Team Captain and Participant Top Ten Q&A
- 1. Registration Questions Participant Questions Tips Suggested Next Steps
- 3.  This is true because the team is not already in use. The chosen URL is already in use. He needs to pick a new URL. This question also manifests itself as: My team name is already taken or unavailable or the URL I’m picking is already in use.
- 5.  Ask which URL they are trying  URL’s can only have letters and numbers. No special characters or spaces  Try it in your browser  http://namiwalks.nami.org/...  Went to a real page? URL is taken.  Providea suggestion that works by trying it yourself in your browser.  Add a year or creative word  http://namiwalks.nami.org/team2012  http://namiwalks.nami.org/fantasticteam2012
- 6.  Segmented  1 process registration Registration  Fundraising pages are  Set up pages – set up during separate process registration Most frequently missed by Team Captains. Team Captains will set up their team then their personal registration ALL IN ONE PROCESS. Old Website New Website
- 8.  Have another register and add the other people  Have the other people register on their own  Adding Others is a new feature for 2012. While convenient, individual registration is always available.  Walkers registered through this process are actually registered but do have to activate their personal login information through a confirmation email.
- 10.  Cancel the registration that isn’t necessary  Use the Relationships Tab  Ifthere are donations with the cancelled record, change the solicitor.  Use the same process that you used to Remove the Solicitor in the Sponsor Process..except you are going to CHANGE the solicitor instead.  BONUS: You can also do this if the donor donated to the wrong person.  Re-registration is not necessary…ever!
- 13.  Fundraising Pages are automatically created through registration  Personal pages are going to be used for personal fundraising  Donors donate to people they know  Team pages are going to be used for tracking team progress as a landing page AND for team donations (rare)  BONUS Question:
- 14. ď‚ž Team Donations are new this year. ď‚ž This will track any team donations that are received. ď‚ž It cannot be deleted.
- 16.  Personal offline donations added in the Fundraising Tab  Team offline donations added in the Team Tab  All offline donations listed as Anonymous until verified  ACTION: Send them:  Participant portal flyer  Team captain web resource  Videos from the WMRC
- 18.  Change this in E2  Use the Relationships Tab  Participants can change this in Participant Portal  Personal -> Use Profile Tab and Edit Registration Questions  Team -> Use Team Tab and Edit Team Info
- 20.  Are they going to the new website to login  Use the forgot username and password link (available right underneath the login area)  They will receive an email to reset their password or with their username.  Look up in E2  Relationships tab for their username  Reset their password  Usernames cannot be changed (or URL’s)
- 22. ď‚ž The system allows you to add 3 more pictures and 2 more videos ď‚ž You can disable the default pictures and videos ď‚ž Remember: Our old system only allowed for pictures and a limited amount. This is a bonus.
- 24.  Everyone has access to 3 tabs  Fundraising – Personal Fundraising Tools  Team – Access Team Tools OR Join/Create a Team if you aren’t on a team  Profile – Manage Personal Registration Information (Includes changing revenue share partner)  Action – Send Team Captains the Team Captain Web Resource
- 26.  In E2 in the Relationships Tab  Remove the Walker from the Team  Click Join Existing Team and Search for New One  Remember, once removed from a Team a Walker can create or join a team at any time
- 28.  Be comfortable with the uncomfortable  The best way to learn is to practice and figure out the answers yourself. Become a detective  Manage your time  Being a detective takes a little more time. Use it for learning.  Learn the answers  If you received a Walk Help response, take time to understand the process and the answer so you can use it later.
- 29.  Think of a Traffic Light  Stop & Listen – Really listen to the question  Think – What is the answer? Does the participant understand the process? Do I understand the process? Where are my resources?  Solve – 99% of the questions can be solved locally. Try it and you’ll surprise yourself.  Things that need to go through Walk Help:  Refunding online donations and some Super Team donations  Use the Resources  We have them available for you to use.
- 31.  Can you close your eyes and know the registration process or the participant portal with some familiarity?  Register again or explore the Participant Portal  Send out the Team Captain Web Resource & Mobile App Flyer (available in the WMRC)  Print the website guide so you can refer to it.  Managing Teams and Walkers pgs 7-15  Managing Offline Donations pgs 24
- 33. Resources in Walk Manager Resource Center: www.nami.org/wmrc