Building local capacity; sharing Liberalist to infinity and beyond Call to hear the spoken portion of the session

Nadya Wilkinson Liberal Party HelpDesk Agent

 Events ◦ Setting up Events ◦ Online Integration ◦ Invitations by Phone ◦ Managing RSVPs ◦ Attendance  Donors

 Our Project: Inviting Victory Fund and Laurier Club donors to a Donor Appreciation event.  Our Tools: ◦ Events.liberal.ca ◦ View My Calendar ◦ Custom Scripts ◦ Virtual Phone Bank ◦ Create a New List ◦ Printing Reports

 As soon as possible: ◦ Submit Event on events.liberal.ca

 When the Event is posted: ◦ Create a Custom Script for inviting people to the event.

 Once you have your script: ◦ Create a list (Eg. Laurier Club & Victory Fund)

 Once you have your list: ◦ Create a Virtual Phone Bank using your custom script.

 Once you have your phone bank: ◦ Make some calls!

 Monitor RSVPs

 Print a list of Invitees “View My Calendar”

 Print a list of ‘Confirmed’ “~ Events Printout” ◦ Create a List ◦ Print Note shows signed up online, for 4 tickets No note. Ticket purchased for her.

 Track Invitees who Show  Track Walk-ins + Mary Peterson, 354 Front st.

 Flag Invitees as ‘Completed’ or ‘No Show’ in Calendar

 Flag Walk Ins as ‘Completed’ in Quick Mark

 Thank your Attendees ◦ Create a list of ‘Completed’ attendees ◦ Print Letters and Labels or Send s

 In the future, use the ‘Completed’ list to include attendees in related event invitations, s, etc. ◦ Eg. Attendees at an event discussing Job Growth in your region are probably interested in the economy.

 Activist Codes ◦ Donations to your riding  Riding Donor Year  Victory Fund Riding  Candidate Donor 2011 ◦ Donations to the LPC  Donor Year  Laurier Club Year  Victory Fund Current / Expiry  Donor Amounts (eg. Donor $ )