building local capacity; sharing liberalist to infinity and beyond call 1-800-747-5150 to hear the...
TRANSCRIPT
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Liberalist ChampionsBuilding local capacity; sharing Liberalist to infinity and beyond
Call 1-800-747-5150 to hear the spoken portion of the session
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Managing Events and Donors
Nadya Wilkinson Liberal Party HelpDesk Agent
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Events◦Setting up Events◦Online Integration◦Invitations by Phone◦Managing RSVPs◦Attendance
Donors
Today’s Session
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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
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As soon as possible:◦ Submit Event on events.liberal.ca
Before an Event
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When the Event is posted:◦ Create a Custom Script for inviting people to the
event.
Before an Event
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Once you have your script:◦ Create a list (Eg. Laurier Club & Victory Fund)
Before an Event
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Once you have your list: ◦ Create a Virtual Phone Bank using your custom
script.
Before an Event
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Once you have your phone bank:◦ Make some calls!
Before the Event
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Monitor RSVPs
Before the Event
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Print a list of Invitees “View My Calendar”
Before the Event – if no tickets
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Print a list of ‘Confirmed’ “~ Events Printout”◦ Create a List
Before the Event – if tickets
Note shows signed up online, for 4 tickets
No note. Ticket purchased for her.
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Track Invitees who Show
Track Walk-ins
At the Event
+ Mary Peterson, 354 Front st.
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Flag Invitees as ‘Completed’ or ‘No Show’ in Calendar
After the Event
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Flag Walk Ins as ‘Completed’ in Quick Mark
After the Event
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Thank your Attendees◦ Create a list of ‘Completed’ attendees
◦ Print Letters and Labels or Send Emails
After the Event
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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
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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