Share 2006 Training for Phone Data Entry PDE

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• Share 2006 Training forPhone Data Entry (PDE)
• Volunteers
• Use the PageUp PageDown keys to change the
  slidesThe F5 key may help to enlarge the image
  if needed(There is no sound with this
  presentation)

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• New Share data entry software is being utilized
  this year! It is very intuitive and incorporates
  many improvements over our previous tool. For
  those of you who have done PDE at WCRF in the
  past, you should find the transition quite
  refreshing. If youre new, the learning should
  come fairly easy.

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• Welcome to Share 2006
• Were glad you are helping!
• You are a vital part of this unique opportunity
  for Moody Radio to connect with its listeners.
• Thank you for investing your time and resources.

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PDE Position Overview

• At each computer station there will be a
  telephone and an adjustable headset for you to
  wear to answer the calls hands-free.

Each headset has an amplifier box to adjust the
volume of the caller and the headset.
If you have any problems with your computer or
the telephone equipment, please notify the
supervisor immediately.
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PDE Position Overview contd

• As you take calls from listeners, you will enter
  the data directly into our computer system at
  your station.
• The scripts for you to read will be right on the
  screen in front of you as you progress through
  each step of the call.
• The script is printed in RED
• Instructions as a guide through the process are
  in BLUE, along with any optional script that
  should be read if the issue comes up during the
  call.
• A PDE Supervisor will be just a few steps away in
  order to assist you, to answer questions, or to
  help with the data entry.

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PDE Position Overview contd

• Please dont use the Back or Forward buttons
  on the browser or the mouse. Use only the buttons
  on the screen.
• Your data entry will be reviewed, and confirmed
  or corrected by the Verifier in the next step of
  the process, but you are the only one talking to
  the caller. YOU are the BEST person to insure
  that the information entered into the database is
  accurate.

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PDE Log-in Screen
When you click on the Internet Icon on the
desktop of the computer you will automatically be
brought to this log-in screen.
STEP 1 Type in your full name STEP 2 Select
Pledge Definition WCRFPDE STEP 3 Click on
Initiate a Pledge
Do not click on this until you pick up the phone
to answer a call. It is important to stay on this
screen until your phone rings.
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Share Script
STEP 4 Start reading the script to the
caller STEP 5 Type in the callers full name.
Ask them what city they live in. STEP 6 Click
on Search Name
You can also do searches on the callers Address
or Company name.
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Share Script
This pop-up box will appear with five names and
information that come closest to the name entered.
STEP 7 Look for the name and city that match
your caller STEP 8 If necessary, scroll up and
down for additional names STEP 9 Confirm full
address with caller STEP 10 Click on matching
name and address
If no matching name or city is found, close box
(click on red X) and type in full name and
address
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Share Script
STEP 11 Ask caller if they have given before
click appropriate button. STEP 12 Confirm name
and address to insure you typed it in correctly.
Dont ask the caller about any of these issues.
Only check if they mention it during your
conversation.
If you suspect the caller is a child, confirm
their age and check here if appropriate.
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Share Script
STEP 13 Ask caller if they want a confirmation
via email. If so, type in email below
address. STEP 14 Confirm title for addressing
the envelope. STEP 15 If Mr Mrs, ask for
spouses name. STEP 16 Ask them how much they
would like to give. Click on button or Other
and type amount in amount. STEP 17 Ask if they
would like to pay by check or credit card. STEP
18 If by CHECK, ask if payment is ONE TIME, 12
MONTHLY payments or other payments. Click
appropriate button.
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Share Script
STEP 19 If CREDIT CARD, ask if ONE TIME
payment, 12 MONTHLY payments, or OTHER payments.
Click appropriate button. STEP 20 CREDIT CARD
. Click on VISA or MC Enter card and EXP
information STEP 21 Confirm amount and method
of payment.
STEP 22 Ask caller what station they listen to.
If the caller does not want to make a commitment
and is only calling to receive an offered
premium, click on No commitment given box.
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Share Script
When premiums are being offered over the air,
this section of the script will appear. When
there are no premiums available, it will not be
visible. This is where you will find window
decals listed for each station as well.
INCLUDING A PREMIUM STEP 1 Click on drop-down
box and select the offered premium. If multiple
listings of the same premium, always select the
TOP listing. STEP 2 Click on the ADD button.
Selected premium will appear in the Your
Selected Gifts box. Please dont guarantee that
the caller will receive the premium until you
reach the final screen and you see the premium
listed on the confirmation page.
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Share Script
STEP 23 Include any comments about how the
station has helped them. Any challenge comments
are included here. STEP 24 Type any prayer
requests the caller mentions. Names will not be
used on the air. STEP 25 IMPORTANT Ask the
caller to stay on the line until you see the
confirmation screen. Click the Submit button.

• Once you click the Submit button, you cannot go
  back and change anything in the record. It is has
  been sent to the VERIFIER, the next step in the
  process.
• The Verifier can correct any errors in the
  record.

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Share Script Confirmation Screen
STEP 26 Review the record to see if the correct
information is there. If the caller will receive
a premium, it will appear under the Gift
Details section on the page. STEP 27 Read the
final script at the top of the paging thanking
the caller for their gift. STEP 28 Hang up the
phone.
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Share Data Entry Credit Card Problem
If there is a problem with the callers credit
card, this is the screen you will get after
submitting the record.
IMPORTANT .. If you get this screen for ANY
reason, ask the caller to stay on the phone while
you get help from a supervisor
BEWARE If you click on the Cancel button, the
complete record is erased and you will be
returned to the sign-on screen at the beginning
of the process.
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Share Data Entry Confirmation Screen
ONLY Click the Print button if theres a problem
with the call and a copy of the confirmation page
is needed by your supervisor to follow up.
When the call is completed, click this button to
return to the log-in screen.
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Thats all there is to it and Thank You

• We are totally dependant upon volunteers like you
  who are willing to invest their time in this
  ministry by taking the calls from our donors
  during Share. We couldnt do it without you.
• We are praying that you will be blessed as you
  talk with our listeners and they share how God
  has used this Christian radio station and Moody
  Broadcasting to deepen their walk with Christ.