1. Event Manager Training Part 3

2.  Edit Event Options - Customize FY11 Sites  Edit Event Webpages  Sending Emails (Recruitment/Engagement)  Help and Resources  Online Promotions EM Training: Part 3

3. Event Manager Edit Event Options

4. Go to your Event Home www.relayforlife.org/eventname Use your assigned username and password to login Click Event Manager

5. In the Event Management Center Click Event Center Under Related Actions: click Edit Event Properties

6. 1. Verify your event name 2. Schedule: enter the start & end time of your event 3. Date & Time: enter the start and end date of your event 4. Location: Enter the name of your Venue 5. Sponsor name 1-3: (Announcement s) 6. Sponsor name (5): Enter the street address, city, state, zip of your venue 7. Click Finish

7. This is what your website will look like with the updated information that you typed in

8. Event Manager Edit Event Webpages

9. What is WYSIWYG? WYSIWYG is an acronym for What You See Is What You Get. The term is used in computing to describe a system in which content displayed during editing appears very similar to the final output, often used in web page editing. In general WYSIWYG implies the ability to directly manipulate the layout of a document without having to type or remember names of layout commands.

10. WYSIWYG Basics Do not copy and paste from other applications (Word, Publisher, etc) You may only copy and paste from notebook – then use the links at the top to format your text No links to non-ACS sites No bank nights Enter = paragraph (double space) Shift+Enter = character return (1 space) Resize images before uploading them. Images will have better resolution Upload documents & images to your event library first! Then you can easily drop them in to your custom pages using the wysiwyg icons

11. Edit Webpage by clicking Even Web Site To edit a custom page, select a page from the drop down box Choose a Page You can also Create a Custom Page or Copy A Custom Page

12. Choose a page to edit in the drop-down menu Then click Edit Suggested pages to edit: Contact Us, Greeting, and Event Announcements

13. Edit Contact Us Page Add any additional local event details or committee contacts Information in brackets [[C1:coordinator_phone]] will auto populate

14. Edit Greeting Page (Home Page) Click Edit to personalize this page with your event name

15. This is a WYSIWYG editor (What You See Is What You Get) Notice the Microsoft Word-like icons at the top Be sure to SAVE YOUR CHANGES OFTEN

16. The pages you create or customize make sure ADD to the Left Navigation menu on your Greeting Page Click Configure Navigation Bar

17. 1. Select the section (title bar) you wish to add your link under 2. Select the page from the list of custom pages 3. Specify Label: Enter the name of the link 4. Click Add Page 5. Click Save 6. Click Finish

18. You should now see the link you just added on the left navigation bar

19. Event Manager Edit Event Webpages Questions?

20. Event Manager Email Campaign

21.  Encourages registration  Engages your participants  Promotes online fundraising tips  Promotes fundraising tools  Delivers cancer information  Links to your event website  Statistics continue to show importance & positive impact Email Campaigns

22. Download your timeline from the Event Management Center Enter Date into Calendar in To Do and Social Media tabs

23. Click Event Emails Click Edit Coaching Emails

24. Search for a Message in the textbox and Click Search Click Copy next to message you want to copy

25. Leave Message Name & Message Purpose as is. Click Copy Message Click Finish

26. Click Edit in the Actions column beside the message you just copied

27. All fields are optional to customize, you may leave the default values Please make sure #4 (Duplicate Suppression) is set to Yes Click Next to save your changes

28. 1. Sender’s Name: Leave as is or add your local event name 2. Enter the Sender’s Email: You MUST update this with a local email 3. Enter subject: Leave as is with added text as needed 4. Click Next

29. For Engagement emails, select the Engagement Stationary For Recruitment emails, select the Recruitment stationary, and for Holidays, select the corresponding holiday stationary. Click Next

30. Make the screen bigger by dragging the bottom right corner of the screen down Make sure all the text and pictures looks correct in it’s formatting Click Save then Next

31. Click the green Convert to Plain Text button Clean up formatting & verbiage as needed Click Save then Next

32. Enter an email address(es) to send a test message Check the checkbox beside Also send the plain text format message Click Send Test and you’ll get a confirmation at the top of the page Click Next

33. Test Message  Access the email account you have sent your test message to  Ask your other receivers to do the same  Open the email  Verify the links work properly  Check your spelling  If you need to go back and make changes – go back to the EMC and skip to the appropriate step.  Save your changes.  If you have made additional changes, resend yourself a test

34. Click Approve. Your screen will refresh. Click Finish

35. After you click Finish, you will be returned to the message list The edit link will no longer be available unless you click Return to Draft Click Begin Delivery

36. To send a Engagement Emails Select Current Event Participants Click Next Engagement Emails Only

37. Click Add All >> When you are finished adding your groups, Click Next

38. Registration filters: Leave default values to send to all online participants Click Next

39. Team Membership filters: Leave default values to send to all online participants Or, customize selections to filter based on Team Membership Click Next

40. Verify the audiences in the Target Groups Verify the Filters To send, click Send Immediately Or Schedule the email for another time (see next slide)

41. Schedule email to be sent at later date Select date To send, click Finish Brings you back to Review the Message, click Send at Scheduled Time button

42. After you click Finish, you will be returned to the message list The edit link will no longer be available unless you click Return to Draft Click Begin Delivery

43. To send a Recruitment Email Select Groups Created by this Event Click Next Recruitment Emails Only

44. DO NOT Click the Add All >> button Highlight the RFL FY09 & FY10 Past Participants Siebel Uploads Click Add >> Click Next

45. On the review page Click Manage Do Not Email Groups IMPORTANT! You need to Opt Out Current Event Participants so they do not receive Recruitment emails.

46. Select the radio button for Current Event Participants Click Next IMPORTANT! You need to Opt Out Current Event Participants so they do not receive Recruitment emails.

47. Click Exclude All >> Click Finish This will ensure participants already registered do not receive this message

48. Verify the audiences in the Target Groups Verify the Filters To send, click Send Immediately Or Schedule the email for another time

49. Event Manager Email Campaign Questions?

50. Where to find help

51. Relay Online Manuals

52. Support Structure

54. Relay Online Promotion 1. What are the benefits of Relay Online? 2. How can you promote the Relay Online fundraising website? 3. How can you engage your Committee with the Relay Online website? 4. How can you engage your Teams & Participants with the Relay Online website?