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Online guide

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

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Page 1: Online guide.  Editing your Participant Page  Editing your Team Page  Sending emails  Processing donations offline  Luminaria  Registering a survivor

Online guide

Page 2: Online guide.  Editing your Participant Page  Editing your Team Page  Sending emails  Processing donations offline  Luminaria  Registering a survivor

Editing your Participant Page Editing your Team Page Sending emails Processing donations offline Luminaria Registering a survivor

Page 3: Online guide.  Editing your Participant Page  Editing your Team Page  Sending emails  Processing donations offline  Luminaria  Registering a survivor

You need to change your team’s name Move a participant to your team from

another Deactivate a team or participant Edit who’s the TC Modify donation/gift accounting General site questions

Page 4: Online guide.  Editing your Participant Page  Editing your Team Page  Sending emails  Processing donations offline  Luminaria  Registering a survivor

Log in with your username/password Click on Team Progress icon at top of

page Here you can:

Edit pictureEdit descriptionEdit team goalSend an email to your teamView team progress/ participant lists

Page 5: Online guide.  Editing your Participant Page  Editing your Team Page  Sending emails  Processing donations offline  Luminaria  Registering a survivor

Sign in with your username Click on “My Participant Center” in top

right corner. Click “Edit Personal Page” Below the red writing you will see:

“You are currently previewing in English. Preview or Edit the English version of this page.” Click “Edit”

Page 6: Online guide.  Editing your Participant Page  Editing your Team Page  Sending emails  Processing donations offline  Luminaria  Registering a survivor

This is where you can editPage titlePersonal Message

You can create your message in a different program and copy/paste. If you do use WordPad or NotePad instead of Microsoft Word.

Personal Picture Locate the picture on your computer with the

“Choose File” buttonAdd titles to Status Indicator and Honor Roll

boxes as well Remember to click “Save My

Changes” or all your work will be lost

Page 7: Online guide.  Editing your Participant Page  Editing your Team Page  Sending emails  Processing donations offline  Luminaria  Registering a survivor

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

Page 8: Online guide.  Editing your Participant Page  Editing your Team Page  Sending emails  Processing donations offline  Luminaria  Registering a survivor

You can enter addresses individually, or import your contact from your personal email acct.

Click Address Book from top of Participant Page Import Contacts icon Add from my Address

Book Choose your email client (ex. Yahoo, Hotmail or Gmail)

You can now go through and upload selected contacts, or hit “Check all” to upload them all

Close out of Plaxo and hit Save underneath contact list

Page 9: Online guide.  Editing your Participant Page  Editing your Team Page  Sending emails  Processing donations offline  Luminaria  Registering a survivor

If you email client isn’t listed as an option you can then use “Import .cvs” Step-by-step instructions are given.

To add an individual contact click “Add Contacts” and manually enter each name and address.

Page 10: Online guide.  Editing your Participant Page  Editing your Team Page  Sending emails  Processing donations offline  Luminaria  Registering a survivor

My Participant Center Email This page gives you some pre-written

emails you can send out, or create your own!!

Click which email you want to send. If you have already added your contacts

they will appear in the right hand box. Highlight the address you want to send this

email to (hold down Shift button on keyboard and click with your mouse)

Click <<Add Recipients If you haven't added contacts you can type

them into the address block- these will be added to your Address Book

Page 11: Online guide.  Editing your Participant Page  Editing your Team Page  Sending emails  Processing donations offline  Luminaria  Registering a survivor

Here you can edit the subject line and message body if you’d like Adding a personal touch is always best!

Click “Save” to come back later Click “Preview” to view it Click “Send” to send it now

Make sure to follow up with your emails!! Click “Follow-ups” This will give you a list of

people you have emailed and/or have donated. You can sort this list as well from the drop down

box Tells you who received your email, opened the

email, visited your site, etc. etc. Gives you the option to send them a follow up.

Page 12: Online guide.  Editing your Participant Page  Editing your Team Page  Sending emails  Processing donations offline  Luminaria  Registering a survivor

Participants can enter cash/check donations they received to their account by registering it as an “Offline Gift”

After gifts are registered, participants turn them in to their team captain along with the Offline Donation Form

These gifts will not officially be counted until they are turned in and verified.

Page 13: Online guide.  Editing your Participant Page  Editing your Team Page  Sending emails  Processing donations offline  Luminaria  Registering a survivor

From My Participant Center My Progress

Page 14: Online guide.  Editing your Participant Page  Editing your Team Page  Sending emails  Processing donations offline  Luminaria  Registering a survivor

Click “Enter Gifts Received Offline”

Page 15: Online guide.  Editing your Participant Page  Editing your Team Page  Sending emails  Processing donations offline  Luminaria  Registering a survivor

Enter all information requested on this page then click on “Save” if you’re processing just one OR Click on “Save and Add Another” until you have entered all cash/checks received.

Make sure to enter the information of the person/company who DONATED the gift- not your own information

“Name for gift list” box- how this gift will be labeled on your Participant Page.

Page 16: Online guide.  Editing your Participant Page  Editing your Team Page  Sending emails  Processing donations offline  Luminaria  Registering a survivor

Things to Remember Make sure that all checks collected are payable

to The American Cancer Society and contain all necessary information.

Off-line Cash/Check donations should then be collected by the Team Captain.

Team Captains should bring Off-line cash/checks received to Team Captain’s meetings and turn them over to the Accounting Chair AFTER they have been posted.

Donations will not reflect appropriately on-line until the funds are verified by Accounting.

Please do NOT mail any cash/checks to the ACS office.

Please do not use this process for Luminaria Sales!

Page 17: Online guide.  Editing your Participant Page  Editing your Team Page  Sending emails  Processing donations offline  Luminaria  Registering a survivor

From your Home Page (When you first sign into the Relay site- before going to the Participant Center)

Click on “Dedicate a Luminaria”

Page 18: Online guide.  Editing your Participant Page  Editing your Team Page  Sending emails  Processing donations offline  Luminaria  Registering a survivor

You can credit a luminaria donation to a certain team or participant by searching for their name, or credit it to the event on a whole.

Click on one of the links at the bottom of the page to dedicate your luminaria or dedicate one on behalf of a donor.

“If you would like ACS to make the Luminaria on your behalf, please fill in the message you'd like in the message box on the following page.”

“If you would like to create your own Luminaria, please indicate "creating myself onsite or prior to relay" in the message box.”

Page 19: Online guide.  Editing your Participant Page  Editing your Team Page  Sending emails  Processing donations offline  Luminaria  Registering a survivor

“If you would like ACS to make the Luminaria on your behalf, please fill in the message you'd like in the message box on the following page.”

“If you would like to create your own Luminaria, please indicate "creating myself onsite or prior to relay" in the message box.”

Page 20: Online guide.  Editing your Participant Page  Editing your Team Page  Sending emails  Processing donations offline  Luminaria  Registering a survivor

To either register a survivor or register as a survivor yourself click “Register as a Survivor on the Registration PageThis selection is only used for people who want to attend the

Survivor Lap ONLY. Participants who identify themselves as survivors at registration will also be recognized. You do not need to register twice! If any participant needs to change this designation please contact me!!