Webinar for YWCA Associations: Friends Asking Friends – Hands On Session YWCA Sarah Thompson,...

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

[email protected]

Page #2 © 2010 Blackbaud

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


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: [email protected]: 614.737.3402

Steve SweelyAdministrative AssistantEmail: [email protected]

Your Blackbaud Account executives

Contract renewals and purchase of other services : Sarah JanousekEmail: [email protected]: 858.795.8803

National Account Executive: Francois RizzettoEmail: [email protected] Tel: 843.697.9071

YWCA and Blackbaud Support


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.


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


Configuring: Front Page Customization

Your YWCA Brand colors


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


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


Configuring: Event Text

HTML in a nutshell

Basic tags

 Bold text

 Italicize text

 Bold italic

 line break

 paragraph break

 tag

Specify the font size, font face and color of text:

This is red text!

This is PERSIMMON text!

This is headline text!

Basic HTML tags tutorial: http://www.w3schools.com/html/

html_primary.asp


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


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


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


FAF Gadgets extend reach to any site

FAF participant displays fundraising on his personal blog


Post to Facebook and Tweet Directly from Personal HQ


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


Agenda


Managing your event


Q & A


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


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


Agenda


Managing your event


Q & A


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


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!


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


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


Q & A

Date post:	14-Dec-2015
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