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Email Mentoring

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Email Mentoring. Presented by the Technology Support Team. January 2013. Your Support Team. Amanda Capozio – Webmaster Tony Cook – Manager of Software Support Michael Gilman – Software Support Analyst Stephanie Holmes – Software Support Analyst Sean Kushner – DBA/BI Support - PowerPoint PPT Presentation
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Email Mentoring Presented by the Technology Support Team January 2013
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Page 1: Email Mentoring

Email Mentoring

Presented by the Technology Support Team

January 2013

Page 2: Email Mentoring

Your Support TeamAmanda Capozio – Webmaster

Tony Cook – Manager of Software Support

Michael Gilman – Software Support Analyst

Stephanie Holmes – Software Support Analyst

Sean Kushner – DBA/BI Support

Antonnete Namai - Software Support Analyst

Page 3: Email Mentoring

Volunteer Testing TeamJohn Kogan - Boston, MA

Paul Hartmann - FLPaul Kalicky - Asheville, NC

Austin Pryor - Fairfield County, CTBob Goedjen - Silicon Valley, CASandy Carlisle - Seacoast, NH

Bob Batchelder - Greater Lynchburg, VAGeorge Daniels - Charleston, WV

Jack Stiegler - Seattle, WAPaul Holzschuher - Greater Cincinnati, OH

Page 4: Email Mentoring

How Client Requests Mentoring

• Visits score.org or a local chapter website• Requests face-to-face or email mentoring

Page 5: Email Mentoring

How Client Requests Mentoring

Page 6: Email Mentoring

How Client Requests Mentoring

Page 7: Email Mentoring

Email Mentoring Requests• An email notification is sent to the selected mentor

when a client submits an email mentoring request.• Email mentors will login through score.org to access the

system and view their mentoring requests.

Page 8: Email Mentoring

Email Mentoring Steps

Client Chooses Online Mentor

from SCORE.org

New mentoringrequest information

sent to Email Mentoring System

Email notice sentto mentors

Mentor logs into the Email

Mentoring System at www.score.org

Mentor reviews and will reply to client requestusing system

Email will be sentto client from

Email Mentoring System

Session noteswill be recorded

by system

1 2

3 4 Repeat Steps 2 & 3 for all email

mentoring requests

Page 9: Email Mentoring

View Email Mentoring Inbox

Page 10: Email Mentoring

View Email Mentoring Inbox

Page 11: Email Mentoring

View Request Notification

Page 12: Email Mentoring

Reply to Mentorin

g Request

Page 13: Email Mentoring

View My Mentoring Requests

Page 14: Email Mentoring

Reassignment Process

Page 15: Email Mentoring

View My

Clients

Page 16: Email Mentoring

View All Client Sessions

Page 17: Email Mentoring

Edit My Clients

Page 18: Email Mentoring

Editing Email Mentor Profile• Update Information

Displayed to the Client• Mark Availability for

Each Day of The Week• Set Max. Limit for

Requests Received per Day, Week, & Month

• Add A Profile Picture• Add Social Media Links

Page 19: Email Mentoring

How to Access Your Profile

From Email Mentoring System:• Place cursor over ‘Go to Volunteer Center’

and select ‘View My Profile’• Click ‘Edit My Profile’ to Edit

Page 20: Email Mentoring

Editing Your Availability• Mark Availability for Each Day of The Week• For vacations, select -None- to remove profile from

score.org• Set Max. Limit for Requests Received per Day, Week

& Month

Page 21: Email Mentoring

Adding A Profile Picture

A profile picture will set your

mentor profile out from the rest.

Page 22: Email Mentoring

Email Mentoring Information• WebIT is no longer used to enter Email Mentoring sessions. These

sessions should be entered in the new email mentoring system.• WebIT is STILL USED to enter face-to-face mentoring sessions.• 3 years of historical data has been migrated to the email mentoring

system (includes client data & client sessions).• Email mentoring request notifications are being sent to your

scorevolunteer.org email address.• These notifications can be forwarded to your personal email account.• If the password is updated for your scorevolunteer.org email account,

it must also be updated in the email mentoring system.• Only email mentors are required to have a scorevolunteer.org email

account.• If you are unable to access your scorevolunteer.org account or the

email mentoring system, please send an email to [email protected]

Page 23: Email Mentoring

Training Materials are available in the Knowledgebase

at support.score.org

If you have any questions send an email to [email protected]

Questions?


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