Coding 1
Calling
Coding 2
In Person Procedures
Coding 2
100

Prospect's answering machine picks up.

Answering Machine

100

What do you do if someone is requesting a specific fund?

Raise your hand for a supervisor

100

Used when a prospect would like to make a pledge.

Specified Pledge

100

What to do after shift

Wipe down your station

100

 Used when a prospect refuses to make a pledge. You will be asked to enter a refusal reason.

No Pledge

200

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

200

How do supervisors know who's calling?

Supervisors can monitor calls so do not red screen

200

Prospect has already given to this campaign.

Already Pledged

200
Primary way to receive a donation

Credit card

200

Prospect answered, but hung up before you mentioned that you are calling from Boise State University.

Hung Up Before Intro

300

This number is a fax machine, and the previous code is a "Fax Incomplete."

Fax Complete

300

Can I call use any sort of camera in the call center?

No

300

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

300
How to leave shift 10 min before others

Win the game

300

This prospect has requested to be called back during the day, and is unavailable for a callback during the Sunday afternoon shift.

Daytime Callback

400

Prospect has requested to never be contacted by BSU EVER.

Do Not Contact Ever

400
What are the two ways we collect donations?

Credit card and Pledge card

400

Prospect has requested to never be solicited BY PHONE.

Do Not Phone Solicit 

400

How often we log hours and what day

Every other Thursday
400

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

500

The phone line is busy. (NOT to be used if the prospect says that they are busy.)

Busy

500

What capacity are we at in the call center?

50%

500

Anytime you have to enter additional numbers to reach the prospect. For example an office extension or auto-call blocker.

Privacy Manager

500

Where to find information about priority funds.

Phonathon Shift Folder

500

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

M
e
n
u