 I'm glad you could all join us today. We're gonna go over some of the nuances of navigating to finding offers you're interested in, checking out with them, and how you're actually gonna receive those offers so you can use them for your nonprofit. So we've got a full staff ready to go through this with you today, so let me introduce them. Oh, oops. Oh, sorry. Ha, here we go. I'm Cory Abood. I'm a manager for our client services department. Along with me today is Kelly Garrett, the associate manager for the TechSoup Client Services Department. We also have with us Rebecca Brown, who's a supervisor of the TechSoup Client Services Department. We're all TechSoup Client Services Department staff. There's the theme here. And we also have Alicia Sodam, one of our valuable leads that does a lot of the internal support for our staff, helping them as they help you when you contact us. So without further ado, let's get right into it today. Our topic today is requesting and receiving nonprofit offers through TechSoup. So first, I should mention any questions so that we can track along with them and so that the rest of the participants can see the questions, see the answers. We ask that you use the Q&A box instead of the chat. Chat's great, but with the Q&A, we can track along and make sure that we're addressing anything that comes in there. And we can also share that with everybody else, again, for visibility. So you'll see that little icon here. That's the one to use, Q&A. Okay, here we go. So obviously, step one of utilizing offers through TechSoup is to go to our website, techsoup.org. So what you see here is a screenshot of our landing page. Now from this point, I'm gonna show you how to navigate to the different offers we have, a couple of different areas of the website that might come in handy if you have questions about offers or need more information. So first things first, you see this very subtle, huge black arrow pointing to product catalog. That's obviously where you wanna go, because that link houses all the product services offers, everything that's available through TechSoup. You're gonna be able to find it there. So when you click on that, you'll see this screen. Okay, so three more subtle arrows over here, and you see that when I click that, it actually opens up these three dropdown areas here. So you have donor or company, you have category, and you have hardware. So if you know the product you're interested in, like you maybe you heard from a friend who's also working in a nonprofit that uses TechSoup, and you know that they have into it QuickBooks, that we have into QuickBooks. If you know the product maker, donor or company is the dropdown you'd wanna use because it actually expands and shows each and every provider we partner with, and you can get to their programs by just clicking on their name. So if you open that up, you just scroll down to eyes and you'd see a big old into it. Click that, and that's how you get going, getting the QuickBooks product that you're looking for in that example. If you don't know the donor, if you're not familiar with who provides the solution you're looking for, but you know what you need the solution to do, category is the category that you'd wanna select because what you can do from there is you can browse by the kind of product you're looking for. So there's categories like accounting, HR, different categories within. So you can start there and sort of whittle down your search for what you really need if you don't know the exact provider. So that's a handy one to use. And then we have a dedicated hardware link right there that takes you directly to all the various hardware offers available through TechSoup. Okay, so next you're gonna see on the right hand side, next to product catalog, you see the white area to the right of that in black with white letters, services, community, resources and help. Okay, so these are parts of the website that again, you might find useful if you're looking to interact with our existing member community about products they use. Maybe they have some suggestions for the solution you need. If you want to get to webinars about what we do here, like this one, I'll show you where that is too. So how about I just go and we'll take a look here. So services, TechSoup offers various services, all of which can be found here. So as you see, when you click on services, it's a bit of a dropdown menu, it expands in gray. You'll see help desk, you'll see office 365 managed IT. There's a lot of technical solutions because we at TechSoup are not directly providers of tech support, it sort of falls outside the scope of what we do on a day today. But in an effort to make sure that you're all getting the nonprofit support you need, we partner with people that do specialize in those kinds of things and you'd find those services in this dropdown. Next, we have the community dropdown. We have our community home, which encompasses all of those things you see beneath that, including upcoming events and webinars. So you can, if you have an interest in seeing more of these, more of us helping you out as well as other teams, we're not the only team that produces informative webinars. Check it out, see if anything catches your eye and if you're so interested, sign up. We also have our forums. It's a good place to post some questions that it's sort of led by our community and so you can engage other nonprofits that maybe do something similar to what your nonprofit does, get advice, offer advice, get to know other members of the TechSoup community. We also have our dedicated page for libraries. Libraries are somewhat unique in the nonprofit sector in how TechSoup goes about qualifying them and different eligibility things. You can find out a whole lot of information about libraries specifically by going to that library link there. And to the right of that, we have resources. So we have articles and how-to's, pretty self-explanatory, but you can find, we've got quite a back catalog of articles and how-to's. So if you're stuck with an Excel sheet issue, it's worth giving this a look, seeing if we have something there that might get you out of that situation, get you moving on with your day. We also have our blogs and we have the events and webinars archive. So if you really liked a previous webinar, that's where you're gonna go to find it. So click that, we are pretty quick. I forget the exact turnaround time, but certainly within the same week, we get the webinars up there. I think it might even be the same day or the next day. In any case, if you like a webinar, you wanna relive the experience. That's where you're gonna go to do that. Lastly in this bar, to the right of that, you'll see help. If you click that, it actually takes you to this page, which is one of our newer attempts at making sure that you're getting all the support you need. And this is support.techsoup.org. Many of you that if you use other online services, you may find that you're directed to use their knowledge base as a starting point to sort of sort out issues. This is our attempt at providing that experience. And so you see those different categories. We have getting started for, I know there was some newer folks that were in the chat earlier. That could be a good one to check out. We also have offer availability, requests, licensing. A lot of the more common questions we get, a lot of the more common issues that you may run into that you need to overcome. We've tried to build up a knowledge base of articles here that you can use anytime, whether we're here or not, this is always online ready for you, okay? So one other thing while I'm here, and you'll notice it in other screenshots for this presentation, there's this help, this black bubble down here with a chat bubble icon. If you click that, it actually, that's how you engage our staff in direct live chat support when we're there. When we're not there, you can still click that. And it's an FAQ that's searchable. And it also will present information to you based on the page that you're on in that moment. So it's handy. So whether we're here or not, you've got some options. So moving back to our offers and how to go about getting those. We have landing pages for all of our products. I mentioned if you heard from a friend, like, hey, TechSoup offers QuickBooks. And you're like, great, that's exactly what I need. And you were to search by donor or company or category, you might come across this. This is the landing page for the program as a whole. So what this does is sort of gives you a top line view of the intentions behind this program, what's offered here. And if you click on View Program Details, as indicated by the giant arrow, you'll see this. It expands and it gives you more in-depth, still fairly top-line information, but it'll sort of give you a sense for how this program works. Programs through TechSoup vary, depending on who we're partnering with. There's different parameters for all of them. Some are very similar, some are very distinctly different. And so this is a good starting place to understand how the program works, what is offered. And it's also where you can go to see all the different offers within that program. And so let's say you click on one of those offers. Now I'll go to the next one here. Okay, what you'll land on is actually an offer page. So in this case, I sort of moved away from into it for the sake of variety. We're on GrantStation right now. So you have our product page, aka offer page. And this is the more granular details about this exact offer, in this case, the GrantStation grant writing product that we offer. So on here, you'll see a description that gives you a sense of specifically what you can use this for, how it could be helpful to you, benefits of your organization. Lots of other details. I wanted to point out specifically, you see there's, we have description here on the left-hand side, to the right of that, membership details. And then at the very end of the right, rules, eligibility and restrictions. Now all of these links provide specific and useful information about this product that'll let you know, I mean, sometimes how you can use the product. In many cases, there might be a renewal situation. This will explain exactly what is needed and expected so that you can flawlessly renew each year that you use this product. So let's go on to the next, I could show you further. So there you go with GrantStation. So this program, we're offering membership details that explain, for example, public library use. Eligible libraries must request GrantStation for back office use or other administrative purposes by staff only. So sometimes again, there's unique parameters for each program and each product are offered within that program. This is where you'd learn about those things, those different aspects. Over here, rules, eligibility and restrictions. So if you're interested in this, you may or may not know that each program through TechSoup has a varying eligibility depending on a variety of factors. It can be budget, it can be the type of organization you are. You know, a lot of different factors. And so this sort of gives you a sense of what to expect as far as your eligibility. Should you pursue this product? How many you can get per year? You know, that kind of thing. But I'll show you this next one. This is also a product page. And here it's a little different. So in the last one, we had membership details. Here we have details and service costs. Again, each program, each product within the program is set up, you know, in partnership with whoever's providing that. And they may want to have specific things available to the public so that you're informed about the things that they feel you need to know about to pursue this product and use it well. So details, service costs, a little bit different than the last one. Same idea. But again, you can find out pretty much all you need to know about how to pursue this product if it's something that you're gonna be eligible for, what it can do for you by using the information available to you here on these offer pages. Okay. And with that, I'm gonna turn it over to Kelly Garrett, who's gonna talk to you a little bit about admin fees and some of the structure we have around the pricing. So Kelly, I'm gonna turn, well, give me the cue and I'll hit the page. Perfect. Thank you so much, Corey. Really appreciate it. I'm gonna explain some more stuff here. Just in case any of you are missing it, in the webinar chat, I have put a little bit of information in there. Specifically one was about the GrantStation promotion that we have coming up. Well, it's already next week. So if anyone's interested in GrantStation, there's a promotion coming up and there's a great landing page and a great webinar that's happening tomorrow if you're interested. So make sure you keep an eye on that webinar chat for extra info as we're going through this. One thing I did wanna also call out just really quickly is that, so you are aware, techsoup.org is TechSoup US. So it is for US-based organizations. If you are located outside of the United States, you won't be able to request products or services through here. But if you have a US-based location, this is the place you can go. And I will be pointing out later in my part of this presentation there is a place for our non-US organizations to go. We do like to serve everyone around the world. We've just got different websites for the different countries and regions. So just calling that out in case we have any non-US organizations that are gonna go and maybe try. I don't want you to get frustrated or run into runny roadblocks. We are serving pretty much everywhere. You just gotta go to the right website. So moving forward, GrantStation, again, highlighting it since we do have the promotion. Right now, the regular admin fee is displayed on every single product page that is in the catalog. That's something that you can add to your cart and check out. You will see an admin fee always listed there in red. You might see a landing page. So some of our validation services, Monty security is like one that we just recently partnered with. If you go there, it's actually a landing page with a link to take you to their portal. So not every single time you click on a donor's name or company, will you get a regular landing page? Or sorry, a page with items to click and see admin fees. Some of them will maybe be links to the partner's website where you'll actually go directly with them and work with them and you're just getting validated through us. But for the ones that do have admin fees that you add to your cart, check out, get directly through TechSoup, you will see that listed in red. It's always listed here right above the orange button that will say log in. If you're not logged in or it will say add to cart if you're logged in. It's a great way to go and get quotes. So you'll look at it and if you're gonna get, Grant station, you only need one. So it'll just be one with an admin fee of 199 but say there was a product or service you wanted five of. You would just take that admin fee and multiply it by five and that would give you what it will cost. Some products we are required by state law to charge a sales tax for. This is usually hardware products and it's something that we can absolutely refund for an organization. But by law, I believe it's called the Amazon commerce law. We do have to charge the sales tax and then we can refund it. We can't just block it at checkout even though you're a nonprofit even if you've got your state sales tax certificate we can refund it but we can't block it. So usually the admin fees what you get but it was a checkout double check to see if there's any sales tax. And at the end of this presentation we will have a slide explaining how you can get in touch with the client services team if you do need to request a refund for your sales tax. But this is the best place to go. Once you're on here, next slide please. On this page as well. So something else to keep in mind is as Corey pointed out there are these three tabs of information always really important to make sure that you're going through each tab to review everything that you have available to review. You're picking the correct product. It's gonna work for you and your organization before you request it. Something that a lot of folks miss is our products that say access to discounted rates is referring to a special kind of product where you're checking out with TechSoup for a small usually a small fee and it's going to then give you a coupon code, a link something along those lines it's going to allow you to get access to a discounted rate with the partner that provided it. So for the example, this is Zoom. Zoom offers a 50% discount for their pro plans or sorry for their one plans it's either pro or business. As you can see on here I've put a little box down below that highlights where it calls out you're going to get a 50% discount but you have to pay the TechSoup admin fee of $18 to receive that 50% discount. And so some folks will check out and think the $18 is the entire fee they have to pay that's all they need to pay to get Zoom and it's not the case. It's you're actually going to check out get your eligibility is getting confirmed and then you'll be able to access a 50% discount that you'll pay directly to Zoom. So anything that says access to discounted rates is you're paying TechSoup an admin fee and then you're paying a discounted rate to the partner that's providing the product or service. So something to really keep an eye on we have folks that just get really excited when they see Zoom because it's a very popular product since the pandemic add it to the cart, check out and then are bummed when they realize, oh no, like it's not just $18, $18 and then I'm also paying Zoom these additional fees. So always make sure you're taking a look at the product name you're going through these three tabs and anything that has access to discounted rates the discounted rates usually explained underneath that first pair or that first header description it's usually the last or second paragraph in the description and it gives you a breakdown and then you see it calls out see the details and service cost tab for more information. That's when you wanna click on that middle tab that I've highlighted there and you'll see a more detailed breakdown it sometimes will give you links as you see here the pro plan or the business plan clicking on that it will take you to the partner page where you can then see what 50% discount is. So this is also one of the things of I also get asked all the time well to discounted rate in my like I saw a better deal somewhere that might be the case for like a promotions that the partner is running it's usually not like a guaranteed of like the entire year so it's usually like oh you can get maybe a better rate for a month or two but it's not usually the entire year we strive and make sure and have contracts with our partners to ensure we are offering stuff at the lowest possible rate on the market. So even if you maybe see something it's a 70% discount not 70% for a whole year it's like 70% for three months and that's not as good of a savings as getting 50% off for an entire year. So something to keep in mind is that we do do that research we do work with our partners to ensure we're not you know above a different discount or promotion but here and there you might see something that looks a little bit better but it's got to look at it for long term versus the short term and you'll see that it's a better savings it's something we always try and strive and put in our contract. So something to keep in mind whenever you're looking at these kinds of products we do have quite a few and Zoom's probably one of our most popular access to discounted rates out there but again that's how we're doing our presentation right now it's pretty useful software. Awesome, next slide please. So I'm not gonna read this whole thing to you you know, if something you wanna look at after the webinar we do send out our slide deck we do send out this recording so you're more than welcome to come back and read through this if you'd like. The summary though is that tech soup's a nonprofit we're a 501c3 public charity just like everybody who's qualified we as a nonprofit ourselves have our own limited resources and so I've had the question before of like why are you even charging a fee why aren't you just giving this out for free to other nonprofits? And it's like well we have to be able to support the sector and to do that we do need to charge some of these fees right now the admin fees you're paying on our website help us support you with webinars like this one this webinar right here was supported by your admin fees that you paid on the website. So you know there's that it also helps us go out and try to partner with other companies bring in more folks in things along those lines that you know it's how we support the nonprofit sector it's how we support you when you call the client services team you know your admin fee helps get someone on the phone so that we could you know afford to pay them and everything so really appreciate everyone that understands about our administrative fees we always ensure that it's the lowest on the market as I said discounted rates for sure we're always doing that and then also the admin fees in general we've pre we have guarantees with our partners that they're not changing the price on their website to permanently be lower than ours ours will always be the lowest on the market it's guaranteed if you find that that's not the case more than welcome to reach out to us a lot of times it's there's a slightly different version or there's something that's older going on things along those lines because we're a nonprofit we understand the need to be conservative with money the need to make sure that we're not overspending and we're here for you for that you know we're just trying to make sure that we can support everybody we're not trying to make a profit off of you because we're all nonprofits wait next slide please so requesting an offer so thinking back on that Zoom page you're ready to look at you reviewed everything you get that it's an access to discounted rates you're ready to check out you want that Zoom discount you're good to go so some folks on here might be participating with multiple nonprofits and they've gotten several of them on TechSoup and they're an agent or representative for each one of those organizations you can be the representative for as many organizations as you want us to on TechSoup so long as you're actually part of them you're requesting products for them you're supporting them you're not using their account for some other reason so if you are a consultant if you're the type of person that's volunteered all over the place and you've got multiple organizations associated to your TechSoup account before you place a request first thing you want to do is go into your account details in the top right corner of the website there is the login button right now you'll see once after you log in it turns into a circle with an icon you'll see that in the top right corner of this screenshot there's a little person icon you click on that to access your account once you're in your account you want to just make sure that you are clicking on the little bubble next to the name of the organization you want to be active so that when you add a product to your cart and check out you're adding it for that organization you're requesting it for that organization because each organization has its own eligibility it has its own quantity allotment and also we have some terms of use policies I'll go over later about not sharing products so it is important to make sure you're requesting for the correct non-profit that you have registered and qualified and you're not just using one organization's account to request for all the organizations you have out there so once you've clicked this active button and it's active next slide please that is when you're going to see on the product page the add to cart button and right underneath it you'll see four and my account is called test test I don't run TechSoup TechSoup is not on TechSoup so I have a test account here but you'll see the quantity is there where you can change it from one to two do only let's request one per year so you wouldn't be able to do that but say it was a product that you could request multiple of you could update the quantity then you click add to cart when you're ready and again you'll see it says for test test that's the organization you'd be requesting it for so that's where you're if you're like oh shoot I just went from that page did I activate the right one right there for you you don't have to go back to your account details once you add click the add to cart that is when you're going to want to then click on that cart icon that's in the top right corner you'll see it has the little orange button or little orange bubble next to it it will show you a number of how many items you have in your cart once in there this is where you can update the total so if you do change the quantity from one to say three you need to make sure you click update totals that I've circled there for you so that it saves if you just click check out it won't actually save the total and then you'll be like why is there only one here it's because you didn't click update totals first and then check out other things to keep in mind with the cart are if you're running into any issues like it's just not going through you're getting weird error messages try doing the clear cart option and then re-adding the product that you want to check out with that sometimes helps if there's any cookie issues or something weird's being pulled from your cache and cookie stuff on your browser that can sometimes help additionally something to keep in mind is that adding something to your cart does not guarantee you that it's yours if say we have a product go out of stock and you've got that product in your cart just because it's in your cart doesn't mean we saved you a license or we saved you a coupon code or whatever the product or service is offering you will then when you try to check out get a message saying it's out of stock you can't request it at that point clear your cart periodically keep checking back on the product page and then re-ad it once it's back to available and not out of stock so a couple of nuances to the cart to keep in mind you also have that remove button if say you just want to remove one item if you've got like a bunch of items listed we do have a remove option as well so a couple of different things you can poke around here I recommend to new members add a couple things to your cart you don't have to check out go through all the way through checkout but just kind of practice adding stuff going in removing it clearing the cart seeing how it all functions so that when you are ready to go you can just hit the ground running with going through checkout perfect, next slide please so once you're ready to go you're going to request the product the first step is the agreements agreements are really important to read through there's some really good information that's put there a lot of the times and it does call out some things that you should be aware of like right here it does call out once again you're paying TechSoup for access to a discounted rate and you will be going to Zoom to pay that discounted rate we have some other products like QuickBooks Made Easy that's a support service that helps train people to use QuickBooks it doesn't actually include the QuickBooks product so there's a disclaimer on that agreement that says I understand that this is just the support service and I'm not getting the QuickBooks product as well stuff along those lines so again really important to make sure we're thoroughly reading the offer details on the product page and then these agreements before checking out because it might call out something that you're like oh shoot I didn't realize that and we don't want you to go all the way through checkout provide money and then realize you got something you didn't want that's always the worst on a personal level and then also on the company-wide level once you've agreed to it you read everything you click that agree button and then you click continue to move on to step two perfect so on this page it's a little confusing it's something we've been working on for quite a few years shipping so shipping physical products is only for our hardware anything that's software, a service and access to discounted rates we don't ship out CDs or disks or flash drives for you to install the products or the software it will always be through a fulfillment email where you're gonna get it electronically fulfilled you'll access it it's kind of like how when you go to Best Buy you're trying to buy some software and they don't actually give you a CD anymore it's usually just like an activation code that you get on that little cardboard page so we don't mail you a cardboard thing with a code on it we just email you whatever information whether it's a URL link for registration whether it's a coupon code all that's done electronically the only thing that's going out is hardware now the confusing part is that on this page we always show the shipping information and even if you're getting software and you're not getting hardware you're gonna see that and sometimes it confuses folks and they think oh I'm getting something physical in the mail and I can also expedite the shipping and all that you can ignore anything to do with the shipping address and the shipping speed unless it's like a laptop from our furnished hardware products or something along those lines because we won't be physically shipping you anything unless it's a laptop, a printer something along those lines the other piece the one piece of information to check on this page is the email address the email address is what we refer to as the organization's email and the organization email is where all billing and fulfillment information is sent so it's very important to make sure your TechSoups account is up to date the login email is your login email for your member account the organization email is a contact email on your organization's account so the email you log in with to TechSoups could be different than the organization emails maybe you put the same one for both places but they're two separate things for two separate purposes so something to keep in mind is if you look at that and that's wildly off you definitely want to click that change email and it's going to take you to your organization details in your account next slide please oh actually that will be a slide later but I will be showing you later where the detail is and the organization details where that email is listed where you can edit it is important as I said to make sure you have the correct email address listed otherwise you might miss notifications about meeting payment renewal notifications the fulfillment email with your steps on how to access something so make sure it's you know if you don't use info at TechSoups.org you know that's pretty generic and you use me would be you know Garrett at TechSoups.org make sure it's one that you're actually going to get the email to and it's not just something that is not monitored or you don't have access to and again can be the same or different from your login once you decide look to over that make sure the email address is good if the shipping needs to be changed for a hardware product that's good you move on to step three and in step three we do have three payment options we currently have credit or debit card that's usually the quickest way to receive your product if you provide a credit or debit card that usually fulfills once we get once you enter that payment information within three business days if not with for 24 hours we always like to say three business days because you never know with systems and you know with the products some things can vary slightly but it's usually within a day that we send it out we try to do fulfillment several times a day in the morning in the afternoon so it's usually pretty quick that you'll get your fulfillment as long as you provided the payment at checkout electronic checks the next option so that is where you can enter your banking information you would then see it's usually three business days for the banks to communicate with each other and then it gets fulfilled so that one's not as fast it's still pretty quick for the fulfillment but if you're in a hurry I'd recommend using the debit card instead of trying to connect the banks additionally electronic checks have a limit of $1,500 so if you are making a purchase it's over $1,500 again, credit or debit card would be best or we do accept physical checks you are welcome to mail the checks to our headquarters in San Francisco it is listed once you check out if you do pick that as an option we do give the address for San Francisco where you can send it this is the slowest way to do it because first off you have to have the check get to us by the mail carrier once the mail carrier delivers it since the pandemic we've been a mostly remote team and company so we only have some of the codes and periodically to the office to pick up checks and process them so it's usually once a week that we have those checks picked up reviewed, applied to a request so that's the longest one if you're in a hurry I would not recommend mailing a check one of the other two options would be better but all three are totally valid and will totally accept whatever your organization needs because I do know there's some organizations out there like libraries that need to send physical checks there's some folks that need to use the corporate credit cards so we want to make sure it's available all three options are available one thing to keep in mind though is that we do see sometimes payments coming through third parties like bill.com and things like that we aren't officially partnered with anybody so be very careful about trying to use a third party unless it's to like cut us a physical check and send it to us like some companies do usually recommend sticking with these three options that you directly provide the payment since we're not partnered with those third party payment processing companies like bill.com we're sorry, take it back we're partnered with them in some non-profit aspects but for our own purposes on our website for charges and for processing and seeing payment we're not quite there yet for offering like PayPal or bill.com Okay, perfect so once you go put in your payment information or say mail check you click place request Next slide please Oh, actually before that I do want to call out Cori mentioned earlier that we do have some products that have renewals so say you do pick a product like Zoom that has an annual renewal with text too you will see when you pick credit card or debit card or electronic check as one of the options you will see at the bottom the option to opt into paying automatically each year I highly recommend saving the payment information unless you're not planning on being here or the payment information provided you know it's for somebody that only wanted to use their payment information once or it's going to expire within the next year I recommend doing pay automatically it really ensures that you don't miss your renewal which can affect like you know getting a subscription canceled or move to retail billing things along those lines so you don't have to but I definitely think it makes life easier if you have the pay automatically option picked and then just make sure you note it in your company's calendar or send a finance a heads up that next year on this date that you got your fulfillment email and it was fulfilled we should anticipate an automatic charge from text too when you do have renewals you will see those appear 30 days before your renewal is due at that time you can add payment edit payment or cancel the renewal if you don't want to continue with the subscription and we do send reminders they are sent to that organization email so once again very important to have that be accurate so that you're getting billing information as well sent to you your login email is not CC'd on those emails so it only goes to the organization email so something to keep in mind keep that up to date in your account perfect next slide so once you've you've checked out I picked the pay by check option this is the page that you get it tells you success that's how you know it's successful you'll also see that they information for where to mail a check is listed right there in step 3 and it has all of your receipt information right there in case you need to print it for an invoice to send to your finance team to approve a check or the payment whatever you chose but as long as you saw this it's been it's gone through and there's that print this page option at the top right corner there right above the request number so for example with this one when I checked out here and I picked pay by check I immediately got an email reminding me that I have to say in payment and called out that I could go back in and add payment if I wanted so if you accidentally click pay by check or you don't have your payment information ready to go you just want to make sure you request it because once it's checked out we do hold that license for you in case it goes out of stock you can go back in and add payment at any time and then once payment's added it's usually fulfilled within three business days perfect next slide please so once you've placed the request as I said you can add payment if you pick pay by check that is underneath your request history in your account you can either select a date range which it does automatically only show the request in the last 30 days so if you've had more requests expand that date range you'll see all of your requests from your request history you can also enter the exact request number to locate it so this one was just placed so that's showing from the last month I can add payment or I can cancel it for no charge so that's a great place to go same thing goes for editing payment so you check out and you're like oh no I used my personal credit card and I wanted to use the company credit card you can go back in and as long as the request hasn't fulfilled yet you can edit the payment and you can cancel it all the request all together and no charges will apply you can't cancel it anymore and can't edit the or update the payment so something to keep in mind is if you're like oh gosh I need to cancel it or oh gosh I need to update that payment go right in your account go to that request history and take care of it sometimes it might take us a couple business days to get back to you and if at that point it's fulfilled the request fulfilled and we've kind of missed that window to cancel it oh and then one last thing is the request number that I've highlighted there that's in blue that is a link so if you click on that that will open your request details which next slide please so the details for your donation request is your invoice or your receipt depending on what you need if you need to submit it as an invoice to proceed payment or if you need to submit it to your finance for records this is where you want to go you click on that request number and then the next summary tells you exactly what was charged there's another cancel option again you can change the payment options and once this is fulfilled it's just a receipt that calls out when it was sent what email address it went to all that good stuff so really great place to go for invoice and receipt information and it is stored in your account forever we don't delete these out of your account you can always find every request placed through TechSoup and again remember you got to make sure that organization is active to see that organization's request you've got multiple ones and you have the wrong one selected you're only going to see that organization's request history you do need to make sure the correct one's active to see their request history and fulfillment emails next slide please perfect so those details request history details and then also the fulfillment emails are always sent to the organization email so as I mentioned before if that doesn't look right you'll want to change that one and it can be different than your login it does not have to be the same so you'll want to make sure that that one is up to date and accurate and that's where we'll send your confirmation emails which have the request details in it so it lists off what you were charged or what you will be charged when the check's received all that good stuff same information's emailed to you as it is stored in the request history and the fulfillment emails that have your information about how to access your offer are always sent to this email address that's listed here you access your organization details from your My Account landing page where we saw the active button to pick if you select the organization's name it will pull up this page you'll see who your authorized agents are you can download your qualification status and then of course that email address that you can click edit details to edit at any time and then that will ensure that you get fulfillment and billing emails in the future next slide please fulfillment emails are also listed in your account just like your request details and your request history fulfillment emails every single one you've ever received your organization has ever received in their lifetime the text soup is listed here you will see the subject line and the date sent I've blocked out the name or the organization so they did take an example from an active organization's account but for this you just click on that text soup your new domain name to open the fulfillment email and it's the exact same thing that we send to you once it's fulfilled so you either can find it in your inboxer spam it or say it's been a couple years you're trying to reinstall something this is where you'd want to go to find your licensing information fulfillment information all that good stuff perfect next slide please so fulfillment emails tend to look like this you're going to see that subject line there that says like your drop-off request number is that through text soup so it usually says your partner name request the request number such that you're looking for we do recommend adding fulfillment at techsoup.org to your accepted emails list to ensure you get these emails but never reply to these emails and never send emails to the fulfillment alias it's not a monitored inbox so you won't get a response you should always go to our contact us page on techsoup.org to check what our current hours are and how to get in touch with us and again at the end of this presentation we will definitely go over how to call us or chat with us and all that good stuff for this offer this was an access to discounted rates if you look through it you'll see that it gives step-by-step instructions on how to purchase the discounted subscription and it has a URL here that has a code that you use to access the discounted rate this is one of the shorter fulfillment emails we have some of them are quite long then they'll go over they'll need more help support special contacts just like with everything else highly recommend thoroughly reading the fulfillment emails before getting started and then if you run into any issues going back thoroughly rereading them see if there's any support information any articles that might have some more additional walkthrough info or if there's a special contact you can have we at techsoup our companies and we're not able to become experts on all of the products that we have available so it's one of those things that I can give you some basic information I can point out some resources to you but setting up like Dropbox and then how to use Dropbox that'd be something you want to ask Dropbox support because they created the product they're providing the product their people are trained to support the product the products and services on techsoup are the same on the commercial market as they are on the nonprofit market there's not like special offers unless specifically called out in the product pages there pretty much everything's exactly the same like there's not a special nonprofit Dropbox version it's the same that you see on the commercial market you're just getting a discounted rate same with QuickBooks online same with Zoom same exact product everybody on the market uses it's just you're getting a better rate than a commercial company perfect next slide please so last but not least just want to go over some important policies to keep in mind a term of use is the first one that I like to point out as all of you as many of you know there's a qualification process that gets gone through sometimes we're able to independently verify all of your information and get you qualified sometimes we reach out for documents things like that to confirm some stuff and so with that you have to remember that that means that only your that organization that was qualified is eligible to request and use the products because they've actually gone through that rigorous review so that we can make sure that they are eligible we look at budget we look at organization type we look at location things along those lines and so that's why you're not allowed to share your account or share your product so like if you have a you know if you've got an organization you know somebody else works in another organization they need to register their own TechSoup account they can't come through your organization's TechSoup account and place requests for products and services it's against policy since we need to make sure they're eligible as well that goes also for organizations that have 501C3 departments or you know arms and then have a commercial company you know commercial companies not eligible to use the things requested through TechSoup unless it's specifically going towards the mission activities of their nonprofit arm so best to keep that in mind and then also if you again have any branches that are located outside the US more than welcome to join TechSoup they do need to go through the partner in their country to ensure they're getting the right things and it works some of the products are geolocked meaning that if you take it outside of the US for too long it stops functioning that's usually weeks and months and stuff like that and you can work with a partner on it but it's not for permanent use outside of the United States so there's an issue with functionality eligibility and some partners just haven't expanded outside or to other countries or haven't even expanded to the US so best to go to your the country's website for your organization and see what's available and get going there if you do go to techsoup.global there's a great dropdown where you can pick the country that you need so just I'm going to keep in mind lots of folks missed up here you know if we find that this happened we'll just help you get things sorted we just ask you to try to be mindful but we know mistakes happen so just try to keep this just try to keep this in mind next side please and we're almost done here refunds and exchanges so generally there's a pretty strict no refunds and no exchanges allowed for offers acquired through techsoup um that's why we really encourage you to make sure you review all the information or contact us for any follow-up and questions before you place a request um it's not every single program has that do you have some other rooms like Microsoft for example they allow to 30 days for a refund um but some um partners have made it that you can't refund period um you know once we've sent out the license once we've sent out the coupon code you know there's not a way for us to get it back and a lot of partners only give us a certain number of licenses products etc per year um and they want to make sure that licenses and stuff aren't getting wasted by someone you know something any requested realizing you don't want it or you're not going to use it and then nobody gets to use it it's just kind of a wasted license out there so that's why there's usually no refunds no exchanges however mistakes happen you are more than welcome to contact us at client services and we'll let you know what the policy is for that particular product or program uh we'll escalate it if we have to you know if it's a strict no no no we'll let you know that as well but happy to answer those questions happy to look into it for you but really try to make sure you know what you want and are confident in what you want before you check out perfect um I did see one question that came in that was why is it so hard to redeem some tech soup discounts um so uh one thing to keep in mind is this these are non-profit programs so they're not a typical reseller program and that means that sometimes the fulfillment or accessing of the discount or donated product is a little more difficult than a commercial reseller because it's a unique program that's having to be created between tech soup and that partner some are really straightforward really smooth some are a little more convoluted convoluted um it's unfortunately just the nature of the beast with the non-profit sector is you know we're dropping the bucket compared to what their support's doing so sometimes when you call their support they're assuming it's the same process as a reseller or as a um commercial market kind of thing and it's not so you know it's just we ask for patience it's usually great savings um you know but unfortunately it's the nature of the beast sometimes but we're always looking to improve if you ever have any feedback you want to send us please feel free to reach out um we have the forums forums is a great place to post feedback so if you're a manager is go through those all the time that's underneath one of the uh the community drop down that Corey highlighted earlier um so uh so yes definitely can uh it can be a little frustrating sometimes with certain things and we just appreciate your patience and understanding with it that's kind of nature of the beast as I've said three times now perfect um and I believe that is my last slide I know that we had a question about boost in our Q and A that we said we would look at um I do have one other question so uh Jim Connor asked um how do I change my name with uh in my TechSoup account so there is a couple things that you can't change yourself we have to verify it to ensure everything's uh good to go one of the things is the name so your organization name if you've changed your organization name we're happy to update it um we'll take uh we can try to independently confirm that ourselves or we might ask you for some documentation um just reach out to client services and we will be able to assist you with updating your account uh budgets another one that usually can update the tied eligibility as is organization type so if there's ever something that's um grayed out you're not able to edit just reach out to us and happy to uh get that going for you um and then I do know that we had a question from Donna about can you talk about boost and what considerations to look at when choosing products um so I did respond that and point out that we do have the boost catalog that is underneath um services you'll see boost if you click on that I'll take your landing page that goes through um all of the different uh information about the boost membership basically what it boils down to is TechSoup boost members get better savings they have a special boost catalog where some of the offers are even more significantly discounted than they already are in the regular catalog so I did put a link in there as well for uh the catalog if anyone's interested um along with getting access to this special catalog you are given a coupon code that can be applied at um check out for TechSoup that you can use for requesting products from the regular catalog I believe it's a $25 coupon right now um but definitely some members think it's totally worthwhile I recommend going in looking at the catalog to see how many offers you're interested in um so definitely check that out um you can always reach out again to client services you have any follow-up questions um but it is a it's basically extra savings for certain products that have been added to that special catalog um let's see here we also perfect oh great see Donna that worked for you awesome um if you have so GoDaddy and Microsoft um don't have a relationship we don't have a relationship with GoDaddy so unfortunately there's not much support we can provide for working with GoDaddy to switch things over however that being said um we definitely have a cloud services provider team that works specifically with Microsoft and I can drop in where you can submit a consultation form um highly recommend connecting with them they're experts they can help you with picking the right Microsoft 365 cloud based products they might have some insights on um how to work with you know how to get things moved over um GoDaddy though we don't talk to them directly don't really respond to us since they don't have a relationship with us or Microsoft but let me get that um dropped in here for your CSP is the acronym for it one second from back link let's see while I was doing that and when you close your window there's going to be a survey that pops up please um take a moment and fill out the surveys just two questions we greatly appreciate it perfect yes so there's a CSP consultation form I highly recommend anyone that's interested in cloud based Microsoft products go and fill out this consultation form it's an expert team that focuses exclusively on the Microsoft cloud products client services we know a lot of different things but we're not experts on that like they are so they're going to be able to talk to you make some recommendations they also do um can help you pick out the right stuff client services a lot more kind of a general customer service experience we're not in-depth product trained we're not IT trained things along those lines but for Microsoft cloud we've got a dedicated team for that which is great um and then I see any other questions we've got one minute left before um we end here um oh I see our staff and volunteers and organization allowed to purchase via TechSoup for personal use for the most part know however there are certain partners that have um offers that have a friends and family plan I believe like Lenovo's access to uh a discounted catalog is one of those where it actually has it but it will be called out specifically on the TechSoup product page if that's an option and then also would be mentioned in your fulfillment email as well but the idea with this is that your TechSoup's here to support an organization's mission and activities so that only that organization should be requesting products and services to support their mission activities if that if a partner has expanded it to friends and family stuff that's great and it will be called out but this but anything received through here should not be resold it should not be purchased for say you're doing a fundraiser and you want to do a uh a raffle you can't raffle the stuff off you can't give it away you can't transfer it you can't donate it to an individual for personal use you know to like that for the most part but again just read the product pages and the details and it will let you know if there is that option they're few and far between but there are a handful that do offer that and this uh I see will session be available later for to review yes um we do follow up with an email um it usually takes about a day or two but you will get a copy of this recording the transcript um and also the slide deck we also have underneath we're uh Cory highlighted earlier the um underneath resources there's events and webinar archives where you can go in to find past webinars you didn't sign up for or you did and we also have a YouTube page where these are posted as well awesome no worries Candace well glad you could make it god everyone could make it um you know it's the great thing to reference back to really enjoy having everybody be able to share this um Cory are anyone else anything you want to share or add any questions we think we missed nothing to add but uh Monday through Friday we're here for you uh using the options on the screen right now you can call us or you can chat with us and when we're not here you can click help on the landing page of the TechSoup.org website and go to the uh external knowledge base for answers awesome and I did just drop our contact us um landing page that has this information too you know if you're ever on TechSoup.org and scroll to the bottom there underneath get in touch there is contact us always has our current hours and um contact pathways so great place to go if you're like wait what what time were they open winter phones there great place to go to double check as well and yeah just remind if there's any last minute questions that's great I think we got everything though so thank you so much everybody