Tidy Listkeeping
Agents always do this after making each and every attempt
Set a call outcome
This is the purpose of Hard Qualifying
To diagnose a concern
This is what Processing Online serves as, in relation to Evergiving
A back-up method
This must be confirmed up-to-date and accurate for welcome email to function properly
Donor email
This dummy date can be used if a donor is willing to provide only the year for their date of birth
January 1 / 01/01
The number of call attempts at which a final outcome is set for a lead that consistently abandons the call
Three
This is the purpose of Empathy
Validates a potential donors feelings and signals you are listening to them
The final outcome upon confirmation that a donor has signed themself up in real time
Complete - Processed Online Monthly
This field is required for the donor to receive a welcome SMS
Mobile number
This action should be taken after saving updated donor information
Selecting all appropriate options from the 'updated data' field
The number of call attempts at which a final outcome is set for a lead that is consistently not in service
Three
This is the purpose of Perspective
To present a solution and a new vantage point
Agents go here to see if a donor has signed themselves up in real time
The 604_Frontliners email
This can be sent manually before a gift is processed, when needed to offer the donor extra assurance
Welcome email
These are any two of the possible options under the 'contact preference' field
Email opt in, Email opt out, No Solicitation, No Monthly Solicitation, No Telemarketing
The two possible final outcomes for a lead that consistently abandons the call
Complete - Declined / Complete - Third Party Barrier
This is the purpose of Inspiration
Gives your donor reason to act on the perspective that you've offered
This naming convention creates a dummy email address (for a donor whose gift needs to be processed online, but does not have their own email)
FirstNameLastName@oxfamfrontliners.com
Agents can use this to check the status of the welcome email and SMS
Colour of the icon
These are any two of the options under the 'contact status' field
Do not contact, Do not call, Sensitive, Deceased
The final outcome and accompanying action for a lead that is consistently not in service
Remove - Invalid and wrap note of NIS
This is the purpose of the Close
To ask directly, get a direct answer, and inform the fundraiser how to proceed
The security measure required before a donor reads out credit card details for processing
Pausing/stopping the call recording
This correct order of three steps needs to be completed for a donor to get appropriate information on the automatic welcome email and SMS
Complete all payment details
Select the appropriate Final Call Outcome
Trigger Convert to Pledge button
These are things you may have learned about a donor that should be detailed in Wrap Notes for future
Family structure, occupation, hobbies
Giving motivation, habits, and preferences
Connection to Oxfam, humanitarian work, and other causes
Anecdotal and personal information learned through rapport that could helpful for future Fund Development and/or Frontliner calls