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Email Mentoring

Email Mentoring. Presented by the Technology Support Team. January 2013. 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

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Email Mentoring

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  1. Email Mentoring Presented by the Technology Support Team January 2013

  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.

  8. Email Mentoring Steps New mentoringrequest informationsent to Email Mentoring System Mentor logs into the Email Mentoring System at www.score.org 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

  9. View Email Mentoring Inbox

  10. View Email Mentoring Inbox

  11. View Request Notification

  12. Reply to Mentoring Request

  13. View My Mentoring Requests

  14. Reassignment Process

  15. View My Clients

  16. View All Client Sessions

  17. 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 • For vacations, select -None- to remove profile from score.org • 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 Information • WebIT is no longer used to enter Email Mentoring sessions. These sessions should be entered in the new email mentoring system. • WebITis STILL USED to enter face-to-face mentoring sessions. • 3 years of historical data has been migrated to the email mentoring system (includes client data & client sessions). • Email mentoring request notifications are being sent to your scorevolunteer.org email address. • These notifications can be forwarded to your personal email account. • If the password is updated for your scorevolunteer.org email account, it must also be updated in the email mentoring system. • Only email mentors are required to have a scorevolunteer.org email account. • If you are unable to access your scorevolunteer.org account or the email mentoring system, please send an email to help@score.org

  23. 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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