NPR DS Marketing Forms powered by Springboard:Customizing FormsApril, 2015

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Welcome Migration Schedule Introduction to new forms Customization/Adding Your Brand Adding Premiums Next Steps Questions

Agenda

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Week 1 (4/27 – 5/1): Upload you logo, begin customizing your forms, begin adding your premiums. Group training on form basics.

Week 2 (5/4 – 5/8): Confirm any custom fields needed, finish adding premiums needed for your primary form. 1:1 Conference call to go over your questions.

Week 3 (5/11 – 5/15): Run a few test pledges. Download a donation report and test uploading to your member database. Confirm your launch date. Group training on test payments and reports.

Migration Schedule

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No More Batch Files (Download Reports to update your database – Training #2, week 3)

Matching Gifts: Handled on Thank-You screen Sage Processing: Cards charged automatically. Manage Payments within Marketing Forms Admin (view

payment status, issue refunds – Training #2, week 3) Adding/Removing Fields: Work with NPR DS for now Streamlined/mobile-friendly responsive design

Changes from Quick Pledge

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Add you logo/tagline/contact info Begin adding your premiums Confirm time for your 1:1 call next week Clone template to use as your primary form:• Add custom text/description if needed• Review form with membership team, identify any additional fields

are needed & send to Sara

Week 1 Tasks

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Gather your assets:• Station Logo for white background• Premium images & descriptions

Upload Your Logo Clone 1 or more forms. Identify which form will be

primary Identify if additional fields are needed

Questions?sterpeny@npr.org or (617) 622-5413

Next Steps

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Your forms will live at http://donate.nprstations.org/YOURSTATION

To login, add /user to the end: http://donate.nprstations.org/YOURSTATION/user

Accessing Your Forms

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Your New Forms

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Logos should display well on a white background Square orientation works best Mobile view shrinks logo to 74 x 34 px .jpg, .gif or .png No spaces in the filename

Go to APPEARANCE >> NPR DIGITAL SERVICES to upload new logo

Station name, email & phone entered here will be visible to donors

Adding Your Logo

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Your site is pre-loaded with several form templates:Choose a template that most closely fits your needs, and click “clone” then hit “clone” again to confirmGive your cloned form a new name Scroll down and hit “save” to add new form to you list

In Edit view of any form you may:Manage ask amountsAdd/Edit form title & descriptionAdd/Remove payment methodsManage premiums displayed on that form

Viewing & Cloning Form Templates

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Go to STORE>>PRODUCTS to manage premiums To add new premium, click on ADD PRODUCT>>ADD

FUNDRAISING PREMIUM• SKU: Unique ID for each premium• Title: Name of premium. Will display on form.• Price: Minimum donation amount needed• Description (Optional): Appears on form after donor selects premium• Attributes(Optional): Options related to premium – size, color, etc.• Image: .png, .gif or .jpg. Square images work best. 700 x 700 max size.• Max Quantity: If donor can order more than one, how high the quantity

menu should go.

Adding Premiums

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Gather your assets:• Station Logo for white background• Premium images & descriptions

Upload Your Logo Clone 1 or more forms. Identify which form will be

primary Identify if additional fields are needed

Questions?sterpeny@npr.org or (617) 622-5413

Next Steps