Participant
HELP |
|
Welcome to
eZfundraising.com! |
|
Now that you've registered as a Participant, you
can use this site to send emails to everyone you wish to invite to
buy something from you during this fundraising event. When they
place their order, your account will be credited, and you'll be on
your way to winning the prizes offered through the
event!
|
Directions: |
1. Make sure you write down
your unique User Name and Password. You'll need these to enter the
site the next time you login. If you misplace these codes, contact
the Event Coordinator.
|
|
Return to Top
|
2. Check your personal contact information ("Maintenance" Page): Click on the
"Maintenance" link on the main menu to check your personal contact
information. This is the same information you entered when you
registered as a new Participant. If there are any errors, be sure
to fix them right away. Once the event ends you will be unable to
make any changes.
|
3. Invite your customers to make a purchase by sending them emails("Send Email" Page):
|
a. Click on the "Send Email"
link on the menu to the left of your
screen.
|
b. Enter the email address of
the first person you want to invite to buy one of the products
from you.
|
c. Click on the "NEXT"
button. This will enter that email address in the box below. The
next box down will display the text written by the Event
Coordinator. This text will automatically be included in your
emails.
|
d. Use the last box to write
a personal message to your prospective customer, if you wish.
This message will be included in the
email.
|
e. When you're ready to send
the email, simply click on the "SEND" button. If you wish to
send the same email to many different people at the same time,
simply enter all of their email addresses one by one, clicking
on the "NEXT" button after each one so that they all appear in
the box below. Then personalize your email with a message that
applies to all of the people you're sending it to. Finally,
click on the "SEND" button, and your message will be
automatically sent to everyone you
indicated.
|
If you wish to send another
personalized email to one or more people, just follow these steps
again.
|
The second time you choose
"Send Email" from the main menu, you will see which emails have
already been sent out.
|
|
Return to Top
|
4. See how you're doing in comparison to the event as a whole ("Participant Status" Page):
|
The "Participant Status" page
is your homepage in eZfundraising.com. This page displays total
event sales as well as your own personal sales. Remember, this
only includes products sold through the eZfundraising.com website.
Orders placed on paper will not show up on the site, unless you or
someone else enters them in. If paper orders are entered into the
site, be sure not to submit such paper orders to the Event
Coordinator, as this may lead to double
ordering.
|
If there are orders displayed
in the "Pending Review by Coordinator" column, this means that
these orders will not be processed until the Event Coordinator
approves them. When the Coordinator sets up the event in
eZfundraising.com, he or she entered a maximum number of products
or dollar amount, above which such orders would require their
approval. This allows them to double check to make sure that
larger orders are valid.
|
If any of your orders are
pending review by the Coordinator, it's a good idea to take a look
at these orders to make sure they're valid ("Orders" Page – see
below). If they are valid, and the Coordinator hasn't approved
them by the end of the event, you should probably contact the
Coordinator to remind him or her that some of your orders need
their approval. If you find an order that is not valid, be sure to
contact the Coordinator right away so it can be removed from the
system.
|
|
Return to Top
|
5. Check your orders ("Orders" Page):
|
Click on the "Orders" link on
the main menu to see how much you have sold so far, and how many
orders are pending approval by the
Coordinator.
|
Scroll down the page and you'll
also see a list of all your Customers. You can sort this list by
indicating which orders you'd like to see ("All" or "Need Review
Only"), or how you'd like the orders sorted (by "Date" or by
"Name"), and then clicking on the "View Orders" button. You can
see each customer's contact information and a list of which
products they ordered by clicking on their name. If you wish to
print out this information, click on the "Click HERE for a Printer
Friendly version of this report"
button.
|
If you want to place an order
on behalf of a Customer, click on "Enter New Order". You can then
go shopping for that Customer, pick the items they want to
purchase, fill out their personal information for them and then
place the order. This comes in handy if you're selling to someone
who either doesn't have access to a computer or the Internet, or
if you're just helping them through the site while they sit next
to you.
|
|
Return to Top
|
6. Get reports on your Customers and their Orders ("Reports" Page):
|
Click on "Reports" on the main
menu and choose which report you wish to view. The "Customer List"
will bring up a new window which lists all of your Customers and
their contact information. You can print out this list at the end
of the event to help you make your deliveries. Remember, this list
only includes Customers who placed their orders through the
eZfundraising.com website. Orders placed on paper will not show up
on the site, unless you or someone else enters them
in. If an order has been created online, please DO NOT submit
the same order on paper, as this may result in double ordering.
|
|
|
| |
|
Return to Top
|
