Relay Data

Laura HousfeldeRevenue Director, Relay For Life

Agenda

Overview of Day of Data

Convio vs. FRED

Day of Relay

Requirements and Things to Consider

Tools and materials

EMT

Day of Relay support

Homework

Questions

2012 Data Pack

Have you read the 2012 Data Pack?

A) Yes

B) No

C) What’s a “Data Pack”?

Agenda

The Choice: Convio or FRED

Want to use Convio?

Things to consider:

Does your Relay have a website?

Does the Relay have an Offline Data Chair?

Do you have access to the internet at least once during the Relay?

The Choice: Convio or FRED

Prefer to use FRED?

Things to consider:

Do you have an Offline Data Chair?

Do you need a loaner laptop?

Have you read the Data Pack cover to cover?

The Choice: Convio or FRED

Either way, you must report your choice in EMT:

Are you on the list?Agoura Chico Foothills Los Angeles  Poway San Pedro UC Davis

Alameda Chino Foster City Loyola Marymount Pt. Loma/Ocean Beach San Rafael UC Santa Cruz

Alpine Chowchilla Fountain Valley Menifee Ramona San Ysidro Union City

Altadena Chula Vista Glendale Millbrae Rancho Bernardo Sanger USD

Anaheim Citrus Heights Hanford Mira Mesa Rancho Cordova Santa Cruz USF

Apple Valley Clovis Hawthorne Moreno Valley Rancho Mirage Santa Fe Springs UOP Stockton

Atwater Coachella Hayward Morongo Basin Red Bluff Santa Rosa Fall Valley Center

Auburn Corcoran Hemet Murrieta Redlands Santa Rosa Summer Ventura

Bark For Life Sac Corning Heritage High School Natomas Ridgecrest Santee Vista

Barstow Corona High School Hesperia Norco Riverside Sebastopol Westlake

Brawley CSU Channel Islands Hollywood Norwalk Rocklin Simi Valley Whittier

Burlingame High School Davis Indio Novato Roseville South Pasadena Woodland

Cal State Dominguez Hills Desert Hot Springs Irvine Oakland/Montclair Sac State South San Francisco Yucaipa

Cal State LA Dinuba La Habra Occidental College Saint Mary's College Stanford University  

Cal State Long Beach Dominican University La Quinta Orange Crest Salinas Stanton  

Calexico Don Bosco Tech La Sierra Orangevale Fall San Bruno Studio City/NoHo  

Cal Lutheran University El Centro Lake Elsinore Orangevale Summer San Carlos Sunnyvale  

Camarillo El Dorado County Lake Forest Palm Desert San Diego State Susanville  

Campbell Elk Grove Lemon Grove Palmdale San Francisco Bark  Temecula High School  

Carlsbad Escondido Lemoore Palo Alto San Francisco Marina Temecula  

Carmichael Exeter Lincoln Palos Verdes San Francisco Sunset Tierrasanta  

Castro Valley Fair Oaks Linden Perris San Gorgonio Pass Trinity County  

Cathedral City Fallbrook Loma Linda Pleasant Hill San Jacinto Truckee  

Ceres Fillmore Long Beach Port Hueneme San Leandro Tulare  

Chapman University Folsom Loomis Porterville San Marcos Turlock  

Convio

New Participants:

Option A) Have participants register online at registration tent

Option B) Have participants fill out scannable form. Online Chair/volunteer adds the new team or participant to the back end of Convio

• Scannable forms then DO NOT need to be sent to SSBC.

Convio

Convio and Internet Access

Convio: Post Event

Run and Save “Participant Activity and Team Detail” Reports, and the “All Donation Information” Report for your Records.

Convio Tools and Materials

• Offline Data Implementation Guide

• OLER Frequently Asked Questions

• Reports section in the Online Chair Manual

– Participant Activity Report

– Team Summary (Basic or Detailed) Report

• How to Register new Teams/Participants doc

FRED

New Participants:

• Participants fill out scannable forms at Registration tent.

• Data Chair enters new teams/participants into FRED

• Scannable forms must be batched and sent to SSBC post event.

FRED

Add New Team Member DATA

** Note: Do NOT enter Income here.

Enter All Income Here

FRED and the “Gap”

FRED and the “Gap”

QUIZ:Team Hula for Hope raised $456 for their onsite fundraiser. What Revenue Type do I choose in FRED?

A) RegistrationB) OnlineC) Gift

FRED and the “Gap”

QUIZ:I’m entering GAP data for participant: Brad Pitt who raised $7,314 yesterday. What Revenue Type do I choose?

A) RegistrationB) OnlineC) Gift

FRED and the “Gap”

Always select “Online” Revenue Type for GAP report transactions:

Always select “Gift” Revenue Type for all other transactions:

FRED and the “Gap”

FRED and the “Gap”

FRED: Post Event

Run and Save “event, team, and participant totals” reports, for your Records.

FRED Tools and Materials

• FRED Quick Reference Guide **NEW**

• 2012 Data Pack

• Email sent from CARelayForLifeIncentives with directions and GAP data information

EMT (Event Management Tool)

OLER EMTIf you DO have an Offline Data Chair:

If you DO NOT have an Offline Data Chair:

Day of Emergency Support

1st contact supervisor • Most issues can be resolved at this level

Data issues • Report/data questions• Call Laura Housfeld: 510.917.1933

FRED/IT issues • Call IT support desk 877.243.5753 • You will receive a call back within 20-30

minutes. • Only staff should call. • IT staff on call 24/7 for weekend support.

Homework

Complete the FRED Request Forms for all of your Relays by the end of next week!

Questions?

Relay Data