Getting Started - South Texas Blood · 2019-11-06 · •Online form to make donor appointments....
Transcript of Getting Started - South Texas Blood · 2019-11-06 · •Online form to make donor appointments....
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Getting Started
• Visit SouthTexasBlood.org/Give
• Click Coordinator Portal tab
• Your recruiter will provide you a Username and Password. Utilize these to log in.
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New Features & Benefits
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Your account
• Change your email, username or password, updated communication preferences and upload a profile image.
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Your drives
• Schedule donors for your upcoming drive
• Access previous drive results
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Your drives
• Drive details at a glance
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Your drives
• Schedule donors• Link to share for
scheduling• Printable schedule
and drive flyer
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Your drives
• Online form to make donor appointments.
• Send donors emails directly
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Your materials
• Multiple email templates available
• Email results • Donor List
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Your materials
• Select from multiple email templates
• Filter donor list• Design or customize
subject line and email message
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Your materials
• Preview messages prior to sending
• Schedule send date
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Your materials
• Monitor email delivery – who has opened your message?
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Your materials
• Search previous donors
• Upload new donor lists via CSV file
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Your resources
• Quick access to tips to make your drive successful
• Donor forms and resources close at hand.
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Your results
• Monitor appointments leading up to your drive
• Access previous drives’ results
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Your survey
• What went well?• How we can improve?
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Thank you.
www.biobridgeglobal.org
Thank you!
[Recruiter]@SouthTexasBlood.orgSouthTexasBlood.org