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A Holiday Gift For TeamRaiser Event Managers: Participant Center Guide Template Kit

During this festive season, your Customer Success Team wanted to share in a little holiday joy that will hopefully help you boost your TeamRaiser Peer-to-Peer Fundraising strategy next year. As a little gift, we’ve created a Participant Center Guide Template Kit, to help you walk your participants through your fundraising tools to maximizing their impact.


 
Tis the season, and while we are all looking forward to celebrating with family and friends, there is still the hustle and bustle to manage. It's hard to believe our spring events are right around the corner.

During last month’s session, Analyze Your 2018 Event and Prepare for 2019, we discussed that it was important to track whether participants were engaging in positive fundraising activity such as updating their personal page and sending emails through the Participant Center. If we find these behaviors aren’t happening, we know the next step is sending our participants emails to guide them toward taking these actions.

Providing instructions on how to complete specific steps inside your Participant Center is a great way to support your fundraising participants.
And I know what you are going to say:  “There is no time to create all this documentation!”

I hear you. And I'm here to help!

As a little holiday gift, we’ve done the heavy lifting for you and created a Participant Center Guide Template Kit, to help you walk participants through using the fundraising tools available to them.

The documents inside this kit were created to provide you with a template. Rather than one large document, we broke down the instructions into individual documents allowing the information to be digested in manageable pieces. All the details around creating a personal page, uploading an image, sending an email and more are documented for you.  All you have to do is update the documents with your event information and screen shots as you desire.

Once you've edited the templates to make them your own, leverage them by:
  • Saving the documents as PDFs and uploading them to the document library then create a Fundraising Tips or Fundraising Resources page on TeamRaiser site and link the documents there.
  • Take those same documents and link them inside coaching emails guiding fundraising behavior. For example, if a coaching email suggests the participant sends 20 emails asking for support, link to the documents that share how to upload contacts and how to send email.
  • Make your first coaching email all about teaching your participants where they can locate these resources
In the long run, providing solid documentation will help save you and your event staff time in guiding participants around the tools and we hope these templates will point you toward some successful participant coaching.

Looking for more help for your 2019 P2P season? Check out last month's blog post where we outlined many other great TeamRaiser resources. And the kit is posted to the Luminate Community Resources tab, so be sure to download it today.

In a couple of weeks, hopefully you'll be able to confidently kick back, sip your eggnog, take a deep sigh, and reflect on the year knowing you have the tools to hit the ground running after the new year as you prepare your participant for the spring event season!

Happy holidays TeamRaiser friends!


 
Posted by Jennifer Peters on Dec 11, 2018 8:00 AM America/New_York

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Thank you very much! We just did a complete redesign of our TeamRaiser and upgraded many aspects including the participant center. This template kit will be VERY helpful in allowing me to create documents that will help our participants navigate the new changes.
  • Posted Wed 12 Dec 2018 01:04 PM EST
Thanks Kadesha! I'm so glad to hear this is going to be helpful for you. I hope it will be a great resource for all of our TeamRaiser event managers. Happy coaching for your 2019 season!
  • Posted Wed 12 Dec 2018 01:16 PM EST
Great info, Jen! Thank you!
  • Posted Thu 13 Dec 2018 04:17 PM EST