Coding
Prospect's answering machine picks up.
Answering Machine
What do you do if someone is requesting a specific fund?
Raise your hand in the breakout room.
Used when a prospect would like to make a pledge.
Specified Pledge
When weekly shifts are held
Sun -Thurs 6 - 8:30 pm
Sun Day 2 - 4:30 pm
Used when a prospect refuses to make a pledge. You will be asked to enter a refusal reason.
No Pledge
Prospect is not available or busy and has asked to be called back in two hours. Make sure there is still time before shift ends.)
Not Available 2H
How do you guys know who's calling?
Supervisors can monitor calls still just like in the call center so do not red screen.
Prospect has already given to this campaign.
Already Pledged
Asking questions in zoom break out rooms.
Raise Your Hand
Prospect answered, but hung up before you mentioned that you are calling from Boise State University.
Hung Up Before Intro
This number is a fax machine, and the previous code is a "Fax Incomplete."
Fax Complete
Can I call and let my roommates see my screen?
No
This is not the correct number for the prospect. If there are two numbers, delete the wrong number and put a note in "Extended Comments" stating which number was incorrect and that you deleted it.
Wrong Number
How to access the priority funds while calling on the VPN?
Download Priority Funds Before Getting on VPN
This prospect has requested to be called back during the day, and is unavailable for a callback during the Sunday afternoon shift.
Daytime Callback
Prospect has requested to never be contacted by BSU EVER.
Do Not Contact Ever
Are we taking Credit Cards
No
Prospect has requested to never be solicited BY PHONE.
Do Not Phone Solicit
How do you log hours?
Go to "myboisestate.edu" click on "Employee View" then on the right hand sided select "HR Systems". Click on "Time Reporting" -> "Report Time" -> "Time Sheets"
This will allow you to set a specific date/time that the prospect has requested. Do not get confused when the prospect says, “Can you call me back?” and code it as a Callback because they have not requested a specific date/time. The call will go to any available caller, not to you specifically.
General Callback
The phone line is busy. (NOT to be used if the prospect says that they are busy.)
Busy
What are the best values
Shared Values
Anytime you have to enter additional numbers to reach the prospect. For example an office extension or auto-call blocker.
Privacy Manager
Where to find information about priority funds.
Phonathon Shift Folder
This will allow you to set a specific date/time to call this prospect again. The call will go to you and so should be used for those prospects you have already developed a rapport with.
Personal Callback