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Local Walk Manager Website Training
- 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 yourquestions until the end of today’s presentation.
- 4. Look for thisicon for tips along the way!
- 5. We are jumpingfrom 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 toWalk 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 NoLogo? No problem Skip the field Edit information at anytime
- 33. Add Logos into Add Financials Sponsor Portal into E2
- 34. Once you getyour 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 toyour National Walk Manager
- 38. Remember, the newwebsite 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!