quick reference guide - World Partnership Walk

STEP FORWARD END GLOBAL POVERTY

QUICK REFERENCE GUIDE How To Register .................................................................................................. 2 Fundraising ......................................................................................................... 4 Dashboard ................................................................................................. 4

Install the Facebook App Make a Personal Donation Update your Goal

Send E‐mail ............................................................................................... 4 Check Your Progress .................................................................................. 6 Update your Profile ................................................................................... 7 Edit your Personal or Team Webpage ........................................................ 7 Fundraising Toolkit .................................................................................... 7 Matching Gifts ........................................................................................... 8 Book Payment Online ................................................................................ 8

World Partnership Walk

WPW Quick Reference Guide


How to Register Registration includes 3 quick steps: Participation options | Contact Information Ι Agree to Terms

I Go to the World Partnership Walk website using the following link:

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https://www.worldpartnershipwalk.com From the Home page or Get Involved tab I. Select Register II. Select your Walk City  Select View Details Select your Participation Type: I. II. III.

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Create a Team – if you want to create a team and be the Team Captain Join an Existing Team – if you want to be a Team member on an existing team Register as an Individual – if you want to participate as an individual

Make the appropriate selection at the Returning Participant Login screen I. II.

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New User ‐ for first time participants Returning User – enter the User Name sent to you in the Welcome Email OR select Email my Login Information to retrieve your User Name & Password. At the Participation Type screen: I.

II. III. IV.

Enter the amount of money your team wish to raise in the Your Fundraising Goal field

Set an example by making a donation. Check the appropriate box to make the donation anonymous or to display it publicly Click


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At the Registration screen, go to the Personal Information section:

I. II. III.

IV. V.

Select information from the drop‐down box or type the required information in each required field Input the required information at the Contact Information section Input the required information at the Participation Center Access section  Make note of your User Name and Password so you can login the system AND you will also receive a welcome email with your User Name Go to the Additional Information section and select the appropriate age range from the drop‐down box (NOTE: Prefer not to answer is also an option) Click

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Read the terms and agreement and check the ‐ I agree with the terms and conditions above box I.

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Click

At the Registration Summary screen, review the information and click

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At the Thanks for Registering screen, you can view the Transaction Summary and the Registration Summary click:

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At the USER LOGIN screen: I. II. III.

Enter your User Name Enter your Password Click the Submit button which will display the My Fundraising Progress screen




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Fundraising Once logged in, Dashboard is your 1 stop shop to access all of these features: View Fundraising Progress Personalize your Page Send E‐mails Install the Facebook app

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Make a Personal Donation Update Your Goal Update WPW Email Signature Make a Book Payment

Install the Facebook App Click MY FUNDRAISING  DASHBOARD and scroll down to the INSTALL THE WALK APP ON FACEBOOK I. Click START to download the app to your phone to send messages and share your fundraising progress

Make a Personal Donation Click MY FUNDRAISING  DASHBOARD and scroll down to MY TO‐DO LIST I.

Click MAKE A PERSONAL DONATION  Select or enter a Gift Amount  Select a Gift Type  Check whether you want to make it anonymous or public  Click NEXT to complete the transaction

Update Your Goal Click MY FUNDRAISING  DASHBOARD and scroll down to UPDATE MY GOAL I.

Click UPDATE MY GOAL  Enter the new Goal  Click SUBMIT to update the new amount




Send E‐mails 2

Click MY FUNDRAISING  EMAIL CONFIGURE: Select the type of E‐mail you wish to send NOTE: messages are pre‐written for your convenience

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COMPOSE: You can add a personal greeting & note to the prospective donor in the pre‐ written email. Enter your Name for the signature.

You can personalize emails & select Save as template to re‐use.


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II. III.

Click NEXT to add your contact’s e‐mail address SET RECIPIENTS: To access multiple contacts from an electronic address book – select IMPORT & follow simple instructions)

IV.

To enter a few names simply ADD CONTACT  Enter Contact’s First Name  Enter Contact’s Last Name  Enter Contact’s E‐mail Address

V.

PREVIEW & SEND

Check Your Progress 3

Click MY FUNDRAISING  PROGRESS I. Scroll down the page to view:  Chart of your Fundraising progress  View list of all donors to date




Update your Profile

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Click MY FUNDRAISING  PROFILE I. Edit your personal profile II. Change/Reset your password III. Access Linked Social Accounts

Edit your Personal or Team Web Page 5

Click MY FUNDRAISING  MY PAGE or MY TEAM PAGE II. III. IV. V.

Personalize your webpage URL Personalize your webpage title Personalize your webpage content Personalize your webpage with a picture or video

Fundraising Toolkit 6

Click MY FUNDRAISING  FUNDRAISING TOOLKIT II. III. IV. V. VI. VII. VIII. IX. X. XI. XII. XIII. XIV. XV. XVI. XVII.

AKFC Brochure Brochure (WPW) AKFC Development Project Briefs Facebook Cover Photos FAQs Fundraising Activities Guide Impact Report Looping PPT ‘Lunch & Learn’ Presentation Online Registration & Fundraising Guide Proud Supporter Logo (WPW) Poster (WPW) School Kit Team Captain Guide Team Sign‐Up Sheet Twitter Cover Photos


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Matching Gifts 7

Click MY FUNDRAISING  MATCHING GIFTS I.

Enter a Company Name and SEARCH to view Matching Gift opportunities & details as well as corporate process to access funds

Book Payment Online 8

Click MY FUNDRAISING  BOOK PAYMENT ONLINE I.

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Complete the fields with information for the following Sections  AMOUNT  BOOK AND PARTICIPANT INFORMATION  AMBASSADOR INFORMATION  CREDIT CARD INFORMATION Click Pay Now to complete the transaction


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