Codes & CodingCodes & CodingAn ACEware PresentationAn ACEware Presentation

• The Big Picture• Coding Rules• Adding Codes• Preferences• Interest vs Subject Codes• Occupation vs Organization• Source vs Tracking• Code Reporting• Code Cleanup• Mass Coding

Today’s Agenda

To help you record data

about an individual, course

or registration

What is coding?All codes have one purpose

Why? To help guide your course

offerings

Pull only the names you want

Improve marketing ROI

Etc… ad nauseum … Con’t …

Why?

To help you better serve your customers, clients,

& students

Code for a Purpose!

If you have no reason for a code…

Don’t Code It!

Coding Rules!* Technically, any field is a “code”

We mostly think of “Codes” as validated fields (Interest code, tracking code, coordinator, department, account)

Unlimited number of code definitions

Student (& Faculty) Interest & Course Grouping can have unlimited codes

Codes are universal (everyone sees & uses the same codes)

Most codes can be de-activated

The magical (dis)appearing codes…

Now you see them……

The magical (dis)appearing codes…

Now you don’t……

Preferences

Preferences matter!If a field is turned off,

no one will be able to use it

Remember: Black preferences = may be set per userBlue Preferences = Global

shares the same list of codesInterest Code = NamesSubject Code = Courses

entering a subject code (0n Course) generates an interest code (on the Name)

Interest codes & Subject codes are related!

If you’re not going to do any other coding . . .Assign a subject code to every course

Subject Code

Why? Because any student who enrolls

in that class will automatically inherit that interest code

Shucks… It’s better than having a

Rich uncle with a bad heart….

Code Design Tips• Create as many codes as you want, but only

as many as you’ll use

• Use as many available characters that you need for clarity

• Consider a major/minor reference system

EDUC+ADM = Education / Administration

EDUC+K12 = Education / K through 12

DANC+LNE = Line Dance

DANC+BAL = Ballroom Dance

DANC+SAL = Salsa Dancing

DANC+BEL = Belly Dancing

WTC

Is that codeWorth The Calories?

Adding Codes (2 ways)

Module / Codes

Adding Codes (2 ways)Clicking the plus sign to

the left of the field opens the

Universal Code Editor

NOTE: the ability to add codes-on-the-fly requires a Minimum Power rating of 4

Adding Codes (2 ways)Clicking the plus sign to

the left of the field opens the

Universal Code Editor

NOTE: the ability to add codes-on-the-fly requires a Minimum Power rating of 4

Editing/Changing Codes

Pay Attention to Adding v.s. Editing

Editing/Changing Codes

Make sure youdon’t end Up like this poor kid…

But Chuck, we haven’t been coding!

You can add a course subject code “after the fact”.

If you assign a class (with existing registrations) a new (“virgin” or a second) code, Student Manager asks if you wish to assign that code to all students in the class.

Coding Tip!You can view a list of names and courses associated with a particular interest code

View all names that have the interest

code

View all courses that have the interest

code

Coding Tip!This is just handy as heck….

Coding Tip!You can view a list of names and courses associated with a particular interest code

A check indicates a field is active

Turning Data into InfoReports / Statistics / Names / Demographic Summary

Turning Data into Info

Mailing Labels

Query = People with Interest Code

Other Codes

Source / Tracking Codes

Source code is on the name screen and tells you where you found

this person

Source / Tracking Codes

Tracking code on the registration screen tells you what marketing piece prompted this person to

register in this class

Source / Tracking Codes Source and Tracking codes share the same list

of choices

You may only assign one source code per name and one tracking code per registration (but a different tracking code for every registration)

The purpose of the Source Code is to find out how that name got into your data.

The purpose of the Tracking Code is to find out how the participant heard about that specific course

Which gives you some Rock Star Marketing Statistics.

Source / Tracking Codes

Give you Rock Star Marketing Data

Occupation & Organization

Type of job person holds(ie police officer, nurse)

Occupation & Organization

Type of organization where person works (ie: education,

manufacturing

Occupation & Organization

Type of organization where person works (ie: education,

manufacturing

Interest Codes

Again… Make all you want..

• Target interests• Track Mailing Lists• Track Expiration of Certifications

Membership Codes

We have a webinaron that…

See the webinar archives…

Or consult the SM On line help

Re-purposing CodesWhat if I don’t want to use occupation or organization?

Make Radar Proud…

Cross out Machine Gun…..

Write in “Incubator”

Repurpose Occupation & Organization NEW ! ! !

Code Reporting

Code Cleanup

Mass CodingRe-Visiting Coding

Code Reporting

Remember!You can also view codes

from the Edit Codes screen

Code Cleanup

Code Cleanup

Mass Coding

This needs a demo!

Re-Thinking

Codes

Codes support your missionIf your mission changes/evolves

Your codes should also change

Catalog: Catalog: The module that keeps on giving…The module that keeps on giving…

Tuesday, Nov 22Tuesday, Nov 22ndnd, 10:30 am, 10:30 am

Next Webinar… Next Webinar…

Next Webinar: CATALOG:Next Webinar: CATALOG: The module that keeps on giving…The module that keeps on giving…

Tuesday, Nov 22Tuesday, Nov 22ndnd, 10:30 am , 10:30 am

REMEMBER..Fill out your Evaluation as you leaveREMEMBER..Fill out your Evaluation as you leave

Questions ?? ? Questions ?? ?