relay online december 2007 enhancements

South Atlantic Division Relay Online Chair Network Relay Online Implementation Guide

EMC � December 2007 enhancements of 10 Rev 120507

Relay Online December 2007 enhancements

Table of Contents

Uploading email address lists 2 Uploading and Accessing Photos and Files 4 Resetting Participant Password 8 Assigning an Event Shortcut URL 9 Adding Team Captain Registration Questions 10



Uploading a Recruiting Email Address List This function allows you to upload a list of constituents to a group which can be set as an audience for Recruiting Messages (coaching emails).

1. The first step is configuring your file to upload. Your upload file must be in the format of FIRST_NAME, LAST_NAME, EMAIL for each person listed. Be sure EMAIL contains a valid email address (such as [email protected]) or you will get errors. You can download a sample .csv file for an example by going to Event Emails > Upload List for Emailing > Step 2 � Upload File and download SampleEmailListUpload.csv

2. Click Event Emails from the top navigation. The Your Event Emails page displays.

3. From the Related Actions, click Upload List for Emailing. The Set Group Name page displays.

4. In the Group Name field, enter a label that will help identify the purpose of sending a Coaching Email to these recipients and then click the Next button. The Upload File page displays.

5. To select the file to upload from your personal computer or shared network resource, click the Browse button, navigate to the file, and click the Open button. The file name displays in

the field. Note: To visually scan your file and check for errors before you upload it, you can click the Preview button to open it in a preview area directly on this page.

6. Click the Finish button. The Your Event Emails page displays again with the message Upload in progress across the top. Notes: (1) The results of your upload are available in the Uploads list in the Customer Service area. (2) If the upload is successful, the special group is created and available from the Email Deliveries step in the Coaching Emails process.

To view the status of your upload:

1. Click Customer Service from the top navigation. The Uploads list page displays. 2. Locate your file and check the Status column. 3. If the status is Uploading, click the Refresh this page link until Complete

displays.



To view details when the upload completes:

1. In the Uploads list (on the Customer Service page), click Review from the Actions column of the file. A summary page displays that shows the number of records created.

2. Click the Finish button to close this summary and return to the Uploads list page). If you encounter any errors see the Reviewing and Fixing Upload File Errors section for resolution steps.



Uploading and Accessing Photos and Files You can now upload images and files through the event management center for use on

your event�s webpages.

1. From the Event Center click on Manage Event Library. 2. You can either Upload a new document by choosing the Documents

List tab or a new Image by choosing the Image List tab. To upload a Document 1. Select Upload New Document from the Documents List Tab. 2. Browse to the document location on your desktop and click Open.

3. Click Upload and then Next once your file shows as being uploaded.

4. Enter in information to identify your document

1. Document Title - Identifies the document file in the Event Library 2. Description - Describes the purpose and content of the document file 3. Keywords - Helps locate this document for people who search for it. Use

words which will make it easier to find your document in the future if you cannot remember the name.

5. Click Finish



Once your document has been uploaded you have a few options available for the maintenance of your document library. From your Document List you have the ability to: Edit � Change the Document Title, Description and Keywords. Manage � Upload and activate a new version of your document. You can also view prior versions of the document here and make those versions active if needed. The versioning allows for easy replacement of documents when small changes are made without having to edit any links within your webpage. Download � Downloads the file to your computer. Archive � Makes the document inactive and removes it from your document list view. You can choose to view archived items by selecting the Show Archived Documents in List checkbox at the bottom of the page. Note � If you archive a document all links to that document will be broken.

To Upload an Image

1. Select Upload New Image from the Image List tab.

2. Choose an Image Title � this will identify the image file in the Event Library and

is the name that displays in the list tab.



3. Alternate Text - Helps identify the content or purpose of the image (used in the HTML img src tag).

4. Browse to the image location on your desktop and click Open. 5. Click Upload. Once your image has completed uploading it will show up at the

bottom of the page. 6. Click Finish

Once your Images have been uploaded there are a few options for the maintenance of your image library. You will see a list of your images in the Image List tab and have the ability to: Edit � Change the image name, alternate text, or replace the image. Note � When replacing the image it is fully replaced, the old version is no longer available to you at a later date without uploading it again. Archive � Inactivates the image and removes the image from your Image List. You can still view archived images by selecting the Show Archived Images in List box. Preview � Opens a popup window with a preview of your image at the actual image size. How To Use Content From Image and Document Libraries Once you�ve imported your files and images to the libraries they are ready to be inserted into the pages on your event.

1. Go to the Event Web Site section of the Event Management Center. 2. Choose a page to edit by selecting it from the drop down menu. 3. Edit the page to bring up the WYSIWYG 4. To insert a photo, place your cursor where you would like the image

and click on the Insert/edit image icon which will open in a popup window.



5. Select your image from the Image List dropdown. Once the image is chosen the Image URL and Dimensions will automatically populate.

6. Optionally you can enter in the Image Description, Alignment (Baseline, Top, Middle, Bottom, Right, Left, TextTop, Absolute Middle and Absolute Bottom), border, vertical space and horizontal space. It is also possible to change the dimensions of your image at this time. Note � The dimensions do not automatically scale so the image could easily become skewed if the ratio is not entered in correctly.

7. Select Insert

8. To insert a link to a document highlight the text that you would like to be the link

title. 9. Click the Insert/Edit link icon which will open in a popup window. 10. Choose your document from the link list dropdown menu. Once

the document is chosen the Link URL will automatically populate. 11. Optionally choose the Target (whether the link opens in the same window or a

new window), Title, and Styles to be applied to the link. 12. Click Insert



Resetting Participant Password You now have the ability to look up a constituent and change their password to a new one of their choosing.

1. From Customer Service go to Manager Participants 2. Click Search for Participants 3. Enter in the participant details. You can search on just first

name, just last name, just email or any combination of the three. The more information provided here the quicker you will find the record you need to modify.

4. Click Finish 5. View Summary of the constituent record you need to

modify. Be sure that First, Last and Email all match to avoid changing the incorrect record.

6. Click on Reset Password 7. Enter in the new password value, it must be the same in both boxes or you will get

an error. 8. Click Finish



Assigning an Event Shortcut URL The URL shortcut is a much better alternative for use in print collateral, radio, TV or other media where a user might transcribe the web address by hand. The format for the URL shortcuts is: http://events.cancer.org/RFLYourEventNameHere. For example, for an event in Austin, TX, the URL shortcut could be http://events.cancer.org/RFLAustin.

1. Go to Event Center 2. Click on Customize Event URL 3. Enter in the value of your shortname into the blank. For

instance, if you wanted the shortname of RFLAustin, you would enter in RFLAustin.

4. Click Finish

Note � The shortname can only contain numbers, letters, periods, dash and underscore characters. There can be no spaces or other special characters.



Adding Team Captain Registration Questions If your event has specific questions that you would like to ask people registering only as a team captain you can now add those at the event level. To ensure that questions do not get doubled up, please check to see what questions are already asked within your division. Adding a New Question

1. From the Event Management Center click on Edit Team Captain Questions

2. To Add a new Question click on Add a Question 3. Select the question type from the drop down menu and click Next 4. Enter in your Question Text and Answers (if applicable) 5. Select the checkbox if an answer is required. 6. Click Finish 7. Once the question has been added double check that the Checkbox to Include this

Question has been selected. (This will be done automatically for a newly created question).

Editing an Existing Question

1. From the Event Management Center click Edit Team Captin Questions 2. Click Edit from the Actions menu for the question you would like to edit 3. Edit the question attributes that you need to change. (Question Text and

Responses) Note � A question type cannot be changed. If you need to change a question from a short text to a multiple choice you will need to create a new question and just ensure that the old question is not included in the questions.

Questions can be included or excluded by checking or unchecking the Include this Question checkbox at any time.