1. 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

2. 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

3. Page #3 © 2010 Blackbaud 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 Thompson Regional Executive Director, Great Lakes Alliance Region Email: sarah.thompson@ywcagreatlakes.orgsarah.thompson@ywcagreatlakes.org Tel: 614.737.3402 Steve Sweely Administrative Assistant Email: admin@ywcagreatlakes.orgadmin@ywcagreatlakes.org Your Blackbaud Account executives Contract renewals and purchase of other services : Sarah Janousek Email: sarah.janousek@blackbaud.comsarah.janousek@blackbaud.com Tel: 858.795.8803 National Account Executive: Francois Rizzetto Email: francois.rizzetto@blackbaud.comfrancois.rizzetto@blackbaud.com Tel: 843.697.9071 YWCA and Blackbaud Support

4. Page #4 © 2010 Blackbaud 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.http://casecentral.blackbaud.com 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.

5. Page #5 © 2010 Blackbaud Front Page Customization and Graphics o Event Colors o Specifying YWCA Persimmon and other colors o See document YWCA graphic guidelines poster o Home Page Graphics o Width & height guidelines; 72-96 dpi for distortion-free display o Use MS Office Picture Manager to set resolution and size o YWCA Brand Center offers low-res photos and illustrations o Two Image Libraries in Sphere: Account and CMS o See document Blackbaud Events Graphic Guidelines o Sponsor Graphics o Front page and Sponsor page o See document FAF - Four ways to display sponsors.doc Configuring: Front Page Customization

6. Page #6 © 2010 Blackbaud Configuring: Front Page Customization Your YWCA Brand colors

7. Page #7 © 2010 Blackbaud Configuring: Fee Structure Fee Structure o Registration Types o Fees o Goals o T-shirt sizes o Sphere only o Method for tracking sign-ups per Registration Type o Registration Forms have max limits per Type, but FAF does not o Solution: Create Custom ID o Select Option 2: Per Registration Type o Start each Registration Type at 1 o Monitor counts in Fee Structure screen o Use Sphere-only checkbox to remove filled Registration Type from front-end display

8. Page #8 © 2010 Blackbaud Configuring: Event Text Format your event text to engage your website visitors  About Us  Event Information  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

9. Page #9 © 2010 Blackbaud 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 http://www.w3schools.com/html/ html_primary.asp

10. Page #10 © 2010 Blackbaud Configuring: Website Features Web Features: Enable and configure Menu options o Custom Menu Items o Standalone Webpages – encouragement, instructions o Documents: PDFs, Flyers – upload to CMS File Library o Teams and Individuals o Configure for a Walk o Configure for a Banquet (from Teams to Tables) o Detect Mobile Devices o Also must set up Mobile Donation Form o Bulletin Board o Awareness Quiz

11. Page #11 © 2010 Blackbaud Configuring: Libraries Image Library o Upload, assign images for specific pages o General Donation page o Default images for Personal and Team pages o YouTube videos o 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

12. Page #12 © 2010 Blackbaud Configuring: Forms and HQs Forms Customization o Front-end (website) and back-end (Sphere) forms o Default fields o Custom fields o Field order and additional text on forms o Add-ons o Mobile Donation form setup – minimal fields Participant HQ Settings o Disable Volunteer Projects o Enable and label Gadgets for blogs o Enable Community (Social Networking) tools o Twitter o FaceBook

13. Page #13 © 2010 Blackbaud FAF Gadgets extend reach to any site FAF participant displays fundraising on his personal blog

14. Page #14 © 2010 Blackbaud Post to Facebook and Tweet Directly from Personal HQ

15. Page #15 © 2010 Blackbaud 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

16. Page #16 © 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

17. Page #17 © 2010 Blackbaud 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

18. Page #18 © 2010 Blackbaud 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

19. Page #19 © 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

20. Page #20 © 2010 Blackbaud 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

21. Page #21 © 2010 Blackbaud 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!

22. Page #22 © 2010 Blackbaud 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

23. Page #23 © 2010 Blackbaud 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

24. Page #24 © 2010 Blackbaud Q & A