Melbourne user's group john bertsias presentation

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Melbourne user's group john bertsias presentation

  1. 1. Save the Children Australia Raiser’s Edge Examples using the VBA Module John Bertsias Marketing Database Manager
  2. 2. Why Save the Children Australia (SCA) decidedto purchase the VBA Module.Two main factors• Data quality (Garbage in – Garbage out)• Having greater flexibility to custom Raiser‟s Edge to meet our ever growing organisational needs.
  3. 3. VBA code at the Constituent Bio levelIssue: Raiser‟s Edge does not check Title1 against Gender to make sure itslogical.What we require…IF (donor has a Title1=“Mr”) AND (donor Gender is set to “Female” OR“Unknown”) THEN Alert and Change(?) to “Male”ENDIFIF (donor has a Title1={“Miss”, ”Ms”, ”Mrs”) AND (donor Gender is set to“Male” OR “Unknown”) THEN Alert and Change(?) to “Female”ENDIF
  4. 4. If a user tried to SAVE this donor record, the following message wouldappear…
  5. 5. If a user selects the “OK” button, the VBA code would change the gender toMALE.If the user selects the “Cancel” button the VBA code will CANCEL the SAVE& CLOSE request.
  6. 6. VBA code at the Constituent Address levelIssue: Raiser‟s Edge does not check the address before SAVE & CLOSE.What we require is…Check the donors address against QAS (Auspost).IF (QAS check < 97% confidence) THEN Have the user verify suggestions from QAS IF user chooses to bypass QAS suggestions THEN Ask for reason – save this as an address attribute to follow-up ENDIFENDIFIF (QAS check >=97%) OR (user verified address) THEN CHECK for Has no valid address tickbox and inquire. Add MOSIAC Address Attribute (create new Attr is required) Add GPS longitude Address Attribute (create new Attr is required) …ENDIF
  7. 7. If a user tries to bypass the QAS suggestion box, the following form will bedisplayed - asking for reason why…
  8. 8. If a good match is made the following data is added/ edited into the AddressAttribute tab of the preferred address.
  9. 9. One important final check is made…
  10. 10. VBA code at the Constituent Address Phone levelIssue: Raiser‟s Edge does not check whether the phone number matchesthe phone type.What we require is…Check the donors Home and Mobile number against telephone numberingformat, the email address against a typical email format…IF (Phone type is “Home” <> {“02”, “03”, “07”…}) OR ((Phone number < 10 digits) AND (Phone number >0 digits)) THEN User to verify with the donor.ENDIFIF (Phone type is “Mobile” <> {“04}) OR ((Phone number < 10 digits) AND (Phone number >0 digits)) THEN User to verify with the donor.ENDIFIF (Phone type is “E-mail” <> CONTAIN {“@”, ”.”}) THEN User to verify with the donor.ENDIF
  11. 11. We can see the home number entered is not correct (as a Home type)…
  12. 12. If the user tries to SAVE & CLOSE the donor record the following is displayed…
  13. 13. We can see the mobile number entered is not correct…
  14. 14. If the user tries to SAVE & CLOSE the donor record the following is displayed…
  15. 15. We can see the email address entered is not correct…
  16. 16. If the user tries to SAVE & CLOSE the donor record the following is displayed…
  17. 17. One final note on Phone types, the following is displayed when a constituentrecord is opened (if required).
  18. 18. VBA code at the Constituent Gift (&Attribute) levelIssue: Raiser‟s Edge cannot check process requirements of an organisation.What we require (not an exhaustive list)…If a recurring gift has a „Pending Transaction‟ – CANCEL the save request.If a recurring gift has a “Completed” status – CANCEL the save request.If an ACTIVE recurring gift has a next transaction date in the past – CANCEL thesave request.If an ACTIVE recurring gift has a Direct Debit pay method and the Referencenumber field is BLANK – CANCEL the save request.If an ACTIVE recurring gift does not have the EFT tick-box ticked – CANCEL thesave request.If any particular Gift Attribute of interest is missing either a Description or the Date– CANCEL the save request.
  19. 19. If the user tries to SAVE & CLOSE the gift record the following are displayed…
  20. 20. One final note on (Gift) Attributes, you can also add the user who entered theattribute for record auditing in the Comment column.
  21. 21. Practical example: Outbound calls (using Actions)The requirement:1. Outbound Team to be able to identify donors requiring a call, the number ofattempts already made, data time of last call attempt, and who made the lastattempt.2. Record all call attempts - date time, outcome, and solicitor.3. Based on the last call outcome, check if the Action should be set to “Completed”or “Not Completed”.4. If some sufficient time has elapsed- “Complete” the Action, unless it‟s a “Call back”outcome – normally 2 weeks from Action date but may vary (self-completing).5. All the correct Action Attributes have been set for each call type.6. If more than 3 uncontactable outcomes in a row, “Complete” the Action, unless thedonor has previously requested a call back.7. If not enough time has elapsed between each call, do not treat as a new callattempts.
  22. 22. Solution…Write lots of VBA code or ask for help.
  23. 23. Possible error/ information messages…
  24. 24. Fun Example: QueriesThe Data Analyst in your team hands over a list of 10,000 (random) donors IDs (fromRaiser‟s Edge) which they would like to use as the universe for the next segmentmail run using Mail->Quick Letters.Question: How do you create aquery for all those donorsWITHOUT using a flag?Answer: Use the a Static QueryUploader using VBA.
  25. 25. Last Example: Cost centresIssue: Save the Children uses a 10 segment General Ledger code to track itsincome and expenditure.It is not immediately obvious from a gift record what the cost centre is.Information is stored within the Campaign, Fund, Appeal, Constituent and Gift levelsSolution: Use VBA coding to collate all this information for the user.
  26. 26. Questions?

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