I Want to Manage Children Who Are Sponsored or Unavailable for Sponsorship
From the Dashboard click Children and you will see menu options for Sponsored and Unavailable. Children under either of the categories will not be published on the website. Usually Unavailable means they are no longer in the program or eligible for sponsorship. Sponsored means they have an active sponsor.
All management steps from the Managing Available Children tutorial apply here as well.
(https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachmFew readersI Want to Manage Children That Do Not Have Sponsors Yet
From the Dashboard click Children and then Available on the main menu.
All children not listed in the grid are available to be sponsored and should be seen on the website.
You can search for children by name, or click the Show Filters button to search by Community or Country.
To select all children, click the checkbox in the header. To select one or more children, click the checkbox next to their names.
Once records are selected you have a number of available optiFew readersI Want to Add a New Child Into the System
On the ‘All Children’ page, click the ’Create Record’ button.
Put the child’s First Name, Last Name, and Gender and click ‘Save’.
Add a photo of the child (If no photo is available, add a placeholder for now).
Now, click the ‘Profile Information’ tab and scroll down to the ‘Story’ section.
The ‘Story’ section is where you can add the child’s bio that will be seen on their detail page on the website.
After adding the bio, you can now click back to the ‘Details’ tab, and clFew readersI Want to Manage Child Sponsors
From the Dashboard click Sponsors and you will see a list of various sponsorship segmentations.
All Sponsors is everyone that is now sponsoring or has ever sponsored a child.
Previous Sponsors are donors who previously sponsored a child but do not currently have an active sponsorship gift.
Delinquent Sponsors are sponsors whose recurring payment has been failing, or who have forgotten to send their check (required manually adding the “Delinquent Sponsor” record type to theirFew readersI Want to Manage a Sponsor's Communication to Children
When someone sponsors a child, they get a page where they can write to their child. This electronic letter gets sent to your admin team to proofread before it gets passed to the child in the field.
From your Dashboard click Write Your Child in the main menu.
Click on the Review Email to Child task and then click on the Sponsors’ record.
Click the Full Record tab and click the Pick a Group dropdown and choose Correspondence.
This will show you the sponsor’Few readersHow to adjust CRM photos that render on the website
If the images pulled from the CRM records are not focused correctly, you can adjust it from the CRM record. Below is an example of a photo that is not correctly focused.
This is due to the image size in the CRM record versus the thumbnail size in the web page. The web page uses a landscape layout wherein the CRM photo used is iFew readers