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.

1. Registration Questions
Participant Questions
Tips
Suggested Next Steps

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.

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

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.

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!

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.

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

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

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)

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.

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

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

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.

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

33. Resources in Walk Manager Resource Center:
www.nami.org/wmrc