Result Codes 101
A prospect says, “I’d like to give sometime soon, not tonight. I don't know how much.” What code do you use?
Unspecified Pledge
When running late to shift, what's the best way to communicate it?
Google Spaces, Whatsapp or Email - whichever is quickest
What should you check before calling back a prospect?
Their timezone
When are contact reports required?
For $500+ gifts, No Pledge, and all gift codes
A prospect says they’ll check with their spouse before giving. What do you ask?
Would you like to schedule a callback after?
A prospect says they already give monthly via auto-pay. What code fits best?
No Pledge – Giving Otherwise
Sick time defaults to which position in Workday?
Your primary position
How do you make sure you get a callback from someone?
Callback Me
What should a contact report include?
A LAI ranking
You’re unsure which code to use and want Analiese to review the call. How do you flag this?
Check 'Follow-up Needed'
The alum hangs up after you say “I’m calling from Lewis & Clark.” How do you code this?
No Pledge (Hung up/no reason given)
When using the Missed Shift form, what must you always include?
How you will be making up for the shift: attendance pass, make-up shift, or substitute. (sick hours are seperate)
What is the main function of the “Daytime” code?
Acts as a callback code for daytime shifts
Where can recurring payments be set up?
On the giving form
The prospect says “Remove me forever.” What do you do?
Request Record Update and type "No Phone Solicitation" (Permanent removal)
You forgot to confirm the alum’s address/grad year before removing them from the list. What do you do?
You must confirm at least one piece of info (like grad year or address) before removing them. Code as 'No Pledge'
You need to change which position sick time applies to, and who helps you?
Email HR, and feel free to CC supervisors.
You get someone's office/workplace. How do you code it?
Wrong number.
What kind of updates go under “Request Record Update”?
Address or communication preference changes
The call included details about a $500+ gift. What do you do next?
Write a Contact Report