Event Manager Training Part 3. Edit Event Options - Customize FY11 Sites Edit Event Webpages Sending Emails (Recruitment/Engagement) Help and.

Event Manager Training

Part 3

Edit Event Options - Customize FY11 Sites

Edit Event Webpages

Sending Emails (Recruitment/Engagement)

Help and Resources

Online Promotions

EM Training: Part 3

Event Manager

Edit Event Options

• Go to your Event Home www.relayforlife.org/eventname

• Use your assigned username and password to login

• Click Event Manager

In the Event Management Center• Click Event Center• Under Related Actions: click Edit Event Properties

1. Verify your event name

2. Schedule: enter the start & end time of your event

3. Date & Time: enter the start and end date of your event

4. Location: Enter the name of your Venue

5. Sponsor name 1-3: (Announcement s)

6. Sponsor name (5): Enter the street address, city, state, zip of your venue

7. Click Finish

•This is what your website will look like with the updated information that you typed in

Event Manager

Edit Event Webpages

What is WYSIWYG?

WYSIWYG is an acronym for What You See Is What You Get.

The term is used in computing to describe a system in which

content displayed during editing appears very similar to the final

output, often used in web page editing.

In general WYSIWYG implies the ability to directly manipulate the

layout of a document without having to type or remember names of

layout commands.

WYSIWYG Basics

• Do not copy and paste from other applications (Word, Publisher, etc)

• You may only copy and paste from notebook – then use the links at the top to format your text

• No links to non-ACS sites

• No bank nights

• Enter = paragraph (double space)Shift+Enter = character return (1 space)

• Resize images before uploading them. Images will have better resolution

• Upload documents & images to your event library first! Then you can easily drop them in to your custom pages using the wysiwyg icons

•Edit Webpage by clicking Even Web Site

•To edit a custom page, select a page from the drop down box Choose a Page

•You can also Create a Custom Page or Copy A Custom Page

•Choose a page to edit in the drop-down menu

•Then click Edit

•Suggested pages to edit: Contact Us, Greeting, and Event Announcements

Edit Contact Us Page

•Add any additional local event details or committee contacts

•Information in brackets [[C1:coordinator_phone]] will auto populate

Edit Greeting Page (Home Page)

• Click Edit to personalize this page with your event name

This is a WYSIWYG editor (What You See Is What You Get)

• Notice the Microsoft Word-like icons at the top

• Be sure to SAVE YOUR CHANGES OFTEN

• The pages you create or customize make sure ADD to the Left Navigation menu on your Greeting Page

• Click Configure Navigation Bar

1. Select the section (title bar) you wish to add your link under

2. Select the page from the list of custom pages

3. Specify Label: Enter the name of the link

4. Click Add Page

5. Click Save

6. Click Finish

• You should now see the link you just added on the left navigation bar

Event Manager

Edit Event Webpages Questions?

Event Manager

Email Campaign

Encourages registration

Engages your participants

Promotes online fundraising tips

Promotes fundraising tools

Delivers cancer information

Links to your event website

Statistics continue to show importance & positive impact

Email Campaigns

• Download your timeline from the Event Management Center

• Enter Date into Calendar in To Do and Social Media tabs

• Click Event Emails

• Click Edit Coaching Emails

• Search for a Message in the textbox and Click Search

• Click Copy next to message you want to copy

Leave Message Name & Message Purpose as is.

• Click Copy Message

• Click Finish

• Click Edit in the Actions column beside the message you just copied

• All fields are optional to customize, you may leave the default values

• Please make sure #4 (Duplicate Suppression) is set to Yes

• Click Next to save your changes

1. Sender’s Name: Leave as is or add your local event name

2. Enter the Sender’s Email: You MUST update this with a local email

3. Enter subject: Leave as is with added text as needed

4. Click Next

• For Engagement emails, select the Engagement Stationary

• For Recruitment emails, select the Recruitment stationary, and for Holidays, select the corresponding holiday stationary.

• Click Next

• Make the screen bigger by dragging the bottom right corner of the screen down

• Make sure all the text and pictures looks correct in it’s formatting

• Click Save then Next

• Click the green Convert to Plain Text button

• Clean up formatting & verbiage as needed

• Click Save then Next

• Enter an email address(es) to send a test message

• Check the checkbox beside Also send the plain text format message

• Click Send Test and you’ll get a confirmation at the top of the page

• Click Next

Test Message

Access the email account you have sent your test message to

Ask your other receivers to do the same

Open the email

Verify the links work properly

Check your spelling

If you need to go back and make changes – go back to the EMC and skip to the appropriate step.

Save your changes.

If you have made additional changes, resend yourself a test

• Click Approve. Your screen will refresh.

• Click Finish

• After you click Finish, you will be returned to the message list

• The edit link will no longer be available unless you click Return to Draft

• Click Begin Delivery

To send a Engagement Emails

• Select Current Event Participants

• Click Next

Engagement

Emails

Only

• Click Add All >>

• When you are finished adding your groups, Click Next

Registration filters:

• Leave default values to send to all online participants

• Click Next

Team Membership filters:

• Leave default values to send to all online participants

• Or, customize selections to filter based on Team Membership

• Click Next

• Verify the audiences in the Target Groups

• Verify the Filters

• To send, click Send Immediately

• Or Schedule the email for another time (see next slide)

Schedule email to be sent at later date

• Select date

• To send, click Finish

• Brings you back to Review the Message, click Send at Scheduled Time button

After you click Finish, you will be returned to the message list

• The edit link will no longer be available unless you click Return to Draft

• Click Begin Delivery

To send a Recruitment Email

• Select Groups Created by this Event

• Click Next

Recruitment

Emails

Only

• DO NOT Click the Add All >> button

• Highlight the RFL FY09 & FY10 Past Participants Siebel Uploads

• Click Add >>

• Click Next

• On the review page

• Click Manage Do Not Email Groups

IMPORTANT!You need to Opt Out Current Event Participants so they do not receive Recruitment emails.

• Select the radio button for Current Event Participants

• Click Next

IMPORTANT!You need to Opt Out Current Event Participants so they do not receive Recruitment emails.

• Click Exclude All >>

• Click Finish

• This will ensure participants already registered do not

receive this message

• Verify the audiences in the Target Groups

• Verify the Filters

• To send, click Send Immediately

• Or Schedule the email for another time

Event Manager

Email Campaign Questions?

Where to find help

Relay Online Manuals

Support Structure

Relay Online Promotion

1. What are the benefits of Relay Online?

2. How can you promote the Relay Online fundraising website?

3. How can you engage your Committee with the Relay Online website?

4. How can you engage your Teams & Participants with the Relay Online website?