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Managing Events and Donors

Nadya Wilkinson Liberal Party HelpDesk Agent

Events◦Setting up Events◦Online Integration◦Invitations by Phone◦Managing RSVPs◦Attendance

Donors

Today’s Session

Our Project: Inviting Victory Fund and Laurier Club donors to a Donor Appreciation event.

Our Tools:◦ Events.liberal.ca◦ View My Calendar◦ Custom Scripts◦ Virtual Phone Bank◦ Create a New List◦ Printing Reports

Today’s Session

As soon as possible:◦ Submit Event on events.liberal.ca

Before an Event

When the Event is posted:◦ Create a Custom Script for inviting people to the

event.

Before an Event

Once you have your script:◦ Create a list (Eg. Laurier Club & Victory Fund)

Before an Event

Once you have your list: ◦ Create a Virtual Phone Bank using your custom

script.

Before an Event

Once you have your phone bank:◦ Make some calls!

Before the Event

Monitor RSVPs

Before the Event

Print a list of Invitees “View My Calendar”

Before the Event – if no tickets

Print a list of ‘Confirmed’ “~ Events Printout”◦ Create a List

◦ Print

Before the Event – if tickets

Note shows signed up online, for 4 tickets

No note. Ticket purchased for her.

Track Invitees who Show

Track Walk-ins

At the Event

+ Mary Peterson, 354 Front st.

Flag Invitees as ‘Completed’ or ‘No Show’ in Calendar

After the Event

Flag Walk Ins as ‘Completed’ in Quick Mark

After the Event

Thank your Attendees◦ Create a list of ‘Completed’ attendees

◦ Print Letters and Labels or Send Emails

After the Event

In the future, use the ‘Completed’ list to include attendees in related event invitations, emails, etc.◦ Eg. Attendees at an event discussing Job Growth

in your region are probably interested in the economy.

After the Event

Activist Codes◦ Donations to your riding

Riding Donor Year Victory Fund Riding Candidate Donor 2011

◦ Donations to the LPC Donor Year Laurier Club Year Victory Fund Current / Expiry Donor Amounts 2007 -2010

(eg. Donor $1000+ 09)

Donors