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Page 1: Bowl For Kids’ Sake (BFKS) Online Registration Guide · 2013. 1. 27. · ** See the “Login & Password Reset Pages” section below if you have lost your password. The remaining

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Bowl For Kids’ Sake (BFKS)

Online Registration Guide

Main Page

The Main Page of our BFKS site contains the progress meter for our fundraiser's overall goal, a list

of the five teams and five individuals who have raised the most for our fundraiser so far, and a list of

all of the donations made to our fundraiser so far.

Registration

The registration process has been broken down into several pages to help guide you as you register

for BFKS. The registration page can be accessed by clicking the “Register” link, or by clicking the

"Join My Team" link on a team's page.

When you click either of these links, the first part of the registration process asks you whether or not

you have participated in one of our online fundraisers before.

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First Time Users Vs. Previous Users

If you indicate that you have not participated before and need to create a new account, the next page

will ask you to fill in your Name, Email, a Password, a Security Question and Answer, and your

contact information. If your information matches up with an existing account, that account will be

used. If that existing account already has an ID and Password, then the fundraiser site will already

have a login ID and Password, and it will direct you to go to the login screen to log in.

** See the “Login & Password Reset Pages” section below if you have lost your password.

The remaining pages in the registration process displays for all users regardless of whether you are

registering for the first time or as a past participant.

The next page allows you to fill in your fundraising goal for the fundraiser and enter a display name

for your page if you want it to show something other than your actual name.

The BFKS site has been set up for a $100 individual goal as a default. Constituents can increase this

amount if you think you can raise more.

Next, you can choose whether to register and not join a team, register and create a team, or register

and join an existing team. If you choose to join an existing team, you can search for that team using

the search box provided.

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If you clicked the “Join My Team” link on a team page in order to join a particular team, then that

team's name will already be selected when your reach this step. If you choose to create a team, the

next page you will see allows you to enter the team's name and fundraising goal, and set a password

on the team if you’d like to control who can join the team.

When a user creates a team, this makes them the captain of that team. The team captain is

able to edit the team's page and profile, while team members who join the team after it has

been created cannot.

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If you choose to join an existing team, the next page you will see shows the names and team captain

who are already registered on that team to help you determine if you have chosen the right team. If

the team is a private team, you will be prompted to enter the team password on this page.

The final page of the registration process displays a summary of all of the data that you have entered

so far. If the data looks correct, you can click Next to process the registration. Once the registration

process has been completed, you can log into the fundraiser site to edit your fundraising page.

Login & Password Reset Pages

Once you have registered, you can access the login page by clicking the Login link from the home

page.

Help Our Cause

Register

Find a Team/Participant

Make a Donation

My User

Login

Share

You can also click the "Lost or Forgotten Password" link to reset your password through the site by

entering your email address and the answer to your security question. If you have forgotten your

password and are unable to reset it, you will need to contact Amanda Ware at [email protected]

or by calling 575-627-2227 to reset your password.

Joining a Team after Registration

If you want to join a team after you have registered, you can do that by logging into the fundraiser

site, and clicking the Join a Team link.

Help Our Cause

Register

Find a Team/Participant

Make a Donation

My User

Fundraising Center

Edit My Page

View My Page

Edit My Profile

Change My Password

Emails

Logout

My Team

Join a Team

Share

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That brings you to a page where you can choose to create a new team or join an existing one.

Participants who are already on a team will see a “Change Teams” link instead of the “Join a Team”

link - that link allows users to change user settings to join a different existing team, create a new

team, or participate as a solo individual.

Fundraising Center Page

The Fundraising Center Page is the first page you will see each time you log into the fundraiser site.

It contains your current goal and progress, a list of your sponsorship donations in the current

fundraiser, and a list of previous fundraisers you have participated in with our organization.

If you are the captain of a team, you can also access the Team's Fundraising Center, which displays a

summary of each team members' goals and amounts raised, the overall team goal and progress, and a

list of sponsorship donations made to the team in the current fundraiser.

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Editing you or Team Page

When logged into the fundraiser site, you can click the "Edit My Page" link to upload a new image

and edit the text and links on your page.

Team captains can also click the "Edit Team Page" link to upload a new image and edit the text and

links on the team's page. We have a default image for you or team pages on all BFKS sites. You can

replace that image with another image; however you cannot remove the default image and leave the

page with no image displayed.

Editing the Profile or Team Profile

When logged into the fundraiser site, participants can click the "Edit My Profile" link to update user

name, email address (which is also the login ID), security question and answer, address information,

page display name, and fundraising goal. You can also choose whether or not you’d like to receive

notification emails whenever someone makes a sponsorship donation toward your goal.

Team captains can also click the "Edit Team Profile" link to update the team's name, fundraising

goal, and privacy/password settings. The team captain can also choose whether or not they want to

receive notification emails whenever someone joins the team or makes a sponsorship donation

toward the team's goal. ** Remember the first person to register a Team or the Person who "creates"

a Team is the Team Captain by default.

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Emails Page

When logged into the fundraiser site, you can click the “Emails” link to send out Emails from the

fundraiser site to your friends, family, and other contacts.

On the Emails page, you can select up to 50 recipients, choose one of the default templates that have

been set up for BFKS and customize the template however you need. You can also create your own

message without using our templates. Emails sent out from the fundraiser site will automatically

include links back to your personal page and your team page (if you are on a team).

You must have entered an email address during registration in order to use the Emails feature on

the fundraiser site

Selecting Email Recipients

You can select recipients for your emails in several ways:

them from other programs.

donors or team members that you’d like to email from the Fundraising Center.

them into the "To" field manually.

them from your fundraiser address book.

You can upload addresses from email programs such as Yahoo, Gmail, and AOL by clicking the

Yahoo, Gmail, AOL link.

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Emailing Donors & Team Members from the Fundraising Center

The Fundraising Center page includes checkboxes next to each donor who has not indicated you

want to be Anonymous. You can check the box next to the donors you would like to email, and then

click Email Selected Sponsors.

This brings you to your “Emails” page with a list of your donors' email addresses listed in the "To"

field. A similar setup can be found on the Team Fundraising Center, allowing the team captain to

email selected team members.

Typing in Email Addresses

You can manually type or copy/paste email addresses into the "To" field. The email addresses

should be separated by commas.

Fundraiser Address Book

You can access your fundraiser address book by clicking the Address Book link on the Emails page.

The fundraiser address book automatically stores each of the email addresses to which you send an

email from the fundraiser site. You can also manually add, edit, and delete addresses in the address

book.

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To add addresses to the "To" field from the address book, you can just click the Address Book link,

check the boxes next to the addresses that should be added, and click Add Selected Emails.

The address book information is stored in such a way that you can use the same address book data

across all of the fundraisers that you participate in with our organization. However, the address book

data is only accessible to you - to protect your privacy; e-Tapestry does not make that information

available to us

Finding a Team/Participant

Visitors to your site can click the “Find a Team/Participant” link to search for a team or participant

in our fundraiser.

You can search using the search field, or you can choose to browse through all individuals or teams

or alphabetically by letter.

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Making a Donation

Visitors to your site can click the “Make a Donation” link or the “Sponsor Me/Sponsor Our Team”

links to make a donation through your fundraiser site.

Clicking those links while viewing a participant or team's page will select that the donor wants to

sponsor that participant or team, and it will bring the donor to this page to allow them to enter your

contact and donation information.

If the donor clicks the Make a Donation link when you are not viewing a participant or team's

page, then the first step in the donation process will ask the donor to choose whether or not

the donation is in sponsorship of a team or participant's goal, or if the donor just want to

donate without sponsoring a team or participant.

When entering donation information, the donor can choose to make a One Time gift, or he can set

the Donation Type to “Recurring” to make a recurring gift.

For a recurring donation, the donor can select to "Keep processing indefinitely," or he can choose a

total amount overall that should be processed. After filling in the donor billing and donation

information, the donor can choose how he would like you’re the donation to be listed on the

fundraiser site and enter a message to you or team that you are sponsoring.

The donor can choose to have the donation listed with his name, as Anonymous, by a different name

(such as "The Smith Family"), or not listed at all. If he chooses not to list the donation on the site,

the donation will still count toward the fundraising goals for the fundraiser and you or team you are

sponsoring, but the donation will not be listed in the “Recent” or “Top” donations lists.

The final page of the donation process displays a summary of all of the data that the donor has

entered so far. If the data looks correct, the donor can click “Next” to process the donation. Once the

donation has processed, the fundraiser site totals and progress meters automatically update to reflect

the donated amount.

If you have any questions please contact the Regional office at 627-2227.


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