Helpful Tip: Throughout the system, if you don’t know what an icon, button or word does, put your mouse over the object for a second or two and most likely you will get a tool tip explaining the function of the object.
Filtering and Searching
When you login to your management system you are taken to the Home Page. On the left side of the screen you will see the Filter Bar, Current Filters, and Search For area.
Make sure to read the 'Important Concepts - Filtering and Searching' chapter for an explanation of these vital parts of the system.
Links
The column to the far right of the screen contains many useful links. At the top are several useful shortcuts. You can Add a New Entry (this allows you to create a new account), Build a Report (this takes you to the Report Center), Manage Data (this takes you to the Data Center), or Send a Mass Email (this takes you to the Communications Center) or Program Dashboard (this allows you to get quick 'at a glance' information about your program registrations).
The links in the bottom right corner are links to your registration forms. The name of the form is a link that will take you directly to the form, as if you were registering online. Notice that when you click on this link, the web site address that appears in your address bar in your internet browser is a long string of letters and numbers. It's important that you do not copy and paste this long link into your web site, as this is a unique web address that can only be used once. Back in the management system, look for the link just below the registration form name which says 'Copy Link'. This will copy the actual link you need to post on your own web site to your clipboard. Please paste it directly as it is copied.
Menu Bar
At the top of your screen is a grey line - this is your Menu Bar. You will see this no matter where you are in the system. The menu options are: 'File', 'Tools', 'Settings', and 'Help'. The most often used menu option is 'Tools'. From here you can go to the Program Dashboard, Data Center, Report Center, Communications Center, Filter Center, and eCamp Center (if applicable).
| □ | The Program Dashboard is where you can view statistics based on events and seasons. There are 5 different widgets that show different data. |
| □ | The Data Center is where you would go to find specifics on an individual, add a payment to an account, do internal entry, send an email to the account, add another participant, record a note on an account, etc. |
| □ | The Report Center is a great tool that you can use to run reports on your data. |
| □ | The Communications Center is where you would go to send a mass email. Remember that emails sent from the Communications Center go to everyone in your current filter! |
| □ | The eCamp Center is for customers who offer eCamp Services to their registrants. This is a service that allows registrants and their families to view, download, and purchase photos from an event, as well as for parents to send emails and care packages to their children at camp. |
| □ | The Filter Center is where you go to create Saved Filters, which are customized filters that are not included in the Quick Filters list. |
| □ | Mass billings allow you to bill unpaid balances to people who authorized auto-billing. |
| □ | Please feel free to inquire about other premium services that may be available to your organization. |
The most commonly used items in the 'File' menu are 'New' (which allows you to add new accounts internally by selecting and completing one of your available registration forms), 'Thriva Statements' (where you can view the details of statements sent from Thriva), and 'Database Management' (which allow you access your file manager to upload pictures or documents, and pending request manager to force send mass emails).
