My Participant Center - Overview
My Participant Center - Overview
My Participant Center - Overview
The Overview page of the Participant Center acts as a landing-page and provides a quick look at your fundraising progress. At your participant center you can: Set up your personal webpage Upload your email address book Send emails to solicit donations and to thank your donors Track emails sent and actions taken Track your fundraising progress Access your team information (only team captains have this icon) Navigation Tools Your current fundraising progress is readily accessible. Update your fundraising goal by clicking change located under the current goal.
The helpful tips section provides ideas on effectively utilizing your Participant Center.
CONTENT
STEP 1: Utilize the Content section to customize your Personal Pages text. Add your personal story or motivation for participating to, or instead of, the stock message. Preview your page and Save (at the bottom).
STEP 2: Create an easy-to-remember URL for your Personal Page. STEP 3: Ensure that your Personal Page is made Public. Private pages do not show up on the Team Roster and are not easily accessible for donors.
COMPONENTS
STEP 1: The Components section allows you to choose which options will appear on your Personal Page. You must hit save to activate your choices.
The Thermometer allows donors to see how close you are to reaching your goal.
The Fundraising Honor Roll is an excellent way to honor top donors on your page. Keep your page current by posting updates to your Personal Blog about your training and fundraising.
STEP 2: Access to your Blog is available only through your Personal Page. Choose Your Personal Page at the very top of the Navigation Toolbar to open your Blog.
STEP 3: Your Personal Page will display in a second window. Scroll to the bottom of the page and choose Post New Topic.
STEP 4: Once you have entered your information, click Post your topic to submit your blog. This will now appear on personal page.
STEP 2: Click Import Contacts and follow the instructions to upload your address book from Outlook, Yahoo, AOL or a generic CSV file. Or click Add a contact to manually add contacts.
STEP 3: Once imported, contacts can be filtered by donor status, teammate status (team captains only) or the follow up needed.
Sending Emails
STEP 1: Select Email in the navigation toolbar. From this section you can send emails to potential donors to solicit donations and send thank emails to those that have donated. You can also send emails to teammates. STEP 2: You can use the template emails or draft your own personal message.
STEP 3: You have several options available for the layout or stationary of your email. Choose the one that works best for your audience.
STEP 3: The Donation History section provides you with a complete list of donors. In this section, you can choose to receive or not to receive email notifications when a donation is made. You can also download your personal donation list for your future records.
STEP 2: Enter your login information into the fields displayed. Follow the instruction that appear on the displayed Facebook page. STEP 3: Highlight your fundraising efforts to all of your Facebook friends and watch your donations grow!
Update your team information by clicking Edit. If your team is part of a national team, choose that company in the drop-down menu provided. If not, enter a new company.
STEP 2: Create an easy-to-remember URL for your Team Page. Once you save the new web address, the full address will be listed at the top of the page. Copy and paste the link into your personal email signature so everyone you communicate with can check out your teams page.
STEP 2: Below the Team-Specific Donation History, the Contributing Team Members section provides detailed information regarding your team and their individual fundraising efforts.
STEP 2: From the Home page, post a message to your team members welcoming them to the team, reminders about upcoming deadlines or announce a team challenge. Update regularly!