Overview
Many users of Uplifter are volunteers being placed into positions, or team members who have otherwise not used an online registration system before. As such, many of our users are not 'tech savvy'. This is nothing to be embarrassed about - you have to start somewhere! Even the most adept tech expert had to ask lots of questions to get where they are today. This article lists a few of the more common questions we've received from our users about things not necessarily concerning the Uplifter system.
Frequently Asked Questions
Which browser should I use?
How can I increase the size of the text?
Mac: If you are using a Mac you can hold Options + Command + Plus Sign (+)/Minus Sign (-) to zoom in and out.
How do I add Uplifter as a bookmark?
Creating a bookmark within your browser may differ slightly than the steps outlined below. However, nearly all browsers will follow these same steps.
- Navigate to the desired site
- Press Ctrl + D, or select the Add Bookmark icon
at the far left of the URL bar (where you add your site address)
- Enter/update the Name for your bookmark and adjust any Folder options (we recommend you select Bookmarks Bar)
- Select Done
Community Suggested Tools
At times, certain elements or assets may require action to be taken on them before introducing them into Uplifter. This may require a third-party software. Though we do not support or endorse any specific software for these jobs, below is a list of community suggestions for various tools you may find useful. Please be careful when downloading third party software - download at your own risk.
Adjusting/Editing Photos
HTML Editing
- W3: HTML - a free, online training tool. An excellent resource for those venturing into the Source Code of their page editors. Additional resources for other languages/scripts are also available.
Screen Capturing/Troubleshooting
- Snipping Tool - if you have Windows 10 you should also have their built in Snipping Tool. To find it, simply select the Windows icon in the bottom left, then begin typing Snipping Tool. It should display at the top of the list for your use.
- Loom - a free, online screen recording tool. This exists solely as a Chrome extension presently. With an ever expanding arsenal of tools, Loom is a great free option to record your interactions with our site or any other.
If you have more tips or suggestions that you would like to share with the community please feel free to forward them to support@uplifterinc.com for consideration.
Microsoft Word/Excel Mail Merge
While Uplifter offers many different reports and pages, there may be instances where a specific style or format is required for the data. In instances like this, the Mail Merge feature can be very useful! The Mail Merge feature requires (at least in this article) the Microsoft Word and Excel programs. During this process we will create a Word template, pull a report from Uplifter, and generate per-instance versions of our Word template with the Excel data.
In the example included in the below sections we will be making a simple info form and a name tag for each participant.
Setup
- Create your Word document
To begin, you will first need to create your Word document. Just like any Word document you can style and format the content as you like. Be sure to build the document with your data in mind, leaving space for the data to be displayed.
For our example we will be creating a Word document that has information about the participant, their parent/guardian contact info, and an emergency contact. Note that the emergency contact info is obtained using Custom Fields.
Pull Your Report
Navigate to the Reports page of your Uplifter system and pull your desired report.
For our example, we will be pulling a Participant report to get a list of all of our participants. This can be filtered by specific seasons as well, so that you are reporting on the most modern participants.
Merge Your Files Using Mail Merge
- Click Mailings
- Click Start Mail Merge
- Select Step-by-Step Mail Merge Wizard
- Follow the prompts
- Insert your mail merge fields into your document
- Review your results
- Print as required
With your form created and your data downloaded it's time to merge them. Have both files open on your computer for reference. In the Word document click the Mailings menu at the top of the window. In the Mailings menu, select Start Mail Merge and choose the Step-by-Step Mail Merge Wizard option in the drop down.
Follow the prompts from the wizard that displays on the right-hand side. On Step 3, use the Browse tool to search for and find the report you downloaded. Continue with the prompts, accepting both pop-ups after selecting the file.
On Step 4 you can start inserting your merge fields. This can be done by placing your cursor in the desired location, then using the Insert Merge Field option from the menu to select the appropriate field.
With the fields entered you can proceed through the next steps of the wizard, which allow you to review the results of each listing. Once you are content with the results select to Print and you're all set!
To learn more about mail merging please see Microsoft's applicable articles: Mail Merge Using An Excel Spreadsheet and Use Mail Merge To Personalize Letters.