Result Codes 101
This is the code you use when the alum hangs up after you say “I’m calling from Lewis & Clark.”
What is No Pledge (Hung up/no reason given)?
When running late to shift, these are the best ways to communicate.
What are Google Spaces, Whatsapp or Email
(Whichever is quickest/most accessible)
This is what you should check before calling a prospect
What is (1) callback date, (2) time zone + general calling form data, and (3) the notes section of the calling form?
These are when contact reports are required
What are No Pledge, Pledge Card, CC Pledge, Unspecified Pledge (especially for $500+ gifts)?
This is what you ask when a prospect says they’ll check with their spouse before giving.
What is "Would you like to schedule a callback after?"
This code is used when a prospect says, “I’d like to give sometime soon, not tonight. I don't know how much.”
What is Unspecified Pledge?
Sick time defaults to this position in Workday
What is your primary position?
This is how you make sure someone gets a callback
What is Callback Me or Callback Any?
These are the elements included in a contact report
What is a LAI ranking (Linkage, Ability, Interest)?
You’re unsure which code to use and want Analiese or a Team Lead to review the call. How do you flag this?
Check 'Follow-up Needed'
You do this when you forget to confirm the alum’s address/grad year before removing them from the list.
What is 'No Pledge'?
(You must confirm at least one piece of info--like grad year or address--before removing them.)
When using the Missed Shift form, you must always include this
What is the shift you are missing and how you will be making up the shift (attendance pass, make-up shift, substitute, or sick hours)?
This is the main function of the "Daytime" code
What is acts as a callback code for daytime shifts?
This is where a recurring payment can be set up
What is the giving form?
The prospect says “Remove me forever.” What do you do?
Request Record Update and type "No Phone Solicitation" (Permanent removal)
A prospect seems open to the idea of giving but will not give now. This is the code you would use.
What is Unspecified Pledge?
You need to change which position sick time applies to. This is how you do it
What is send an email to HR?
(And feel free to CC supervisors)
You get someone's office/workplace, this is how you code it
What is Wrong Number?
These are updates that go under "Request Record Update"
What are demographic or communication preference changes? (Email, address, employment, Do Not Call, etc.)
The call included details about a $500+ gift. What do you do next?
Write a Contact Report
You might use this code if a prospect says they already give monthly via auto-pay.
What is Already pledged?
This is when the missed shift form is due, and the consequence of turning it in late
What is 2 hours before the shift you are missing and 0.5 attendance points?
You received the link to the Callback List, not the Callback Query. This is what you do to get to the list
What is going to the queries tab (the second to left tab at the top of slate) and click your correct callback query?