Making It Personal in the TeamRaiser™ Participant CenterCHELSEA DEROCHÉ

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Agenda

• Identify key features of TeamRaiser and the Participant Center

• Discuss customization options available for Participant Centers

• Select custom settings for a Participant Center

• Bonus: Team Captain pages

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Introduction

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TeamRaiser

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TeamRaiser Participant Center

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Four tabs:

• Home

• Email

• Progress

• Personal Page

The Participant Experience

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Demonstration

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Home Tab

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Email Tab

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Progress Tab

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Personal Page Tab

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The Administrator View

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Demonstration

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Participant Centers Tab

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Steps to Customize Participant Center 2

1 Log in to Luminate Online.

2 On the Fundraising menu, click TeamRaiser. The TeamRaiser page appears.

3 Select the Participant Centers tab.

4 In the grid, locate the appropriate Participant Center, and click Edit in the Actions column.

5 In the process navigator, click Configure Options.

6 Define settings for the following options:• Suggestion Box - Display Update Personal Page Suggestion• Suggestion Box - Display Send Email Suggestion• Suggestion Box - Display Update Goal Suggestion• Suggestion Box - Display Add Contacts to Address Book Suggestion

7 Click Next.

8 Click Finish.

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Demonstration

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TeamRaiser List Tab

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Select Event Options

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Define Fundraising Options

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Define Event Options

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Customize Suggested Messages

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Customize Pages: TeamRaiser Pages

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Customize Pages: Configure Custom Page

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Steps to Customize a TeamRaiser Event

1 Log in to Luminate Online.

2 On the Fundraising menu, click TeamRaiser. The TeamRaiser page appears with the TeamRaiser List tab on top.

3 In the grid, locate the appropriate event, and click Edit in the Actions column. A process navigator appears on the left side of the tab. Click Select Event Options.

4 Under Personal Page Customization, select Participants can design and customize their own Personal Pages.

5 In the Related Actions section below the process navigator, click Edit Advanced Options. Sub-steps appear below Select Event Options in the process navigator.

6 Define settings in the Define Fundraising Options and Define Event Options sub-steps.

7 In the process navigator, click Customize Suggested Messages. Add and edit messages as appropriate.

8 In the process navigator, click Customize Pages. Configure the Home page and Default Personal page.

9 Click Finish.

10 Click Save.

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Summary – Page 1

• Identify key features of TeamRaiser and the Participant Center• Key features of TeamRaiser include:

• Tools to empower participants to recruit new constituents and fundraisers• The ability to mobilize volunteers online

• Key features of the Participant Center include:• An email area for quick and easy solicitations• A progress area for monitoring results• A personal page for unique content including photos and videos

• Discuss customization options available for Participant Centers• Home tab: Define the Messages, What To Do Next?, and HTML content areas• Email tab: Add suggested messages• Progress tab: Monitor progress and track offline gifts• Personal Page tab: Create a custom URL, and add photos and videos

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Summary – Page 2

• Select custom settings for a Participant Center• Customize Participant Center 2:

• Access the TeamRaiser area of Fundraising.• On the Participant Centers tab, open the appropriate center for editing.• Click the TeamRaiser List tab, and then edit the appropriate event.• Personalize the settings.

• Customize a TeamRaiser Event:• Click the TeamRaiser List tab, and then open the appropriate event.• Define settings in the following areas:

• Select Event Options• Edit Advanced Options• Customize Suggested Messages• Customize Pages

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Bonus: Team Captain Pages

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Form a Team

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Individuals can sign up as team captains.

TeamRaiser Participant Center

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Five tabs:

• Home

• Email

• Progress

• Personal Page

• Team Page

Team captains can email the team, view the team roster, and post a team message.

Team Page Tab

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Team captains can personalize the team page.

Help participants succeed: Make sure the Participant Center has the tools and resources they need.

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Don’t forget to complete a session survey! Each completed survey enters you into a drawing to win a complimentary registration to bbcon 2015 in Austin, Texas*. 

*Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be exchanged, applied to, or combined with any other offer.

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