1. Welcome to Donation Manager Overview
01/01/2016

2. Agenda Introduction To Donation Manager Highlights Hands On Exercises
Look and Feel
Address Verification
Donor Search Function
New Donor
Scheduling Pickups
Routes
Hands On Exercises
Questions/Support

3. Introduction to Donation Manager
Savers is pleased to announce our Donation Manager system-An online program for donation pickup management.
System Benefits:
Web based tool – no software
Created, maintained and supported directly by Savers.
It includes both an internal service website for our Partners and a Donor on-line scheduling tool.
soliciting and reporting.
Automated Routing/Optimizing Tools.
Electronic Driver dispatching-Mobile Device Integration.
HELP

4. Introduction to Donation Manager
URL: (Check with your Manager for credentials.)
When you “go live” add new URL to favorites.
Home page will list announcements.

5. Donation Manager Toolbar
Admin – Allows for User access and custom settings. You can add or edit trucks and drivers
Registrations – (Call Centers) To manage & schedule donations Outs Management
Solicitations – Calendar to update pickup dates
Routes – To create and manage routes
Reports – Various reports including performances.
Address Management – To validate unknown addresses
The Partner site requires logins that can be setup to grant different levels of permissions.

6. Highlights Registrations>Donor Search: Dive Manager
The Donor search function has one box to enter the information for the search.
Search functionality has option to search 5 different ways (address, phone, , name or all)
“New Search” will clear data field.
Dive Manager

7. Highlights Registrations>Donor Search Results: Dive Manager
In order to select a Donor after your search, click on the “Edit” button to right of Donor that you would like to process or double click anywhere within the line item.
Dive Manager

8. Highlights Dive Manager Address Verification
The lat/long coordinates are added to the record for all addresses that match the Standardized Address at the time the address is entered.
Address verifications are done very quickly providing Standardized Addresses for the agent to confirm with the Donor – if the Entered Address does not exactly match the Standardized Address (see below)
An option is provided to accept the Standardized Address or to use the address that was entered by the agent.
By providing immediate lat/long updates, it will lower the number of invalid addresses that need to be researched and will also provide correct lat/long coordinates for last minute add-ons prior to the routes being built.
Dive Manager

9. Highlights
New Donor
Best practice is to always search to see if a donor has donated previously. If existing Donor was not found, you can use the “New Donor from Search” button to set-up a new Donor and pre-fill fields with search data that was entered.
Dive Manager
Registering a New Donor is a 2 part process including “Donor Details” pop-up screen and “Pickup Details” screen.

10. Donor Details
Donor Details Form will now pop up when first entering NEW DONOR:
Fields highlighted in orange are required, which is the address and postal code.
Although not required, and phone are highly recommended.
You are given 2 options for phone numbers (home and cell)
First and Last Name are 2 separate fields.
“Marketing” indicates the communication method for future charity marketing efforts. (Note this functionality is not available at this time)
“Directions” includes any information related specifically to Donor record. This is not related to specific pickup. (Please note: This information stays permanently with “Donor Record”.)

11. Pickup Details
After entering Donor information, the “Pickup Details” box will automatically appear to right of screen.
Required Fields:
Donation Date
Donation Size
Call Back Requested
Referral Source
Take out date info…one slide for donation location..user defined ..work with call centers and agree on what you want in there..give sample of locations…skip sizes for now..talk about new fields.(.one slide) working on implementing this with outbound for I3..build whole slide around specials..it’s either size of truck or number of bags..this info is passed to tmw to know how to build routes

12. Donation Locations Not Required but Highly Recommended:
Donation Locations
Not Required but Highly Recommended:
“Donation Location” selected from drop down menu indicating where the Donor would like to leave their donations. (Not Required and defined by Charity)
Note: Work with Savers to define exact location choices.
Take out date info…one slide for donation location..user defined ..work with call centers and agree on what you want in there..give sample of locations…skip sizes for now..talk about new fields.(.one slide) working on implementing this with outbound for I3..build whole slide around specials..it’s either size of truck or number of bags..this info is passed to tmw to know how to build routes

13. Furniture and 2 Person Flags
Furniture and 2 Person Flags
Optional Field: “Does donation include furniture?”
Optional Field: “Does it require 2 people to lift?”
These fields are optional and set up by charity.
Dive Manager
EQ Code: if flags are on, this will come over as EQ Code
Take out date info…one slide for donation location..user defined ..work with call centers and agree on what you want in there..give sample of locations…skip sizes for now..talk about new fileds.(.one slide) working on implementing this with outbound for I3..build whole slide around specials..it’s either size of truck or number of bags..this info is passed to tmw to know how to build routes

14. Specials
A “Special Date” is used when a donor indicates they have an extremely large donation, they need some sort of special handling for their donation request or they need to schedule a pickup for a date that is not on the Solicitation Calendar.
 Note: If “Special Date” is selected,
CSR can select “Estimated Size of Truck”,
OR, CSR can list number of bags in “Donation Size”.

15. Highlights Donor and Pickup Updates
Donor and Pickup Updates
An alternate address can be added to a Donor record.
NOTE: When scheduling a pickup, both the primary and secondary addresses will appear in drop down menu. You can select the appropriate address according to Donor request.
“Edit/Reschedule” is combined into one option in drop down menu and is available for selection prior to the pickup.

16. Hands On Search for Donor Edit Donor
Hands On
Search for Donor
Edit Donor
Create New Donor and schedule pickup
Add secondary address/schedule pickup
Reschedule Pickup
Cancel Pickup

17. Questions. http://savers. zendesk. com support@savers. zendesk
Questions?

18. PTS HELP & SUPPORT . Partner Tech Support: http://savers.zendesk.com/
Request Form
Click on “Submit a Request” in the upper right corner
Dive Manager
Knowledge Base
Click on “Partner Portal/NPR”
use the search function