everydayhero Heroix User Manual v1
Contents
1. Poster docx Ifyou have an image you would like to insert click add new asset then choose your file Name it so you know which image itis and ensure that the list box is unticked The update the campaign Once you have updated the campaign return to the downloads tab where you will see your image now has a URL Copy this URL image png 296 1 KB Mips WWW everydayhero com aweventsidownioads O004 7576 mage pna Image Then go to the area you would like to insert the image and select the tree Icon e z u s i 8 x Paragraph 14px A 4 a Insert Edit Image Paste your URL into the pop up box adjust the size if you need to then click insert and update the campaign Insert Edit Image mewe NA Image Description Alignment Not Set Dimensions Jx Border Vertical Space Horizontal Space inser everydayhero 1300 798 768 hello everydayhero com au fundraise donate help the causes you love everydayhero Step 4 Go to the Edit Peer to Peer Features section to customise the EDIT supporter experience PEER TO PEER FEATURES General Customise the default page goal amount and the default donation dollar handles You can also choose to allow supporters to specify their own event date when setting up a page great for community fundraising events In this section you can switch on the offline donations fu2. everydayhero EVERYDAYHERO TRAINING MANUAL Building a Campaign in 5 Steps Building a campaign through everydayhero is easy Just follow these simple steps Before you begin make sure you have your banners and other images ready Please see Appendix 1 for design specifications Step 1 Click on Create Campaign and then select the modules you would like to use for this event Peer to Peer Fundraising Allows supporters to create their own fundraising page 1 1 MODULES Select the modules that you would like to use in your campaign Appeals Allows donors to make a donation directly to the campaign Create and manage engaging fundraising appeal srmaheort 7 h 5 s id n 7 mA fh Tro f websites with integ ated donation and fundraising Appeals Create fundraising websites for your community Peer to Peer Fundraising supporters and sponsored events Participants can Se a Sa z T collect donations online and offline Then enter your campaign event name and your campaign event URL eve ryd ayh ero URL 1 2 CAMPAIGN DETAILS Some basic information regarding your campaign Structure CAMPAIGN IDENTIFICATION www everydayhero com au eve nt eventurl pe Campaign Name Event Name Campaign URL eventurl e Please note Underscores cannot be used in campaign URLs but you can use hyphens to separate words if necessary Campaign Date s OSingle Day Campaign Select your campaign event date nen aa tit 5 Aoa
3. Choose from a selection of stylish web site designs MICROSITE DESIGN Select Template Select a layi jut for your microsite content Select Colour Scheme Colour Palette Guide Ere E Donation Tally za EE Leaderboard nee le E OE gt E E Oe C O a Custom Content h Custom Colour Scheme To create a custom colour scheme just check the Custom Colour Scheme box Primary Colour The primary colour will be the background colour of both your campaign and your supporter pages If you load background images in the primary colour will not be seen Secondary Colour The secondary colour will appear on your navigation bar at both the top and bottom of the campaign As the navigation bar text is white we recommend using a dark colour for this Tertiary Colour The tertiary colour will be used as the colour for the funds raised tally and the top supporters leaderboard You can also load a background image at this point if you are using one everydayhero 1300 798 768 hello everydayhero com au Custom Content Select Template Select a layout for your microsite content Select Colour Scheme Primary Colour Secondary Colour 036 Tertiary Color O69 Background Image Browse tice Custom Colour Scheme fundraise donate help the causes you love everydayhero Then upload your campaign event image to continue with the setup If available upload your other campaign design asset
4. layout STEP 1 OF 3 Choose Layout for your new microsite page Choose the layout for your new microsite page a pE 4 gt BUTTONS Primary Content BUTTONS Secondary Content optional 2 Enter your content STEP 2 OF 3 Add primary amp secondary content here Note You can add hosted images by clicking the icon PRIMARY SECONDARY B Z U 2 x Paragraph FontSize A a aml 9 E 5 2 m E m a 37 Ja a fm nE t E H Path p P 3 Give your page a title and URL STEP 3 OF 3 Link Title Title This will appear in the navigation bar of your Microsite and or navigation pages Link URL LB Show Buttons Choose whether to display CTA buttons on page eventftestcampaign1 986 url everydayhero 1300 798 768 hello everydayhero com au fundraise donate help the causes you love everydayhero Images In this section you can load new banners sponsor logos and images for the microsite slide show If you need to change your banners at all after you have created your campaign just go to the images tab Campaign Image This image or logo is mandatory for the Replace existing image campaign to be displayed on the event on everydayhero com au Campaign Banner Fai Appears at the top of your microsite Dimensions 815px x 226px Supporter Banner aceon Appears at the top of supporter Pages Dimensions 940px x 290px Supporter Backgro
5. C as ws ois i 2015 06 30 S i n g e D ay C a mM Da ig n Use this a yS g m on ness Weel option for events that are on one day note this date or range will appear as the O Extended Period Campaign Extended Period Campaign Use Start on End on this option for events that are over ee more than one day Campaign Period 2015 04 23 2015 07 31 campaign web to be In If your event is happening ina everydayhero 1300 798 768 e hello everydayhero com au fundraise donate help the causes you love everydayhero specific location you can enter the address too Address is optional Campaign Address Add a campaign location to improve your search results You can add a specific address or simply a region e g City Country Next you can turn Donor Uplift on or off for this particular campaign event Enable Donor Uplift Allow donors to add a donation uplift Donor Uplift Rate 5 0 Select the percentage to be added as a donation uplift Donor Uplift encourages your donors to give alittle bit extra based on the percentage you set in Heroix everydayhero 1300 798 768 hello everydayhero com au fundraise donate help the causes you love everydayhero Step 2 Select your layout for your microsite content from a variety of pre designed templates You can also select your colour scheme or create a custom colour scheme to match your brand colours 2 1 MICROSITE DESIGN
6. Period 1103 2014 to 25 03 2014 19 11 2013 to 03 12 2013 30 07 2013 to 13 08 2013 04 12 2012 to 18 12 2012 Payment Type Donations Donations Donations Donations Remittance Advice Transaction Detail download download download download download download download download Show All fundraise donate help the causes you love everydayhero Custom Reports Custom Reports are designed to help you run a report to answer a specific question reduce the amount of filtering you need to do after running a report or provide you with a report that is ready to import into another database There are two kinds of Custom Reports which you willrun Fundraising Page and Donation To access custom reporting log into your charity account and visit the reports section From here select the new NEW CUSTOM REPORT custom report button and choose the type of report you would like to run Fundraising Page Donation Registration Then you can build out your report You can choose from a range of filters add or remove columns for the report reorder and event rename the columns If you need to Name New Donation Report E Save for reuse Filters Add Filter Donation Date Between wD Columns oO Select All Donation Date Donor Full Name Select None Oo Cleared Funds Date Supporter ID Donor BPAY Biller Code Donor Salutation Barcode Number Donor First Name Auspost Keyline Donor Last Name Source We recommend
7. articular event or ina particular date range choose the Event All Events Donation Detail report Use date range om Reports Donor Uplift If you want to know more about the donation such as whether it included l donor uplift or if you need a breakdown ee a of the fees choose the Donor Uplift Start date 2014 12 08 report End date 2014 12 08 Please note you will need to set a date range when running this report Generate Report HANDY HINT e f you need to access information on finance codes associated with donations you will need to run a Custom Donation report everydayhero 1300 798 768 hello everydayhero com au fundraise donate help the causes you love everydayhero Financial Statements Financial Statements can be located in the Reports section also To access Remittance Advice and Transaction Detail reports select the financial statements option from the Predefined Reports box There willbe a Remittance Advice and Transaction Detail report for each fortnightly remittance period The Remittance Advice will provide top line information such as the gross and net amount of the payment for that period The Transaction Detail report will break down the remittance by donation to show how many donations were included in that remittance and which events those donations came from everydayhero 1300 798 768 e hello everydayhero com au Financial Statements Payment
8. ecorated version that includes an image and value handle for each donation amount oe Value Value 100 Value Or you can have decorated handles that include a description wos EED Delete Delete Delete and image to accompany each of your donation amounts everydayhero 1300 798 768 hello everydayhero com au You can choose to have plain dollar handles and simply customise the amounts PRE SET DONATION AMOUNTS You can present donors either a plain text pound value only or a decorated version that includes an image and value handle for each donation amount Delete Value 50 Image Browse Description ih Delete Value 100 Image aioe Browse Description info A Delete Value 200 Image ae Browse Description info 4 f everydayhero Other things to consider If you need to adjust the campaign date review the Donor EDIT Uplift amount or activate regular giving for your campaign go CAMPAIGN DETAILS to Edit Campaign Details If you need to add finance codes to assist with reconciliation and disbursement of donations go to Edit Campaign Codes EDIT You can add up to three finance codes per campaign CAMPAIGN CODES HANDY HINT You can use the Preview Microsite function throughout the process to see how your campaign is looking Once you are happy with the look and feel you can go live by clicking the button in the top right hand corner
9. everydayhero 1300 798 768 hello everydayhero com au fundraise donate help the causes you love everydayhero Accessing Data from everydayhero Supporter Information For supporter information select either the Fundraiser Detail or Hero Page Detail report from the predefined reports box Reports Fundraiser Detail Report A Fundraiser Detail report will provide you with an overview of any given event Just select the event from the drop down box Event Any gt Reports Hero page details report A Hero Page Detail report can be run by Event es date range as well as event You can also run a hero page report that includes a list as OYes of donors who donated to each page just tick the box for detailed donations This No can be useful if you want to save time and run one report instead of two LB Include detailed donations HANDY HINT e f you want to visit your supporters pages and see what they are doing run a Hero Page Detail report This will give you the full page URL e For team information use the Fundraiser Detail Report everydayhero 1300 798 768 hello everydayhero com au fundraise donate help the causes you love K everydayhero Donor Information For donation information select either the Donation Detail or the Donor Uplift report from your predefined reports box depending on the information you need Heports To find out how much was donated Donation Detail through a p
10. nction which allows supporters to add offline donations to their fundraising tally DATE OPTIONS Permit supporter to select an event date within a defined period Enter the defined period and Start End Default default date 2015 05 21 2016 07 31 2015 06 10 DONATION OPTIONS Allow supporters to enter offline donations received Disabled LE Show Everyday Hero service fee to potential donors PRE SET DONATION AMOUNTS You can nominate the pre defined donation amounts presented to potential donors Note All donors will have the ability to enter any amount in the other amount box 200 100 50 DEFAULT GOAL AMOUNT Set the default goal that you would like to appear on supporter pages Default page goal amount Teams Choose how supporters can fundraise as individuals and or as part of teams You can also set a team size limit if you need to We recommend also taking the time to tick the box at the top to allow supporters who are part of teams to appear in the top fundraisers leaderboard TEAMS TEAM OPTIONS Allow team members in individual top ten fundraising leaders table vn Allow supporters to fundraise As Individuals By Joining Teams By Creating Teams Team Size Limit o Limit the size of teams to a certain number A value of zero indicates no limit everydayhero 1300 798 768 hello everydayhero com au fundraise donate help the causes you love everydayhero Customise This section allows you to e
11. nter a custom default page story for your event for both teams and individuals You can event adjust the heading if you like CUSTOM COPY n r Reset to default text Individual Story Heading Story heading for individuals A Reset to default text Team Story Heading Story heading for teams Reset to default text Default Individual Story Default story for individuals A Reset to default text Default Team Story Default story for teams Emails Customise the email which is sent out to supporters when they create their page uals If you would like to receive new supporter notifications directly Supporter page notifications to your inbox for the campaign Receive an e mail notification when a new you are setting Up just enter sar nh named dali eel address in this EMAILS You can edit your Campaign Email Signature from the Campaign Details section New page email content HAN DY H NT When When a fundraiser creates a Fundraising page this email is sent Reset to default email customising the email content Hi there lt PAGE OWNER NAME gt include any phrases that appear between these symbols lt gt This ensures that your supporters receive important information such as their page You can update your page or personal details at any time by signing in to your account using this email address URL and the expl ry dare or their lt PAGE OWNER EMAIL gt and the password you created page Thank you for c
12. nter your team name 6 Congratulations you have created your Charity Team Page Now just take the time to personalise it by clicking on the edit this team page button HANDY HINTS e The account sign up process is how everydayhero gathers the information about your supporters that we pass back to your charity e Remember for Multi Charity Events creating a team FUNDRAISING page will not create a RUNNING team for the event Contact the event organisers for more information on Running Teams e Don t forget to remind your supporters to register for the event Creating a supporter page will not register them for the event everydayhero 1300 798 768 hello everydayhero com au fundraise donate help the causes you love K everydayhero Managing your team Here are some tips to help you manage your team page e Seta goal for your charity team page and don t be afraid to aim high e Add some information about your charity to the Team Story section Let people know why you are aiming to raise a certain amount and tell them about the great work your charity will be able to continue with that amount e Add a profile picture this can be anything you like If you are looking at getting a logo or image designed specifically to use on your team page the dimensions for the image are 230x230px e Share you link far and wide add it to your newsletters social media sites and your website Contact past supporters and donors and encourage
13. our event what its all about Secondary content when it is and important information they may need to know about participating If you have a video on Youtube that you would like displayed on your campaign paste the URL into the box displayed below the Secondary YouTube URL Content area Insert youtube url to appear on microsite homepage EDIT MICRO SITE Arial B Z U 3 x Paragraph FontSize A T BLS LD lm m l e mm F Thank you for supporting us your fundraising efforts will make a real difference To make fundraising for us even easier we ve partnered with Everyday Hero to give you the ability to create your own online fundraising page In just minutes you can build and customise your page then start sharing the link with your friends family and colleagues and asking them to make a donation Every donation is then recorded on your fundraising page along with a message of support from your donors So what are you waiting for Create your own online fundraising page today Path p 7 B Z U s i 2 lt x Paragraph Font Size a A aal BLS 2 m H A Ei Path p 7 You can also choose whether your charity profile information social media links and facebook feed appear on your campaign Just use the sliders to turn these on or off The charity information and social media links pull through from your account Show Charity Profile Show you
14. r charity profile at the bottom of microsite homepage Show Social Media Links Show your social media links in your microsite sidebar Show Facebook Widget Show your Facebook widget in your microsite sidebar everydayhero 1300 798 768 hello everydayhero com au fifi fundraise donate help the causes you love everydayhero This is also where you Select Template can adjust the colour Select a layout for your microsite content scheme layout and Select Colour Scheme background for the campaign if you need to Primary Colour e0209 Secondary Colour 697 Tertiary Color 697 Background Image Background images are centred and top aligned Recommended width is 1600 pixels Minimum recommended height is 1200 pixels but will depend on your microsite content Microsite content is 815 pixels wide Custom Colour Scheme Custom Content Donation Tally Leaderboard gt Custom Content optional Buttons Adjust the colour of your buttons or choose to load custom buttons You have two options when customising your buttons 1 You can adjust the colour of the exisiting buttons 2 You can upload custom button images which can be created by your design team Donate Now Set Button Text Instructions Select a pre defined button upload your own or use our tools Donate Now to create a button with custom ne 7 ow colours and text UPDATE BUTTON Customised Button CO vo Set But
15. reating a supporter page as part of lt CAMPAIGN NAME gt Here s the direct link to your page which is live from now until lt PAGE EXPIRY gt lt PAGE URL gt Here are a few ways that you can start using your supporter page to make a difference Spread the word Post updates images and videos of your what you re doing and share these with your friends on Facebook and Twitter to help get the word out everydayhero 1300 798 768 hello everydayhero com au fundraise donate help the causes you love everydayhero Step 5 If this is an Appeal such as a Tax Appeal go to the Edit Appeals section to customise the donation screen EDIT APPEALS Survey Questions Add additional questions such as How did you hear about this Appeal You can add as many additional questions as you like Collect additional data from your donors Answers will be available in your reports New Question You can choose from 4 different Eat input types Free Text Select drop down list Radio Buttons vaca and Checkboxes for questions that allow more than one response Label How did you hear about us Answer answer 1 Input type Select Answer answer 2 New Answer E Preset Donation Amounts Customise the preset donation amounts You can also decorate the dollar handles with text and images PRE SET DONATION AMOUNTS You can present donors either a plain text pound value only or a d
16. s but you can also come back to those later if needed When you are ready click continue It may take a couple of minutes for the next screen to load depending on the size of your images everydayhero 1300 798 768 hello everydayhero com au Campaign Image This image or logo is mandatory for the campaign to be displayed on the event on everydayhero com au Campaign Banner Appears at the top of your microsite Dimensions 815px x 226px Baseplate Image Appears at bottom of your microsite and all fundraising pages Dimensions 815px x 100px Supporter Banner Appears at the top of supporter Pages Dimensions 940px x 290px Supporter Background Image Appears in the background of all your supporter pages The image is centered and fixed to the top of the page Maximum file size of 300kb Browse Browse Browse Browse Browse fundraise donate help the causes you love everydayhero Step 3 Go to Edit Micro Site to adjust the look and feel of your campaign There are anumber of tabs in this section that you can use to enhance your microsite Site Design This is where you can Font adjust the look and feel of the front page of your microsite add event information Primary content into the Primary and Secondary content areas and adjust the layout and colour scheme The Primary and Secondary content areas allow you to put in the information you want people to know about y
17. them to join or donate If you are the team leader you can Invite other people to join your team using invite members button or people can join your team from their own Supporter pages using the join an existing team link on their page Once supporters have requested to join your team you will need to approve them You will receive an email notification each time someone requests to join your team Just log into your team page to approve the requests everydayhero 1300 798 768 hello everydayhero com au fundraise donate help the causes you love K everydayhero Appendix 1 Mandatory Assets Mandatory assets are the minimum assets that need to be added to a campaign in order to activate the campaign e Campaign Banner 815px x 226px e Campaign Image 150px wide or high Optional Assets Optional assets can be added in to improve the look and feel of a campaign e Custom Buttons 235pxx359px e Campaign Background Image 2000px x 2000px Pooter 615px x 100px Supporter Page Design e Supporter Page Banner 94Q0px x 290px e Supporter Page Background Image 2000px x 2000px everydayhero 1300 798 768 hello everydayhero com au fundraise donate help the causes you love
18. ton Text Colour Set Button Background Colour m ooo everydayhero 1300 798 768 hello everydayhero com au Donate Now Select a pre defined button upload your own or use our tools to create a button with custom _ee_Z_e gt ate Now colours and text UPDATE BUTTON Customised Button ae a Instructions UPLOAD IMAGE Browse Optimal button image dimensions 235px wide 59px high fundraise donate help the causes you love K everydayhero Links and Pages Arrange the tabs on the navigation bar and add additional tabs You can add a link to another site such as your charity website and even add additional pages of content Header Add Custom Link Add new page TITLE URL ACTION 3 Home eventitestcampaign 2015 t Sponsor a Friend fevent testcampaign 2015 sponsor_a_friel 3 Contact eventitestcampaign 201 5 contact GD 3 Top Supporters event testcampaign 2015 top_ten 2 Ten Tips event testcampaign 201 5 tentips D To add a new link to the navigation bar choose the add custom link button Add Custom Link Enter the name of the tab and the URL you would like it to direct to Website websiteurlhere 4 o everydayhero 1300 798 768 hello everydayhero com au fundraise donate help the causes you love everydayhero To add anew page of content click the add new page button Then follow the 3 step process Add new page 1 Choose your
19. und Image Browse Appears in the background of all your supporter pages The image is centered and fixed to the top of the page Maximum file size of 300kb Baseplate Image n Appears at bottom of your microsite and all fundraising pages Dimensions 815px x 100px If your event has sponsors just load their Sponsor Logos logos into the Sponsor logo sections Appears on bottom of your microsite Enter their website into the URL box to ODECA Re Order Ean hyperlink the logo URL You can also add a slideshow of up to 5 images to your campaign Just add them in the bottom section of the images tab Microsite Homepage Images Add up to 5 Add another everydayhero 1300 798 768 hello everydayhero com au fundraise donate help the causes you love everydayhero Downloads Add downloadable content such as posters or maps as well as images to insert into areas such as the primary content of your microsite If you are adding content for people to download click add new asset then choose your file Give it a name this will appear on your microsite and tick the list box this will ensure it is available for your supporters to download Then simply update the campaign Hosted Images Save and store images you may use on microsite pages here Add new asset TITLE FILE LIST ACTION Example Poster docx 26 6 KB Example Poster https www everydayhero com au events downioads 0002 0086 Exampie
20. watching our Custom Reporting Tutorial to familiarise yourself with custom reporting everydayhero 1300 798 768 hello everydayhero com au fundraise donate help the causes you love everydayhero Multi Charity Events Creating your team Creating a team ina Multi Charity Event is easy and can be done ina few simple steps 1 Visit your everydayhero charity profile page to choose the event INSERT PROFILE URL 2 Once you have found your Charity Profile click on the event icon to visit the fundraising site then click on the Start Fundraising button 3 You will need to enter a few details to get your fundraising account started enter an email address yours or a generic organisation one such as info charity org a name yours or the charity name a contact number and a password so you can log back in Alternatively if you already have an account from a previous event just use the Log In button on the Sign Up screen 4 Next you will just need to enter a few more details to complete your team leader page select the charity and a page name do not enter the team name at this point If this is a new account you will also need to enter a date of birth and a postal address Once all this information is entered click on Create Page 5 You will be directed to your team leader page where you can then set up the team page Just click on the create a new team link to the right hand side of your team leader page and e
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