How do I create a new Call Alert and Manage Targets?

Anonymous Blackbaud User

1. Select Advocacy on the top-level administrator’s navigation bar.

2. Select Call Alerts on the second-level navigation bar.

3. On the Call Alert List page that opens, click Create a new Call Alert.

4. On the Call Alert Info page that displays, enter a Name and a Description for the new Call Alert.

5. Choose a Security Category for the alert from the drop-down menu provided. Your choice here may limit access to the alert by administrators AND by site visitors.

6. Select a Priority for the alert from the drop-down menu provided. The priority will affect the order in which this alert is listed when multiple alerts are presented to the user.

7. Choose whether to include the following Alert Setup Options:

- Show Contact Information page – If this box is checked, when the user

clicks the link for logging a call, he will be presented with a screen where

he can either provide personal information and Register with your site or

Skip Registration and go directly to logging the results of his call. If you

feel that at least some of your respondents will choose to register, then

this option is appropriate.

- Phone number is required – Checking this box will require that the

constituent include a phone number when registering with your site. This

box is only applicable if you are choosing to show the Contact Information

page.

8. Leave the Alert Status set to No, indicating that the alert is not active at this time.

Note: You will not be able to Activate the alert until you have specified at

least one delivery target for your alert and customized the Make-a-Call

page. When you are ready to activate the alert, you will have the following

two options: 1) choosing Yes, publish immediately, or 2) scheduling a

Publish and Expiration time that the system will handle automatically. See

Activating the Alert for more information.

9. Click the Associate Issues button and associate this alert with one or more Issues if you would like. (Use the Manage Advocacy Issues button on the screen that opens if you need to add additional issues.) Associating alerts with issues can help organize them for both the administrator and the constituents. (See Managing Advocacy Issues in the Help file for more information.)

10. Make the following decisions for Alert Messaging options:

Do you wish to receive a notification email each time a call is logged?

- Select Yes and provide your email address, or select No. Receiving

copies would allow you to monitor the progress of your alert; on the other

hand, if you expect a large response, you may receive a lot of email

messages!

Do you want to show the "On-Screen Thanks" page after the user takes action?

- Select Yes, or select No and provide a destination for the user when he or

she completes action on this alert by choosing a site page from the

drop-down menu or by entering a complete web address directly in the

space provided. (See "Configuring the User-Side Pages" for directions

on configuring the On-Screen Thanks page if you choose ‘Yes.’)

*Important: If your alert will target multiple individuals, then you should definitely show the on-screen Thanks Page, since this page contains a component that prompts users to call any remaining targets for the alert.*

11. Choose from the following targets for this call alert:

- White House Alert: Includes President, Vice-President, and First Lady.

- Blanket Alert* for United States Congress: Includes Federal Senators and

Representatives.

- Blanket Alert* for State Government: Includes State Governor, State

Senators, and State Representatives.

Note: If choosing "blanket" targeting of Federal and/or State legislators,

respondents to your alert will call their own personal legislators based

upon their address. (For example, a respondent in Texas will call their

Texas legislators, while a respondent in Minnesota will call the Minnesota

legislators.)

- Specifically Targeted Alert Recipients: Allows you to designate specific

legislators or add targets such as the Mayor of a city or a corporate CEO. Use this option as follows:

A. Click the Manage Targets button.

B. On the Specific Targets screen that opens, choose from the following:

- Click the sign beside the appropriate folder to open it, and then place

a check mark in front of the specific official(s) you would like to target,

And/Or,

- Select an Existing Target List from the drop-down box in the upper right

portion of the screen and click Go. (A Target List can be useful if you will

be targeting the same individuals with multiple alerts. See Managing

Target Lists in the Convio Help file for help in creating a list.)

And/Or,

- Click the Create new target link and add a new target as follows:

1) On the Edit Target screen that opens, enter the target information in

the boxes provided: Title (for example, Mrs. or Honorable), First

Name, Last Name, Description (for example, CEO of an

organization), Address, City, State, Zip, Country, Fax and Email.

While only a first or last name is required, you should provide both

and include the phone number since this is a call alert.

2) Enter a Target Type (for example, Businessman) by selecting from

the drop-down menu or by clicking the second radio button and

entering a new type.

3) Click Save and then click Done to return to the Specific Targets

screen.

4) Locate your newly created target on the Specific Targets screen and

place a check mark in the box beside their name.

C. When you have selected your specific target(s)—either from the available lists or by creating a new target—click Save on the Specific Targets screen to return to the Call Alert Info screen. Your specific targets should now appear in the list of Specifically Targeted Alert Recipients.

D. Place a check mark in the Call column beside each specific target to include them in this alert.

12. Click Save to complete the Call Alert Info screen. Note that other tabs become available at this time for configuring the Log-a-Call options, Tell-a-Friend feature, additional alert Pages, and Autoresponders, as well as for Previewing the alert. Remember that you will have to configure at least the Make-a-Call Page before you can Activate this alert.

13. Go on to select other tabs and configure other aspects of your alert, or click Done to return to the Call Alert List.