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Campaign Training Manual This tutorial is a walk through of the basic pledge process. Informational items appear in red and instructions appear in blue.

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Presentation on theme: "Campaign Training Manual This tutorial is a walk through of the basic pledge process. Informational items appear in red and instructions appear in blue."— Presentation transcript:

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2 Campaign Training Manual This tutorial is a walk through of the basic pledge process. Informational items appear in red and instructions appear in blue boxes. Pledging is an easy three step process: 1. Click “Start Donating Now” – Search for and add charities you would like to contribute to by clicking the shopping cart icon ( ). The name will appear in your “Saved Charities” section for your review. When you are ready to make your pledge, click “Make Donation” below your saved charities. 2. Payment Options – Review your saved charities and choose your method of payment. After selecting your method of payment, you’ll be able to specify an amount to contribute. 3. Submit – Review your pledge form and click “Submit Donations.” You will automatically receive an confirmation of your contribution(s). HISD 2015

3 (10/13/2014–10/31/2014) The Current Campaign Start Donating Choose not to donate Top Contributing Departments View Current Donations View Past Donations HISD is one of the largest employers in Houston, and we are committed to giving back to our community. Our online pledge system is an efficient and easy way of contributing to over more than 600 qualified charities. Please help us make a difference! 2015

4 Click box to choose not to make any donation You will see this message if you have selected to not make a donation at this time. Note: If you change your mind and would like to donate, simply uncheck the checkbox. (10/13/2014–10/31/2014) HISD is one of the largest employers in Houston, and we are committed to giving back to our community. Our online pledge system is an efficient and easy way of contributing to over more than 600 qualified charities. Please help us make a difference! 2015

5 Click on “Start Donating Now” (10/13/2014–10/31/2014) HISD is one of the largest employers in Houston, and we are committed to giving back to our community. Our online pledge system is an efficient and easy way of contributing to over more than 600 qualified charities. Please help us make a difference! 2015

6 Your Saved Charities List Click for Help (10/13/2014–10/31/2014) Description of icons View all charities by federation Tabbed Navigation 2015

7 Search Option 1: Search for a Charity by Keyword or Charity Code Search Option 2: Search for a Charity by Letter Search Option 3: Search for a Charity by Federation Current Campaign: Making the Connection (10/13/2014–10/31/2014) 2015

8 1. Type “Children”Click Search Children (10/13/2014–10/31/2014) 2015

9 Show/Hide Details Click to Save Visit website charity Children (10/13/2014–10/31/2014) 2015

10 Children Saved charity becomes listed Success message displayed (10/13/2014–10/31/2014) 2015

11 Click to Remove Charity Click “Make Donation” (10/13/2014–10/31/2014) 2015

12 Click to Remove CharityClick for more information Total Donation Amount Select Method of Payment Click to add another charity Continue to Review Current Campaign: Making the Connection (10/13/2014–10/31/2014) 12/24/ /7/ To make your charitable contribution, indicate the method of payment and the amount you wish to contribute. You have two options: 26 Payroll Deductions (Option 1): January 14, 2015 – December 31, One-Time Payroll Deduction (Option 2): The donation will be deducted from paycheck on January 14, Please note no cash, checks, or money orders will be accepted.

13 Select Method of Payment 12/24/ /7/2009. January 7, Current Campaign: Making the Connection (10/13/2014–10/31/2014) 2015 To make your charitable contribution, indicate the method of payment and the amount you wish to contribute. You have two options: 26 Payroll Deductions (Option 1): January 14, 2015 – December 31, One-Time Payroll Deduction (Option 2): The donation will be deducted from paycheck on January 14, Please note no cash, checks, or money orders will be accepted.

14 Note message regarding payroll deductions Current Campaign: Making the Connection (10/13/2014–10/31/2014) To make your charitable contribution, indicate the method of payment and the amount you wish to contribute. You have two options: 26 Payroll Deductions (Option 1): January 14, December 31, One-Time Payroll Deduction (Option 2): The donation will be deducted from paycheck on January 14, Please note no cash, checks, or money orders will be accepted.

15 Type in Amount 15 $ $ Total Contribution Amount (10/13/2014–10/31/2014) 12/24/ /7/2009. January 7, Click “Update” 2015 To make your charitable contribution, indicate the method of payment and the amount you wish to contribute. You have two options: 26 Payroll Deductions (Option 1): January 14, December 31, One-Time Payroll Deduction (Option 2): The donation will be deducted from paycheck on January 14, Please note no cash, checks, or money orders will be accepted.

16 15 $ $ Total Contribution Amount (10/13/2014–10/31/2014) 12/24/ /7/2009. January 7, Click “Continue” 2015 To make your charitable contribution, indicate the method of payment and the amount you wish to contribute. You have two options: 26 Payroll Deductions (Option 1): January 14, December 31, One-Time Payroll Deduction (Option 2): The donation will be deducted from paycheck on January 14, Please note no cash, checks, or money orders will be accepted.

17 Click to edit donation Confirmation Receipts (10/13/2014–10/31/2014) 2015

18 Click this checkbox (10/13/2014–10/31/2014) 2015

19 Verify Address Click “edit address” if address is incorrect (10/13/2014–10/31/2014) 2015

20 Make your changes Click “Save Changes” (10/10/2011– 10/28/2011) **Please contact Human Resources to officially update your address information** 2015

21 Click “Submit Donations” (10/13/2014–10/31/2014) 2015

22 Successful Submittal Message Click “Current Donations” (10/13/2014–10/31/2014) 2015

23 Remove item Note: If you want to modify the amount donated, simply click the trash can icon above and the system will remove the item from your Current Donations and place it back in your Saved Charities cart. Click on “Home” to repeat the donation process. Click “Home” (10/13/2014–10/31/2014) 10/13/

24 (10/13/2014–10/31/2014) HISD is one of the largest employers in Houston, and we are committed to giving back to our community. Our online pledge system is an efficient and easy way of contributing to over more than 600 qualified charities. Please help us make a difference! Click “Logout” to end your session 2015


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