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Archive for the ‘Help / Tutorial / How To’ Category

12

May

EasyTRC v3.3 is Live with 20+ Updates (you really wanted # 12)

 

Total Resource Campaign management just got even better

What’s New in v3.3…

 

  1. Public view of Available Sponsorships available when logged in, exportable to CSV/Excel

  2. Home Page: links now included on item sold

  3. Long name ellipses are gone from everywhere

  4. Membership sales can be completely hidden, deactivated now

  5. Team listings now include totals

    1. Why is this useful?
      1. Because there were no totals.
  6. Product search more dynamic, less rigid

  7. Goal Grid on Leaderboard now has subtotals per contract type

  8. Leaderboard can be updated to show any number of top salespeople

    1. Why is this useful?
      1. In large campaigns, the top 10 wasn’t enough. 20 or 25 may be more useful.
    2. Previously this defaulted to 10. It can now be set to 10, 22, 30, 107….whatever you like
  9. Leaderboards can now indicate “Rookies”

    1. Why is this useful?
      1. If you’d like to acknowledge your top rookies, set your leaderboard to temporarily show a large number of salespeople and you can then visually see the top rookies for the current time period and the campaign to date.
    2. Campaigns can be adjusted to consider a salesperson a rookie if they have have been involved with this many campaigns or less.  Ex: If you set the rookie level to 3, then they will be considered a rookie in their 1st, 2nd, and 3rd campaign. Furthermore, if this is a 3, then they will NOT be shown as a rookie in campaign 4, 5, 6….
    3. You can hide this feature completely
  10. Admin: Budget Fiscal Year added

    1. Why is this useful?
      1. Turn this on in the campaign settings if you want to use/see a Budget Fiscal Year field on Contracts. Typically this will be the same year as your campaign, but if a contract should be considered as part of a different fiscal year, this field will allow that. (Example: TRC 2019 may allow contract sales to apply to Fiscal Year 2019 or 2020). NOTE: This field is only visible and editable in the admin area. Salespeople do not see this field. Need this field on more reports? Give us a call
  11. Event Summary Screen now lays out better on smaller screens, prints beautifullly

    1. Why is this useful?
      1. This has been our top feature request this year. You can now print the product listing page directly from the browser and it will show all products available as well as sold out – AND it provides listings of who has contracts sold and pending – with links to each.
      2. Also, on smaller screens, the top grid laid out poorly.  
  12. Event Summary Screen now includes all contracts pending and sold!

    1. Why is this useful?
      1. This has been a top feature request this year. You can now see who has contracts sold and pending – with links to each.
  13. Event Summary Screen links directly to report

    1. Why is this useful?
      1. Some users want to be able to filter, sort, and export this data. This link makes it quicker to get there.
  14. Sponsorship Listing page link improvements

  15. List of Authorized buyers on contract creation now only includes active companies and people

  16. List of Authorized buyers now shows more info

  17. Available and Sold Sponsorships report improvements

  18. Emails from system now use the reply-to address better

  19. Admin area: event page now includes sold and pending contracts

  20. Admin: inactive products no longer in dropdowns


17

Mar

Campaign Switcher Doubles as Total Resource Campaign History Lesson

The new TRC Campaign Switcher and Total Resource Campaign Historical Reporting Feature

The new TRC Campaign Switcher and Total Resource Campaign Historical Reporting Features are live everywhere [CLICK TO VIEW LARGER]

New Campaign Switcher Feature Now Available

Now that we have so many Chambers that have used EasyTRC for multiple years, we heard requests for a few new features.

First, users wanted an easier way of switching campaigns so they could go back and look at contracts and details from previous campaigns.  This was always available if you knew how to change the URL, but now it is as easy as 2 clicks.

 

TRC Campaign Summaries All in One Place

Second, users were asking to see a summary of all their campaign totals in one place.  As staff changes, some history is lost. We made it easy to show how successful historical total resource campaigns were.  And if the grand total isn’t enough, just click it and you’re transported to the last leaderboard for that campaign. Find out who your top 5 salespeople were 3 years ago. Need to know which teams sold more than $10,000 last year?  Who was the campaign chair in 2011?  It’s all here.


27

Mar

How To: Add Contracts But Don’t Count Them in the Campaign Totals

Question:

Can you give us advice on how to handle sponsorships that get sold but are not going to count in the campaign? We want to be able to mark the sponsorship sold, but not to have the total show up in our campaign total. Please advise. Thanks.

 

Answer:

Any contract that is marked with a Date Sold that falls OUTSIDE any of the campaign weeks is not counted in the campaign total.

This is by design since several Chambers have requested to ‘hide’ or ‘not count’ some contracts as part of the campaign – but still want to use the system to track contracts.

 

Example 1: Update Contract to Sold, then change the Date Sold

Campaign runs Mar 1 through April 30.

If you mark a contract as sold with a Sold Date of May 1 (or later), then that contract will not be included in the campaign total since “technically” that contract was not sold during the campaign.

To mark a contract as sold and then set the date sold, edit the contract, click Update Contract Status. If you change the status to “Approved (SOLD!)” then you will see the date there.  It will default to today. Update the date as needed.

TIP: Run the Leaderboard to find which contracts are not being counted in the campaign total.

Click to view full size

 

 

Example 2: Contract already marked as sold, change the Date Sold

If a contract already has a status of “Approved (SOLD!)” then you can also update the Date Sold by editing the contract and scrolling down to the Date Sold field.

Click to view full size