Email Mentoring

Presented by the Technology Support Team September 2012 For Audio Dial: 1-866-740-1260 Enter Access Code: 4193415

Your Support Team Amanda Capozio – Webmaster Tony Cook – Manager of Software Support Michael Gilman – Software Support Analyst Stephanie Holmes – Software Support Analyst Sean Kushner – DBA/BI Support Antonnete Namai - Software Support Analyst

• • How Client Requests Mentoring Visits score.org or a local chapter website Requests face-to-face or email mentoring

How Client Requests Mentoring

How Client Requests Mentoring

• • Email Mentoring Requests An email notification is sent to the selected mentor when a client submits an email mentoring request.

Email mentors will login through score.org to access the SugarCRM and view their mentoring requests.

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View Email Mentoring Inbox

View Email Mentoring Inbox

View Request Notification

Reply to Mentoring Request

View My Mentoring Requests

Reassignment Process

View My Clients

View All Client Sessions

Add / Edit My Clients

Editing Email Mentor Profile • • • • • Update Information Displayed to the Client Mark Availability for Each Day of The Week Set Max. Limit for Requests Received per Day, Week, & Month Add A Profile Picture Add Social Media Links

How to Access Your Profile • • From SugarCRM Interface: Place cursor over ‘Go to Volunteer Center’ and select ‘View My Profile’ Click ‘Edit My Profile’ to Edit

Editing Your Availability • • Mark Availability for Each Day of The Week Set Max. Limit for Requests Received per Day, Week, & Month

Adding A Profile Picture A profile picture will set your mentor profile out from the rest.

• • • • • • • Email Mentoring - How It Works Now uses a real POP3/IMAP email server scorevolunteer.org email accounts used for Email Mentoring Notifications can be forwarded to your personal email account No longer use WebIT to enter Email Mentoring sessions, they will be entered in the SugarCRM interface.

STILL USE WebIT for face-to-face mentoring Historical data will be migrated to the SugarCRM (client data, client sessions) When a mentoring request is not responded to within 48 hours, the chapter admin is notified and must reactivate the mentor.

System Login Information • • • • • Username: scorevolunteer.org email address Password: Will be set, but can be changed Both will be created and sent to the chapter admin prior to launch Notifications sent to this email but can be forwarded to a personal email account To sign up for a scorevolunteer.org account now? Send an email to [email protected]

Mark Your Calendars • • • Planned “GO LIVE” date will be 9/26/2012 On 9/25/2012 at 8:00PM email mentoring requests will stop being sent to WebIT On 9/25/2012 email mentoring request queue will be released to the new SugarCRM solution

Questions?

Training Materials are available in the Knowledgebase at support.score.org

If you have any questions send an email to [email protected]