Coordinator HELP Welcome to eZfundraising.com. We take all the hassle out of organizing and running your fundraising event!   All you need to do is follow these eZ steps to setup and run your event.   1. Login using the User ID and Password provided to you by your fundraising product Distributor. Return to Top   2. Click on "Participant List" on the main menu to the right. Your name will appear as the only “Participant” in the event at this point. Click on your name, and verify your contact information. If any of this information is incorrect, you may correct it here, but be sure to contact your Distributor to advise them of these corrections. Be sure to change your password at this time, and write it down so you won’t forget it. If, by chance, you do forget your password, you’ll need to request, via email (webmaster@eZfundraising.com), that it be sent to your email address. Return to Top   3. Click on "Event Setup" on the main menu on the left of the screen. The first portion of this page includes event information entered by the Distributor. If any of this information is incorrect, please contact the Distributor so they can make the appropriate corrections. Follow the instructions on the rest of this page to complete your event setup. If you are unable to finish this setup for any reason, press the "Submit" button at the bottom of the page to save any current information, even though it is incomplete, and you may re-enter the "Event Setup" page to finish setting up the event at a later time. Return to Top   4. Once the event setup is complete, click on "Reports" on the main menu, and then run the "Participant Letter". This will merge the information you entered in the "Event Setup" page and create a letter to the event Participants and their parents. This letter also includes an important privacy notice on the second page which you are required to send out to all event Participants and their parents, so please be sure to use it. Return to Top   5. Review the information contained in the letter, and if you are not satisfied with the text you included, return to the "Event Setup" page and make your changes. Make sure to click on the "Submit" button at the bottom when you’re done, otherwise your changes will not take effect. Then go back to the "Reports" page and run the "Participant Letter" once again. When you are satisfied, print it out and make copies to send to the event Participants and their parents. If, for some reason, you are unable to include the language you desire in this letter, or if you wish to format the letter for your particular letterhead, another option is to copy the letter and paste it into a word processor to make your changes. Return to Top   PLEASE DO NOT CHANGE ANY OF THE STANDARD LANGUAGE BUILT INTO THIS LETTER, OR ALTER THE PRIVACY NOTICE IN ANY WAY. AS THIS WEBSITE COLLECTS PERSONAL INFORMATION OF THE CHILDREN INVOLVED IN YOUR FUNDRAISING EVENT, WE ARE BOUND BY FEDERAL COPPA REGULATIONS WHICH MANDATE THE USE OF SUCH NOTICES AND INSTRUCTIONS. ACCORDING TO THESE REGULATIONS, PARENTS, LEGAL GUARDIANS, OR AUTHORIZED SCHOOL OFFICIALS MUST ENTER ANY AND ALL PERSONAL INFORMATION ONTO THE SITE ON BEHALF OF PARTICIPATING CHILDREN IF THEY ARE UNDER 13 YEARS OF AGE. FOR COMPLETE INFORMATION REGARDING WHAT INFORMATION IS COLLECTED AND HOW IT IS USED, PLEASE REFER TO OUR PRIVACY POLICY.   Return to Top   6. Once you have completed the above steps, you can initiate the sales effort. The event Participants will register with the site, and begin to send out email invitations to their friends, neighbors and relatives to order products. These emails will contain links right to the Homepage of your event where they can begin shopping, and any orders placed online will show up on your reports and status pages. Return to Top   7. The "Event Status" page is your personal Homepage. Here you can see the vital statistics relating to your event as it proceeds. If you wish to print out this page, simply click on the "Click HERE for a printer friendly version of this report" button. Return to Top   8. The "Participant List" displays a list of all registered Participants, as well as their User Name, phone number and whether or not they are designated as a "Coordinator". You may sort this list by first or last name. Notice that your name is on the Participant list as well. This makes it possible for Coordinators to receive orders just as a Participant would. If you click on the name of a Participant, the information they entered when they registered will be displayed, along with their User Name and Password. If a Participant forgets these codes, this is where you can retrieve them on their behalf. At the bottom of this page you can designate a Participant as a Coordinator if you wish. This capability can be used for very large fundraising events where it would be useful to designate multiple Coordinators. However, please note that anyone designated a Coordinator will have the same access to information as you do, as well as the ability to make changes to this information. As such, it is recommended that you exercise caution when designating additional Coordinators. Return to Top   9. The "Order Maintenance" page displays a list of all registered Participants, as well as any orders which have been placed by their Customers. Here you can see which orders require your approval prior to the close of the event, according to the limits you entered in the "Event Setup" page. At the top of the page you can choose to see all Participant orders, or just those that require your approval. You may also sort the list by first or last name. Click on "Enter New Order" if you wish to place an order on behalf of your Customer or one of your Participant’s Customers. This capability is useful if the Customer does not have access to a computer or the Internet, or if you’re bringing them through the ordering process as they sit beside you. Please note that these new orders will be attributed to the account of the Participant who’s page you started from. If you click on the name of a Participant you will see a summary of their sales, and a sortable list of their Customers. If you click on the name of a Customer, you can review that particular order. You may amend and "Update" this order, "Delete" it or "Approve" it. Obviously, you should exercise caution at this time, updating or deleting an order only if you have good reason to do so. If you are unsure about a given order, you can contact the Customer or the Participant in order to verify the information. Return to Top   10. You may run a report on all orders placed online during the event by going to "Reports" and then clicking on "Products Report". Be sure to indicate how you would like this report to be sorted before doing so. You may print out this report by clicking on the "Click HERE for a printer friendly version of this report" button. Return to Top   11. You will no longer have access to any event information on the eZfundraising.com website 30 days after the product delivery date. Please be sure to save any information needed prior to that time. Return to Top    12. If you are interested in offering credit card payments for your fundraising event, you must either obtain your own credit card merchant account and register with iTransact, eZfundraising’s online credit card transaction partner, or use the merchant/iTransact account established by your Distributor. The easiest way is to use your Distributors account (please see your Distrabutor for details).