Optimizing the Use of Your SCORE Volunteer Email Account www.score.org Optimizing the Use of Your SCORE Volunteer Email Account Michael Gilman SCORE Sr. Business Systems Analyst Housekeeping: All of you will be muted throughout the presentation. Enter any questions in the “Questions” area of the webinar controls on the right side of your screen. They will either be answered at that time, or read aloud and answered during the Q&A portion of the webinar (last few mins). If we run out of time, I will reach out to anyone who’s questions we don’t get to, and get them answered for you. Poll Questions: Your answers will help me, not only in steering the conversation today

Today’s Agenda We will be covering how to obtain and access: scorevolunteer.org email account Calendar Google Drive Hangouts Google Voice Groups (Distribution List)

Why Use @scorevolunteer.org Email? Continued improvement and integration of technology to deliver SCORE services Helps protect the personal email addresses and privacy of our volunteers Improve communication Will help to improve and align SCORE’s overall brand, client awareness, and services Critical to the CORE replacement project

Just a gentle reminder As of May 01, 2017 ALL NEW VOLUNTEERS MUST have a scorevolunteer.org account! You Must request the scorevolunteer.org email account BEFORE entering the new volunteer into CORE! Once you do get the notice back from the help desk that the account has been set up you will want to IMMEDIATELY … Enter the new volunteer into CORE using the new scorevolunteer.org account as the volunteer’s email address. Mention that the faster the account is set up in CORE the better.. Since the new volunteer will have received the notice of the new scorevolunteer.org account and it would be very beneficial if the first time they logged in the Welcome letter would be there waiting for them!

Requesting a scorevolunteer.org email Must be logged in as the admin

Request SCORE Email Web Form

Chapter and Other Additional Contacts

Next Steps An email is sent to all parties identified on the form, alerting that the account was created. Volunteer must go to gmail.com and log into the account using their scorevolunteer.org email address and temporary password we provided. From there please see articles located on help.score.org

Volunteers can request an account as well without the admin! If an existing volunteer wishes to request an scorevolunteer.org email account… You can simply send a request to the help desk Help@score.org and request one!

Choose Appropriate Article

Connect to CORE Step 1

Connect to CORE Step 2

Connect to CORE Step 3

Connect to CORE Step 4

Change your username! Step 4 continued

Connect to CORE Step 5 Ever get the alert contact administrator? Make sure your password for the email account matches your google

Benefits of Connecting Your Account to CORE Ability to send an email to a client and have your email response become automatically your session notes. One place to log in to see your new requests One place to log in to see any new correspondence from either Headquarters, your chapter, fellow mentors, and your clients.

Important Notes MRE must be assigned to you for the system to automatically enter a session for you. Only your typed response is added as the session notes Can easily add documentation to your sessions Flexibility, you can add a new case or follow on or non-session note directly from the email.

Save Email as a Session Note MRE Must be assigned to you! Click the Mentoring Request Button Click the email link

Compose Email Window Opens

Details of Automatically Created Session

Google Calendar

Set Up Your Calendar From here you can set up all the general settings such as mobile friendly, sharing, colors, type of view etc. Google offers tons of help almost every page has a Learn More link to access their help screens. When someone has an event such as a chapter meeting you just create the appointment and send it to everyone in your chapter.. When you click on the link it will show up in their calendar. You would do this at an individual level so the chair or admin personally would send this via their scorevolunteer.org account.

Google Drive

Google Drive So simple to use Just drag and drop Has version control Can share Each account has 30 gig free

Google Hangouts

Easily Conduct Video Conference Calls via Google Video Chat (Hangouts)

Google Voice https://voice.google.com/u/0/signu

Groups (Distribution Lists) Easy to set up Same list works across all the platforms sending emails, calendar appointments, setting up sharing for Calendars and for sharing files in Drive

Available Resources and Support www.score.org Available Resources and Support SCORE Help Site: help.score.org Recent Tech Webinars CORE Training Resources Chapter Website Guides @scorevolunteer.org Email Accounts Help Desk: Email us at help@score.org . Submit Bug/Enhancement Suggest topics for webinars and How To Guides

Questions?