ficha de aplicación, noción de correspondencia

Note:When you set up theComplete Initiative Informationpage when creating the Thon event site, after selecting the Fund be sure to select the event group in the Event Group field to associate the site with the event group. This is a very important step in creating a company pyramid/structure.

1. Perform Steps 1 and 2 inCreate a basic Thon event site. 2. When done, create a committee as described below. Step 5: Create a committee

1. SelectCommunities > Special Events > Friends Asking Friends > Kintera Thon.

2. Highlight the event’s name and then selectEvent Admin. TheEvent Adminpage appears. 3. ForEvent Planning, clickSetup and Manage Event Committees.

4. In theAll Committeespage, clickNew Committee.

5. In theNew Committeepop-up window, perform the following steps:

a. ForCommittee Name, enter a name for the committee. If you do not have a committee, enter a generic name such asGeneral Committee.

b. Select theExecutive Committeecheck box if you want to differentiate between multiple committees. Check this box only if this committee is the Executive.

c. ClickSubmit.

6. Verify that the new committee is added to theAll Committeespage. 7. Click the radio button for new committee and then clickShow Roles. 8. In theRolespage, clickNew Role.

9. Select the check box to choose roles for the committee members and then clickSubmit.

Note:If the role you want to assign is not in the list, clickNew Roleto create one. 10. Verify that the new role is added to theRolespage.

11. Add members to roles by creating committee members as described below. Step 6: Create a committee member

1. In theRolespage, click the radio button for the role and then clickShow Members.

Note:If theRolespage is not currently displayed, selectCommunities > Special Events > Friends Asking Friends > Kintera Thon. Highlight the event’s name and clickEvent Admin. In theEvent Adminpage, clickSetup and Manage Event Committees. In theAll Committeespage, click the radio button for the committee name, and then clickShow Roles.

2. In theMemberspage, clickNew Member.

3. In theAll Individuals Contactswindow, clickNew Memberor search for an existing individual to add to the committee.

4. In theNew Committee Memberpage, complete the required fields to add the committee member to the database and to assign the member a committee role.

5. ClickSubmit.

6. Verify that the member is added to theMemberslist.

7. Enter data into the pyramid/company structure as described below. Step 7: Enter data into the pyramid/company structure

1. ClickEvent Adminin theBreadcrumb.

2. In theEvent Adminpage for the event, clickManage Company Pyramidlisted underRecruitment.

Note:If theEvent Adminpage is not currently displayed, selectCommunities > Special Events > Friends Asking Friends > Kintera Thon. Then, highlight the event’s name and clickEvent Admin.

3. In theCompany Pyramidpage, highlightNewand then select the first pyramid/company structure you created.

4. In the resulting page, clickNew.

5. Complete all required fields in the company/pyramid page as follows:

a. ForName to appear on website, enter the name you want site visitors to see when they visit the event site. For example, if a company is the top level of your pyramid you would add the

company’s name.

b. ForOwner, select the committee member you created in step 6. The owner does not appear on the Web site.

c. ClickCompanyto open theSearch Companypage so that you can search for the company, or create it.

Note:When you select the company, its name andSupporter IDwill be added to the appropriate fields.

d. InLeader Information, complete the required fields for the team’s leader. This information will appear on the Web site’s group page. ForCompany, you will be prompted to select an existing company from the database or create a new one to associate as the company's leader.

e. Select theWould you like to send this individual a registration email…check box if you want to send a registration confirmation E-mail to the group leader. You will need to enter the recipient’s E- mail address. Use this option to prevent duplicate company leader registrations. The E-mail

information you provide here is important. If the group leader forgets this information in the future, you can resend it.

f. Select theWould you like to set up a team for this leader?check box if you want to set up a team that will be organized under the team leader. Use this option to associate multiple roles for the company leader with one Supporter ID.

Note:If you select any of these options, a confirmation E-mail will be sent to the new company leader and it will include a username and password for the company leader to use to access their

Headquarters (HQ) page. If, in the future, the company leader forgets this username and password information, you can always access and resend it.

g. ClickSubmit.

The new company/level appears in the pyramid. Click the company level and details for the company pyramid will be displayed in the right pane of the page. Click the right arrow next to the last name (for example, Leader) to view the username and password information sent to the leader. If you need to resend this information later, this is where to acquire it.

h. Close the window.

i. Enable teams as described below. Step 8: Enable teams

1. ClickKintera Thonin the Breadcrumb.

2. Highlight the event’s name, and selectWebsite Info.

3. In theEvent Website Creation Checklistpage, clickWebsite FeaturesunderEvent Customization. 4. In theWebsite Featurespage, make the following selections:

a. Select the check box forEvent Teams.

b. Click any of theUsers…options forEvent Teams.

c. Select theShow the ranking of top teamscheck box to show theGroup RankandTeam Rank boxes on the event site.

d. ClickSave.

5. Click Webinfo Checklist in the Breadcrumb.

6. Verify that Website Features includes a check mark.

7. Update and preview the site as described below, and then launch the site when you are ready to make it available on the Internet.