Overview and

Vocab (3)Sneak Peak (2)

Participant

Functionality

(15)

Managing Your

Website (20)

Adding

Corporate

Sponsors (5)

Resources (2)

Next Steps (3) Questions (10)Receive Launch

email

Please hold your questions until the end of today’s presentation.

Look for this icon for tips along the way!

We are jumping from a much smaller platform, to a much bigger platform with new features. We encourage you to take a leap of faith into a known platform that has had a lot of success thus far. We encourage you to keep a positive mindset and give your permission to learn and explore!

New Mobile App – 750+ users and counting in 2 months

New Facebook App – First event fundraising app that functions entirely in Facebook

Significant Online Growth – up +16%!

Unprecedented Reporting Features

Automatic Tax Receipts

Participant Portal Functionality

Classic Site New Site (Artez)

Walk Page (Website) Event Home Page

Donor Donor, Sponsor, Constituent

Walker Participant, Registrant, Solicitor, Constituent

Super Teams Locations

Walksite Manager E2 and Sponsor Portal

MyNAMI Participant Portal

Artez works with a variety of

organizations so the system is

used by other clients. We’ve

customized the platform as

much as possible but you will

see some workarounds and

changes as we go along given

RegistrationClick Register to Walk to get started

Everyone must create new login

Participants should use their portal.

Almost everything can be changed except:◦ Usernames and Vanity URL’s

Add Shared Revenue Partners – Email NWM

Flyer◦ Online Registration◦ Participant Portal◦ Team Captain Website Resource◦ Mobile App!

Videos◦ Online Registration◦ Participant Portal◦ …and more for you!

The Exchange! www.namiwalks.org/exchange

Refresher Calls

Become a

detective!

Figuring out the

answers to

questions will

help you better

understand the

website.

Be the first to

register!

Update Content – Use Content Form www.namiwalks.org/content◦ Update www.namiwalks.org info◦ Update any content on your page including walk info,

videos, beyond the walk links, EXCEPT your picture

Update Picture◦ Email to namiwalkspictures@gmail.com◦ Correct size (467 pixels wide) and format (JPEG)◦ Correct title (Your Location ex. Austin)

Updating Event Date and Time◦ Update in E2 – Events Tab◦ Displays in Emails◦ BUT also need to submit Content Form

Nothing pre-

populates

Resize images in

Paint

Sponsor

PortalE2

E2 System – manage 95% of your website

Navigate by using tabs at top.

IMPORTANT: While tempting, please do NOT contact Artez support. System is used by other clients. We have to pay each time we contact them and they are not familiar with our program. Please go through the channels we have set up for you.

E2: Events TabUpdate Event Date and Time: info displayed in automatic emails. Don’t forget to submit a content form so it will show everywhere else.

Leave Registration Dates as is.

Use Fundraising Summary to see how your Walk is doing without running a report.

Verified Funds = online donations and funds you’ve entered into the system

Unverified/Pledged Funds = donations a walker has entered in the Participant Portal that you haven’t received yet.

Manage Walkers, Teams, Donors

3 Things Only You Can Do◦ Cancel Registration◦ Change Team Status Remove from Team, Switch Teams, Promote Team

Captains

◦ Create Super Teams

2 Things No One Can Do◦ Change usernames◦ Change Vanity URL’s

Works like a

database

Use top left

headers to orient

Almost anything

can be solved in

relationships but

talk up the

Participant Portal

too!

Voiding Donations:◦ Only void OFFLINE donations

◦ Online donations that need to be refunded still need to go through Walk Help www.namiwalks.org/help

Change Solicitor from Donation◦ Walker Walker

◦ Walker Team

◦ Walker/Team General Donation

(used for Sponsorship)

3 Steps◦ Click on Report you need◦ Adjust settings and generate report◦ Export if necessary

Custom Reports◦ Revenue Report◦ Sponsor Report◦ Team Captain Report

Survey questions only available in Snapshot report

Upgrade Excel to

latest version

Brush up on your

Excel skills

Use the Revenue

Report often!

Add Logos into

Sponsor Portal

Add Financials

into E2

Logo dimensions:

100-300 pix

No Logo? No

problem

Skip the field

Edit information

at anytime

Add Logos into

Sponsor Portal

Add Financials

into E2

Search for fake

participant

“Add Corporate

Sponsor” in Data

Entry Tab

Attach

Sponsorship in

Data Entry Tab

Remove

Donation from

fake Participant

in Relationships

Tab (Remove

Solicitor)

Once you get your

1st sponsor, work

with your NWM to

go through

training on adding

them to the

website

Process takes no

mare than 5

minutes

Walk Manager Website Guide

The Exchange: www.namiwalks.org/exchange

Walk Manager Resource Center: www.namiwalks.org/wmrcResources, Flyers, Videos

Walk Help: www.namiwalks.org/helpSpecific donation or very specific walker question

National Walk ManagerSponsorship Training, Additional Training, Adding Affiliates and more!

This week:

Receive

launch

email

Learn

Announce New

Website

Sponsorship

Training with

NWM

Attend

Refresher Calls

(Optional)

Be the first to

register and then

look up your

record in E2.

Learn the new

website by trying

things one at a

time.

Reach out to your

National Walk Manager

Remember, the new website is very exciting and we are taking a leap into a new system that offers lots of new features. This means there is a lot to learn. We encourage you to dive into the resources we have to offer and try things one step at a time.

Most importantly, remember that your participants will take on whatever mindset you have with the new platform. We encourage you to be positive, upbeat, and excited to learn – your participants will be right there with you!