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Making it Personal in the Participant Center

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Information about Making it Personal in the Participant Center
Technology

Published on October 15, 2014

Author: blackbaud

Source: slideshare.net

Description

Part of a successful TeamRaiser event is making sure your participants are well equipped to solicit to their friends and family members. In this session, you’ll learn how to set your participants up for fundraising success with a personalized Participant Center. We’ll cover how your participants can customize their Participant Center home page with conditional content, suggested messages, and so much more.
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1. Making It Personal in the TeamRaiser™ Participant Center CHELSEA DEROCHÉ

2. Tweet This Now #BBCON #LEARNLAB #CHELSEADEROCHE #TEAMRAISER 1 #bbcon

3. Agenda • Identify key features of TeamRaiser and the Participant Center • Discuss customization options available for Participant Centers • Select custom settings for a Participant Center • Bonus: Team Captain pages 2 #bbcon

4. Introduction 3 #bbcon

5. TeamRaiser 4 #bbcon

6. TeamRaiser Participant Center 5 #bbcon Four tabs: • Home • Email • Progress • Personal Page

7. The Participant Experience 6 #bbcon

8. Demonstration 7 #bbcon

9. Home Tab 8 #bbcon

10. Email Tab 9 #bbcon

11. Progress Tab 10 #bbcon

12. Personal Page Tab 11 #bbcon

13. The Administrator View 12 #bbcon

14. Demonstration 13 #bbcon

15. Participant Centers Tab 14 #bbcon

16. Steps to Customize Participant Center 2 1 Log in to Luminate Online. 2 On the Fundraising menu, click TeamRaiser. The TeamRaiser page appears. 3 Select the Participant Centers tab. 4 In the grid, locate the appropriate Participant Center, and click Edit in the Actions column. 5 In the process navigator, click Configure Options. 6 Define settings for the following options: • Suggestion Box - Display Update Personal Page Suggestion • Suggestion Box - Display Send Email Suggestion • Suggestion Box - Display Update Goal Suggestion • Suggestion Box - Display Add Contacts to Address Book Suggestion 7 Click Next. 8 Click Finish. 15 #bbcon

17. Demonstration 16 #bbcon

18. TeamRaiser List Tab 17 #bbcon

19. Select Event Options 18 #bbcon

20. Define Fundraising Options 19 #bbcon

21. Define Event Options 20 #bbcon

22. Customize Suggested Messages 21 #bbcon

23. Customize Pages: TeamRaiser Pages 22 #bbcon

24. Customize Pages: Configure Custom Page 23 #bbcon

25. Steps to Customize a TeamRaiser Event 1 Log in to Luminate Online. 2 On the Fundraising menu, click TeamRaiser. The TeamRaiser page appears with the TeamRaiser List tab on top. 3 In the grid, locate the appropriate event, and click Edit in the Actions column. A process navigator appears on the left side of the tab. Click Select Event Options. 4 Under Personal Page Customization, select Participants can design and customize their own Personal Pages. 5 In the Related Actions section below the process navigator, click Edit Advanced Options. Sub-steps appear below Select Event Options in the process navigator. 6 Define settings in the Define Fundraising Options and Define Event Options sub-steps. 7 In the process navigator, click Customize Suggested Messages. Add and edit messages as appropriate. 8 In the process navigator, click Customize Pages. Configure the Home page and Default Personal page. 9 Click Finish. 10 Click Save. 24 #bbcon

26. Summary – Page 1 • Identify key features of TeamRaiser and the Participant Center • Key features of TeamRaiser include: • Tools to empower participants to recruit new constituents and fundraisers • The ability to mobilize volunteers online • Key features of the Participant Center include: • An email area for quick and easy solicitations • A progress area for monitoring results • A personal page for unique content including photos and videos • Discuss customization options available for Participant Centers • Home tab: Define the Messages, What To Do Next?, and HTML content areas • Email tab: Add suggested messages • Progress tab: Monitor progress and track offline gifts • Personal Page tab: Create a custom URL, and add photos and videos 25 #bbcon

27. Summary – Page 2 • Select custom settings for a Participant Center • Customize Participant Center 2: • Access the TeamRaiser area of Fundraising. • On the Participant Centers tab, open the appropriate center for editing. • Click the TeamRaiser List tab, and then edit the appropriate event. • Personalize the settings. • Customize a TeamRaiser Event: • Click the TeamRaiser List tab, and then open the appropriate event. • Define settings in the following areas: • Select Event Options • Edit Advanced Options • Customize Suggested Messages • Customize Pages 26 #bbcon

28. Bonus: Team Captain Pages 22 #bbcon

29. Form a Team Individuals can sign up as team captains. 23 #bbcon

30. TeamRaiser Participant Center 23 #bbcon Five tabs: • Home • Email • Progress • Personal Page • Team Page Team captains can email the team, view the team roster, and post a team message.

31. Team Page Tab Team captains can personalize the team 23 #bbcon page.

32. Help participants succeed: Make sure the Participant Center has the tools and resources they need. 27 #bbcon

33. Did this session leave you feeling electrified? Don’t forget to complete a session survey! Each completed survey enters you into a drawing to win a complimentary registration to bbcon 2015 in Austin, Texas*. *Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be exchanged, applied to, or combined with any other offer. 28 #bbcon

34. Training and Certification Make Your Daily Tasks Easier Execute Faster Increase Your Effectiveness Visit the Expo’s Training Booth

#bbcon presentations

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