Orientation Guide. Standard Member WELCOME TO EVERYDAYHERO WE RE SO EXCITED TO HAVE YOU ON BOARD

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1 Standard Member Orientation Guide WELCOME TO EVERYDAYHERO WE RE SO EXCITED TO HAVE YOU ON BOARD You are joining a community of over 3,000 nonprofits AU & NZ wide who have partnered with us to help grow their peerto-peer fundraising and reach more donors. charity.everydayhero.com.au 1

2 Hello! Welcome to Everydayhero - we re so excited to have you on board. We are here to help you make a bigger impact for your cause by making giving easier, more accessible, and more enjoyable for fundraisers and donors around the world. This orientation guide will provide you with everything you need to know about your membership as well as some helpful tips and tricks to ensure you make the most of our leading peer-to-peer fundraising platform. As a Blackbaud solution, we are an established, secure and leading nonprofit technology partner and Australia and New Zealand s favourite online fundraising platform. The team at Everydayhero 2 charity.everydayhero.com.au

3 Contents Introduction Introduction to your Charity Profile Getting Familiar with Everydayhero Fundraising Pages Fundraising DIY/Community Fundraising Major Community Event Fundraising Reporting Heroix Membership/ Branded Campaigns Professional Services Community Academy Help charity.everydayhero.com.au 3

4 Introduction What does my Standard Membership allow me to do? Standard members can raise money in 3 different ways through Everydayhero: 1. Automatic inclusion in Major Community Events such as City2Surf and Auckland Marathon 2. Year round DIY/Community fundraising via our Fundraising pages 3. Direct donations from your public charity profile on everydayhero.com.au or.co.nz 40+ events available in Australia and New Zealand As an Everydayhero member, you are automatically included in all public events in states where your authority to fundraise applies. (All NZ charities are included in all NZ events) To help you succeed in theses events we have created lots of helpful resources including a simple 3-step Major Community Event Fundraising Guide and communication templates. For a list of all events visit charity.everydayhero.com.au/community-fundraising-events/ Modern supporter pages for year-round DIY fundraising DIY fundraisers raise on average twice as much as event fundraisers. Everydayhero s standard membership allows you to find and nurture those very special supporters by providing them with a platform to tell their story and raise funds. Features include: blogging, video embedding, fitness app integrations (Fitbit, MapMyFitness and Strava), social media sharing, mobile responsive design. 4 charity.everydayhero.com.au

5 Introduction Process donations easily and securely Our standard membership allows you to collect direct donations via our user-optimised donation form. Mobile responsive and user-friendly, our donation form allows donors to easily cover transaction fees to ensure your organisation gets 100% of their intended donation. It also allows you to create a relationship with your supporters through regular giving and opt-in options. And because we care about the safety of your data our platform is 100% PCI compliant to the highest level. More features... Charity support via phone, and chat Fundraiser and donor support via and chat Access to your charity account where you can manage your public charity profile on everydayhero.com.au or everydayhero.co.nz Access to comprehensive fundraiser, donor and financial reports Regular giving option for donors Access to our dedicated blog for nonprofits, communication templates, free webinars, latest industry research, tips and tutorials We are Australia and New Zealand s favourite fundraising platform 3330 non-profits AU & NZ wide Over $500 million raised so far Over 1 million fundraisers charity.everydayhero.com.au 5

6 Introduction Introduction to your Charity Profile Your public-facing Charity Profile can be found on either the AU or NZ Everydayhero public websites. Your Charity Profile is the best way to show your fundraising community all the ways they can support you! Top Tip: We recommend linking to your Charity Profile from your main website to make it easier for your website visitors to become active fundraisers. To access your Charity Profile, simply follow these three steps! Step 1 - Visit or Step 2 - Type your charity name into the search bar, located in the centre of the website and click the grey search icon Step 3 - Click charities on the left-hand side of the drop down and select your organisation You will then be directed to your Charity Profile where you can view your charity description, start fundraising and give now buttons, as well as a list of all open Major Community Events your organisation is eligible to participate in. 6 charity.everydayhero.com.au

7 Introduction How to edit your Charity Profile Step 1 - Log-in to your Charity Account - heroix.everydayhero.com.au or.co.nz Step 2 - Click on Profile and edit your charity logo, name or description Step 3 - Click Update profile Top Tip: Keep your contact details up to date! To ensure that you receive important announcments and financial statements please update your primary and financial contact details if someone changes their position. The change of contact details form can be found here and must be authorised by your current primary contact or CEO. charity.everydayhero.com.au 7

8 Introduction Getting familiar with Everydayhero Fundraising Pages If you have never used Everydayhero to fundraise before it s important to familiarise yourself with Everydayhero fundraising pages and what functionality they provide to your supporters. The Page Setup Wizard After every new Everydayhero Fundraising Page has been created, the user is encouraged to complete 4 key steps by our Page Setup Wizard. These 4 actions have been proven to increase fundraising results. 8 charity.everydayhero.com.au

9 Introduction The Everydayhero Fundraising Page Fundraising Goal Give Now Button Fitness App Management (Strava, Fitbit & MapMyFitness) Supporter Story Profile Photo Direct Share Button (Facebook, Twitter & Options) Editing Option Blogging Option Team Page Creation or Join Buttons Manual Fitness Logging Selected Charity Donor Thanking Option Mobile Responsive Design charity.everydayhero.com.au 9

10 Fundraising It s time to start fundraising! There are two main ways to enage your supporters in online fundraising through Everydayhero. These are through DIY/Community Fundraising and Major Community Events. Below, we will give you a few tips on how to make the most out of each opportunity. Top Tip: If you would like to create an online appeal or a fully branded peer-to-peer campaign, please refer to page 15 to learn more about our branded campaign solution. 1. DIY/Community Fundraising To maximise the fundraising opportunities now available to you, it s important to ensure your supporters know that your organisation is registered with Everydayhero. Here are our top recommendations for promoting your Everydayhero charity profile: 1. Add it to your website s Get Involved page 2. Include it in your monthly newsletters 3. Post about it on all of your social media networks 4. about it to your database 5. Put it on flyers, handouts and posters 6. Mention it at your next work meeting Promoting Peer-to-Peer Fundraising on your website If you have a page on your website that lists all the ways people can support your organisation, we recommend that you list a few ways they can fundraise for your cause through peer-to-peer fundraising, then direct them to your Everydayhero Charity Profile. Some examples include: Joining a major community event such as City2Surf or the Auckland Marathon Hosting their own event such as a dinner party, bake sale, high tea or trivia night Raising funds in memory of a loved one Raising funds in celebration i.e. in lieu of gifts for a birthday or wedding Creating their own fitness challenge These are just a few suggestions, as your supporters are more than welcome to get creative and think outside the box with their fundraising! 10 charity.everydayhero.com.au

11 Fundraising Thanking Your DIY/Community Fundraisers Don t forget to reach out to your fundraisers to say thanks, not only for the funds they have raised for you, but also for all their effort and time dedicated to your cause. Community fundraisers are some of the most passionate supporters you have and will greatly appreciate being thanked for all their hard work. In turn, these supporters are more likely to become life-long advocates for your organisation. Top Tip: To access the contact details of your fundraisers and opt-in donors refer to the reporting section on page Major Community Events Fundraising Unlike any other online fundraising solution, our event partners give you access to over 300,000 new potential fundraisers in Australia s and New Zealand s leading major community events. All organisations registered with Everydayhero are automatically included in all major community events relevant to their authority to fundraise. If you are a NZ nonprofit you will be included in all New Zealand events. To view all Major Community Events available on our platform visit charity.everydayhero.com.au/community-fundraising-events/ charity.everydayhero.com.au 11

12 Fundraising Major Community Event Fundraising Guide Recruitment Coach and encourage fundraisers Thanking Week 1 Week 2 Week 3 Ask as many people as possible to run for you Promote event on social media and your website Maintain regular contact to motivate and encourage your team of fundraisers Maximise your fundraising revenue through fundraiser coaching and support Thank fundraisers to encourage loyalty Thank peer donors to encourage new supporters Step 1 - Recruit Fundraisers We recommend starting your fundraiser recruitment at least 8 weeks before the event or earlier if possible. Start by setting up a Charity Team Page so you can invite your supporters to join your team. For more tips and resources to help you recruit fundraisers click here. Coach and encourage fundraisers Week 1 Week Week 2 3 Promote event on social media and your website Ask as many people as possible to run for you Maximise your fundraising revenue through fundraiser coaching and support Maintain regular contact to motivate and encourage your team of fundraisers Thank fundraisers to encourage loyalty Thank peer donors to encourage new supporters Step 2 - Coach and Encourage Fundraisers Once you ve recruited a team, the next step is to coach and encourage them to succeed. More engaged fundraisers = more funds raised! For more tips and resources to help you coach and encourage your fundraisers click here. 12 charity.everydayhero.com.au

13 Fundraising Coach and encourage fundraisers Thanking Week 1 Week 2 Week 3 Week 9 Week 10 Promote event on social media and your website Ask as many people as possible to run for you Maintain regular contact to motivate and encourage your team of fundraisers Maximise your fundraising revenue through fundraiser coaching and support Thank fundraisers to encourage loyalty Thank peer donors to encourage new supporters Step 3 - Thank Fundraisers and Opt-in Donors Your team gave their everything competing and fundraising for you. Thank them for not only raising funds for your cause, but for all their time and effort given too. For more thanking tips and resources click here. Top Tip: Need help recruiting, coaching or thanking your Major Community Event Fundraisers? Utilise our Major Community Event focused professional services such as Behavioural Communications and Impact Boards. To find out more click here. charity.everydayhero.com.au 13

14 Reporting Fundraiser, Donor and Financial Reports To access your fundraiser, donor and financial reports you will need to sign-in to your Charity Account. This can be found at heroix.everydayhero.com.au, heroix.everydayhero.co.nz or by visiting charity.everydayhero.com.au and selecting either the AU or NZ Login options located in the upper right corner of the website. Login Once you are logged in, you will then need to navigate to the Reports Tab found in the navigation bar. Reports Tab You will now be able to see two sections. The first section contains your predefined reports including your Fundraiser, Donation and Regular Donors Reports. The second section contains your Financial Statements. The data available through our comprehensive reports is also available as a direct automated import to etapestry. The Raiser s Edge and Donman also offer an import option, helping you collate data in your CRM more quickly and easily. 14 charity.everydayhero.com.au

15 Heroix Heroix Membership Raise more with Heroix Our next level of membership is our Heroix membership which lets you create unlimited, fully-branded campaigns, acquire a new audience of donors and increase your charity s brand presence. Heroix provides charities and event organisers with superior tools to manage their campaigns, plus an unmatched fundraising experience for participants and donors. Charities who choose our Heroix membership raise on average AUD$160,000 annually. Heroix Features Ideal for events, community fundraising, regional fundraising, school and corporate partnerships Build fully-branded, mobile responsive fundraising campaign microsites, supporter and donation pages. No coding skills required! Access to comprehensive fundraiser, donor and financial reports Mobile friendly donation form that accepts donations via Credit/ Debit card and PayPal Campaign tallies and leaderboards to show collective fundraising outcomes and drive friendly competition. Event registation integrations with Eventbrite, Tiktok, Realbuzz and Register Now Complimentary Donor Pay (Donate Button) for your own website Open API for external website integrations, tour trackers, distance leaderboards and more Heroix Modules Our Heroix platform lets you choose between either the Peer-to-Peer or Appeals Module - or both! To learn more about each module visit charity.everydayhero.com.au/products/heroix/ Top Tip: Finding it hard to communicate with your fundraisers? Keep them engaged with direct messages to their fundraising page with our Charity Messaging Product Add-on. To find out more click here. charity.everydayhero.com.au 15

16 Services Professional Services More than just a fundraising platform Take your fundraising to the next level by leveraging our dedicated services team. Designers, web developers, UX experts, you name it! They will work with you to increase your reach and grow your donations. You can view all available services here. DIY Fundraising Giving Hubs - Giving Hubs are fully-branded solutions to dynamically consolidate all your online fundraising campaigns to one online location. Wonderwall - The Wonderwall is the most efficient way to promote your supporters stories and to bring your cause to the attention of more people. Signature Events Heroix Campaign Build - Short on time or resources? Let our Professional Services Team take care of creating your Heroix Campaign, freeing you up to focus on other things. Impact Board Landing Page - Use an Impact Board as your event s landing page to display the collective effort, generate engagement, and encourage some friendly competition between your supporters. Custom Landing Page - Our team can design and implement a fully customised landing page to help you acquire more participants in your events. Leverage some of our API driven widgets to display fundraising progress and raise more money for your cause. Custom Website - Need a complete website built for your event? Our team can help you every step of the way, from the idea to the design and execution. Registration Build - Create a seamless supporter journey by using a custom registration flow for your event. 16 charity.everydayhero.com.au

17 Services Custom Sign Up - Make sure your supporters journey is consistently branded from start to finish using our custom sign up flows, which allow for quick sign up through Facebook, Strava, and MapMyFitness. Custom Thank You Pages - Close the loop with a custom, branded thank you page. Let your donors know what their gift will be used for and start creating what could be a long-term relationship with them. Virtual Events - Virtual events remove the physical barriers of traditional events and allow you to acquire supporters anywhere, at any time. Research shows that Virtual Events bring new and younger participants to organisations. Major Community Events MCE Impact Board - Designed especially for you to display the collective fundraising effort of your supporters, Impact Boards are a great way to create a true sense of community & boost your fundraising success! MCE Behavioural Communications Package - Improve Major Community Event fundraising outcomes and cultivate stronger connections with your supporters with our MCE Behavioural Communications Package. Each communication is tailored to each recipient, leading to higher open rates, click-throughs and fundraising results. Agency and Communications Automated Supporter Coaching - Our Fundraiser Coaching Programs build dynamic journeys for each participant using behavioural automation specifically created to optimise fundraising. SMS Messaging - SMS campaigns are a great way to turn event participants into active fundraisers at a very low cost. Used with communications, they are a great way to make your fundraising events a success. Top Tip: Need something more bespoke? We love finding a solution right for your needs. Simply contact us online and we ll be in touch! charity.everydayhero.com.au 17

18 Community/Academy/Help Join the Everydayhero Community! When you join Everydayhero you are joining a community of over 3000 nonprofits Australia and New Zealand wide. Follow us on LinkedIn, Twitter, Facebook and Instagram to keep up with the latest industry news, fundraising tips, webinars, case studies and supporter stories. Everydayhero Academy The digital fundraising space is a fast-paced environment and as your fundraising partner we are here to help you stay up-to-date with the Everydayhero Academy, which includes: Free Webinars As an Everydayhero member you will have access to exclusive monthly webinars presented by industry experts. These interactive sessions are open to everyone within your organisation. To view our upcoming as well as past webinars click here. Everydayhero Blog for Nonprofits Keep up-to-date with digital fundraising trends, strategies, product updates and industry research by subscribing to our charity focused blog here. Industry Research & Insights Keep an eye on the Peer-to-Peer fundraising industry as well as the latest technology trends for nonprofts by checking out our Research & Insights page here. Case Studies There s no better way to learn what works than from organisations that are succeeding in their mission. Read our latest case studies here. Need Help? You can find all the answers to our most frequently asked questions at our handy Sidekick Help Centre. Simpy visit either the Australian Sidekick or New Zealand Sidekick. Can t find the answer you re looking for? Please feel free to our friendly Customer Success Team at or 18 charity.everydayhero.com.au

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