Post on 14-Dec-2015
transcript
Webinar for YWCA Associations:Friends Asking Friends – Hands On Session
YWCA
Sarah Thompson, Assistant Regional Executive Director, Great Lakes Alliance Region
Blackbaud
Susan Checkman, Premier Technical Account Manager
susan.checkman@blackbaud.com
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Agenda
Configuring your Friends Asking Friends® event Customizing appearance Working with graphics files Event features
Managing your event
Post-event activities Reporting Treasure hunting
Q & A
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Who Do I Contact with questions about Sphere? (GLA)GLA Regional Council provides Sphere support for member associations. e-Communications, Website content management, Events and Forms
Sarah ThompsonRegional Executive Director, Great Lakes Alliance Region Email: sarah.thompson@ywcagreatlakes.orgTel: 614.737.3402
Steve SweelyAdministrative AssistantEmail: admin@ywcagreatlakes.org
Your Blackbaud Account executives
Contract renewals and purchase of other services : Sarah JanousekEmail: sarah.janousek@blackbaud.comTel: 858.795.8803
National Account Executive: Francois RizzettoEmail: francois.rizzetto@blackbaud.com Tel: 843.697.9071
YWCA and Blackbaud Support
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Blackbaud Customer Support
For any issues, please log a case at http://casecentral.blackbaud.com. Your user name for Blackbaud Customer Support may differ from your Sphere login. Use the Need your User Name? or Need your Password? prompts to retrieve your login credentials.
Toll-free telephone support is available for critical or time-sensitive issues: 800.468.8996 Monday through Friday, 8:30am to 8:00pm EST (except holidays); emergencies may be reported 24/7.
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Front Page Customization and Graphics
o Event Colorso Specifying YWCA Persimmon and other colorso See document YWCA graphic guidelines poster
o Home Page Graphicso Width & height guidelines; 72-96 dpi for distortion-free displayo Use MS Office Picture Manager to set resolution and sizeo YWCA Brand Center offers low-res photos and illustrationso Two Image Libraries in Sphere: Account and CMSo See document Blackbaud Events Graphic Guidelines
o Sponsor Graphicso Front page and Sponsor pageo See document FAF - Four ways to display sponsors.doc
Configuring: Front Page Customization
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Configuring: Front Page Customization
Your YWCA Brand colors
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Configuring: Fee Structure
Fee Structure
o Registration Typeso Feeso Goalso T-shirt sizeso Sphere only
o Method for tracking sign-ups per Registration Typeo Registration Forms have max limits per Type, but FAF does noto Solution: Create Custom IDo Select Option 2: Per Registration Typeo Start each Registration Type at 1o Monitor counts in Fee Structure screen o Use Sphere-only checkbox to remove filled Registration Type
from front-end display
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Configuring: Event Text
Format your event text to engage your website visitors
About UsAbout Us Event Information Event Information Other Event Text Other Event Text
Content > Standalone Webpages• Click New• Name the Page and click Submit
WYSIWYG Editing• Format text with Font, Size and Color tools – do not use CSS
Classes or Styles• Add images, links, embedded video, social networking share tools• Women of Influence Awards materials in YWCA Brand Center
Copy HTML• Save first, then go to HTML view• Select all but last tag
Tip: Create formatted content in Standalone Webpages, then
copy HTML into event
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Configuring: Event Text
HTML in a nutshell
Basic tags
<b> <b>Bold text</b>
<i> <i>Italicize text</i>
<b><i> <b><i>Bold italic</b></i>
<br> line break
<p> paragraph break
<font> tag
Specify the font size, font face and color of text:
<font size="3" color="red">This is red text!</font>
<font size="2" color=“#FF6633">This is PERSIMMON text!</font>
<font face=“arial black" color=“black">This is headline text!</font>
Basic HTML tags tutorial: http://www.w3schools.com/html/
html_primary.asp
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Configuring: Website Features
Web Features: Enable and configure Menu options
o Custom Menu Itemso Standalone Webpages – encouragement, instructionso Documents: PDFs, Flyers – upload to CMS File Library
o Teams and Individualso Configure for a Walko Configure for a Banquet (from Teams to Tables)
o Detect Mobile Deviceso Also must set up Mobile Donation Form
o Bulletin Board
o Awareness Quiz
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Configuring: Libraries
Image Library
o Upload, assign images for specific pageso General Donation pageo Default images for Personal and Team pageso YouTube videoso Page Backgrounds for personal HQ
Text Library
o Help your participants and your association by supplying pre-worded templates with your messaging
Email Template Library
o Help your participants and your association by supplying pre-worded emails to send to friends and family
o Always include a Thank-You email template
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Configuring: Forms and HQs
Forms Customization
o Front-end (website) and back-end (Sphere) formso Default fieldso Custom fieldso Field order and additional text on formso Add-ons
o Mobile Donation form setup – minimal fields
Participant HQ Settingso Disable Volunteer Projectso Enable and label Gadgets for blogso Enable Community (Social Networking) tools
o Twittero FaceBook
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FAF Gadgets extend reach to any site
FAF participant displays fundraising on his personal blog
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Post to Facebook and Tweet Directly from Personal HQ
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TEST YOUR EVENT!!
Keep event in Preview Mode Test all aspects as a participant, donor, sponsor Records are deleted when event is made Active
Test Credit Card info
Type: Visa Number: 4111111111111111 (4 followed by 15 ones) CVV: 123 Expiration: Anytime in the future
Before You Launch
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Agenda
Configuring your Friends Asking Friends® event Customizing appearance Working with graphics files Event features
Managing your event
Post-event activities Reporting Treasure hunting
Q & A
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Online Participants are More Successful
Participants Using Online Tools Raise SIX Time More than Non-Users
Participants are More Engaged with the Event
Surveys Show Higher Satisfaction Rates with Online Users
Impact of Online Participation
$0
$100
$200
$300
$400
$500
$600
$700
Susan G.Komen -
Sacramento
Average Aids Walk NYC NMSS MSWalk NYC
To
tal
Do
na
tio
ns
Ra
ise
d
Not Online Participants Online Participants
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Managing the Event
Manage Teams and Team Members Task Manager
Landing page: Show Sphere Today button
Event Administration
Manage Initiative Records Add Sponsors Manage pledges Pledge billing
Bookkeeping
All Teams Report Participant Detail Report
Reporting
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Agenda
Configuring your Friends Asking Friends® event Customizing appearance Working with graphics files Event features
Managing your event
Post-event activities Reporting Treasure hunting
Q & A
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Reporting, Cultivating and Treasure-hunting
Reporting: Report Center Reconcile your disbursements with the Payment Details Report
Cultivating Use Event Roles and engagement when selecting for emailings
Treasure hunting Find prospects for volunteering and donating within your event
participants and donors
Post-Event Activities
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Identify leadership and annual fund donors from FAF participants
Recent study profiled 300 anonymous Team Captains 192 returned with capacity to give more as an individual than the
amount they raised as a team
2/3 of your participants aren’t giving to their full potential
Before you start looking externally for Big Donors, don’t forget to look in your own back yard
Y is this important?
Treasure-hunting
• Decide who will get the most attention• Create a strategy to engage• Further Tier and Refine• Repeat!
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Automatically add to prospect list
• Size of last gift
• Multiple gifts
• Gifts from a personal foundation
• New donors at a higher than your average level
• Gifts with an American Express card
Good indicators
• Consistently increasing support, regardless of size
• Giving for two or more years, regardless of size of gift
• Affluent zip codes
• Company/Position
What are you looking for?
• Advanced Search – returns people only, not gift data• Reports – returns people and their gift data• Affluent Zip Code – Zip Code Proximity query• LiquidScore
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Where is the data in Sphere?
Demographic Important to acquire First Name, Last Name and Email address
Event data
Financial
Relationships
NEW: Reporting on mobile donations and social networking
Your Sphere Database
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Q & A