thankQ Help

1.Click on the Load Everyday Hero icon under Data Tools from the Main Menu

2.Locate and select the fundraiser file to import

3.Click the Save button

4.Select fundraisers from the drop down

5.Click OK

ThankQ will import the records in the csv file and compare them with existing records. View the status of these records and if it is necessary to make changes click on View Import Records.

6.To complete the process click Checks Complete in the workflow

7.Click Yes to confirm you wish to continue

8.Click on Post Records Into Live Data

9.Click Yes to continue

The status has now changed to Posted

10.To view the records click on the Contact Form – View Imported workflow to open the Contact Details form

ThankQ has now created records for the fundraisers and added their Fundraiser ID to their Profile