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Email Mentoring

Email Mentoring. Presented by the Technology Support Team. October 2012. For Audio Dial: 1-866-740-1260 Enter Access Code: 4193415. Your Support Team. Amanda Capozio – Webmaster Tony Cook – Manager of Software Support Michael Gilman – Software Support Analyst

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Email Mentoring

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  1. Email Mentoring Presented by the Technology Support Team October 2012 For Audio Dial: 1-866-740-1260 Enter Access Code: 4193415

  2. Your Support Team • Amanda Capozio – Webmaster • Tony Cook – Manager of Software Support • Michael Gilman – Software Support Analyst • Stephanie Holmes – Software Support Analyst • Sean Kushner – DBA/BI Support • Antonnete Namai - Software Support Analyst

  3. Volunteer Testing Team • John Kogan - Boston, MA • Paul Hartmann - FL • Paul Kalicky - Asheville, NC • Austin Pryor - Fairfield County, CT • Bob Goedjen - Silicon Valley, CA • Sandy Carlisle - Seacoast, NH • Bob Batchelder - Greater Lynchburg, VA • George Daniels - Charleston, WV • Jack Stiegler - Seattle, WA • Paul Holzschuher - Greater Cincinnati, OH

  4. How Client Requests Mentoring • Visits score.org or a local chapter website • Requests face-to-face or email mentoring

  5. How Client Requests Mentoring

  6. How Client Requests Mentoring

  7. Email Mentoring Requests • An email notification is sent to the selected mentor when a client submits an email mentoring request. • Email mentors will login through score.org to access the system and view their mentoring requests. 1 2

  8. View Email Mentoring Inbox

  9. View Email Mentoring Inbox

  10. View Request Notification

  11. Reply to Mentoring Request

  12. Email Mentoring Steps New mentoringrequest informationsent to Email Mentoring System Mentor loginsto system orclicks emailnotification link 1 2 Client Chooses Online Mentor from SCORE.org Email notice sentto mentors Email will be sentto client fromEmail Mentoring System 4 3 Mentor reviews and will reply to client requestusing system Repeat Steps 2 & 3 for all emailmentoring requests Session noteswill be recordedby system

  13. View My Mentoring Requests

  14. Reassignment Process

  15. View My Clients

  16. View All Client Sessions

  17. Add / Edit My Clients

  18. Editing Email Mentor Profile • Update Information Displayed to the Client • Mark Availability for Each Day of The Week • Set Max. Limit for Requests Received per Day, Week, & Month • Add A Profile Picture • Add Social Media Links

  19. How to Access Your Profile • From Email Mentoring System: • Place cursor over ‘Go to Volunteer Center’ and select ‘View My Profile’ • Click ‘Edit My Profile’ to Edit

  20. Editing Your Availability • Mark Availability for Each Day of The Week • Set Max. Limit for Requests Received per Day, Week, & Month

  21. Adding A Profile Picture A profile picture will set your mentor profile out from the rest.

  22. Email Mentoring - How It Works • Gmail scorevolunteer.org email accounts used for email mentoring • Notifications can be forwarded to your personal email account • No longer use WebITto enter Email Mentoring sessions, they will be entered in the new email mentoring system. • STILL USE WebIT for face-to-face mentoring requests • 3 years of historical data will be migrated to the email mentoring system (client data, client sessions) • Email mentoring requests must be responded to within 48 hours or they will be reassigned to another mentor. • Any data entered into the Email Mentoring system will be sent over to WebIT in a read-only format.

  23. System Login Information • Username: scorevolunteer.org email address • Password: Will be set, but can be changed • Both will be created and sent to the email mentor and chapter admin prior to launch • Notifications sent to this email but can be forwarded to a personal email account • To sign up for a scorevolunteer.org account now? Send an email to help@score.org

  24. Mark Your Calendars • Planned “GO LIVE” date will be 10/22/2012 • On 10/21/2012 at 8:00PM email mentoring requests will stop being sent to WebIT and held in a queue • A few hours before launch date the email mentoring request queue will be released to the new Email Mentoring System

  25. Questions? • Training Materials are available in the Knowledgebase • at support.score.org • If you have any questions send an email to help@score.org

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