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					AMERICAN CANCER
    SOCIETY
  Event Management Manual




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                                      Table of Contents
Table of Contents ................................................................................................................ 2
Event Management Center Customization Overview......................................................... 4
  Access Event Management Center ................................................................................. 5
  Event Management Interface Customization .................................................................. 5
  Event Center Tab - Customizing Your Event ................................................................. 6
    Edit Event Options ...................................................................................................... 6
    Email Notification ..................................................................................................... 13
    Edit Participation Types ............................................................................................ 17
    Edit Milestones ......................................................................................................... 22
    Edit Event Questions................................................................................................. 23
    Edit Team Captain Questions ................................................................................... 30
    Setting the Maximum Team Size.............................................................................. 32
    Customize Event URL .............................................................................................. 33
    Test Drive.................................................................................................................. 34
    Edit Event Properties ................................................................................................ 36
    Edit Contact Properties ............................................................................................. 37
    Manage Event Library .............................................................................................. 38
    Image List ................................................................................................................. 39
  Event Web Site Tab ...................................................................................................... 40
    Edit Custom Pages and TeamRaiser Pages ............................................................... 41
    Create a Custom Page ............................................................................................... 43
    Copy a Custom Page ................................................................................................. 43
    Configure Navigation Bar ......................................................................................... 45
    Upload New Image ................................................................................................... 46
    Upload New Document............................................................................................. 47
  Event Emails Tab .......................................................................................................... 48
    Edit Coaching Emails ............................................................................................... 48
    Manage Email Groups .............................................................................................. 62
    Edit Autoresponders.................................................................................................. 65
    Edit Suggested Messages in the Participant Center .................................................. 67
Event Management Center Management Overview ......................................................... 71
  Access Event Management Center ............................................................................... 72
  Local Event Administration .......................................................................................... 73
    Search for Participants .............................................................................................. 73
    Register a New Participant........................................................................................ 73
    Find the Username and/or Password for a Participant .............................................. 77
    Change Donor Name on Honor Scroll ...................................................................... 78
    Refund a Participant‘s Registration Fee and Additional Gift ................................... 79
    Move the Credit of a Donation to a Participant ........................................................ 80
    Enter an Offline Donation ......................................................................................... 81
    Change Participant‘s Participation Type .................................................................. 83
    Change Participant‘s Fundraising Goal .................................................................... 83
    Deactivate a Participant‘s Registration ..................................................................... 84
    Make a Participant‘s Registration Private................................................................. 85


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    Move a Team Member to Another Team ................................................................. 85
    Make a Team Member a Captain or Co-Captain ...................................................... 85
    Edit Team Name, Goal, and Associated Company................................................... 86
    Record a Team Donation .......................................................................................... 87
    Change Name on Honor Scroll for Team Gift .......................................................... 89
    Move the Credit of a Team Donation ....................................................................... 90
    Add a Local Company .............................................................................................. 91
    Edit the Primary Contact for a Local Company........................................................ 92
    Record a Gift Donated by a Local Company ............................................................ 93
    Confirm Offline Donations ....................................................................................... 95
    Uploading Registrations and Gifts ............................................................................ 95
    Search for Gifts ....................................................................................................... 102
    Search for Contacts ................................................................................................. 103
  Manage Event Coaching Emails ................................................................................. 105
    Copy an Existing Coaching Email .......................................................................... 105
    Edit an Existing Coaching Email ............................................................................ 106
    Send a Coaching Email ........................................................................................... 106
    Scheduling a Coaching Email ................................................................................. 109
    Managing Coaching Email Groups ......................................................................... 114
  Manage Event Reports ................................................................................................ 116
    Access Reports ........................................................................................................ 116
    Run Reports ............................................................................................................ 118
Appendix A Question Types ........................................................................................... 119
Appendix B Add Sponsor Logos to Event Home Page ................................................. 120
Appendix C Advanced WYSIWYG Functions .............................................................. 124
Appendix D Updating the TeamRaiser Pages ................................................................ 130




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               Event Management Center
                Customization Overview

The Event Management Center is the portal for Event Managers to manage their online
events. It is accessed from the user‘s side once you‘re logged in.

If you do not know your Event Manager Login information (i.e. URL, username and
password), you should obtain it from your Division Online Administrator.

Permissions for Event Managers are determined by ACS Division Administrators.
As such, you may not have permissions for some of the actions described in this
manual.

In addition, certain divisions may have chosen to “lock” certain fields, pages, and
other areas of customization at the division level to make them uniform throughout
all events in your division. As such, you may not see certain fields, pages, etc. that
are referenced in this manual. If you have any questions, please contact your
Division Administrator.

As event managers, depending on your permissions, you will be able to customize and
manage Event Options, Participation Types and edit Autoresponders. You will also be
able to manage some pages and, in some cases, the navigation bar for your event.




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           Access Event Management Center
1. Obtain the URL for your Event Management Center from your Division
   administrator.
2. If you are not already logged on to the site, you will come to a screen asking you
   to log on and try again. Click log on. Enter your Username and Password in the
   login fields, check the Remember My Username and Password box, and click the
   Log in button. (If you do not know your UN and PW, you may obtain it from your
   Division Administrator).
3. Once you‘re logged in, you‘ll be on the Welcome Page for the Event Management
   Center. Across the top navigation bar are the different areas of the Event
   Management Center: Event Center, Event Website, Event Emails, Customer
   Service, and Reports.
4. On the left side are the Related Actions associated with the Event Center area.
5. Event Status should say Unpublished until customization is complete




 Event Management Interface Customization




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     Event Center Tab - Customizing Your Event


Edit Event Options

   Click Edit Event Options under Related Actions on the left side of the page




     I. Edit Event Information, specify the following:
         1) Public Name – this is the event name that should display to site visitors
         2) Event Date – this is the date of the actual event




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II. Edit Event Options, specify the following:
     1) Fundraising Goal – check box if there is a specific fundraising goal for
         this event.
                          a. TeamRaiser Goal – Enter the amount of the specific
                              goal for this event

     2) Participant Fundraising Goal – box should be checked and Suggested
        Participant Fundraising Goal should already be filled in. Leave as is OR
        update for your event.
                          a. Suggested Participant Fundraising Goal – Enter the
                               suggested amount for participant goals.
     3) Registration Donation Levels – add additional donation levels to your
        event.
     4) Team Size – define the maximum number of members allowed on a team.

     5) Public Event Type – associates the TeamRaiser event with a public event
        type that can be rendered on user-facing pages. The values available here
        for public event type are constrained by the TeamRaiser event's primary
        event type. associates the TeamRaiser event with a public event that can
        be rendered (this feature is only available for DETERMINATION for
        now)




     6) Identify Location Details - under Related Actions, click Identify
        Location Details. Complete questions 1-5; questions 6-8 are optional,
        question 9-14 are for the Local American Cancer Society Office Address.


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7) Configure Personal Gift Achievement Badge - under Related Actions,
   click Configure Personal Gift Achievement Badge. Complete questions
   1-4




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Local American Cancer Society Office Address - The offline donation form is
configured to pull in the address of the local American Cancer Society Office. To enter
in your local address:
    1. Enter your local address information into the provided fields.




   Click Finish to save




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7) Under Related Actions, click Advanced Options.
       1. Offline Gift Recording by Participants – check this box you
           want participants to enter offline gifts that donors give to them
           and if they can view the gifts they enter
       2. Fundraising Totals Includes Unconfirmed Gifts – check this
           box if you want the value of unconfirmed gifts to be included in
           Fundraising Totals
       3. Offline Payment Types that Participants Can Enter – enter
           the payment types (cash, check, credit, later) that participants can
           enter when recording offline gifts that donors give to them
       4. Recurring Gifts - check this box if you want the full value of a
           recurring gift to display in the fundraising totals of the
           participant or if the value of each incremental payment displays
           when it is processed
       5. Offline Gift Payment Credit Card Processing - check this box
           if you want participants to be able to input credit card
           information when recording offline gifts that donors have given
           to them
       6. Offline Gift Payment Recording by Administrators - check
           this box if you want administrators to be able to enter credit card
           information for offline registrations and gifts they are entering
       7. Status Indicators Include the Monetary Value of Registration
           Fees - check this box if you want registration fees to be included
           in the amount raised by participants and teams in all status
           indicators and lists
       8. Top Gifts Status Indicator Displays Amounts - check this box
           if you want the gift amounts to be displayed in the Top Gifts
           Status Indicator
       9. Top Participant Status Indicator Displays Amounts - check
           this box if you want the amount raised to be displayed in the Top
           Participants Status Indicator
       10. Top Teams Status Indicator Displays Amounts - check this
           box if you want the amount raised to be displayed in the Top
           Teams Status Indicator
       11. Status Indicator Count Description - enter the label used in
           status indicators when the number of donations is displayed
           instead of the monetary amount of funds collected
       12. Next Step Section Displays On All Pages in the Participant
           Center – check this box if you want to include instructional text
           recommending the user‘s next action on every participant center
           page
       13. Participant Personal Page Modified Notification – enter event
           email address here to send the notification that a participant
           modified their Personal Page. (Refer to Email Notification
           following this section)




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14. Participant Personal Page Availability after Registration –
    check this box if the name of a participant should be included in
    public searches before their Personal Page is approved
15. Participant Personal Page Objectionable Content
    Notification – enter email address to which objectionable
    content messages are sent. Do not leave blank. Leaving blank
    will cause no notification of objectionable content and the
    Objectionable Content link will not display on Personal Pages.
    (Refer to Email Notification following this section)
16. New Team Notification - enter the email addresses of the
    administrators (if any) who should receive the notification that a
    new team has been created. (Refer to Email Notification
    following this section)
17. Participant Access to Email Statistics – check this box if you
    want participants to see open and click statistics for emails that
    they send out
18. Participant Personal Page Blogs - check this box if you want
    participants to be able to create a blog on their Personal Page
19. Participant Personal Page Modification Approval - check this
    box if administrators must approve Personal Pages before they
    become visible
20. Donor Addresses Displayed in Address Book - check this box
    if the postal address of online donors should be displayed in the
    Address Book of the participant in whose support the donation
    was made (in addition to the name and email address)
21. Participants Can Change Personal Page Layout - check this
    box if you want to allow participants to change the layout of their
    Personal Page
22. Participant Personal Page Style Sheets - check this box if you
    want to allow participants to change the style sheet that controls
    colors and fonts on their Personal Page
23. Participants Can Select the Personal Page Status Indicators -
    check this box if you want to allow participants to select the
    status indicators to display on their Personal Page
24. Registration Question Responses Required - check this box if
    you want administrators must provide responses to required
    registration questions when registering a participant
25. Registration User Name/Password Assignment - check this
    box if you want the user name and password fields to display on
    the registration form when an administrator is registering a
    participant
26. Team Members Visible in Address Book of Participant -
    determine if teammate information displays in the Address Book
    of participants (Yes means that teammate information is
    available; No means that teammate information is not available;




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    and Captains means that the information is available in the
    Address Books of the Team Captains)
27. First Follow Up Interval for Autoresponders - define the
    number of days after registration to send the first follow-up
    Autoresponder message (Note: If left blank, it will not be sent
    automatically.)
28. Second Follow Up Interval for Autoresponders - define the
    number of days after registration to send the second follow-up
    Autoresponder message (Note: If left blank, it will not be sent
    automatically.)
29. Third Follow Up Interval for Autoresponders - define the
    number of days after registration to send the third follow-up
    Autoresponder message (Note: If left blank, it will not be sent
    automatically.)
30. Fourth Follow Up Interval for Autoresponders - define the
    number of days after registration to send the fourth follow-up
    Autoresponder message (Note: If left blank, it will not be sent
    automatically.)
31. Donation Levels - check this box if you want donation levels to
    be configured and displayed for this TeamRaiser
32. Team Roster Displays Amount Raised by Participants - check
    this box if you want the monetary amount raised for each
    participant to display in their Team Roster shown on their team
    page
33. Offline Team Gifts in the Participant Center - identify which
    set of users can enter offline Team Gifts through the Participant
    Center (NONE disables this feature; CAPTAINS = Only Team
    Captains can enter them; MEMBERS = All team members can
    enter them)
34. HTML Editor for Suggested Messages - check this box if you
    want the HTML Editor to display in the Suggested Messages
    templates that event managers and administrators create for
    participants
35. Luminaria Store ID - enter a store ID that was provided to you
    by divisional administrators. If you do not include a store ID,
    Luminaria will be disabled for your event.
36. Luminaria Product ID - enter a product ID that was provided to
    you by divisional administrators. If you do not include a product
    ID, Luminaria will be disabled for your event.
37. Luminaria gift credit - if this box is checked then Luminaria
    purchases will be credited to the participant. If this box is
    unchecked then Luminaria purchases will be credited to the
    event.
38. Sponsor Image Relative Path - enter a relative path to the
    sponsor image you will upload in the Image Library without
    using quotes to surround the path. Refer to Appendix B for



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                         information on creating the sponsor logo animated gif (i.e. a
                         rotating image of your sponsor logos) and uploading it.
                                       The path to the actual Sponsor Logo GIF file
                                        should be set thru the EMC when the Event
                                        Manager loads the Sponsor gif file. The current
                                        value is provided as an example. You are free to
                                        delete the example file path if you do not want it to
                                        be visible on the child sites.
                                     EX: ../images/library/imagename.gif
                     39. Rich Text Editor Availability on Appropriate Pages - check
                         this box if you want the Rich Text Editor to be available for
                         entering and formatting content on the Personal, Team, and
                         Local Company pages
                     40. Email Bounce Notification for Emails Sent from Participant
                         Center - check this box if you want the participant to be notified
                         when emails they send from their Participant Center bounce
                         back. (Refer to Email Notification following this section)
                     41. Participants Can Edit Their Responses to Registration
                         Questions - check this box if you want the participants to be able
                         to edit responses to questions on the registration pages after the
                         registration has been processed
                     42. Reassign Race Numbers - check this box if you want to
                         overwrite existing race numbers when changing participation
                         types


Email Notification

You may have notice in the Advanced Options area above that there were several options
for which you can choose to have an email sent to yourself and other admins. You can
configure multiple email addresses to be notified about: New Teams, Personal Page
Modification, Objectionable Content, and when someone signs up under specific
participation types (such as survivor).

The options to set up notification emails for New Teams, Personal Page Modification and
Objectionable Content are all located in the same place.
   1. Click Edit Event Options
   2. Click Step 2 - Edit Event Options
   3. Under Related Actions, click Advanced Options
   4. Enter the email addresses you would like to receive the notifications. If you do
       not need notification for certain items, leave the field blank. Multiple email
       addresses can be separated with a comma or semicolon.




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Click Save or Finish to save your changes.




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To set the Notification for a particular Participation Type:
   1. Click Edit Participation Types
   2. Click on Edit for the participation type which you would like to be notified about.




   3. Go to Step b – Select Type Options
      Enter the email addresses to be notified into the box provided under Notification
      List.




       Click on Next to save your changes.




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III. Edit Event Status, specify the following:

       1) Click Edit Event Options
       2) Click Edit Event Status, select your event status from the drop-down menu.
          Event Status should be set to Unpublished until event customization is
          complete.

              Unpublished – use this setting when you are still editing your event
              Accepting Registrations Only – use this setting if you decide to let
              people register before you‘re ready to accept donations
              Accepting Registrations and Gifts – use this setting once you‘ve
              announced your event so people can register and make donations
              Accepting Gifts Only – use this setting once the event is over but you still
              want to accept donations
              Closed – use this setting once the event has passed and you are no longer
              accepting donations or registrations

              Click Save or Finish




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Edit Participation Types

      From the Event Management Center welcome page, click Edit Participation
   Types under Related Actions on the left side of the page




      NOTE: If your Division Admin has not locked down all of the fields on the
      existing Participation Types, they will be visible to you as an Event Manager:




      NOTE: If necessary (i.e. if it shows up and is blank), you will have the option to
      set a suggested Fundraising Minimum for the Participation Types:




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Creating or Editing a Participation Type

Click Create a New Participation Type or click the Edit link next to an
existing participation type. Be sure to check with your Division Admin before
creating any new participation types.




When creating a participant type, you can checkmark a box to indicate that the
fee will be paid offline. NOTE: This checkbox is lockable/pushable




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a. Identify Type – enter name and description of the participation type




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b. Select Type Options – select participation type options for your event




c. Select Registration Info – select registration information for your
    event. Mail Preferences options should always stay checked in order
    for new registrants not to be opted out of email.




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d. Customize Waiver – include a waiver if necessary for your event




e. Add Banner Image – add an image to display with this participation
    type. Be sure to check with your Division Admin before creating any
    new banner images.




f. Include Questions – include questions for this participation type
        a.   Click Add a Question




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       1. Select a Question Type from the drop down menu
         and enter the information for each new question
         NOTE: Refer to Appendix A for a list of Question
         Types and descriptions




b.   Once you have added your new question, you will see it
     included in the list of Additional Questions where you can:
        1. Check or uncheck the Include this Question box
        2. Change the Order of where the question will appear
          in the list of questions
        3. Edit the question
        4. Delete the question




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Edit Milestones

This is a list of the fundraising milestones that define specific monetary levels to trigger
notifications to inform event administrators or managers of the participants who achieve
each level. Use the Edit action to modify the attributes of an existing milestone. To create
a new milestone, click Create a New Milestone or Copy to use an existing milestone as a
model.




           Creating or Editing a Milestones

           Click Create a New Milestones or click the Edit link next to an existing
           participation type. Be sure to check with your Division Admin before
           creating any new milestones.




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a) Identify Milestone– enter name, description, amount, and participations types of the
Milestone




b) Configure Admin Notification– enter HTML Content, Notification Delivery, and
Notification Recipients




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c) Add Milestone Detail to Autoresponder – enter autoresponder, subject line, and
additional content




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d) Update Plain Text Version with the Additional Content – enter autoresponder,
subject line, and additional content




e) Configure Milestone Achievement Badge– Select achievement badge, select a
badge, add name and description




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Edit Event Questions

Event Questions are the registration questions that will appear for anyone who registers
for your event (i.e. for ALL participation types). You may add additional questions if
needed. Before adding new questions please check with the Division Admin. You want
to make sure you are not duplicating questions already included (but locked and not
visible by you) at the Division level. Any questions you add will not be passed to Siebel.
You will only be able to edit questions you have created through the Event Management
Center.

   Click Edit Event Questions under Related Actions on the left side of the page




           a)    Click Add a Question to create a new question.
                    1. Select a question type (see Appendix A for a list of question
                        types)




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        2. Enter the requested information
           1. Question Type - Shows question type selected on previous
              page
           2. Order Number - Shows where this question will display
              within the list of Additional Questions on the registration form
              (you will be able to change this)
           3. Question Text – Enter question as you want it to appear on the
              registration form

          4. To change the order of questions, use the numbers in the
             Order column
          5. Check the boxes in the Include this Question column for those
             questions you would like seen by ALL participation types




b)   To edit a question you have added via the Event Management Center,
     click Edit next to the question you want to edit. You will only have
     access to edit questions you have added – all other Event Questions will
     be locked at the Division level and will not show up in your Event
     Manager Center.

        1. Question Type - Shows question type selected on previous page
        2. Order Number - Shows where this question will display within
           the list of Additional Questions on the registration form (you will
           be able to change this)
        3. Question Text – Enter question as you want it to appear on the
           registration form
        4. Answer Required - Check box if you want registrants to have to
           provide an answer to this question in order to complete


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   registration.
5. Contact Record Field Update – You do not have access to
   update contact records with event questions as an Event Manager.

6. To change the order of questions, use the numbers in the Order
   column
7. Check the boxes in the Include this Question column for those
   questions you would to include




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Edit Team Captain Questions

   Click Edit Team Captain Questions under Related Actions on the left side of the
   page. You may add additional questions for Team Captains if needed. Any questions
   you add will not be passed to Siebel. You will only be able to see and edit questions
   you have added through the Event Management Center – additional Team Captains
   questions added at the Division level may not appear in the Event Management
   Center.

          a)    Click Add a Question to create a new question.
                   1. Select a question type (see Appendix A for a list of question
                       types)

                   2. Enter the requested information
                      1. Question Type - Shows question type selected on previous
                         page
                      2. Order Number - Shows where this question will display
                         within the list of Additional Questions on the registration form
                         (you will be able to change this)
                      3. Question Text – Enter question as you want it to appear on the
                         registration form

                      4. To change the order of questions, use the numbers in the
                         Order column
                      5. Check the boxes in the Include this Question column for those
                         questions you would like seen by Team Captains




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b)   To edit a question you have added via the Event Management Center,
     click Edit next to the question you want to edit
        1. Question Type – Shows question type selected on previous page
        2. Order Number – Shows where this question will display within
          the list of Additional Questions on the registration form (you will
          be able to change this)
        3. Question Text – Enter question as you want it to appear on
          registration form
        4. Answer Required – Check box if you want registrants to have to
          provide an answer to this question in order to complete
          registration.
        5. Contact Record Field Update – You do not have access to
          update contact records as an Event Manager.

        6. To change the order of questions, use the numbers in the Order
          column
        7. Check the boxes in the Include this Question column for those
          questions you would like seen by Team Captains




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Setting the Maximum Team Size

If you would like to limit the number of people on a team you can set a maximum
number of team members.
Note: You can leave this setting blank to have an open number of team members.

   1. Click Edit Event Options
   2. Click Step 2 - Edit Event Options
   3. Insert the maximum number of people that are allowed on a team into the box
      under Team Size.




   4. Click either Next to save your settings.

When a team reaches the maximum number of participants a message will be displayed
to the user that the team is full and the links to join the team will not be visible.
Notifications are also sent to the emails that are entered to receive new team notifications
and the team captain.




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Customize Event URL

Note: it is important that you check with your Division Administrator to ensure that the
URL you want to use is not already assigned to a prior year‘s event. If it is already
assigned, your Division Administrator will have to delete it before you can set up the
URL here. Additionally, your Division Admin may choose to go ahead and set up the
URL for this year‘s event, in which case you will not need to follow the two steps below.

       Click on Customize Event URL.

       Once you are sure your name has not been used before or has been deleted, enter
       the Name of your event in the box provided and click Save.
       Click Finish.




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Test Drive

The Test Drive feature allows you to walk through the user experience of the Web site as
a visitor, donor or participant

   Click Test Drive under Related Actions on the left side of the page




             Enter Test Details – specify the following:
                          1. Test Promotion Code – no entry required
                             a. Test Account – enter the username of an actual
                                  constituent or a test record to experience the TeamRaiser
                                  event from that user‘s perspective. If you leave this field
                                  blank, you will be testing from the perspective of a site
                                  visitor who is not an existing constituent.
                          2. Test Address for Autoresponders - enter the email address
                              to which the autoresponders will be delivered. NOTE: You
                              will receive all autoresponders that are currently enabled.
                          3. Click Launch Test to begin the test




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Edit Event Properties

   Click Edit Event Properties under Related Actions on the left side of the page

          Identify Details - Enter the requested information about your event




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Edit Contact Properties

   Click Edit Contact Properties under Related Actions on the left side of the page.
          Identify Details – Enter the requested information about your Event
          Coordinator




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Manage Event Library

You may upload any documents or images that are specific to your event in the Event
Library. Please be aware that your Division Admin may have already uploaded images
to your Event Library prior to your event customization.

   Click Manage Event Library under Related Actions on the left side of the page

          Documents List
          a. Upload New Document
             1. Upload File
                   a. Click Browse and find the file you want to upload
                   b. Click Upload to upload the file

                            1. Document Title – name your document
                            2. Description – enter a brief description
                            3. Keywords – enter any keywords for searching




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Image List

         a. Upload New Image
            1. Image Title – name your image
            2. Alternate Text – enter words to help user identify the content or
               purpose of the image
            3. New Image
                  a. Click Browse and find the image file
                  b. Click Upload to upload the image




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    Event Web Site Tab




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Edit Custom Pages and TeamRaiser Pages

   Click the dropdown menu next to Choose a Page to Edit and scroll down to select
   the Page you want to edit




The editable regions of the page will be outlined with a dashed line. In the top right
corner of these editable regions, click on the blue Edit link to open it for editing:




The WYSIWYG will open in a new window – use it to edit the page:




Be careful during editing not to delete REUSABLES (groups of text and pictures that are
linked from a separate file and are not editable in the WYSIWYG). You can usually
identify them by the double set of dotted lines around a block of content (see picture
below). If you try to delete within that block it will delete it all and you will not be able
to easily add it back.




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See Appendix C at the end of this manual for the advanced WYSIWYG functions.

You may mouse over any of the formatting icons to see what function they perform.
Ex:




When finished, Click Save:




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Create a Custom Page

If necessary, you may create additional content pages for your event. If you do so, you
must be sure to add them to your event‘s navigation bar (and should first confirm with
your Division Administrator that you have access to do that)

         Click the Create a Custom Page link on the top left of your screen.
         Create a custom page title and content using the WYSIWYG full capabilities




Copy a Custom Page
In addition to creating new content pages, you can also copy existing ones and edit them
to your liking.

Click the Copy a Custom Page link on the middle left of your screen.




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 You will then be prompted to select a custom page to copy. After selecting click




You may then edit the custom page as you see fit. Be sure to SAVE often.




When you are done click




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Configure Navigation Bar

       Click the Configure Navigation Bar link on the top middle of your screen.
       You can add, delete or move the links in the navigation for custom pages as
       needed for your event, provided that this functionality has not been locked down
       at the division level.




       a. Change Navigation Entries
              1. Move a navigation link up – click the Up arrow to move a link up
              2. Move a navigation link down – click the Down arrow to move a link
                 down
              3. Delete a navigation link – click the Trash Can icon to delete a link

NOTE: Be sure to check with your Division Administrator before deleting any links
from the Navigation Menu.
       b. Add page to Navigation Menu
                 1. Select section in your menu – select or create a new section*
                 *new sections may not include the ‘&’ character
                 2. Select a page to add – select page to add or >>provide your own
                      link to enter a URL
                 3. Specify the label – enter the label for the navigation link
                 4. Click Add Page




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Upload New Image

Click the Upload New Image in the upper right of the screen. You may upload any
images that are specific to your event in the Event Library. Please be aware that your
Division Admin may have already uploaded images to your Event Library prior to your
event customization.




           1. Image Title – name your image
           2. Alternate Text – enter words to help user identify the content or purpose
              of the image
           3. New Image
                      c. Click Browse and find the image file
                      d. Click Upload to upload the image




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Upload New Document

Click the Upload New Document in the upper right of the screen. You may upload any
documents that are specific to your event in the Event Library. Please be aware that your
Division Admin may have already uploaded images to your Event Library prior to your
event customization.




           1. Upload File
                   a. Click Browse and find the file you want to upload
                   b. Click Upload to upload the file

           2. Identify Document Details
                     a. Document Title – name your document
                     b. Description – enter a brief description
                     c. Keywords – enter any keywords for searching




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                              Event Emails Tab
   From the Event Management Center, click Event Emails in the top navigation bar.

   NOTE: For managing coaching emails, including scheduling, please see the Event
   Management section of this manual.



Edit Coaching Emails

   1. Under Related Actions on the left-hand side, click Edit Coaching Emails.




   2. On this page, you will see a list of the available coaching emails, if applicable
   3. Under Related Actions, click Create a new message or click the Edit link next
      to an existing message.




          a. Message Information
                i. Enter a name for this message- - enter the name for this message
               ii. Enter a description for this message – enter the description for
                   this message




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      iii. Select a type for this message – select a message type from the
           drop down menu
      iv. Use Duplicate Suppression - You can specify whether to use
           Duplicate Suppression. If you use Duplicate Suppression and there
           are multiple constituents with the same first name, last name and
           email address who would receive this message only the most
           recently registered constituent will receive it.
           Click Next




b. Envelope
       i. Enter the sender’s name – enter the sender‘s name
      ii. Enter the sender’s email address – enter a valid email address
     iii. Enter the subject of this message – enter the subject line for this
          event‘s email
          Click Next




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c. Stationery – verify that the stationery selected is the correct stationery for
   your event
   Click Next




d. HTML Content
     i. Enter and/or edit the content of your message below – use the
        WYSIWYG to enter content, links, personalization and formatting
        for the HTML version of the email
        Click Next




e. Plain Text Content
       i. Convert the current HTML content to plain text - click the
          Update Plain Text button to update the text only version of the
          email
      ii. Edit the plain text version of this message.
          Click Next




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f. Send Review Email
      i. Send Yourself a Test - enter email addresses to receive test
         messages of the email for review before sending the final email
         Click Send
         Click Next




g. Approve
      i. Message Approval – click Approve
         Click Finish




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4. Your new coaching email will now appear in the Message List




5. Click Begin Message Delivery




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a. Find your email in the list and click Send




        i. Select Delivery Type
               1. Email Audience – choose from Current Event
                  Participants, Current Event Donors, or Groups

              NOTE: Previous Event Participants will appear as an option
              if the event is linked to a previous year‘s event. This is the
              audience you should choose for Recruitment Emails, whereas
              you should use Current Event Participants for Engagement
              Emails.

                  Click Next




              2. Select Participation Types – add one or all of the types in
                 the left column and click Add to add them to the right
                 column
                 Click Next




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                             3. Registration Filters – select all registration filters that
                                apply for this event‘s email
                                Click Next




NOTE:   Event Managers Can Configure Additional Filters for Coaching Emails
Event managers can now configure additional filters for Registration and Team filters,
including specifying the number and amount of donations received, the number of emails
sent, and the number of unconfirmed gifts. Previously, only administrators could
configure these filters (No additional permissions need to be set by Adminstrators).

        Navigate to Step 3 of the Process Navigator (Registration Filters) and select the
        ‘Configure Additional Filters’ link from the Related Actions section (Figure 1.20).




                                               Figure 1.20

        There are now 3 additional filter options available for mail sends: Donations Received,
        Participant Emails, and Unconfirmed Gifts (Figures 1.21, 1.22, 1.23)




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Choose all preferred options in these areas, then click FINISH.

On step 4 - Team Filters, you will also find that there are new additional filters to
configure. Select the Configure Additional Filters link from the Related Actions section
(Figure 1.24).




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There are now 3 additional filter options available for mail sends: Donations Received,
Participant Emails, and Unconfirmed Gifts (Figures 1.25, 1.26, 1.27)




Complete the steps listed above for each additional milestone, and when finished, click
FINISH.

Click NEXT to review your message, set your preferred send options, then click button to
SEND.




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  4. Team Filters – select all team filters that apply for this
     event‘s email
     Click Next




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  5. Review the Message – review the details of the message

  This is your chance to Manage Do Not Email Groups for this
  message. (For instance, when sending Recruitment Emails the
  Current Event Participants should be added to the Do Not
  Mail list)

  Click Manage Do Not Email Groups under Related Actions
  on the left.




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   Chose the groups you want to ad to the Do Not Email Group
and then click NEXT.




       Review your selections to Exclude or Allow any additional
groups to this email and then click FINISH.




   6. Send the message – You will be returned to the Review
      the Message page. You can either choose the Send
      Immediately button at the bottom of the page or the
      Schedule option with is on the left side under Related
      Actions.

   If you choose Schedule you will be brought to a screen where
   you can choose a date and time for delivery. Click FINISH
   after you have chosen this.




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  7. Your message will now appear in the Delivery List




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Manage Email Groups

  1. Under Related Actions on the left-hand side, click Manage Email Groups




  2. On this page, you will see a list of the files that have been previously uploaded, if
     applicable
  3. Under Related Actions, click Upload New List and then Upload List for
     Emailing




         a. Set Group Name
                i. Group Name – enter a name for your new group
                   Click Next


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       b. Upload File
              i. TeamRaiser Email List CSV File Format – upload a CSV file
                 with the information you need to upload for this group
                     1. Click SampleEmailListUpload.csv to see what an
                         example of a csv file to upload
             ii. TeamRaiser Email List File – click Browse to select your csv file
                 from its location on your desktop, etc.
                     1. Click Preview to verify that the file you chose is the correct
                         file
                 Click Finish




4. The file will now appear in the Upload List for Emailing list with the status of
   Uploading
5. Click Refresh this page to update the status until it changes to Complete




6. Click View Error Codes to see a list of possible errors with the uploaded file




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7. Your group will now appear in the list of groups when you are ready to send your
   email. Refer to the Select Delivery Type step under the Edit Coaching Emails
   section in this manual.




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Edit Autoresponders

When a participant or donor takes action on your site (registers, forms a team, makes a
donation), you can have a confirmation email automatically generated. You can add any
additional information to end of the autoresponder that is specific to your event.

   1. Under Related Actions on the left-hand side, click Edit Autoresponders.




   2. On this page, you will see a list of the available autoresponders, the actions
      available for each autoresponder, and which version (if any) is set to send.

   3. For each autoresponder listed, there are two different actions you can take:
         Edit – click this link to edit* the autoresponder (see step 4 for instructions).
         Note: You may only add content to the END of your autoresponder. If you
         need additional changes to the main body of an autoresponder, please contact
         your Division Administrator.

           Preview – click this link to preview the message




   4. To edit an autoresponder:
         a. From the list of autoresponder types, find the autoresponder you wish to
              edit, and click Edit.


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      b. For Step 1 - Envelope, specify the following:
             ii. Sender Name – enter the name of the Sender as you want it to
                 appear in the From line
            iii. Sender Email Address – enter the email address to which any
                 replies to this autoresponder will be sent. This should be specific
                 to your event
            iv. Subject Line – this is the text that displays in the Subject line
                 when received
             v. Message Stationery – you will not have access to select a
                 stationery – it will be locked at the Division level to be that of your
                 Division
            vi. Click Next
      c. For Step 2 – Event Manager Content, add additional content to the
         autoresponder that is specific to your event. It is a good idea to add your
         event manager‘s name and contact information to these autoresponders,
         especially for the ―Thank you for forming a team‖ email. Be sure to check
         with your Division Admin in case they have already set this information to
         be populated dynamically.

5. Click Finish




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Edit Suggested Messages in the Participant Center

In the Participant Center, your participants will have access to email messages they can
use to correspond with their friends and family to request donations, join their team, or
thank someone for a donation. You can also create a blank message which can be used
for participants to customize their own messages.

Under Related Actions on the left-hand side, click Edit Messages.




   1. On this page you will see a list of suggested messages. For each message, you
      can view the name, the available actions, the type, and the subject line.




   2. To edit a message,



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         a. Find your message in the list and click Edit.
             Specify the following:
                   i. Suggested Message Template Name – this name identifies this
                      message to administrators as well as participants in the Participant
                      Center
                  ii. Message Type – identify the type of message; this determines how
                      the messages will be organized in the Participant Center
                iii. Suggested Message Subject – this is the subject line for the
                      message
                 iv. Subject Editing – determine whether or not participants will be
                      able to edit the subject line
                  v. Suggested Message Body Content – enter the suggested text for
                      the message. NOTE: Be sure the message you enter can be sent
                      ―as is‖ as some participants will not modify the message before
                      sending it.
                 vi. Message Body Editing – determine how the participants can
                      modify the text in the body of the message:
                          1. Read-only – participants cannot modify the text
                          2. Read-only but with additional text – participants cannot
                              modify the existing text but they can add to it
                          3. Allow participants to modify the text
                vii. Click Finish.
   3. To delete a message,
         a. Find your message in the list and click Delete
         b. Once you delete a message, it will no longer be available in the Participant
             Center.
   4. To add a message, under Related Actions on the left side of the page, click Add
      a Message. Follow the instructions listed above in Step 3.

Click Finish

DONE!




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To add a new message, click Add a Message under Related Actions on the left side of
the page




   1. Enter a Message Name and Subject and select any other information necessary
      for your event.
   2. Step 6 allows you to use the WYSIWYG‘s full capabilities to create or edit your
      message.




   3. Click Finish

   You will be taken back to the main message screen where you can now access your
   new message from the previous list of messages




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For any additional questions regarding your event‘s customization, please contact your
Division Online Administrator.




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             Event Management Center
              Management Overview
The Event Management Center is the portal for Event Managers to
manage their online events. It is accessed from the user‘s side once you‘re
logged in. If you do not know your Event Manager login info, please obtain
it from your Division Online Admin. Permissions for Event Managers are
determined by ACS online administrators. As such, you may not have
permissions for some of the actions described in this manual.




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           Access Event Management Center

1. Obtain the URL for your Event Management Center from your Division
   administrator.
2. Enter your Username and Password in the login fields on the left navigation bar.
   (If you do not know your UN and PW, obtain it from your Division
   administrator).
3. Once you‘re logged in, click Event Manager.
4. The next page that displays is the Welcome Page for the Event Management
   Center. Across the top navigation bar are the different areas of the Event
   Management Center: Event Center, Event Website, Event Emails, Customer
   Service, and Reports.
5. On the left side are the Related Actions associated with the Event Center area.




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                     Local Event Administration

Search for Participants

   1. From the Event Management Center, click Customer Service in the top
      navigation bar.
   2. Under Related Actions on the left side of the page, click Manage Participants
   3. Click Search for participants in the upper left corner.
   4. Enter first name, last name, and/or email address to search for a participant.
   5. Click Finish
   6. Once the participant‘s information displays, click View Summary to access the
      participant‘s profile.




Register a New Participant

   1. From the Event Management Center, click Customer Service in the top
      navigation bar.
   2. Under Related Actions on the left side of the page, click Manage Participants
      and then click Register New Participant.
   3. You will see a Process Navigator on the left to help guide you through the steps of
      registering a new participant.




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4. For Step 1 – Enter Details, specify:
      a. Participant Contact Information – you must enter the name of the
          participant but the other contact information fields are optional
      b. Email Opt-In – check the box if the participant wishes to receive email
          from your organization
       c. Click
5. For Step 2 – Resolve Duplicate – if the name or email address you are registering
   matches an existing record, you will be asked to create a new contact or select an
   existing one:
       a. Create a new contact – if you create a new record, verify there is not
           already an existing record for the participant
       b. Select an existing one – if you select an existing record, verify that this is
           the correct record for this participant
      c. Click
6. For Step 3 - Select Participation Type, specify:
      a. Participation Type – choose a participation type
      b. Fundraising Goal – enter the fundraising goal for the participant
      c. Emergency Contact – enter the name of the person who should be
          contacted in case of an emergency
      d. Emergency Phone – enter the phone number that should be used in case
          of an emergency
      e. Click
7. For Step 4 – Choose Team, specify the following:
      a. Team Participation Type – choose how this participant will be involved
          with a team




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               i. No Team - will not be a member of any team
              ii. Join an Existing Team - will be part of an existing team. If you
                  select Join an Existing Team, a text box will appear for you to
                  enter the team name.




             iii. Create New Team - will be part of a new team. If you select
                  Create New Team, another set of fields will display to enter the
                  new team information:
                     1. Team Name – edit the team name
                     2. Team Goal – enter a monetary amount for the team goal




      b. Click
8. For Step 5 – Answer Questions, specify the following:
      a. Additional Questions – these are the additional fields on the registration
          form for this participation type. You can answer them if you prefer but
          you are not required to answer them.
       b. Click




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9. For Step 6 – Confirm Details, specify the following:
      a. Fee Paid – if you are modifying the fee amount for this participant, enter
          the new amount here
      b. Additional Gift - if the participant is giving a gift in addition to any
          registration fees, enter it here.
      c. Payment Method – select the method of payment:
               i. Cash
              ii. Check – if you select check, an additional field will display to
                  enter the check number
             iii. Credit Card – if you select credit card, additional fields will
                  display to enter credit card number, expiration date, and CVV
                  number.
10. Click




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Find the Username and/or Password for a Participant

   1. From the Event Management Center, click Customer Service in the top
      navigation bar.
   2. Under Related Actions on the left side of the page, click Manage Participants.




   3.   Find the participant in the list or click Search for Participants.
   4.   Once you‘ve found the participant, click View Summary next to their name.
   5.   The username will be visible from the page but the password will not be visible.
   6.   For the participant‘s password, direct the participant to the User Login page and
        the participant can enter their email address to have their password sent to them -
        you cannot view the password for a participant.




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Change Donor Name on Honor Scroll

   1. From the Event Management Center, click Customer Service in the top
      navigation bar.
   2. Under Related Actions on the left side of the page, click Manage Participants.
   3. Find your participant in the list or use the search feature. Once you‘ve found your
      participant, click View Summary.
   4. Scroll to the bottom of the page and you‘ll see the Gift History.
   5. To view/edit a gift, click View/Edit. You will be able to edit:
          a. Gift Amount – edit the amount of offline gifts
          b. Do Not Display Amount – check this box if the donor does not wish to
              have their donation amount displayed
          c. Recognition Name – if the donor wishes to remain anonymous, enter
              ―anonymous‖ in the field provided
          d. Batch ID – enter a number to identify groups of gifts entered at the same
              time
          e. Payment Method – click the radio button of the appropriate method by
              which the gift was paid.
   6. Click




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Refund a Participant’s Registration Fee and Additional Gift

   1. From the Event Management Center, click Customer Service in the top
      navigation bar.
   2. Under Related Actions on the left side of the page, click Manage Participants.
   3. Find your participant in the list or use the search feature. Once you‘ve found your
      participant, click View Summary.
   4. Scroll to the bottom of the page and you‘ll see the Gift History.
   5. To issue a refund, click Refund:
          a. For Step 1 – Choose Amount, specify the following:
                   i. Determine Refund Amount – enter the refund amount
                  ii. Credit Card Refund – choose whether to process the refund to
                       the same card or just record it in the Convio database
                 iii. Click
          b. For Step 2 – Confirm Refund, click            to confirm the refund.




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Move the Credit of a Donation to a Participant

   1. From the Event Management Center, click Customer Service in the top
      navigation bar.
   2. Under Related Actions on the left side of the page, click Manage Participants.
   3. Find your participant in the list or use the search feature. Once you‘ve found your
      participant, click View Summary.
   4. Scroll to the bottom of the page and you‘ll see the Gift History.
   5. To move the credit of a donation, click Change Soft Credit:
          a. For Step 1 – Select Type, specify the following:
                   i. New Soft Credit Recipient – select whether you‘d like to credit
                       this gift to another TeamRaiser Participant, Team or Event
                  ii. Select Recipient – click Search for Recipient to find the
                       participant or team
          b. For Step 2 – Search Criteria, enter at least one search term and click

          c. For Step 3 – Select destination participant, once the results are displaying,
             click Select next to the person or team to whom you are reassigning credit
             for the donation
          d. For Step 4 – Confirm Changes, review the transaction information before
             confirming.
                  i. If it is incorrect, click on any of the previous steps to make the
                     necessary changes.
                 ii. If it is correct, click




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Enter an Offline Donation

   1. From the Event Management Center, click Customer Service in the top
      navigation bar.
   2. Under Related Actions on the left side of the page, click Manage Participants.
   3. Find your participant in the list or use the search feature. Once you‘ve found your
      participant, click View Summary.




   4. Under Related Actions on the left side of the page, click Record Donation.
   5. For Step 1 – Enter Donor Information, enter the donor‘s personal information.
      Only name is required.
   6. Click
   7. For Step 2 – Configure Gift, specify the following:
          a. Gift Type – select whether this is a single payment or multiple gift
             payments on a recurring scheduled basis
          b. Gift Amount – enter the monetary amount of the single payment or of
             each payment to be collected for this gift
          c. Do Not Display Amount – check this box if the amount is not to be
             displayed
          d. Recognition Name – enter the recognition name if it is different than the
             name on the billing information. Enter ―anonymous‖ for someone who
             does not want their name displayed.
          e. Batch ID – enter a number to identify groups of donations processed at
             the same time




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       f. Payment Method – select the method of payment:
               i. Cash
              ii. Check – if you select check, an additional field will display to
                  enter the check number
             iii. Credit Card – if you select credit card, additional fields will
                  display to enter credit card number, expiration date, and CVV
                  number.
       g. Payment Status – select the payment status:
               i. Confirmed – select this status if you have received the money
                  (cash, check, credit card)
              ii. Unconfirmed – select this status if you have not yet received the
                  money
8. Click Process or Process and Add Another




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Change Participant’s Participation Type

   1. From the Event Management Center, click Customer Service in the top
      navigation bar.
   2. Under Related Actions on the left side of the page, click Manage Participants.
   3. Find your participant in the list or use the search feature. Once you‘ve found your
      participant, click View Summary.
   4. Under Related Actions on the left side of the page, click Edit Registration.
   5. Choose a new participation type and click


Change Participant’s Fundraising Goal

   1. From the Event Management Center, click Customer Service in the top
      navigation bar.
   2. Under Related Actions on the left side of the page, click Manage Participants.
   3. Find your participant in the list or use the search feature. Once you‘ve found your
      participant, click View Summary.
   4. Under Related Actions on the left side of the page, click Edit Registration.
   5. Enter a new fundraising goal and click




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Deactivate a Participant’s Registration

   1. From the Event Management Center, click Customer Service in the top
      navigation bar.
   2. Under Related Actions on the left side of the page, click Manage Participants.
   3. Find your participant in the list or use the search feature. Once you‘ve found your
      participant, click View Summary.
   4. Under Related Actions on the left side of the page, click Make Inactive.
   5. Before you deactivate a registration, make sure you are aware of the implications:
          a. This participant will be removed from the group of participants for this
              event.
          b. This participant will be removed from the list of pending autoresponders
              for this event.
          c. This participant will not be displayed in search results when donors,
              people who want to join their team, and other site visitors perform
              searches.
          d. This participant cannot log into the Participant Center and access their
              Personal Page.
   6. Click           to deactivate the participant‘s registration.




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Make a Participant’s Registration Private

   1. From the Event Management Center, click Customer Service in the top
      navigation bar.
   2. Under Related Actions on the left side of the page, click Manage Participants.
   3. Find your participant in the list or use the search feature. Once you‘ve found your
      participant, click View Summary.
   4. Under Related Actions on the left side of the page, click Make Private.
   5. When you make a registration private, site users will not be able to search for this
      participant. However, the participant will still be able to access his or her
      Participant Center and send emails directing potential donors or participants to his
      or her page.
   6. Click




Move a Team Member to Another Team

   1. From the Event Management Center, click Customer Service in the top
      navigation bar.
   2. Under Related Actions on the left side of the page, click Manage Participants.
   3. Find your participant in the list or use the search feature. Once you‘ve found your
      participant, click Manage Participant.
   4. Under Related Actions on the left side of the page, click Change Team.
   5. Search for the team to whom you are going to assign the participant.
   6. Click Select next to the team name.
   7. Confirm this is the correct team and click


Make a Team Member a Captain or Co-Captain

   1. From the Event Management Center, click Customer Service in the top
      navigation bar.
   2. Under Related Actions on the left side of the page, click Manage Participants.
   3. Find your participant in the list or use the search feature. Once you‘ve found your
      participant, click Manage Participant.
   4. Under Related Actions on the left side of the page, click Promote to Captain or
      Promote to Co-Captain.



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   5. To confirm the action click


Edit Team Name, Goal, and Associated Company

   1. From the Event Management Center, click Customer Service in the top
      navigation bar.
   2. Under Related Actions on the left side of the page, click Manage Teams.
   3. Search for your team and click Manage.
   4. Under Related Actions on the left side of the page, click Edit Team Details.
   5. From this page, specify the following:
         a. Team Name – edit the team name
         b. Team Goal – enter a monetary amount for the team goal
   6. Click




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Record a Team Donation

   1. From the Event Management Center, click Customer Service in the top
      navigation bar.
   2. Under Related Actions on the left side of the page, click Manage Teams.
   3. Search for your team and click Manage.




   4. Under Related Actions on the left side of the page, click Record Team Donation.
   5. For Step 1 – Enter Donor Information, enter the donor‘s personal information.
      Only name is required.
   6. Click
   7. For Step 2 – Configure Gift, specify the following:
          a. Gift Type – select whether this is a single payment or multiple gift
             payments on a recurring scheduled basis
          b. Gift Amount – enter the monetary amount of the single payment or of
             each payment to be collected for this gift
          c. Do Not Display Amount – check this box if the amount is not to be
             displayed
          d. Recognition Name – enter the recognition name if it is different than the
             name on the billing information. Enter ―anonymous‖ if the donor does not
             want their name displayed.
          e. Batch ID – enter a number to identify groups of donations processed at
             the same time




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       f. Payment Method – select the method of payment:
               i. Cash
              ii. Check – if you select check, an additional field will display to
                  enter the check number
             iii. Credit Card – if you select credit card, additional fields will
                  display to enter credit card number, expiration date, and CVV
                  number.
       g. Payment Status – select the payment status:
               i. Confirmed – select this status if you have received the money
                  (cash, check, credit card)
              ii. Unconfirmed – select this status if you have not yet received the
                  money
8. Click Process or Process and Add Another




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Change Name on Honor Scroll for Team Gift

   1. From the Event Management Center, click Customer Service in the top
      navigation bar.
   2. Under Related Actions on the left side of the page, click Manage Teams.
   3. Search for your team and click Manage.
   4. Under the Gifts tab, search for the gift that needs editing and click View/Edit.
   5. Once you click View/Edit, you can edit the following:
         a. Gift Amount – edit the amount of the offline gifts
         b. Do Not Display Amount – check this box if the donor does not wish to
             have their donation amount displayed
         c. Recognition Name – if the donor wishes to remain anonymous, enter
             ―anonymous‖ in the field provided
         d. Batch ID – enter a number to identify groups of gifts entered at the same
             time
         e. Payment Method – click the radio button of the appropriate method by
             which the gift was paid
   6. Click




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Move the Credit of a Team Donation

   1. From the Event Management Center, click Customer Service in the top
      navigation bar.
   2. Under Related Actions on the left side of the page, click Manage Teams.
   3. Search for your team and click Manage.
   4. Under the Gifts tab, search for the gift that needs to be reassigned and click
      Change Soft Credit.




          e. For Step 1 – Select Type, specify the following:
                 i. New Soft Credit Recipient – select whether you‘d like to credit
                    this gift to another TeamRaiser Participant, Team or Event
                ii. Select Recipient – click Search for Recipient to find the
                    participant or team
          f. For Step 2 – Search Criteria, enter at least one search term and click

          g. For Step 3 – Select destination participant, once the results are displaying,
             click Select next to the person or team to whom you are reassigning credit
             for the donation
          h. For Step 4 – Confirm Changes, review the transaction information before
             confirming.
                  i. If it is incorrect, click on any of the previous steps to make the
                     necessary changes.
                  ii. If it is correct, click




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Add a Local Company

  1. From the Event Management Center, click Customer Service in the top
     navigation bar.
  2. Under Related Actions on the left side of the page, click Manage Companies.
  3. Under Related Actions on the left side of the page, click Add a New Company.
  4. For Step 1 – Name and Notes, specify the following:
        a. Company Name – this is the name that displays on pages where the
            companies associated with this event are listed
        b. Notes – enter additional details that you may need later for reference
        c. Click
  5. For Step 2 – Identify the Coordinator, enter the contact information for the person
     who will coordinate the teams for this company
  6. For Step 3 – Company Summary, click              to confirm the company
     information.




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Edit the Primary Contact for a Local Company

   1. From the Event Management Center, click Customer Service in the top
      navigation bar.
   2. Under Related Actions on the left side of the page, click Manage Companies.
   3. Find the company for which you‘re editing the Primary Contact and click Edit
      Primary Contact.
   4. For Step 1 – Contact Name, Email, and Telephone Number, enter the contact
      information for the person who will be the primary contact for information and
      questions about general company involvement in the event.
   5. Click
   6. For Step 2 – Company Summary, click             to confirm the company
      information.




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Record a Gift Donated by a Local Company

   1. From the Event Management Center, click Customer Service in the top
      navigation bar.
   2. Under Related Actions on the left side of the page, click Manage Companies.
   3. Under Related Actions on the left side of the page, click Add a New Company.
   4. If the company is in the list of companies, skip to step 5. If the company has not
      been entered already, follow steps 4a and 4b.
           a. For Step 1 – Name and Notes, specify the following:
                  i. Company Name – this is the name that displays on pages where
                      the companies associated with this event are listed
                 ii. Notes – enter additional details that you may need later for
                      reference
                iii. Click
          b. For Step 2 – Identify the Coordinator, enter the contact information for the
             person who will coordinate the teams for this company
         c. For Step32 – Company Summary, click               to confirm the company
             information.
   5. On the next page, find the company you just added in step 4 and click Edit Gifts.




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6. Under Related Actions on the left side of the page, click Add a new gift.
7. Specify the following:
      a. Gift Category – select the type of gift received
      b. Gift Amount – enter the monetary amount of the gift
      c. Notes – enter any additional notes that might be helpful for bookkeeping
          purposes
8. Click
9. The amount of the company gift that you entered has been added to the total
    amount for the event. If you‘d prefer NOT to have this amount added or if you‘d
    like to adjust the amount added, click Edit Thermometer Amount in the upper
    right corner.
10. On the page that displays, you can adjust the total thermometer amount.
11. Click Submit to save your changes.




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Confirm Offline Donations

   1. From the Event Management Center, click Customer Service in the top
      navigation bar.
   2. Under Related Actions on the left side of the page, click Confirm Gifts.
   3. Search for the participant whose gift you are confirming and click Confirm.
   4. If a possible match to the donor is found in the database, you will see the message
      ―Create a new record or select an existing one.‖
           a. If it is a match, select the existing record.
           b. If it is not a match, create a new record.
           c. If you‘re unsure, create a new record.
   5. Click


Uploading Registrations and Gifts

You can upload files to add new participant registrations, answers to additional
registration questions, and gifts to the online database in bulk.

   1. From the Event Management Center, click Customer Service in the top
      navigation bar.
   2. Under Related Actions on the left side of the page, click Uploading
      Registrations and Gifts.




Upload Registrations
                          1. Under Related Actions on the left side of the page, click
                             the link for Upload Registrations (step 1)
                          2. Set Options
                                 a. Upload Name - enter the name that will be
                                     displayed to administrators in the list of uploads.
                                 b. Test Mode Only - This sets whether or not the
                                     upload will actually process records, or simply test
                                     them for errors



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                        c. Update Existing Constituents- This sets whether or
                           not existing constituents can have contact
                           information updated by this upload process.


                 3. Upload File
                       a. TeamRaiser Registration CSV File Format -
                          Provides an example CSV file that will help you
                          learn about the data fields this page can accept.
                       b. TeamRaiser Registration File - Use the browse
                          button to find the TeamRaiser registration file you
                          want to upload. The "example" link provides an
                          example CSV file that describes the headers your
                          file needs to have in order to be successfully
                          uploaded.


                 4. Under Related Actions on the left side of the page, click
                    the link for Upload Registrations (step 2)
                 5. Set Options
                        a. Upload Name - enter the that name will be
                            displayed to administrators in the list of uploads.
                        b. Test Mode Only - This sets whether or not the
                            upload will actually process records, or simply test
                            them for errors


                 6. Upload File
                       a. TeamRaiser Survey CSV File Format - Provides
                          an example CSV file that will help you learn about
                          the data fields this page can accept.
                       b. TeamRaiser Survey File - Use the browse button to
                          find the TeamRaiser registration file you want to
                          upload. The "example" link provides an example
                          CSV file that describes the headers your file needs
                          to have in order to be successfully uploaded.


Upload Gifts
                 1. Under Related Actions on the left side of the page, click
                    the link for Upload Gifts
                 2. Set Options
                        a. Upload Name - enter the name that will be
                            displayed to administrators in the list of uploads.




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                                  b. Test Mode Only - This sets whether or not the
                                     upload will actually process records, or simply test
                                     them for errors.
                                  c. Allow Event Gifts - This sets whether or not gifts
                                     that do not have participant or team information will
                                     be directed to the event or logged as errors.
                                  d. Relaxed Duplicate Checking - If this is true,
                                     multiple gifts are allowed from the same donor to
                                     the same participant, team, or event, for the same
                                     amount, on the same day. Do not enable this unless
                                     you have a specific reason to do so.
                                  e. Confirm Existing Gifts - If this is true, uploaded
                                     records will be compared to existing unconfirmed
                                     gifts. If a match is found, the existing gift will be
                                     confirmed instead of a new gift being added.


                           3. Upload File
                                 f. TeamRaiser Gifts CSV File Format - Provides an
                                    example CSV file that will help you learn about the
                                    data fields this page can accept.
                                 g. TeamRaiser Gifts File - Use the browse button to
                                    find the TeamRaiser registration file you want to
                                    upload. The "example" link provides an example
                                    CSV file that describes the headers your file needs
                                    to have in order to be successfully uploaded.


View Error Codes

List all the possible error codes that results from uploading files along with explanations -
No constituent could be found or created.
Based on the information provided, a valid constituent could not be located using any of
the following data: CONS_ID, MEMBER_ID, USERNAME, EMAIL + FIRST_NAME
+ LAST_NAME. If you chose to allow constituent creation, there was not enough data to
add this record.
The constituent has already been registered for the listed event.
Constituents cannot be registered for the same TeamRaiser event more than once. Based
on the information you provided, a constituent was found that has already registered for
this event. Try managing the TeamRaiser and searching for this constituent.
The TeamRaiser campaign could not be loaded.
Based on the information provided, a valid TeamRaiser event could not be located using
either the FR_ID or the EVENT_NAME fields. One of these fields must be provided in
order to identify the event.



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The TeamRaiser campaign was not published.
The event you tried to register this constituent for was not in a published state. Try
editing the event and making sure it is accepting registrations.
The survey could not be found.
The survey associated with the TeamRaiser event could not be located. In order to upload
responses to survey questions, you must first create survey questions while editing
participation types.
The registration information could not be found.
Based on the information provided, the constituent was not registered for the TeamRaiser
event you specified. In order to upload survey responses, the constituent must already be
registered for the event. Try uploading TeamRaiser registrations first.
The question information could not be found.
Based on the information provided, a valid survey question could not be located. You
must provide a valid QUESTION_ID as part of each record.
The registration could not be processed.
The registration was submitted for processing, but some unexpected error occurred.
The team could not be updated after processing registration.
This record was marked to be the captain of the team, but an error occurred while
attempting to update the team information. The event registration was processed
successfully.
No valid participation type could be found.
Based on the information provided, a valid participation type could not be located using
either the PARTICIPATION_ID or PARTICIPATION_TYPE_NAME fields. One of
these fields must be provided in order to identify which participation type to use while
registering the constituent.
An error occurred while attempting to record the gift transaction.
An unexpected error occurred while trying to record the transaction information
associated with the registration fee and/or gift.
Could not find valid event participant, team, or company to give on behalf of.
The upload was set to disallow gifts directly to the event and a valid participant, team, or
company could be found in the record. Try making sure you have identified one of these
for each record, or configure the upload to allow event gifts.
The gift could not be recorded.
The gift was submitted for processing, but some unexpected error occurred.
Bad constituent ID provided.
This record included a constituent ID, but no constituent with that ID was found in the
Convio database. Try removing the constituent ID field and identify the constituent by a
member id, username, or name and email.
Bad member ID provided.
This record included a member ID, but no constituent with that ID was found in the


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Convio database. Try removing the member ID field and identify the constituent by a
constituent id, username, or name and email.
Bad team ID provided.
This record included a team ID, but no team was found with that ID. Try removing the
team ID field and identifying the team with the team name.
Bad team name provided.
This record included a team name, but no team was found with that name. Try removing
the team name field and identifying the team with a team ID.
Duplicate receipt number found.
A duplicate receipt number indicates that this gift is a duplicate, and should not be
uploaded. Make sure that all gift records have unique receipt id numbers to prevent this
message in the future.
Duplicate gift detected.
Based on who the gift was given to, the donor, the amount, and the date, this gift has been
detected as a probable duplicate. If you would like to ignore this message and upload this
gift anyway, turn on relaxed duplicate checking and upload this error file.
Ambiguous constituent match.
Based on the information provided in this record, more than one constituent was
matched. Since not enough information was provided to clearly identify which
constituent was intended, this record will not be processed.
No question response was provided.
No response was provided for this question. All uploaded questions must have an
associated response. Enter some information in the QUESTION_RESPONSE field and
try again.
This question has already been answered by the given participant.
Our records indicate that this participant has already answered this question. The upload
tool does not support responding to a question more than one time.
The gift amount specified was invalid.
The record contained a gift amount that was less than or equal to zero. All gifts must be
for a positive amount.
No name provided.
You cannot register a constituent for a TeamRaiser without a full name. If you are
specifying an existing constituent that does not have a name in the Convio database,
please include the name as part of the upload record and set the upload to update existing
constituents.
Invalid question response.
The question response you provided was not valid. Please check the response and verify
that it is appropriate for the type of question to which you are responding.
Invalid Upsell column.
The Upsell data for this record was invalid. Make sure that the column name is the global


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name of the Upsell. Also make sure that the campaign you are uploading to is using the
Upsell.
Invalid Payment Type.
The payment type data for this record was invalid. The payment type should be "cash",
"check", or "credit".
Problem with Team Company.
The company name you provided could not be loaded, and a new company could not be
created. Please try a different company name.
Tent assignment not supported.
The TeamRaiser you provided does not have tent assignment enabled.
Tent already has two participants assigned.
The confirmation number has already been associated with two tentmates.
TeamRaiser event does not match TeamRaiser being uploaded to.
For a TeamRaiser upload, the TeamRaiser event specified does not match the
TeamRaiser being uploaded to. The event information is determined by either the FR_ID
or EVENT_NAME fields.
Required fields:
For a TeamRaiser upload, all required fields must be filled out for each row to be
processed. If you do not know what these are, please contact your System Administrator.
Invalid values:
The entered values for listed values were invalid. Please check the values to ensure they
are in the correct format.
Order information not complete.
If order information is supplied, all required fields must be filled out. The order
information is determined by the ORDER_STORE_ID, ORDER_PRODUCT_ID, and
ORDER_PRODUCT_PRICE fields.
Order information cannot be associated with a company.
The associating of an order with a company is not allowed.
Invalid product.
Product does not exist for the given PRODUCT_ID.
Invalid store.
Store does not exist for the given STORE_ID.
Product not in store.
The given product does not exist for the specified store. Please verify the values for
PRODUCT_ID and STORE_ID are correct.
Invalid company.
The given company was not found. Please verify the DONOR_COMPANY_NAME or
DONOR_COMPANY_ID fields are correct.



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Invalid fee.
The fee paid must be be 0 or greater. If empty, the default value is 0. Please verify the
FEE_PAID field is correct.
Invalid goal.
A goal must be 0 or greater. If empty, the default value is 0. Please verify the GOAL field
is correct.
Credit card payment must be confirmed.
Payment types of CREDIT must be confirmed. Please verify the row is a confirmed gift
type.
Donor could not be created.
Information missing in order to create a new donor. The following fields are required:
DONOR_FIRST_NAME, DONOR_LAST_NAME, DONOR_EMAIL. Please verify the
fields are filled out.
Invalid race number.
The race number could not be found in the TeamRaiser. Please verify the race number is
correct.
Email not unique.
There is already a participant registered for this event with the given email address. The
email address must be unique.
Bad participant constituent ID provided.
This record included a participant constituent ID, but no constituent with that ID was
found in the Convio database.
The participant constituent ID references a removed constituent.
This record included a participant constituent ID that referenced a constituent that has
been removed. The constituent must be active before gifts can be assigned.
The tentmate of the record is not registered for the same event.
The tentmate must be registered for the event. The data is currently in an inconsistent for
this participant. Please update the tentmate information manually.
Error creating tent.
The tent assignment could not be created. Please create the tent assignment manually for
this participant.
TENT_ACTION not specified.
You must specify a value in the TENT_ACTION field.
The donor is a removed constituent.
The donor name/ID references a constituent record that has been removed. Please return
the record to active status or create a new record for the donor.
The chosen team is full.
Uploading this record into the chosen team would exceed the maximum team size for this
event. You can increase this size by editing the TeamRaiser event, on the Team Options



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page.
User has opted out of receiving email
this record includes a participant who has designated that they do not wish to receive
emails.




Search for Gifts

You can search for donations by using the Search For Gifts option.

   1. From the Event Management Center, click Customer Service in the top
      navigation bar.
   2. Under Related Actions on the left side of the page, click Search For Gifts.




   3. You may use one or more fields along with date ranges in order to search for
        transactions. After you have populated the chosen fields click          to
        perform the search.




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   4. From the Gift Search Results screen you may View/Edit a transaction. For
      offline gifts you are also given the option to Confirm or Reject them.




Search for Contacts

You can search for constituents by using the Search For Contacts option.


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1. From the Event Management Center, click Customer Service in the top
   navigation bar.
2. Under Related Actions on the left side of the page, click Search For Contacts.




3. You may use one or more fields along with date ranges in order to search for
   constituents. After you have populated the chosen fields click         to
   perform the search.




4. From the Contact Search Results screen you can either Manage Participant or
   View Email Groups that they belong to.




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                 Manage Event Coaching Emails
In the Event Management Center, you will have access to Coaching Emails. Coaching
Emails are messages you can send to your participants for various purposes like
encouraging their efforts, providing tips, and keeping them updated on event happenings.

Copy an Existing Coaching Email

   1. From the Event Management Center, click Event Emails in the top navigation
      bar.
   2. Click Edit Coaching Emails under Related Actions on the left side of the page.
   3. From this page you can view the messages available to the participants, available
      actions (copy, preview), status, type, tentative schedule, and when each message
      was last modified.




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   4. To copy an existing message:
         a. Find the message you wish to copy in the list and click Copy
         b. For the copied message, specify the following:
                 i. Message Name – enter a message name that will uniquely identify
                    it in the list of messages (optional)
                         1. The name is only visible to Admins
                ii. Message Purpose – enter a brief description of the purpose of the
                    message (optional)
               iii. Perform Copy – click Copy Message to create a copy of the
                    selected message.
         c. Once you‘ve created a copy of the message, it will appear in the list of
            messages. Next to the message will be a new set of action items: Edit,
            Copy, Delete, Archive, Preview

Edit an Existing Coaching Email
See page 41 of this manual for a review of these instructions.


Send a Coaching Email

   1. From the Event Management Center, click Event Emails in the top navigation
      bar.
   2. Under Related Actions on the left side, click Edit Coaching Email
   3. Under Related Actions on the left side, click Begin Message Delivery.
   4. Once you‘re on this page you will see a list of approved messages that can be
      sent. Find your message in the list and click Begin Delivery.
   5. For Step 1 – Select Delivery Type, select Current Event Participants
          a. All event Coaching Emails should be sent to this group only
          b. Click
   6. For Step 2 – Select Participation Types, select the participation types that should
      receive this email.
          a. To add participation types to your recipient list, use your mouse to select a
             participation type from the list on the left. To select multiple groups, hold
              CTRL as you select.
                   i. Click Add >> or Add All >>
          b. To remove participation types from your recipient list, use your mouse to
             select the participation types you wish to remove from the list on the right.
             To select multiple groups, hold CTRL as you select.
                   i. Click << Remove or << Remove All
           c. Click




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7. For Step 3 – Registration Filters, specify the following:
      a. Previous Event Participation – verify that the first option is selected -
          ―Send to all current participants regardless of previous participation.‖
      b. Registration Type (Online/Offline) – verify that the first option is
          selected – ―Send to both online and offline registrants.‖
      c. Date Range – check the box to filter your email recipients based on when
          they registered. Specify a start and end date
               i. These are inclusive
      d. Click
8. For Step 4 – Team Filters, specify the following:
      a. Team Membership – filter your email recipients based on team
          membership criteria (check all that apply)
      b. Company Affiliation – filter your email recipients based on company
          affiliation
      c. Click
9. For Step 5 – Review the Message, review the delivery details for your message.
       a. Click
10. For Step 6 – Send the message, click Send to send your message immediately.
11. You can access a list of messages that you‘ve sent from the Delivery List tab.




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Scheduling a Coaching Email

If you would like to set up your coaching emails to be sent out at later date than when
they are initially configured you just need to follow a few simple steps.

   1. First configure your coaching email as you normally would (see the Coaching
      Emails section of the manual).
   2. Once your email has been Approved and is ready to send, click on Begin
      Message Delivery under Related Actions.




   3. Set up your desired delivery options for your message audience. (See the
      Coaching Emails section of the manual).

   4. Review the Message – review the details of the message

                          This is your chance to Manage Do Not Email Groups for this
                          message. (For instance, when sending Recruitment Emails the
                          Current Event Participants should be added to the Do Not
                          Mail list)

                          Click Manage Do Not Email Groups under Related Actions
                          on the left.




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   Chose the groups you want to ad to the Do Not Email Group
and then click NEXT.




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                         Review your selections to Exclude or Allow any additional
                  groups to this email and then click FINISH.




5. On the final step (Review The Message), you will see your options that you have
   configured along with the schedule for the email. The default is to send the
   message immediately. If you wish to send the email immediately click the ―Send
   Immediately‖ option under Send It!




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6. To schedule the delivery for a later time click on Schedule under Related Actions.




7. If you choose to schedule the delivery for a later time, select the date and time
   from the drop down menu that you would like to send the message, then click on
   Finish.

   NOTE: All times are in Central Standard Time




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   8. You will be taken back to the Review The Message page where you can see that
      the message is now set up for a scheduled delivery. Double check that your time
      is correct and click on Send at Scheduled Time at the bottom of the page.




Your emails are all set up to send at a scheduled time now! You can check the scheduled
time by going to the Delivery List Tab and looking under the Schedule section.




Note: If you need to reschedule your email to go out at a different date you will need to
Cancel your scheduled delivery and re-configure your delivery options again from the
start.




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Managing Coaching Email Groups

Have you added someone to a group, but need to change some of their information? You
have the ability to remove group members, add new group members, edit the name and
email of a group member and search for a particular group member when managing your
email groups.

NOTE: If you would like to add groups or constituents to augment your Email audiences,
please work with your Division Administrator to handle the constituent/group uploads.
There is a specific process that must be adhered to in order to ensure that no constituent
records are overwritten. This is a process that only Division Administrators have access
to, and they have been provided with instructions on how to execute the upload process.


   1. Go to Event Emails > Manage Group Emails
   2. Click on Manage for the group you would like to edit




   3. To Edit a group member‘s email or name, you can search for them in the search
      box using any part of their name or existing email address. Once you found the
      participant you need Click on Edit




   4. Edit the fields that you would like to change and click Finish.




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5. To remove someone from the group find the participant you need to remove and
   click Remove under the Actions section.
6. If you would like to add more members to the existing group you can either add
   one member at a time, or upload a list of users. Both functions are located under
   the Related Actions.




a. To Add a New Member click on Add Member
b. Enter the user‘s name and email address then click on Finish.
c. To upload more click on Upload More
d. Perform the same steps as you would for the initial group upload, this time they
will be appended to your existing group.




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                        Manage Event Reports

Access Reports

   1. From the Event Management Center, Click Reports in the top navigation bar.
   2. On this page you will see:
         a. List of Custom Reports – the default display for this page is the list of
             custom reports. However, using the menus on the left side, you can switch
             the view to show the Pre-Defined Reports. For each report listed you‘ll
             see:
                  i. Name and Description – click the up/down arrows to sort the list
                     by name
                 ii. Actions – click Run to begin running the report
                iii. Category – this is used to group related reports
                iv. Type – identifies the Convio product to which this report belongs
                 v. Last Activity – identifies when and who last accessed the report




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b. Expandable Menus – on the left side of the page will be links to access
   either the Custom Reports or the Pre-Defined Reports:
        i. Custom Reports – click on the ―+‖ sign to see just the Custom
           Reports
       ii. Pre-Defined Reports – click the ―+‖ to see just the Pre-Defined
           Reports
               1. Email Campaigns
               2. Quick Email
      iii. Expand All/Collapse All – click the ―+‖ to expand all the menus
           or ―-― to collapse all the menus




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Run Reports

   1. From the Event Management Center, click Reports in the top navigation bar.
   2. Open folders, as necessary to display your report in the list.
   3. Click Run in the Action column beside the appropriate report.
   4. If there are any editable Runtime Parameters associated with the report, a list of
      those editable parameters will display.
   5. For each parameter listed,
           a. Click Edit
           b. Modify the details of the parameter as necessary
          c. Click            to return to the list of Runtime Parameters
         d. When you have completed your editing, click
   6. For Step 1b – Identify Results, specify the following:
         a. Report Label – enter a name to help identify the results
         b. Report Description – enter a description to help identify the results
   7. Click
   8. For Step 1c – Report Criteria Summary, review the summary and use the
      Previous button to return to the list of editable report parameters, if necessary.
   9. If all seems in order, click Run Report to view the Report Results page. The
      report will display as soon as the task completes. The following actions will be
      available:
          a. Download      – click to download the report in any of the following three
             formats:
                  i. CSV – comma separated values format
                 ii. PDF – Adobe Acrobat portable document format
                iii. HTML – hypertext markup language format
          b. Print      – click to print the report results to your printer




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                                 Appendix A
                                Question Types

Type                                Description
Caption                             textual instruction or information that is not numbered as
                                    a question
Constituent Registration Info       question with a series of fields or drop-down lists that
                                    match those in the contact record, or constituent Profile
Date Value                          question with a Month, Day, and Year drop-down list that
Hidden Interest Update              automatically add specific interests to the Profiles of
                                    constituents who take the survey
Hidden Text Update                  automatically enter a value in a designated field in the
                                    Profile of constituents who take the survey
Interest Categories                 checkboxes with defined interests that survey takers can
                                    select
Multiple Choice Combo Box           question with up to 5 answer selections in a drop-down
                                    list as well as an Other field for entering a text value
Multiple Choice Multiple Response   question with up to 5 answer selections in a drop-down
                                    list, and the survey taker can make more than one choice
Multiple Choice Single Response     question with up to 5 answer selections in a drop-down
(Drop Down)                         list and the survey taker may only make one selection
Multiple Choice Single Response     question with answer selections as radio buttons
(Radio)
Numeric Value                       question with a field into which the survey can enter
                                    numbers in response to your question
Rating Scale                        question with up to 5 answers selection as radio buttons
Short Text Value                    question with a field into which the survey taker can enter
                                    up to 40 letters, numbers, or spaces from the keyboard
Text Value                          question with a field into which the survey taker can enter
                                    up to 255 letters, numbers, or spaces from the keyboard
True/False                          question with a drop-down list that contains TRUE and
                                    FALSE as the answer selections
Unlimited Text Value                question with a field into which the survey taker can enter
                                    letters, numbers, or spaces from the keyboard
Yes/No                              question with a drop-down list that contains Yes and No
                                    as the answer selections




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                           Appendix B
                      Add Sponsor Logos to
                        Event Home Page
To add sponsor logos to a page on your site, you will first create an animated GIF. Once
you‗ve created the animated GIF, you upload it to the Event Management Center and
enter the URL for the image.

Create image files of your sponsor logos

You‗ll first need to create 100 pixel x 100 pixel GIF files of your sponsors‗ logos. You
can simply copy and save image files from a sponsor‗s Website and re-size it, or ask the
sponsor‗s marketing department to email you an image file.

For the rotating home page image, you‗ll likely need to reformat the image to the correct
specifications - 100 x 100 pixels, 72 DPI. A recommended easy-to-use image
manipulator is IrfanView, available as a free program from http://www.irfanview.net/.
Click on the second menu item, ―Download.‖

1. Using IrfanView, open the source logo image and click on Image / Resize so that the
longest edge is 100 pixels. Also adjust the DPI down to 72. Click OK.

2. The lower left status line will display the image size; if it‗s not 100x100, use Image /
Canvas size to add pixels to the shorter side or top/bottom edges. The border color
should be white.

3. Save the resized logo image with a convenient name - Logo-Acme-100x100 - and
specify file type GIF.

Repeat the process for all of the Event‗s sponsors whose logos are to display on the home
page. Be sure to store all of your graphic logos in the same location on your computer so
that you don‗t have to search for them.

Create Animated Logos Using Microsoft Gif Animator

The animated GIF will allow you to create one image that is a collection of many images.
Each individual image displays for a brief period of time (2-3 seconds) before rotating to
the next image.

1. Go to http://www.geocities.com/SiliconValley/Horizon/6013/graphics.html and
download and install the Gif Animator (second in the list).




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2. It's best to have your folder of logos open on the desktop and over to one side. Start
the Gif Animator program and move it over to the other side of your desktop.




3. Drag the 100x100 logos from your desktop folder onto the white frame at the upper
left of the gif animator. The program automatically adds on a next frame so you can just
keep adding logo files.

4. Once your images are all added, click on the Animation tab, double check that your
animation is set to be 100x100. Check the options for ―looping‖ and ―repeat forever‖ in
order for your animation to continue rotating through the images continuously.

5. Once you have your Animation settings set you‗ll need to go back and set the duration
of each image. Select the image (starting with the first) by clicking on it, then click on
your image tab and choose the duration you‗d like for the image. The durations are done
in 1/100 of a second, so a setting of 100 would be a duration of 1 second. A good setting
is 200 œ 250 (2 to 2.5 seconds).




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6. You can preview your image to double check that you like the duration by clicking on
the play button in the top right. If you don‗t like the duration just adjust the number and
preview it again until you are happy with the results.

7. To save your image, click on the Save icon (the disk icon) and it will automatically
save as a gif. Suggestion: Save your file with a version identifier, such as —Logos-
mmddyy― since you‗ll likely have to create a new one when additional sponsors are
signed up. Your logo is ready to use!



Insert Animated Gif into Event Home Page

You will not actually be inserting the animated GIF but rather, a URL which links to the
image.

1. Log into the Event Management Center (EMC) / Event Center / Manage Event
Library.

2. Click on the Image List tab and on the Upload New Image link at the top of the page.

3. Provide a title (suggestion: use ―Logos-mmddyy‖ to readily identify the version.
Browse to locate the rotating GIF file created in the prior step and upload it.




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4. You‗ll now need to identify the URL of the uploaded image. The only way to do that
is to go to EMC / Event Website / Edit a page. You won‗t actually be editing a page,
but simply accessing the insert image function to copy the logo file‗s URL.

5. DO NOT use the Event Home page for this step. Rather, edit an unpublished or ―test―
page. Use the Insert image icon      and using the Image List pull-down list, select the
uploaded GIF file. (If you used the suggested file naming convention, finding the latest
version should be straightforward.) Add the image to the test. Exit the WYSIWYG editor
by clicking on Save.

6. After you exit the Webpage editor, your test page with the sponsor logos will display.
Mouse over the rotating GIF image on the test page and right mouse click Properties.
Copy the Address (URL) from the properties box.

7. Go to EMC / Event Center / Edit Event Options / 2. Edit Event Options /
Advanced Options and paste the copied image URL from the prior step into item
8. Sponsor Image Relative Path.

8. Click Finish.




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                  Appendix C
          Advanced WYSIWYG Functions

Table Options

Note: The table editing options are only available when the mouse is currently inside one
of the table cells.

       New Table Icon:
       General Tab
           - Number of Columns and Rows
           - Cellpadding and cellspacing
           - Alignment (Center, Left, Right)
           - Border Size
           - Height and Width
           - Class (List of available classes from the currently applied style sheet)
       Advanced Tab
           - Id
           - Style
           - Language Direction
           - Language Code
           - Background Image
           - Background Color
           - Border Color
       Row Properties Icon:
       (ability to apply changes to currently selected row, odd rows, even rows, or all
       table rows)
       General Tab
           - Row in table Part (Table Head, Table Body and Table Foot)
           - Alignment (Left, Center, Right)
           - Vertical Alignment (Top, Center, Bottom)
           - Class (List of available classes from the currently applied style sheet)
           - Height
       Advanced Tab
           - Id
           - Style
           - Language Direction
           - Language Code
           - Background Image
           - Background Color
       Cell Properties Icon:
       (ability to apply changes to currently selected cell, all cells within the row, or all
       cells in the table)


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General Tab
   - Alignment (Left, Center, Right)
   - Vertical Alignment (Top, Center, Bottom)
   - Cell Type (Data, Header)
   - Scope (Col, Row, Col Group, Row Group)
   - Width and Height
   - Class (List of available classes from the currently applied style sheet)
Advanced Tab
   - - Id
   - Style
   - Language Direction
   - Language Code
   - Background Image
   - Background Color
Insert Row Before Icon:
   - Inserts a Row into the table before the row that is currently selected
Insert Row After Icon:
   - Inserts a Row into the table after the row that is currently selected
Delete Row Icon:
   - Deletes the currently selected row
Insert Column Before Icon:
   - Inserts a Column into the table before the column that is currently
       selected.
Insert Column After Icon:
   - Inserts a Column into the table after the column that is currently selected.
Delete Column Icon:
   - Deletes the currently selected Column
Split Table Cells Icon:
   - Splits merged table cells apart into the original row and column
       configuration.
Merge Table Cells Icon:
   - Merges selected cells together.
       Note: This option can also be used without selecting any cells, and instead
       specifying the amount of rows and columns to be merged in a popup
       window.




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Personalization Options

There are several personalization options available to enhance the experience for your
users. Clicking on the ―person‖ icon allows you to create Personalized content. In this
example, let‘s create a first name greeting personalization.




Below is a list of the Personalization‘s:
   1. First Name – first name of constituent
   2. Last Name – last name of constituent
   3. Amount Raised – donation raised by constituent
   4. Amount Raised Offline – offline donations raised by constituent
   5. Company Name – company name associated with constituent
   6. Days Since Registering – number of days since the constituent registered
   7. Days Until the Event – number of days until the start of the event
   8. Donation Count – number of donations made
   9. Donation Count Offline – number of offline donations made only
   10. Donation Count Online – number of online donations made only
   11. Emails Sent – number of email sent by constituent
   12. Fundraising Goal – constituent‘s fundraising goal
   13. Goal Remaining – fundraising goal left to obtain
   14. Honorary Team ID – honorary team ID of constituent
   15. Honorary Team Name – honorary team name of constituent
   16. Offline Confirmed Amount – number of confirmed offline donations
   17. Offline Confirmed Donations – dollar amount of offline confirmed offline
       donations
   18. Participant ID – participant ID of constituent
   19. Participation Type – participation type of constituent
   20. Participation Type ID – participation type ID of constituent
   21. Percent of Goal – percentage of goal reached by constituent
   22. Race Number – race number of constituent
   23. Team ID – team ID of constituent
   24. Team Name – team name of constituent




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25. Other - includes fields in groups such as:
       a. TeamRaiser
       b. TeamRaiser Registration Questions
       c. TeamRaiser Registration Upsells
       d. Biographical
       e. Home Address
       f. Work Address
       g. Email
       h. Phone
       i. Donation History
       j. Membership
       k. Rewards




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Conditional Content

Conditional content allows you to have a greater control over what users have the ability
to see on your site. For instance, you could create a special notice that appears only to
team captains (such as team captain meetings), then display something completely
different to regular team members. You can also use conditional content within email
messages to display different messages to the same group of people, such as those who
have raised money, and those who have not.

To Insert a Conditional:
   1. Select the desired conditional from the Conditionals ―if‖ icon on the toolbar in
       the WYSIWYG.




   2. Note: Some options will result in a popup prompt to enter a value to compare
      against. Enter in the number you want to set as your check point (ie: 50 for 50%
      of a goal, 1 for amount raised to check who has raised less than $1). Set the
      value and click OK

       Enter the text you would like to appear when the condition is True in the top box,
       then the text you would like to appear when False in the bottom box.




   3. Click Update when you have the text configured.
   Note: The text cannot be styled through the regular WYSIWYG, you will need to style
   everything through HTML within the conditional editing box.


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   4. To Edit an exiting conditional, click anywhere within your conditional statement
      then click the Update Icon (Hammer)

Below is a list of the Conditionals:
   1. Donations
           a. Is a donor – constituent has made a donation
           b. Is not a donor – constituent has not made a donation
   2. Groups
           a. Is in a group – constituent is in a group
           b. Is not in a group – constituent is not in a group
   3. Interests
           a. Interested – constituent has indicated an interest
           b. Not interested – constituent has not indicated an interest
   4. Membership
           a. Is a member – constituent is a member
           b. Is not a member – constituent is not a member
   5. Session Information
           a. Logged in – constituent is logged into your web site
           b. Not logged in – constituent is not logged into your web site
           c. URL contains – the link contains certain information in it
           d. Current Application – specifies an application
           e. Security Category – specifies a security category
   6. TeamRaiser
           a. All conditionals – includes all conditionals
           b. Donation Count – number of donations
           c. Amount raised – donations raised
           d. Emails sent – number of emails sent
           e. Percent of goal – percentage of goal obtained
           f. Is team captain – constituent is a team captain
           g. Is on a team – constituent is on a team
           h. Personal page updated – constituent has updated personal page




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                   Appendix D
         Updating the TeamRaiser Pages
   To edit a TeamRaiser page from the Event Management Center:

   Click the dropdown menu next to Choose a Page to Edit and scroll down to select
   the Page you want to edit, such as Greeting Page




The editable regions of the page will be outlined with a dashed line. In the top right
corner of these editable regions, click on the blue Edit link to open it for editing:




The WYSIWYG will open in a new window – use it to edit the page.

           a. The first thing a potential participant or donor may see is your event‘s
              Greeting Page (your Event Home Page). Here are some examples of
              ways you can make your greeting page a compelling call to action.
                  i. Event Details – Fill these in as completely as possible, as they will
                      be common text for all your event pages
                 ii. Explain why you are holding the event
                iii. Encourage online registration, both for new and registered users
                iv. Provide clear options for both participants and donors

           b. Participant Center Home Page - the Participant Center Home Page can
              serve as a dynamic race center. This page can be used to update



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registered online participants on details, progress and other relevant
information as the event approaches.




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