Online Help Site Map This section consolidates all of the “How do I” instructions and Frequently Asked Questions (FAQs) into one handy depository. Simply click on the links below to access the information that you need.
•  Upload, change or delete the image?
•  Add, remove or edit text on this page?
•  Change the Fundraising Goal and update my Thermometer?
•  Change the link to my Personal/Team Page (Personalized URL)?
•  Embed, change or delete the video?
•  Edit my Personal Page Title or Team Page Title?
•  What types of image files does the system accept?
•  How do I verify what type of image file my image is?
•  How do I convert my image to .gif, .png, .jpg or .jpeg?
•  What is the maximum image file size that the system accepts?
•  How do I verify what size my image file is?
•  How does the system resize my image?
•  My image is cut off when I upload it?
•  What types of image files does the system accept?
•  How do I verify what type of image file my image is?
•  How do I convert my image to .gif, .png, .jpg or .jpeg?
•  What is the maximum image file size that the system accepts?
•  What is the maximum number of images I can upload?
•  How can I add more than one image?
•  How do I delete Images?
•  How do I change my default image?
•  How do I verify what size my image file is?
•  How does the system resize my image?
•  My image is cut off when I upload it?
•  What type of video does the system accept?
•  What is the maximum number of videos I can upload?
•  How do I delete a video?
•  How do I copy and paste text from a document into the Text Box of my Personal Page?
•  What do the different buttons mean on the toolbar of the Edit Text box?
•  What is the difference between a Personal Page and a Team Page?
•  What is a Personalized URL?
•  What areas of the Personal/Team page can I customize?
•  Is the Personal/Team page automatically made public?
•  Will Donors entered through Offline Pledges appear on my Honour Roll or my Thermometer?
•  Edit Profile/Team Profile?
•  Update my Fundraising Goal?
•  Update my Personal/Team URL?

•	How is my Profile information used?
•	If I am a member of a Team and I change my Personal Fundraising Goal, will it change the Team’s Fundraising goal?

•  Join a Team as an Individual Participant?
•  Leave or changes Teams?
•  How can I become a Team Captain?
•  Who has access to edit and modify the Team Page?
•  How do you change the Team Captain?
•  Can I be a member of more than one Team?
•  Get my contacts into the Address Book?
•  Add contacts into the Address Book directly from my email account?
•  Manually add contacts to my Address Book?
•  Import contacts into the Address Book?
•  Export contacts from:

	– MS Outlook 2010
	– MS Outlook or Exchange
	– Outlook Express
	– Hotmail
	– Yahoo!
	– Gmail
	– Other

•  Export contacts from another e-mail program?
•  Edit contact details?
•  Export contacts from the Address Book?
•  Send e-mail to contacts in my Address Book?

•	I can’t import my contact list?
•	What happens if I don’t put the First Name and Last Name in for a contact?
•	Who appears as the sender of the e-mail?
•	How is the data used by the charitable Organization?
•	What is the maximum number of contacts that can be imported into my Address Book?
•	Why is the e-mail address in Address Book is different than the e-mail address in Donation History?
•	If I updated the e-mail address in Address Book will it affect where the e-Tax Receipt is sent?
•	Why is a contact listed multiple times?

•  Definitions for column headers
•  Create and send an E-mail Message (from the E-mail Centre)?
•  Save an E-mail Message?

•	What is My Fundraising Badge?
•	Can I customize a pre-defined E-mail template?
•	Can I change the Organization’s Message that appears with my e-mail message?
•	Where will bounced-back/un-delivered e-mails be sent?
•	If I send someone a message, is it tracked?
•	When I click on Save E-mail, is the e-mail also sent at the same time?
•	Is it possible to save an e-mail to Your Custom E-mail list after you have sent it?
•	If I select a custom message from the Your Custom E-mail list and send it, does this custom message remain in Your Custom E-mail list for future use?
•	Can I change the sender of the e-mail within the E-mail Centre?

•  Select contacts to e-mail from the Follow-ups section?
•  Filter contacts (i.e., view all contacts who “have donated”)?
•  Send follow-up e-mail?
•  Add, edit or delete contacts that appear on the Follow-ups page?
•  Export my current follow-up status information from the system?

•	Does the select all Check Box select all contacts in the filter or only contacts viewable on the page?
•	Is the data that I get when I click Export List in the Follow-ups page the same as the data I get when I click on Export List in the Address Book?
•	Why is the same contact listed multiple times in Follow-ups?

•  Definitions for column headers (i.e. flag, types, opened)
•  Update my Fundraising Goal?
•  Re-issue a Tax Receipt?
•  Export Donor list?
•  View the donation details of a particular Donor?
•  Know if a Donor sent a Personal Message to me when they donated?

•	A Donor’s e-mail address is incorrect, can I change it?
•	If I re-issue a Tax Receipt do I have to notify the Organization?
•	Who is listed in the “From” field of the e-mail when an electronic Tax Receipt is sent to a Donor?
•	If a Donor pledges my campaign by phoning or sending a cheque directly to the Organization, will the amount be reflected on my Donation History page?
•	Will the offline pledges that I enter through the system be reflected on my Donation History page?

•  Import my Address Book from my previous event?
•  Retrieve saved emails from my previous event?
•  See my Donation History from my previous event?
•  E-mail previous donors?
•  View my team fundraising progress from my previous event?

•	Can I invite previous teammates to join my new team?
•	There are people in my contact address book who I don’t recognize?
•	Will my personal fundraising page be carried over from a previous event?
•	Can I use the same personal fundraising page URL from a previous event?
•	Why did I get a notification there are ‘contacts in your address book you have never emailed for this event’ when I first signed in?

•  Add a Donor?
•  Remove a Donor?
•  Edit a Donor?
•  Pay with my credit card for donations that I have received in cash?

•	Why can’t I see the Offline Pledges option in my Participant Centre?
•	Is the Tax Receipt issued in the Donor’s name, even if I have paid for the donation using my credit card?
•	Why can’t I pay by credit card for some of the offline pledges?
•	I received an e-Tax Receipt for one of my Donors, what do I do?
•	If I indicated “Send the e-Tax receipt to my email and I’ll forward it to the donor” will I receive their e-Tax Receipt?
•	Will my offline pledges be reflected in my Donation History and Fundraising Thermometer?
•	My Thermometer isn’t reflecting the offline pledges?
•	What is the difference between the Pending Approval and the Confirmed in the Status column of the Offline Pledge Donors?
•	Will contacts entered in the Enter Offline Pledges page be added to the Address Book, Donation History and Follow-ups sections?
•	What do I do with the cheques received?
•	Are credit card transactions secure on the system?
•	Will Donors entered through Offline Pledges appear on my Honour Roll?