skills
 3 Steps Use the Revenue
◦ Click on Report you need Report often!
◦ Adjust settings and generate report
◦ Export if necessary
 Custom Reports
◦ Revenue Report
◦ Sponsor Report
◦ Team Captain Report
 Survey questions only available in Snapshot
report

31. Add Logos into Add Financials
Sponsor Portal into E2

32. Logo dimensions:
100-300 pix
No Logo? No
problem
Skip the field
Edit information
at anytime

33. Add Logos into Add Financials
Sponsor Portal into E2

34. Once you get your
1st sponsor, work
with your NWM to
go through
training on adding
them to the
website
Process takes no
mare than 5
Search for fake Remove
minutes
participant Donation from
Attach
fake Participant
“Add Corporate Sponsorship in
in Relationships
Sponsor” in Data Data Entry Tab
Tab (Remove
Entry Tab Solicitor)

35.  Walk Manager Website Guide
 The Exchange: www.namiwalks.org/exchange
 Walk Manager Resource Center: www.namiwalks.org/wmrc
Resources, Flyers, Videos
 Walk Help: www.namiwalks.org/help
Specific donation or very specific walker question
 National Walk Manager
Sponsorship Training, Additional Training, Adding
Affiliates and more!

36. Attend
Refresher Calls
Sponsorship
(Optional)
Training with
Announce New NWM
Website
Learn
Be the first to
This week:
Receive register and then
launch look up your
email record in E2.
Learn the new
website by trying
things one at a

37. Reach out to your
National Walk Manager

38. Remember, the new website is very exciting and we are taking a leap into a
new system that offers lots of new features. This means there is a lot to learn.
We encourage you to dive into the resources we have to offer and try things
one step at a time.
Most importantly, remember that your participants will take on whatever
mindset you have with the new platform. We encourage you to be positive,
upbeat, and excited to learn – your participants will be right there with you!