Online Help Overview
The
Online Help facility helps you get the most out of your
Participant Centre and maximize your fundraising efforts. It contains helpful step-by-step instructions (“How do I…?”) and Frequently Asked Questions (FAQs) organized by sections to help you find the specific information you need.
Following are brief descriptions of each section of the
Participant Centre.
Your Personal/Team Page serves as your main communication piece to tell your story, appeal to sponsors, and show your fundraising progress.
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Edit Profile/Team Profile contains your user information including: ID, password, contact information and fundraising goal, and allows you to update this information.
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If you want to join a team this section takes you through the process step-by-step.
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The Address Book allows you to add or import contacts from other e-mail programs, edit contact information, send, monitor, and track responses relating to your fundraising campaign.
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The E-mail Centre provides a host of e-mail templates that you can customize, or create your own, to help support your fundraising efforts.
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Follow-ups helps you track and monitor your campaign communications with handy reminders letting you know who has visited your Personal/Team page, who has donated, who you need to send a “Thank you” e-mail to, and much more.
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Donation History allows you to keep your campaign on track by monitoring the funds raised in relation to your goal, view donation details, re-issuing Tax Receipts and, if need be, adjust your fundraising goal.
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User Recognition simplifies the registration process by allowing you to re-use your account from previous Pledge events.
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Offline Pledges enables both online and offline pledges to be consolidated ensuring that the funds raised reflect the total amount you have received both online and offline.
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All of the “How do I?” and Frequently Asked Questions (FAQs) for all sections of the Participant Centre can be found in this quick-glance reference library.
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