The document provides tips and suggestions for answering common participant questions about registration and fundraising for a NAMI walk event. It recommends double checking spelling of team URLs, providing alternative URL suggestions if one is taken, and explaining the difference between individual and team registration processes. It also offers advice on how to handle issues like cancelling a registration, changing participant details, or removing someone from a team. The document stresses using available resources and becoming familiar with registration and portal processes to be able to help participants independently.
3. This is true because the team is not already in
use. The chosen URL is already in use. He needs
to pick a new URL.
This question also manifests itself as:
My team name is already taken or unavailable or
the URL I’m picking is already in use.
4.
5. Ask which URL they are trying
URL’s can only have letters and numbers. No
special characters or spaces
Try it in your browser
http://namiwalks.nami.org/...
Went to a real page? URL is taken.
Providea suggestion that works by trying it
yourself in your browser.
Add a year or creative word
http://namiwalks.nami.org/team2012
http://namiwalks.nami.org/fantasticteam2012
6. Segmented 1 process registration
Registration Fundraising pages are
Set up pages – set up during
separate process registration
Most frequently missed by
Team Captains.
Team Captains will set up
their team then their
personal registration ALL IN
ONE PROCESS.
Old Website New Website
7.
8. Have another register and add the other
people
Have the other people register on their own
Adding Others is a new feature for 2012.
While convenient, individual registration is
always available.
Walkers registered through this process are
actually registered but do have to activate their
personal login information through a
confirmation email.
9.
10. Cancel the registration that isn’t necessary
Use the Relationships Tab
Ifthere are donations with the cancelled
record, change the solicitor.
Use the same process that you used to Remove
the Solicitor in the Sponsor Process..except you
are going to CHANGE the solicitor instead.
BONUS: You can also do this if the donor donated
to the wrong person.
Re-registration is not necessary…ever!
11.
12.
13. Fundraising Pages are automatically created
through registration
Personal pages are going to be used for
personal fundraising
Donors donate to people they know
Team pages are going to be used for tracking
team progress as a landing page AND for
team donations (rare)
BONUS Question:
14. Team Donations are new this year.
This will track any team donations that are
received.
It cannot be deleted.
15.
16. Personal offline donations added in the
Fundraising Tab
Team offline donations added in the Team
Tab
All offline donations listed as Anonymous
until verified
ACTION: Send them:
Participant portal flyer
Team captain web resource
Videos from the WMRC
17.
18. Change this in E2
Use the Relationships Tab
Participants can change this in Participant
Portal
Personal -> Use Profile Tab and Edit Registration
Questions
Team -> Use Team Tab and Edit Team Info
19.
20. Are they going to the new website to login
Use the forgot username and password link
(available right underneath the login area)
They will receive an email to reset their
password or with their username.
Look up in E2
Relationships tab for their username
Reset their password
Usernames cannot be changed (or URL’s)
21.
22. The system allows you to add 3 more
pictures and 2 more videos
You can disable the default pictures and
videos
Remember: Our old system only allowed for
pictures and a limited amount. This is a
bonus.
23.
24. Everyone has access to 3 tabs
Fundraising – Personal Fundraising Tools
Team – Access Team Tools OR Join/Create a
Team if you aren’t on a team
Profile – Manage Personal Registration
Information (Includes changing revenue share
partner)
Action – Send Team Captains the Team
Captain Web Resource
25.
26. In E2 in the Relationships Tab
Remove the Walker from the Team
Click Join Existing Team and Search for New One
Remember, once removed from a Team a
Walker can create or join a team at any time
27.
28. Be comfortable with the uncomfortable
The best way to learn is to practice and figure out the
answers yourself. Become a detective
Manage your time
Being a detective takes a little more time. Use it for
learning.
Learn the answers
If you received a Walk Help response, take time to
understand the process and the answer so you can use
it later.
29. Think of a Traffic Light
Stop & Listen – Really listen to the question
Think – What is the answer? Does the participant
understand the process? Do I understand the process?
Where are my resources?
Solve – 99% of the questions can be solved locally. Try
it and you’ll surprise yourself.
Things that need to go through Walk Help:
Refunding online donations and some Super Team
donations
Use the Resources
We have them available for you to use.
30.
31. Can you close your eyes and know the
registration process or the participant portal
with some familiarity?
Register again or explore the Participant Portal
Send out the Team Captain Web Resource &
Mobile App Flyer (available in the WMRC)
Print the website guide so you can refer to it.
Managing Teams and Walkers pgs 7-15
Managing Offline Donations pgs 24