Codes & Coding An ACEware Presentation. The Big Picture Coding Rules Adding Codes Preferences...
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Transcript of Codes & Coding An ACEware Presentation. The Big Picture Coding Rules Adding Codes Preferences...
• 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 …
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
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!
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
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
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!You can view a list of names and courses associated with a particular interest code
A check indicates a field is active
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.
Interest Codes
Again… Make all you want..
• Target interests• Track Mailing Lists• Track Expiration of Certifications
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…