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.
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.
Explains the key drivers for a Freemium software offering with measured examples of companies that have accomplished it. Such as Dropbox, EverNote, Freshbooks, and others.
The Capitalist in the Co-Op: The Art & Science of the Premium WordPress BusinessShane Pearlman
The Art & Science of "Premium"
Experience level: Intermediate(+)
Session Description: Lessons from the road making a successful & popular premium WordPress plugin. We will share the strategies we employed to be profitable and the mistakes we made while learning. The best advice I have: Be as agile with your business model as you are with your code.
* The Product: Identifying a winner?
* Bootstraping: How do I keep cost low?
* Marketing: Sell your own or join a marketplace?
* Freemium, Premium or Subscription: How do you price your product?
* Roadmap: Which features do you build?
* Support: How do you keep people happy?
* Addons & APIs: How do you leverage success?
Parachute Digital's Tania Ahmed, Marcos Sastre and Shanelle Newton Clapham show charities how to leverage digital fundraising platforms in Australia to raise more money online for their cause.
Grantsfire is a website that aggregates grantmaking data from foundations in real time. It allows foundations to easily publish their grants data by marking it up and registering a feed. This automatically updates the grants information on the Grantsfire site. Users such as affinity groups, program officers and small foundations can benefit from the comprehensive, immediate data in various ways such as finding complementary funders, doing funding research, and easily publishing their own grants.
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.
Explains the key drivers for a Freemium software offering with measured examples of companies that have accomplished it. Such as Dropbox, EverNote, Freshbooks, and others.
The Capitalist in the Co-Op: The Art & Science of the Premium WordPress BusinessShane Pearlman
The Art & Science of "Premium"
Experience level: Intermediate(+)
Session Description: Lessons from the road making a successful & popular premium WordPress plugin. We will share the strategies we employed to be profitable and the mistakes we made while learning. The best advice I have: Be as agile with your business model as you are with your code.
* The Product: Identifying a winner?
* Bootstraping: How do I keep cost low?
* Marketing: Sell your own or join a marketplace?
* Freemium, Premium or Subscription: How do you price your product?
* Roadmap: Which features do you build?
* Support: How do you keep people happy?
* Addons & APIs: How do you leverage success?
Parachute Digital's Tania Ahmed, Marcos Sastre and Shanelle Newton Clapham show charities how to leverage digital fundraising platforms in Australia to raise more money online for their cause.
Grantsfire is a website that aggregates grantmaking data from foundations in real time. It allows foundations to easily publish their grants data by marking it up and registering a feed. This automatically updates the grants information on the Grantsfire site. Users such as affinity groups, program officers and small foundations can benefit from the comprehensive, immediate data in various ways such as finding complementary funders, doing funding research, and easily publishing their own grants.
The document discusses automating lead management using One App Cloud. It describes how the platform can centralize leads from multiple sources, enable sales team collaboration, distribute and track leads, and provide analytics on lead conversions. It then demonstrates how to set up a basic lead management process on One App Cloud by importing an existing Excel file, enhancing the lead capture form, distributing leads to sales teams, and enabling collaboration and reporting.
Exclusively featured mlm software solution helps to manage the business smoothly. Refer to this presentation to know about the features of Ventaforce software.
EVA is a secure, hosted event management software that makes creating an event, managing registrations, and collecting payments easy. EVA is proprietary software built by Events by Design, Inc. — event software built by event planners. Since 2006, Events by Design has customized event registration, speaker and exhibitor/sponsor portals for clients. EVA is developed to be user-friendly so that anyone can set up an event and get started with registration.
SPS Cambs 07-09-18 - Getting started with Dodel Driven PowerAppsPeter Baddeley
This document provides an overview of model-driven Power Apps, including their key components, architecture, and how to build one. It discusses how model-driven apps use the Common Data Service as a database and leverage entities, fields, relationships, and option sets to model and manage data. The document also outlines the main UI components like apps, site maps, forms and views, as well as logic elements such as business processes, workflows and business rules. It encourages building a sample app using the Power Apps maker portal before reviewing next steps around pricing and upcoming features in October.
Startup Metrics for Pirates: AARRR! (SXSW March 2008)Dave McClure
The document discusses metrics for startups using a pirate theme of AARRR. It covers acquisition, activation, retention, referral, and revenue metrics. Acquisition focuses on getting users to the site through various marketing channels. Activation looks at getting users to engage with the core product on their first visit. Retention examines getting users to return multiple times. Referral metrics involve users referring others. Revenue generation is the final goal.
This document provides an overview of analytics and how to effectively use analytics tools to track goals and measure success online. It discusses setting up goals and funnels to track conversions, using events to track interactions, and exploring analytics data through reports, filters, and segments. It emphasizes starting with defined goals and focusing data collection on metrics that will help achieve those goals. Overall, the document presents analytics as a way to gain insights from online activities and continuously improve performance.
Ascend is a virtual sales office app that allows agents to conduct paperless sales presentations and enrollments on an iPad or Windows device. It provides quoting tools, application forms, documents and the ability to record meetings. The training covered navigating Ascend, adding leads, taking notes on meetings, and conducting an electronic enrollment within the app by filling out forms with a client. Agents are able to start enrollments from within the app on location for a more efficient process versus faxing paper forms later. The app aims to help agents streamline their work and protect themselves from issues by providing records of interactions.
The Experts Talk, Idealist Consulting, How To Evaluate Payment ProcessorsIdealist Consulting
The document discusses how to evaluate payment processors for non-profits. It provides examples of integrated and unintegrated payment processor options for different use cases like donations, events, memberships, etc. It highlights key questions to consider around desired functionality, costs, and ease of use when choosing a payment processor. Integrated options allow payments to automatically sync with contact records in Salesforce while unintegrated require manual data entry. The document compares features of top integrated solutions for different needs.
The document announces an Encode x Polygon hackathon in May 2022 that challenges participants to integrate the "Login with Unstoppable" feature as a login option on a Dapp. It provides details on prizes, judging criteria, technical documentation resources, and an onboarding guide. It also provides an overview of Unstoppable's vision to empower people with control over their online identity and data through decentralized login and profiles.
Plone's add on products are the easiest and fastest way to extend core Plone functionality for your site. Plone has over 1,100 add on products to choose from covering a vast variety and introducing a lot of flexibility. We'll start by giving you a tour of the add on products and how they are organized. With such a huge list to choose from, which ones are the must-haves for your sites? This session will dive into some of the most common and widely used products for Plone.
Grantsï¬re is a platform that aggregates grantmaking data by having foundations mark up their grants and register their feeds. This allows grantmakers' websites to automatically update on Grantsï¬re. It maps grants to specific program areas and geographic locations. Many large foundations have adopted it and it aims to increase adoption. Grantsï¬re provides real-time grant data access for affinity groups, program officers, and small foundations to see funding trends.
The document provides an agenda and instructions for an Ascend Virtual Sales Office training webinar. The agenda includes introductions, an overview of enrollment tools, a demonstration of the Ascend app, and a review of the electronic enrollment process. The document outlines how to navigate and use key features of the Ascend app, such as accessing messages and resources, searching and adding leads, taking notes on meetings, and electronically enrolling clients.
Training for Aetna agents to use the Ascend Virtual Sales Office technology suite. Includes online enrollment tools, resources and information on the telephonic scope of appointment.
The document provides an overview of startup metrics using the AARRR framework. It discusses how to measure key metrics around user acquisition, activation, retention, referral, and revenue. For each stage, it outlines example metrics to track, tools to use, and tips for improving performance. The goal is to help startups understand their customer lifecycle and focus on metrics that provide actionable insights to optimize their business model.
This document provides an overview of TheShoppingPro, a startup that aims to analyze user shopping behavior to deliver personalized recommendations and tools. It will have features like a recommendation engine, cashback programs, and business intelligence for retailers. The founders have technology and business experience. The initial focus will be a plugin and mobile browser to track users and push services. The goal is to prove the model works and generate revenue through affiliate commissions over 18 months starting in India.
The document discusses the importance of various components needed to successfully operate a free-to-play online game beyond just the game itself, including optimized landing pages, community pages, forums, robust payment and support systems, community management, marketing, business development, analytics, and ensuring proper resources for ongoing live operations and development teams.
This document summarizes a presentation by TechSoup Canada about their nonprofit technology donations program. TechSoup Canada's mission is to help nonprofits use technology more affordably and effectively. They provide a global network of donations including over $3.9 billion in donated technology. Their program allows Canadian nonprofits to request discounted or free software from major brands like Microsoft, Adobe, and Symantec. The presentation provides an overview of the registration process and eligibility for the program, and offers tips on maximizing donations within allotments and license restrictions. A variety of uses for the donated software for functions like data analysis, design, security, finance, and collaboration are discussed.
This document describes a tool called Bluebird Interactive that aims to simply and effectively launch websites. It discusses how the tool is good for developers by providing templates, bundles, and customer service. It is good for clients also through these resources. And it is good for communities by making websites more accessible and affordable and adopting an open-source model. The document outlines the business model, financial projections, and team to support how Bluebird Interactive can help small businesses launch online presences.
The document discusses automating lead management using One App Cloud. It describes how the platform can centralize leads from multiple sources, enable sales team collaboration, distribute and track leads, and provide analytics on lead conversions. It then demonstrates how to set up a basic lead management process on One App Cloud by importing an existing Excel file, enhancing the lead capture form, distributing leads to sales teams, and enabling collaboration and reporting.
Exclusively featured mlm software solution helps to manage the business smoothly. Refer to this presentation to know about the features of Ventaforce software.
EVA is a secure, hosted event management software that makes creating an event, managing registrations, and collecting payments easy. EVA is proprietary software built by Events by Design, Inc. — event software built by event planners. Since 2006, Events by Design has customized event registration, speaker and exhibitor/sponsor portals for clients. EVA is developed to be user-friendly so that anyone can set up an event and get started with registration.
SPS Cambs 07-09-18 - Getting started with Dodel Driven PowerAppsPeter Baddeley
This document provides an overview of model-driven Power Apps, including their key components, architecture, and how to build one. It discusses how model-driven apps use the Common Data Service as a database and leverage entities, fields, relationships, and option sets to model and manage data. The document also outlines the main UI components like apps, site maps, forms and views, as well as logic elements such as business processes, workflows and business rules. It encourages building a sample app using the Power Apps maker portal before reviewing next steps around pricing and upcoming features in October.
Startup Metrics for Pirates: AARRR! (SXSW March 2008)Dave McClure
The document discusses metrics for startups using a pirate theme of AARRR. It covers acquisition, activation, retention, referral, and revenue metrics. Acquisition focuses on getting users to the site through various marketing channels. Activation looks at getting users to engage with the core product on their first visit. Retention examines getting users to return multiple times. Referral metrics involve users referring others. Revenue generation is the final goal.
This document provides an overview of analytics and how to effectively use analytics tools to track goals and measure success online. It discusses setting up goals and funnels to track conversions, using events to track interactions, and exploring analytics data through reports, filters, and segments. It emphasizes starting with defined goals and focusing data collection on metrics that will help achieve those goals. Overall, the document presents analytics as a way to gain insights from online activities and continuously improve performance.
Ascend is a virtual sales office app that allows agents to conduct paperless sales presentations and enrollments on an iPad or Windows device. It provides quoting tools, application forms, documents and the ability to record meetings. The training covered navigating Ascend, adding leads, taking notes on meetings, and conducting an electronic enrollment within the app by filling out forms with a client. Agents are able to start enrollments from within the app on location for a more efficient process versus faxing paper forms later. The app aims to help agents streamline their work and protect themselves from issues by providing records of interactions.
The Experts Talk, Idealist Consulting, How To Evaluate Payment ProcessorsIdealist Consulting
The document discusses how to evaluate payment processors for non-profits. It provides examples of integrated and unintegrated payment processor options for different use cases like donations, events, memberships, etc. It highlights key questions to consider around desired functionality, costs, and ease of use when choosing a payment processor. Integrated options allow payments to automatically sync with contact records in Salesforce while unintegrated require manual data entry. The document compares features of top integrated solutions for different needs.
The document announces an Encode x Polygon hackathon in May 2022 that challenges participants to integrate the "Login with Unstoppable" feature as a login option on a Dapp. It provides details on prizes, judging criteria, technical documentation resources, and an onboarding guide. It also provides an overview of Unstoppable's vision to empower people with control over their online identity and data through decentralized login and profiles.
Plone's add on products are the easiest and fastest way to extend core Plone functionality for your site. Plone has over 1,100 add on products to choose from covering a vast variety and introducing a lot of flexibility. We'll start by giving you a tour of the add on products and how they are organized. With such a huge list to choose from, which ones are the must-haves for your sites? This session will dive into some of the most common and widely used products for Plone.
Grantsï¬re is a platform that aggregates grantmaking data by having foundations mark up their grants and register their feeds. This allows grantmakers' websites to automatically update on Grantsï¬re. It maps grants to specific program areas and geographic locations. Many large foundations have adopted it and it aims to increase adoption. Grantsï¬re provides real-time grant data access for affinity groups, program officers, and small foundations to see funding trends.
The document provides an agenda and instructions for an Ascend Virtual Sales Office training webinar. The agenda includes introductions, an overview of enrollment tools, a demonstration of the Ascend app, and a review of the electronic enrollment process. The document outlines how to navigate and use key features of the Ascend app, such as accessing messages and resources, searching and adding leads, taking notes on meetings, and electronically enrolling clients.
Training for Aetna agents to use the Ascend Virtual Sales Office technology suite. Includes online enrollment tools, resources and information on the telephonic scope of appointment.
The document provides an overview of startup metrics using the AARRR framework. It discusses how to measure key metrics around user acquisition, activation, retention, referral, and revenue. For each stage, it outlines example metrics to track, tools to use, and tips for improving performance. The goal is to help startups understand their customer lifecycle and focus on metrics that provide actionable insights to optimize their business model.
This document provides an overview of TheShoppingPro, a startup that aims to analyze user shopping behavior to deliver personalized recommendations and tools. It will have features like a recommendation engine, cashback programs, and business intelligence for retailers. The founders have technology and business experience. The initial focus will be a plugin and mobile browser to track users and push services. The goal is to prove the model works and generate revenue through affiliate commissions over 18 months starting in India.
The document discusses the importance of various components needed to successfully operate a free-to-play online game beyond just the game itself, including optimized landing pages, community pages, forums, robust payment and support systems, community management, marketing, business development, analytics, and ensuring proper resources for ongoing live operations and development teams.
This document summarizes a presentation by TechSoup Canada about their nonprofit technology donations program. TechSoup Canada's mission is to help nonprofits use technology more affordably and effectively. They provide a global network of donations including over $3.9 billion in donated technology. Their program allows Canadian nonprofits to request discounted or free software from major brands like Microsoft, Adobe, and Symantec. The presentation provides an overview of the registration process and eligibility for the program, and offers tips on maximizing donations within allotments and license restrictions. A variety of uses for the donated software for functions like data analysis, design, security, finance, and collaboration are discussed.
This document describes a tool called Bluebird Interactive that aims to simply and effectively launch websites. It discusses how the tool is good for developers by providing templates, bundles, and customer service. It is good for clients also through these resources. And it is good for communities by making websites more accessible and affordable and adopting an open-source model. The document outlines the business model, financial projections, and team to support how Bluebird Interactive can help small businesses launch online presences.
Similar to Local Walk Manager Website Training (20)
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
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
22.
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
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
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
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!