How to set up a Helping out locally contest

INFO: This is when a customer signs up for a Helping Out Locally contest for the first time ever and fills out the form. Once the form/ticket comes in, you can start the steps below. If a customer has yet to fill out the form, direct them here to get started.

If a customer has done a HOL contest before, please go to this page to learn how to set those up.

Before doing any of the following, please call the charities that the customer has picked for the competition to ensure they are aware of the competition and confirm their participation in it.

If a chairity is not aware, please inform them about the competition, tell them it's free to participate in and how it works. Then say you will speak to the company and have them reach out to the charity about it if they are ok with being in it. If they don't want to participate, offer to remove them and inform the company about the change.

If a charity wants to back out, please reach out to the company doing the contest and have them find another charity to replace them with.

When the customer signs up for a HOL contest, assign a task over to Graphics to create a badge for their contest, including the name of the contest in the task. Graphics will send you back three options to send to the customer to pick and approve. Send to the customer and when the customer decides on which badge they like, in a separate task, send the following to Social Media for a post.

  • Badge - Link to the badge image the customer selected
  • Contest timeline - Date the contest starts and ends
  • Voting page - Link to the voting page
  • Contestants Logos - Logos of the charities in the contest
  • Prize Amount - 1st, 2nd, and 3rd place prize amount

Once Social Media creates the post, send it to customer and tell them to share it at least once a week on their Social Media accounts to try and draw traffic to it.

Now that you have the badge, you can build the contest. First, go into the customer's apps and give them the helping out locally tool in pagepilot.

Then sign into the customers account, click Website and choose Helping Out Locally.

Click Settings and fill out the following:

  • Program Name - Name of the contest
  • Owner Name - Name of the owner of the business
  • Admin Contact Name - Name of the admin in charge of the contest (usually the owner)
  • Admin Email - Email address of the person in charge of the contest (usually the owner)
  • Reply To Email - Email address that wants to be informed of any updates (usually the Admin email)
  • Allow SMS - Check off

You can skip Invoice Age Limit (Days), External Domain, Donation Page Number, and External Donation URL for now.

When done, hit Save

First, upload the organizations logos to the file manager in a folder for Helping Out Locally (Create one if needed). Next, go back to the Helping out Locally app and click Organizations and click the green Add New Organization button.

Next, fill out the following

  • Organization Name - Name of the Charity
  • Link - The website of the charity
  • Logo Image ID - Put in the image ID of the companies logo that you uploaded to their file manager
  • Description Content Block - SKIP
  • Thank You Content Block - SKIP
  • Pie Chart Color - Choose a color that matches the charities branding
  • Contact Title - Position of the contact
  • Contact Name - Name of the person representing the charity
  • Phone - Phone Number of contact
  • Email - Email address of contact
  • Enable Reports - Check Off
  • Reports Email Frequency - Weekly
  • Coupon Code - IF THEY HAVE A COUPON, create code, if not, leave blank
  • Coupon Code Amount - Enter amount IF they have a coupon, if not leave 0

Hit Save when done.

SKIP THIS STEP IF THE CUSTOMER DOESN'T HAVE A COUPON FOR THE CONTEST

First you will add the Coupon Bank to the CID. Do this by signing into the customers CID and adding the app to the account.

Next, to get there click Website then Coupon Bank.

Inside the Coupon Bank, click New Coupon.

To add a coupon, fill out the following:

  • Enabled - Check off
  • Name - Fill out the coupon offer
  • Content Block - Choose the content block where the coupon is hosted in.
  • Coupon End Date - Set the date to 1 year AFTER the contest is over.
  • MailChimp List ID - SKIP
  • Twilio Phone Number - SKIP
  • Notes - SKIP

When done, click Save.

Click Add New Poll and fill out the information below.

  • Name - Name of the contest
  • Enabled - Check off
  • Start Date - Date when the contest will begin
  • End Date - Date when the contest will end
  • Poll Page Number - SKIP
  • Hide Structured Headers - SKIP
  • Thank You Page Number - SKIP
  • Voting Page Url (External Sites) - SKIP
  • Thank You Page URL (External Sites) - SKIP
  • Contest Badge - Put in the Image number from the image in the file manager
  • Results Body Content Block - SKIP
  • Results Body After First Vote Content Block - SKIP
  • Email Thank You Content Block - SKIP
  • SMS Thank You Content Block - SKIP
  • End Of Poll Content Block - SKIP
  • Coupon - Select coupon if the contest has one, if not then SKIP
  • Use Postal Code - Check off
  • Email Verification Required - Check Off
  • SMS Verification - Check Off
  • Twilio Phone # - Add +19404277840
  • MailChimp List Unique ID - SKIP
  • Currently Testing (ignore votes) - Leave blank unless you want to test
  • Social Posts - SKIP

When done, click Add

Once the poll is created, click Options and then Edit & View Results

When you are back inside the poll, the following fields should be filled out

  • Results Body Content Block
  • Email Thank You Content Block
  • SMS Thank You Content Block
  • End Of Poll Content Block

Next add the organizations by clicking Add + and choosing the Charity and clicking Add.

When done, click Save.

Next, go into the Companys 3rd Party tools and click on Twilo Info.

In the Twilio Account SID: put this ACa4f170a526db3d3240f66c24c44fec1c

In the Twilio Auth Token: put this e152e541c95170cceba687be297fd257

When done, click Save.

Click PagePilot Admin then Friendly URLs.

First click Options and Enable.

Once enabled, click Options again and choose Make Primary

Go into the customers Site Content Manager and find the Content Block for each organization.

For each content block, make sure the following code below is the ONLY code on the page

<div class="desc-scroll" style="text-align: left;"></div>

In between the divs, put a description of the organization for people to learn more about them. When done, hit SAVE.

Next, go to this page and copy that code. Paste that code on the Contest page that was generated, then do the following.

  • Replace the () with {} for the (#CHARITYPOLLPROGRAMNAME), (#CHARITYPOLLENDDATE raw="1" num=""), and (#charitypollwidget num="")
  • Place the Poll ID Number in the (#CHARITYPOLLENDDATE raw="1" num="") and (#charitypollwidget num="") num="" sections. You can get the ID in the Helping out Locally tool
  • Add the companies Helping out Locally Badge image id to the end of "/wahelper/GetImage?id=" so it can pull in the image.
  • Hit Save

Next, go to this page and copy that code. Paste that code on the content block called Results Body, then do the following.

  • Replace the () with {} for the (#CHARITYPOLLRESULTSBODY_SELECTEDCHARITY), (#CHARITYPOLLRESULTSBODY_SELECTEDCHARITYTHANKYOU), (#CHARITYPOLLRESULTSBODY_COUPONBANKCOUPON), (#CHARITYPOLLRESULTS_EMAILSUBSCRIBE), (#CHARITYPOLLPROGRAMNAME), (#DOMAINNAME), (#CHARITYPOLLFRIENDLYURL), and (#CHARITYPOLLFRIENDLYURL)
  • Hit Save

Go into the Poll settings and change the date to today for testing.

Next, scroll down to Currently testing (ignore votes) and check that off, click Save.

Go to the contest page and vote for any charity, fill out your name, email address, and zip code.

Confirm you are receiving the email and verify your vote.

Check the page and make sure the vote counted.

Next, vote again, but this time put your phone number in instead of the email address.

Confirm you are receiving the text message and verify your vote.

Check the page and make sure the vote counted.

If the votes are counted, then go back into the settings and check off the testing and change the date back to the correct date.

Once the contest is live it's good to check it once a week and make sure votes are happenning and the contest is running as it should.

When the contest is a week from ending, a reminder email will be sent to you that the contest is ending soon. You will email the customer and remind them about it ending in a week and try and get them to do one more final push to get people to vote again. They will also need to order their checks from the big check store so they have them ready when the contest ends.

Remind them to get pictures of them with the winners with the big checks and to send them in so you can update the results page once the contest is over.