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NPR DS Marketing Forms powered by Springboard: Customizing Forms April, 2015
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2 Welcome Migration Schedule Introduction to new forms Customization/Adding Your Brand Adding Premiums Next Steps Questions Agenda
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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
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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
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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
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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? sterpeny@npr.orgsterpeny@npr.org or (617) 622-5413 Next Steps
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7 Your forms will live at http://donate.nprstations.org/YOURSTATION http://donate.nprstations.org/YOURSTATION To login, add /user to the end: http://donate.nprstations.org/YOURSTATION/user http://donate.nprstations.org/YOURSTATION/user Accessing Your Forms
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8 Your New Forms
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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, email & phone entered here will be visible to donors Adding Your Logo
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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
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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
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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? sterpeny@npr.orgsterpeny@npr.org or (617) 622-5413 Next Steps
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