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Online guide.  Editing your Participant Page  Editing your Team Page  Sending emails  Processing donations offline  Luminaria  Registering a survivor.

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Presentation on theme: "Online guide.  Editing your Participant Page  Editing your Team Page  Sending emails  Processing donations offline  Luminaria  Registering a survivor."— Presentation transcript:

1 Online guide

2  Editing your Participant Page  Editing your Team Page  Sending s  Processing donations offline  Luminaria  Registering a survivor

3  You need to change your team’s name  Move a participant to your team from another  Deactivate a team or participant  Edit who’s the TC  Modify donation/gift accounting  General site questions

4  Log in with your username/password  Click on Team Progress icon at top of page  Here you can:  Edit picture  Edit description  Edit team goal  Send an to your team  View team progress/ participant lists

5  Sign in with your username  Click on “My Participant Center” in top right corner.  Click “Edit Personal Page”  Below the red writing you will see: “You are currently previewing in English. Preview or Edit the English version of this page.” Click “Edit”

6  This is where you can edit  Page title  Personal Message You can create your message in a different program and copy/paste. If you do use WordPad or NotePad instead of Microsoft Word.  Personal Picture Locate the picture on your computer with the “Choose File” button  Add titles to Status Indicator and Honor Roll boxes as well  Remember to click “Save My Changes” or all your work will be lost

7  To add addresses click “Address Book” on My Participant Center page

8  You can enter addresses individually, or import your contact from your personal acct.  Click Address Book from top of Participant Page  Import Contacts icon  Add from my Address Book  Choose your client (ex. Yahoo, Hotmail or Gmail)  You can now go through and upload selected contacts, or hit “Check all” to upload them all  Close out of Plaxo and hit Save underneath contact list

9  If you client isn’t listed as an option you can then use “Import.cvs” Step-by-step instructions are given.  To add an individual contact click “Add Contacts” and manually enter each name and address.

10  My Participant Center   This page gives you some pre-written s you can send out, or create your own!!  Click which you want to send.  If you have already added your contacts they will appear in the right hand box. Highlight the address you want to send this to (hold down Shift button on keyboard and click with your mouse) Click <

11  Here you can edit the subject line and message body if you’d like  Adding a personal touch is always best! Click “Save” to come back later Click “Preview” to view it Click “Send” to send it now  Make sure to follow up with your s!!  Click “Follow-ups” This will give you a list of people you have ed and/or have donated.  You can sort this list as well from the drop down box  Tells you who received your , opened the , visited your site, etc. etc. Gives you the option to send them a follow up.

12  Participants can enter cash/check donations they received to their account by registering it as an “Offline Gift”  After gifts are registered, participants turn them in to their team captain along with the Offline Donation Form  These gifts will not officially be counted until they are turned in and verified.

13  From My Participant Center  My Progress

14  Click “Enter Gifts Received Offline”

15  Enter all information requested on this page then click on “Save” if you’re processing just one OR Click on “Save and Add Another” until you have entered all cash/checks received.  Make sure to enter the information of the person/company who DONATED the gift- not your own information  “Name for gift list” box- how this gift will be labeled on your Participant Page.

16 Things to Remember  Make sure that all checks collected are payable to The American Cancer Society and contain all necessary information.  Off-line Cash/Check donations should then be collected by the Team Captain.  Team Captains should bring Off-line cash/checks received to Team Captain’s meetings and turn them over to the Accounting Chair AFTER they have been posted.  Donations will not reflect appropriately on-line until the funds are verified by Accounting.  Please do NOT mail any cash/checks to the ACS office.  Please do not use this process for Luminaria Sales!

17  From your Home Page (When you first sign into the Relay site- before going to the Participant Center)  Click on “Dedicate a Luminaria” 

18  You can credit a luminaria donation to a certain team or participant by searching for their name, or credit it to the event on a whole.  Click on one of the links at the bottom of the page to dedicate your luminaria or dedicate one on behalf of a donor.  “If you would like ACS to make the Luminaria on your behalf, please fill in the message you'd like in the message box on the following page.”  “If you would like to create your own Luminaria, please indicate "creating myself onsite or prior to relay" in the message box.”

19  “If you would like ACS to make the Luminaria on your behalf, please fill in the message you'd like in the message box on the following page.”  “If you would like to create your own Luminaria, please indicate "creating myself onsite or prior to relay" in the message box.”

20  To either register a survivor or register as a survivor yourself click “Register as a Survivor on the Registration Page This selection is only used for people who want to attend the Survivor Lap ONLY. Participants who identify themselves as survivors at registration will also be recognized. You do not need to register twice! If any participant needs to change this designation please contact me!!


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