Transcript Email Mentoring - SCORE Support Site

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
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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
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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)
If a mentoring request is not responded to within 48 hours, the
chapter admin will be notified and the mentor will have to login
to reactivate themselves.
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 was originally scheduled
for 9/26/2012
• We are going to delay a few weeks and will
communicate the new date.
• One day previous to launch date email mentoring
requests will stop being sent to WebIT and held in
a queue
• A few hours before launch date the 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]