NPR DS Marketing Forms powered by Springboard: Customizing Forms April, 2015

2  Welcome  Migration Schedule  Introduction to new forms  Customization/Adding Your Brand  Adding Premiums  Next Steps  Questions Agenda

3  Week 1 (4/27 – 5/1): Upload you logo, begin customizing your forms, begin adding your premiums. Group training on form basics.  Week 2 (5/4 – 5/8): Confirm any custom fields needed, finish adding premiums needed for your primary form. 1:1 Conference call to go over your questions.  Week 3 (5/11 – 5/15): Run a few test pledges. Download a donation report and test uploading to your member database. Confirm your launch date. Group training on test payments and reports. Migration Schedule

4  No More Batch Files (Download Reports to update your database – Training #2, week 3)  Matching Gifts: Handled on Thank-You screen  Sage Processing: Cards charged automatically.  Manage Payments within Marketing Forms Admin (view payment status, issue refunds – Training #2, week 3)  Adding/Removing Fields: Work with NPR DS for now  Streamlined/mobile-friendly responsive design Changes from Quick Pledge

5  Add you logo/tagline/contact info  Begin adding your premiums  Confirm time for your 1:1 call next week  Clone template to use as your primary form: Add custom text/description if needed Review form with membership team, identify any additional fields are needed & send to Sara Week 1 Tasks

6  Gather your assets: Station Logo for white background Premium images & descriptions  Upload Your Logo  Clone 1 or more forms. Identify which form will be primary  Identify if additional fields are needed Questions? or (617) Next Steps

7  Your forms will live at  To login, add /user to the end: Accessing Your Forms

8 Your New Forms

9  Logos should display well on a white background  Square orientation works best  Mobile view shrinks logo to 74 x 34 px .jpg,.gif or.png  No spaces in the filename Go to APPEARANCE >> NPR DIGITAL SERVICES to upload new logo  Station name, & phone entered here will be visible to donors Adding Your Logo

10 Your site is pre-loaded with several form templates:  Choose a template that most closely fits your needs, and click “clone” then hit “clone” again to confirm  Give your cloned form a new name  Scroll down and hit “save” to add new form to you list In Edit view of any form you may:  Manage ask amounts  Add/Edit form title & description  Add/Remove payment methods  Manage premiums displayed on that form Viewing & Cloning Form Templates

11  Go to STORE>>PRODUCTS to manage premiums  To add new premium, click on ADD PRODUCT>>ADD FUNDRAISING PREMIUM SKU: Unique ID for each premium Title: Name of premium. Will display on form. Price: Minimum donation amount needed Description (Optional): Appears on form after donor selects premium Attributes(Optional): Options related to premium – size, color, etc. Image:.png,.gif or.jpg. Square images work best. 700 x 700 max size. Max Quantity: If donor can order more than one, how high the quantity menu should go. Adding Premiums

12  Gather your assets: Station Logo for white background Premium images & descriptions  Upload Your Logo  Clone 1 or more forms. Identify which form will be primary  Identify if additional fields are needed Questions? or (617) Next Steps