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
susan.checkman@blackbaud.com
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: sarah.thompson@ywcagreatlakes.org
Tel: 614.737.3402
Steve Sweely
Administrative Assistant
Email: admin@ywcagreatlakes.org
Your Blackbaud Account executives
Contract renewals and purchase of other services : Sarah Janousek
Email: sarah.janousek@blackbaud.com
Tel: 858.795.8803
National Account Executive: Francois Rizzetto
Email: francois.rizzetto@blackbaud.com
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
o
Event Colors
o
Specifying YWCA Persimmon and other colors
o
See document YWCA graphic guidelines poster
o
Home Page Graphics
o
Width & height guidelines; 72-96 dpi for distortion-free display
o
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
•
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
•
•
•
•
•
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