Hands On Session - Blackbaud Sphere
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Transcript Hands On Session - Blackbaud Sphere
Webinar for YWCA Associations:
Friends Asking Friends – Hands On Session
YWCA
Blackbaud
Sarah Thompson, Assistant
Regional Executive Director,
Great Lakes Alliance Region
Susan Checkman, Premier
Technical Account Manager
[email protected]
Agenda
Configuring your Friends Asking Friends® event
Customizing appearance
Working with graphics files
Event features
Managing your event
Post-event activities
Reporting
Treasure hunting
Q&A
Page #2
© 2010 Blackbaud
YWCA and Blackbaud Support
Who Do I Contact with questions about Sphere? (GLA)
GLA Regional Council provides Sphere support for member associations.
e-Communications, Website content management, Events and Forms
Sarah Thompson
Regional Executive Director, Great Lakes Alliance Region
Email: [email protected]
Tel: 614.737.3402
Steve Sweely
Administrative Assistant
Email: [email protected]
Your Blackbaud Account executives
Contract renewals and purchase of other services : Sarah Janousek
Email: [email protected]
Tel: 858.795.8803
National Account Executive: Francois Rizzetto
Email: [email protected]
Tel: 843.697.9071
Page #3
© 2010 Blackbaud
Blackbaud Customer Support
For any issues, please log a case at http://casecentral.blackbaud.com. Your user name for
Blackbaud Customer Support may differ from your Sphere login. Use the Need your User Name? or
Need your Password? prompts to retrieve your login credentials.
Toll-free telephone support is available for critical or time-sensitive issues: 800.468.8996 Monday
through Friday, 8:30am to 8:00pm EST (except holidays); emergencies may be reported 24/7.
Page #4
© 2010 Blackbaud
Configuring: Front Page Customization
Front Page Customization and Graphics
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Event Colors
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Specifying YWCA Persimmon and other colors
o
See document YWCA graphic guidelines poster
o
Home Page Graphics
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Width & height guidelines; 72-96 dpi for distortion-free display
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Use MS Office Picture Manager to set resolution and size
o
YWCA Brand Center offers low-res photos and illustrations
o
Two Image Libraries in Sphere: Account and CMS
o
See document Blackbaud Events Graphic Guidelines
o
Sponsor Graphics
o
Front page and Sponsor page
o
See document FAF - Four ways to display sponsors.doc
Page #5
© 2010 Blackbaud
Configuring: Front Page Customization
Your YWCA Brand colors
Page #6
© 2010 Blackbaud
Configuring: Fee Structure
Fee Structure
o
Registration Types
o
Fees
o
Goals
o
T-shirt sizes
o
Sphere only
o
Method for tracking sign-ups per Registration Type
o
Registration Forms have max limits per Type, but FAF does not
o
Solution: Create Custom ID
o
Select Option 2: Per Registration Type
o
Start each Registration Type at 1
o
Monitor counts in Fee Structure screen
o
Use Sphere-only checkbox to remove filled Registration Type
from front-end display
Page #7
© 2010 Blackbaud
Configuring: Event Text
Format your event text to engage your website visitors
About Us
Event Information
Content > Standalone Webpages
•
Click New
•
Name the Page and click Submit
Other Event Text
Tip: Create formatted content in
Standalone Webpages, then
copy HTML into event
WYSIWYG Editing
•
Format text with Font, Size and Color tools – do not use CSS
Classes or Styles
•
Add images, links, embedded video, social networking share tools
•
Women of Influence Awards materials in YWCA Brand Center
Copy HTML
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Save first, then go to HTML view
•
Select all but last tag
Page #8
© 2010 Blackbaud
Configuring: Event Text
HTML in a nutshell
Basic tags
<b>
<b>Bold text</b>
<i>
<i>Italicize text</i>
<b><i> <b><i>Bold italic</b></i>
Basic HTML tags tutorial:
http://www.w3schools.com/html/
html_primary.asp
<br> line break
<p> paragraph break
<font> tag
Specify the font size, font face and color of text:
<font size="3" color="red">This is red text!</font>
<font size="2" color=“#FF6633">This is PERSIMMON text!</font>
<font face=“arial black" color=“black">This is headline text!</font>
Page #9
© 2010 Blackbaud
Configuring: Website Features
Web Features: Enable and configure Menu options
o
Custom Menu Items
o
Standalone Webpages – encouragement, instructions
o
Documents: PDFs, Flyers – upload to CMS File Library
o
Teams and Individuals
o
Configure for a Walk
o
Configure for a Banquet (from Teams to Tables)
o
Detect Mobile Devices
o
Also must set up Mobile Donation Form
o
Bulletin Board
o
Awareness Quiz
Page #10
© 2010 Blackbaud
Configuring: Libraries
Image Library
o
Upload, assign images for specific pages
o
General Donation page
o
Default images for Personal and Team pages
o
YouTube videos
o
Page Backgrounds for personal HQ
Text Library
o
Help your participants and your association by supplying pre-worded
templates with your messaging
Email Template Library
o
o
Page #11
Help your participants and your association by supplying pre-worded
emails to send to friends and family
Always include a Thank-You email template
© 2010 Blackbaud
Configuring: Forms and HQs
Forms Customization
o
o
Front-end (website) and back-end (Sphere) forms
o
Default fields
o
Custom fields
o
Field order and additional text on forms
o
Add-ons
Mobile Donation form setup – minimal fields
Participant HQ Settings
o
o
o
Page #12
Disable Volunteer Projects
Enable and label Gadgets for blogs
Enable Community (Social Networking) tools
o
Twitter
o
FaceBook
© 2010 Blackbaud
FAF Gadgets extend reach to any site
Page #13
FAF
participant
displays
fundraising
on his
personal
blog
© 2010 Blackbaud
Post to Facebook and Tweet Directly from Personal HQ
Page #14
© 2010 Blackbaud
Before You Launch
TEST YOUR EVENT!!
Keep event in Preview Mode
Test all aspects as a participant, donor, sponsor
Records are deleted when event is made Active
Test Credit Card info
Page #15
Type:
Number:
CVV:
Expiration:
Visa
4111111111111111 (4 followed by 15 ones)
123
Anytime in the future
© 2010 Blackbaud
Agenda
Configuring your Friends Asking Friends® event
Customizing appearance
Working with graphics files
Event features
Managing your event
Post-event activities
Reporting
Treasure hunting
Q&A
Page #16
© 2010 Blackbaud
Online Participants are More Successful
Impact of Online Participation
Participants Using
Online Tools Raise SIX
Time More than NonUsers
Participants are More
Engaged with the
Event
Surveys Show Higher
Satisfaction Rates with
Online Users
Total Donations Raised
$700
$600
$500
$400
$300
$200
$100
$0
Susan G.
Komen Sacramento
Average
Aids Walk NYC
Not Online Participants
Page #17
NMSS MS
Walk NYC
Online Participants
© 2010 Blackbaud
Managing the Event
Event Administration
Manage Teams and Team Members
Task Manager
Landing page: Show Sphere Today button
Bookkeeping
Manage Initiative Records
Add Sponsors
Manage pledges
Pledge billing
Reporting
Page #18
All Teams Report
Participant Detail Report
© 2010 Blackbaud
Agenda
Configuring your Friends Asking Friends® event
Customizing appearance
Working with graphics files
Event features
Managing your event
Post-event activities
Reporting
Treasure hunting
Q&A
Page #19
© 2010 Blackbaud
Post-Event Activities
Reporting, Cultivating and Treasure-hunting
Reporting: Report Center
Reconcile your disbursements with the Payment Details Report
Cultivating
Use Event Roles and engagement when selecting for emailings
Treasure hunting
Find prospects for volunteering and donating within your event
participants and donors
Page #20
© 2010 Blackbaud
Y is this important?
Treasure-hunting
•
•
•
•
Decide who will get the most attention
Create a strategy to engage
Further Tier and Refine
Repeat!
Identify leadership and annual fund donors from FAF participants
Recent study profiled 300 anonymous Team Captains
192 returned with capacity to give more as an individual than the
amount they raised as a team
Page #21
2/3 of your participants aren’t giving to their full potential
Before you start looking externally for Big Donors, don’t forget to
look in your own back yard
© 2010 Blackbaud
What are you looking for?
Automatically add to prospect list
Good indicators
•
•
•
•
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Size of last gift
Multiple gifts
Gifts from a personal foundation
New donors at a higher than your
average level
Gifts with an American Express
card
•
•
•
•
Consistently increasing support,
regardless of size
Giving for two or more years,
regardless of size of gift
Affluent zip codes
Company/Position
• Advanced Search – returns people only, not gift data
• Reports – returns people and their gift data
• Affluent Zip Code – Zip Code Proximity query
• LiquidScore
Page #22
© 2010 Blackbaud
Where is the data in Sphere?
Your Sphere Database
Demographic
Important to acquire First Name, Last Name and Email address
Event data
Financial
Relationships
NEW: Reporting on mobile donations and social networking
Page #23
© 2010 Blackbaud
Q&A
Page #24
© 2010 Blackbaud