Also add your organization's basic information.
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How OurMark works
for YOUR organization
We've made OurMark very simple to use because we know your efforts are needed in your organization's critical work. With the following instructions we expect to help you find the best way to use OurMark. If you have any doubts, please contact us >
Tip: this section is 100% responsive: you can view this section in your smartphone or other mobile device as a guide while you work on your organization's account
Complete your profile
This is the first step to start using OurMark. Your organization's profile should feature all relevant information to help your current or potential supporters reach you and take action.
Find in: Organization account > Profile
Completing your organization's profile is very simple and should take no more than a few minutes.
1
Upload your logo
2
Add a description
Share what is the Mission and what are the activities of your organization. Short and clear, for a greater impact.
3
Complete your contact details
All that people need to locate and contact you.
4
Select the topics
Choose the Topics that your organization is engaged in: those for which you would like to attract resources and recognize supporters.
The Topics you select here will be the ones available in other sections of OurMark, such as Recognize, Certificates and Ads.
5
Done!
This is the basic organization profile set up. We are creating new features to make this profile a more powerful tool for you.
Recognize your supporters
The following are all the ways by which you can proactively recognize your supporters. Every supporter you recognize will receive a personalized certificate, customized by you.
Find in: Organization account > Recognize > Manual and CSV
Manually
The manual mode allows you to easily recognize your supporters.
It is ideal for recognizing a small number of people at a time, like your board members, clients, donors or volunteers.
1
Select the Topic
In the Recognize Section of your Organization Account, tap into the flap of the Topic in which you'd like to recognize your supporters.
(A flap will appear for every Topic you have selected in your profile)
2
Complete the form
Enter the name, surname, and Email, of your supporters. Also, "how much" each has contributed, and "when" (date or period).
3
Add supporters
You can add the number of supporters to your liking, and repeat this "recognize" operation as many times as you need to. Just add a new line for every additional supporter.
4
Recognize
Clicking on "Recognize" will pop up the list of people you are about to recognize. Click "Confirm" to complete the process, or close if you'd like to go back and edit.
5
Done
Once you confirm, all the supporters in your list will receive, to their name, the certificate you have customized for the Topic.
Find in: Organization account > Recognize > Manual and CSV
Uploading from a list (xlsx)
You can recognize a considerable number of supporters by uploading a .xlsx file with the details of the good deeds
1
Download the template
And complete it with this information about your supporters:
- - Name.
- - Surname.
- - Email.
- - Quantity (of contribution in Topic).
- - Date (of contribution).
- - End date (use only for periods).
2
Save file as .xlsx
If you have created your list with a spreadsheet application like excel, remember to do "Save as..." and choose the ".xlsx" format.
3
Select the Topic
In the Recognize section, select the Topic in which your supporters have contributed.
(A flap will appear for every Topic you have selected in your profile)
4
Choose "Upload from file (.xlsx)
And select the file you have created.
5
Recognize
Clicking on "Recognize" will pop up a list of the people you are about to recognize. Click "OK" to complete the process, or "CANCEL" if you want to go back and edit.
6
Done!
Your supporters will receive, to their name and with the details in your list, the certificate you have customized for the Topic.
Find in: Organization account > Recognize > QR Codes
QR Codes (Coming very, very soon!)
QR Codes are a very practical and tech savvy way of recognizing your supporters. This mode is only available for certain topics: those where the contribution is measured as a single action, like Hair, Blood, Food and Platelet Donation; and Gently Used Goods.
1
Select the Topic
In the "Recognize > QR Codes" section of your Organization account tap into the flap of the Topic in which you'd like to recognize your supporters.
2
Create QR Code
Choose "New QR Code" and complete the required fields. You can create different QR codes, and name them as a store, event, donor center, street vendor, or other.
3
Customizable fields
See examples >
You can add any two specific fields: info you would like your supporters to receive in their certificates. Information such as store location, or street vendor name.
See examples >
4
Print or download
Once created, you can select one or several QR codes to either:
- Print: to post on a billboard, wall, credential, sign, etc.
- Download: to send by email or save for later.
5
Make QR Code available
Place the QR Code in the places where your supporters can easily scan them with their smartphones.
6
Done!
Every time a supporter scans the QR code, he / she will receive the certificate that you have customized for that Topic.
Find in: Organization account > Recognize > Integration
Integration (Coming very, very soon!)
If your organization wants to recognize a large number of supporters on a regular basis, AND you manage your information with a Management Information System (MIS), integrating with OurMark is the best option. We have developed an API to help your development team in the task. You can request your API key in the "Recognize > Integration" section, of your organization's account.
Endorse your supporters
Every time a supporter adds a good deed to his/her Mark, you get a chance to endorse them. Supporters you endorse will receive a personalized Certificate, customized by you, for the specific Topic of their contribution.
1
User adds good deed
A user adds a good deed and indicates it was made in favor of or through your organization.
2
We notify you
We'll send you an email to let you know every time a supporter of yours adds a good deed, so you can review and endorse it.
3
View good deeds pending endorsement
In the "Endorse" section of your Organization account, you'll find a list of all the good deeds that your supporters have added to their Marks, grouped under each Topic's flap.
4
Edit
Before endorsing, you can view and edit the description of the activity that each supporter has added.
5
Endorse or Reject
Once you have reviewed each activity description, you can endorse or reject them.
6
Done!
The people whose good deeds you endorse will receive the certificate that you have customized for that Topic.
Customize your certificates
Certificates are a "thank you" for your supporters, and a presentation card for those people that still don't know your organization.
Take a little time to make them impacting and beautiful.
Find in: Organization account > Certificates
OurMark certificates are a tool for your organization to recognize or endorse its supporters (donors, clients, volunteers, users, etc). You can customize one certificate for every Topic your organization is engaged in, therefore addressing each audience in a very specific manner.
We explain here how to tailor your certificates to the needs and likes of your organization. If you choose not to customize a certificate, you can still use the default ones provided by OurMark.
Create your Certificates
1
Default certificate
In your organization account, "Certificates" section, under each Topic's flap, you'll find a default certificate. You can use it to recognize or endorse your supporters, or you can customize one of your own.
2
Create new
To customize a certificate for any given Topic, click on "Create New".
3
Customize
An editable template will be displayed, which allows you to upload contents to the different sections of the certificate (See details below in "Customize Certificates").
4
Draft certificate
While you edit your certificate, a draft copy will be created. You can modify this version as many times as you need until you obtain the certificate you are looking for.
5
Activate certificate
Once you are done editing, click on "Activate" to make of this the certificate your supporters, in this Topic, will receive.
6
Replace or Update
You can altogether replace or slightly modify your certificates as regularly as you want: for a specific campaign, event, activity, product or service. Your supporters will always receive the "Active" certificate.
Customize Certificates
1
Logo
Upload an image of your logo (size 280 x 90 pixels). File formats accepted are .png, .jpg and .gif. Your logo will link users to your organization's profile in OurMark.
2
Logo background
Upload a background that will make your logo look great (size 730 x 90 px).
3
Certificate background
You can change the background of the whole certificate (size 748 x 504 pixels) or you can just use the grey default background.
4
Customizable sections
In sections shaded and numbered 1, 2 & 3 you can upload any kind of image: use this space to include pictures, campaign posters, calls to action, requests for support, impact information, promotions, etc.
5
Link your images
Every one of the three customizable sections can be linked to a different URL to connect users with specific web pages you want to share with them. Paste or type the URL and click "SAVE", or just leave blank.
Other information fields
The information in the following fields is generated automatically:
1
Personalized info
Is uploaded automatically as provided by your organization (whether manually, by CSV or by integration) or through QR codes. This includes the fields:
-"Issued to": name of the supporter.
-"On": date or period of good deed.
2
Personalized info
"Your good deed" section:
-Good deed "amount".
-Field 1: defined by your organization.
-Field 2: defined by your organization
3
# of Marks
The value in marks is a result of the good deed done by the person and the Topic Values at that time.
4
Map
The map will automatically identify the country of the organization with a marker corresponding to the certificate's Topic.
Some examples of how you can customize your certificates
You can include an animated gif file in your certificate to make it more visually impacting
Use certificates to highlight your strategic partners and to share institutional information with your supporters
Promote your online store and special events to attract new supporters
Create "thank you" certificates for special groups of supporters that will keep the certificate as a dear memory of their contributions
Create Ads
You can create Ads to promote your activities and connect with people interested in supporting the Topics you are engaged in. Whether "on the ground" or virtually, Ads are the way to help people Make their Mark.
Find in: Organization account > Ads
Ads are a way of advertising the activities, opportunities, products and services of your organization to OurMark users.
The objective of OurMark's Ads is to connect people with the organizations they want to support, in the most effective and efficient way possible. The Ads published will be featured in the Find Things To Do Section and also in your organization's profile, and can be linked directly to the specific URLs you would like people to land on.
There are two Types of Ads in OurMark: Plain "Ads" and "Featured Ads". During our BETA, every organization has available one Ad per active Topic, and one Featured Ad for every two active Topics.
Create and manage your Ads Ads >
1
Choose Ad type
Under the flap of the Topic for which you'd like to create an Ad, choose either "Create New Ad" or "Create New Featured Ad".
2
Create the Ad
Upload and edit the contents of the Ad. (Go to "Create an Ad" or "Create a Featured Ad".)
3
Preview
Preview the Ad by clicking on the "Publish..." button.
4
Publish
If the Ad is Ok, press "Publish". If you want to edit further, "Back to Edit". Once publish, the Ad will be available for users to find.
5
Manage your Ads
In the Ads section of your account you can view, edit, and eliminate the ads your organization is posting under each Topic.
Create an Ad
Plain "Ads" are a concise way of posting an opportunity for people to Make their Mark with your organization. It's very simple to quickly create an Ad.
1
Choose Ad type
Under the flap of the Topic for which you want to create an Ad, choose "Create New Ad".
2
Title & description
Define the headline of your Ad and describe what you are offering. Since this will be the first thing a user sees, and will act as a compressed version of the Ad, be sure to make your initial sentences stand out.
3
Tags
Tags are key words that describe your Ad that people might be using as a search variable. Including these increases the chances of people finding your Ad.
4
Define Location
If the activity, product or service is available at a given location, you can include it in your ad. You can also click on "Org HQ" if the activity coincides with the organization's location.
5
Virtual location
If what you are promoting can be done online (donating, purchasing, volunteering, etc), just click "Virtual".
6
There are two different options of what you can advertise:
Offer a Product / Service
This is something that will be ongoing, independent of any given date. Once you publish the Ad, your offer will be active until you eliminate the Ad.
Promote an Event / Activity
This option is for events or activities that happen on a unique date, and also for activities (like courses, for example) that are available over a given period. You can also specify which days of the week people can find these opportunities during that time.
Create a Featured Ad
In Featured Ads you can include an image or video of the opportunity you are posting. A Featured Ad also has more space for text and greater visibility in the Find Things To Do Section. We recommend you use Featured Ads to advertise those things that are the most critical for your organization. an opportunity for people to Make their Mark with your organization. It's very simple to quickly create an Ad.
1
Choose Ad type
Under the flap of the Topic for which you want to create an Ad, choose "Create New Featured Ad".
2
Title, subtitle & description
Define the headline of your Ad and describe what you are offering with a Title and Subtitle. The first lines are critical to grasping user attention, since visitors will first encounter a compressed version of the Ad.
Note: bear in mind that the Ad is already under a Topic, like "Volunteering" or "Charity" so you can save on having to repeat things like "Volunteer with us" or "Donate to").
3
Upload Image or Video
You can either upload an image that represents what you are advertising, or embed a Youtube video by copying the URL.
4
Tags
Tags are key words that describe your Ad, that people might also use as a search variable. Including these increases the chances of people finding your Ad.
5
Define location
If the activity, product or service is available at a given location, you can include it in your ad. You can also click on "Org HQ" if the activity is taking place at the organization's location.
6
Virtual location
If what you are promoting can be done online (donating, purchasing, volunteering, etc), just click "Virtual"
7
There are two different options of what you can advertise:
Offer a Product / Service
This is something that is ongoing, independent of any given date. Once you publish the Ad your offer will be active until you eliminate the Ad
Promote an Event / Activity
This option is for events or activities that happen on a unique date, and also for activities (like courses, for example) that are available over a given period. You can also specify which days of the week people can find these opportunities during that time
Examples of customizable fields use:
Store: Central Station.
or
Central Station Store: 57th W Street.
or
Central Station Store: 57th W Street.
Event: Tree Planting Day
or
Tree Planting Day: St. Andrew's School
or
Tree Planting Day: St. Andrew's School
Street Vendor: Jonas Smith
or
Purchased to Jonas Smith. Vendor since Feb 24th, 2012.
or
Purchased to Jonas Smith. Vendor since Feb 24th, 2012.
