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Where: Kona, Hawaii
When: July 21st – 23rd, 2008 DialVision Conference (Monday
- Wednesday)
July 24th - 25th,
2008 IDC Workshop (Thursday – Friday)
DialVision Conference
If you are allowed to make only one trip this year. . . certainly this is the most
exciting place to get comprehensive One-on-One training, meet with your peers, and
learn everything needed to conduct powerful automated campaigns with
DialVision
.
The Conference agenda is wholly dedicated to helping
DialVision
Administrators, Managers, and Supervisors become better acquainted with the power
of the
DialVision
software, so they can return to their organizations and use it more effectively.
Being effective allows the users to spend less time wrestling with the system and
more time focusing on how to use
DialVision
to positively impact the campaign.
Schedule
Technology Room:
Tuesday and Wednesday MoonFire will host a conference room where you can sit down
with our IT Staff (techies to us) to discuss any technology issues such as dialing
equipment, networking, VPN, system configuration, etc.
IDC Workshop
Last year’s MoonFire conference included one day of IDC’s Phone/Mail® 101 seminar.
It resulted in rave reviews, so for 2008 IDC has agreed to expand the seminar to
two days. Although there is an additional fee of $350 to attend these two special
days, the back-to-back sessions provide a unique opportunity to attend IDC’s seminar
without incurring additional travel expenses or time out of the office.
Although the MoonFire portion of the conference shows you how to get the most out
of the
DialVision
software, IDC’s sessions show you how to conduct an effective Phonathon.
IDC Phone/Mail 101 Sessions
PHONE/MAIL 101 is a two-day training workshop for phone program managers. The program
is designed to explore the complexities of managing a quality on-campus phone program.
Discussion topics include:
- 16 essential elements in program design
- 6 questions to answer before you set ask amounts
- How to design the training agenda
- How many callers you need and when
- 7 characteristics of good callers
- 5 numbers and 9 statistics to monitor, and much more!
Comments from Previous Phone/Mail 101 Attendees
“IDC's PHONEMAIL 101 was a worthwhile experience because I was able to learn additional
ways to improve my program with ideas on marketing strategies and segmentation,
better motivation/incentives for my callers, and the ability to have open discussion
with colleagues in the same situation was! I have found ways to make each call more
effective, and each caller better! IDC's staff was helpful, and willing to answer
all my questions! PHONEMAIL 101 is only going to increase what
DialVision
has already helped to achieve in my call center!”
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“Can't wait to use everything I've learned. Everything has been helpful. It's been
a great experience. I would highly recommend this program and I'd like to come back.”
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“I found every session beneficial. I loved the sessions that facilitated group discussions
and feedback!”
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“This was a wonderful experience! I feel reenergized and motivated to improve my
program as soon as I get back! I couldn't take notes fast enough during the sessions
because the information was so valuable.”
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“I am so impressed with IDC! I will definitely recommend Phone/Mail 101 to anyone
I meet in the field. Thank you for teaching me so much!”
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DialVision
Conference Fee:
| First Person | $600 |
| Each Additional Person | $500 |
Optional Sessions:
| Phone/Mail® 101 2-day Workshop Fee | $350 |
Who Should Attend
- Annual Giving Directors
- Phonathon Supervisors
- Telemarketing Managers
- Telemarketing Directors
- Telemarketing Supervisors
- Information Services Personnel Who Support The Telemarketing Staff
Whether you are new to
DialVision
, a seasoned pro, or somewhere in between, you are sure to find new and exciting
ways to use your system to the fullest extent. Also, if you’re interested in more
specific training related directly to your operations, be sure to sign up to attend
one of the limited spots for a One-on-One session with a member of the
DialVision
support team.
Do not miss this opportunity to network with your peers, find out what other schools
are doing, and how they are doing it, and have a great time in Hawaii at the same
time.
Take a look at some of the things we will be covering at this year’s conference.
Preliminary Session Topics
Note: If you have a suggestion for a topic, please email us with your idea and we
will try and incorporate it into a session.
Email Templates – tips for getting the most out of your email templates.
- How to thank your prospect for a pledge using our automatic email feature.
- Send informational emails such as reunion information, athletic schedules, and newsletters directly from the calling screens.
- Use automatic emails to make your fulfillment process more efficient.
Scripts – everything you wanted to know about script maintenance, including:
- Utilizing the new text editor.
- Techniques for modifying scripts or pieces of the script.
- How to clone an existing script and make changes to create new one.
- How to apply emphasis on the text in your script so it stands out for the caller.
- Benefits of using an advanced script, such as a bulleted or one question script.
- Creating, using and managing database fields in your scripts.
- Learn how to use calculated ask amounts to your best advantage in your scripts.
- Learn the different ways to gather information from my prospects via the script.
Importing prospect information into DialVision:
- What causes, and how to correct, that infamous Data Pump error during imports.
- How do I add a new field to my import file?
- When a prospect is not imported into
DialVision
because of bad or missing phone numbers, what should I do to correct this?
- How can I update the data in
DialVision
without re-importing the data?
- What are the different ways I can purge prospects?
- How do I deal with duplicate prospects?
Managing Selections – getting the most from your selection setup:
- Making omit selections work: setting up dial omits, state/area omits, specific prospects omit.
- Using your custom user defined fields in your selection criteria to pull specific prospects for calling or omitting.
- Learn the difference between the priority and order in your selection group and when to create new groups.
- Using the Selection Export option to create a text file for use in other packages, such as Excel.
- What should I do to run my day calls?
Data Management:
- Learn to correct caller mistakes using the Touched Records or Incomplete Transactions
menu and Prospect Maintenance.
- How can I purge a prospect from
DialVision
that we decide not to call?
- Prospect Purge Menu: learn the functions available through this menu – it’s more
than purging.
- Post Shift and Fulfillment Files: What is the best way to take full advantage of
my post shift and fulfillment files? Can I use these files to manipulate data in
third party software, such as Excel or Access? Can I create a Pledge or Gift post
shift file to automatically update my Host system? What happens if Post Shift fails?
- Ways to do information gathering with your prospects – using standard
DialVision
functions, such as script free form answers, outcome reasons, follow-up, and send
info.
Call Session Management:
- How many prospects will I need for my call center each night? What if I run out of prospects?
- How can I tell how many prospects are available?
- What do I need to do to run a different shift, such as Sunday, late night, or day shift?
- Advantages and disadvantages of using Teams.
- Hear about our new reports.
- Troubleshooting Basics: Calling issues and how to resolve: Caller can’t log in, No prospects available,
Logging in when no active shift, etc. Computer issues: checking your IE settings,
your internet access, your network access, etc. How to train your phone center supervisor
on what items to check first.
Readiness for your next calling Campaign:
- What do I need to do each Fall or Spring to get ready for my next call session?
- What are the advantages and disadvantages to cleaning out my prospect list and log files?
- Why do I need to test my computers and dialing devices before the start of each campaign?
Additional Topics:
- SQL – using queries to pull information about your Phonathon.
- DTS packages – learning how to create or modify your import and export packages.
-
DialVision
table structure – learn where data is located within the
DialVision
database.
Lodging
The conference will be held at the Royal Kona Resort in Kona, Hawaii. Set oceanfront,
overlooking Kailua Bay in the heart of Kailua-Kona, the Royal Kona Resort is within
walking distance of restaurants, shops, historical sites, and activities. For more
information about the resort go to
Royal Kona Resort.
Make your reservations directly with the resort at (800) 222-5642. Ask for the MoonFire
Corporation group rate.
Room Rate
MoonFire has negotiated an extremely discounted rate of $109/night whether single
or double occupancy. Subject to space availability the hotel will honor this rate
for three days before and three days after the conference. This room rate is lower
than the room rates we’ve negotiated for past conferences in Vail, Estes Park, Boulder,
and Denver.
| Single Occupancy | $109/night |
| Double Occupancy | $109/night |
Meals
MoonFire will be providing a continental breakfast each morning, a lunch each afternoon,
and at least two meals at evening events.
Getting to Kona
Flights directly into Kona from the mainland US are available from American Airlines,
Air Canada, Aloha Airlines, ATA, Delta, Hawaiian Airlines, Northwest Airlines, United,
and US Airways. Almost all carriers fly into Honolulu, and flights are available
from Honolulu to Kona via Aloha Airlines, Hawaiian Airlines, and Island Air.
Getting to the Hotel
The Royal Kona Resort is located 9 miles south of the Kona International Airport.
From the Airport, turn right on Queen Kaahumanu Highway and continue into the town
of Kailua-Kona. Turn right on Palani Road and drive right down to the ocean where
it makes a natural left turn onto Alii Drive. You will see the Resort across the
bay as you make the turn. The resort is approximately one mile ahead on your right
Getting Around
Taxi fare from the Airport to the Hotel would be about $28. Doubling up with another
conference attendee will help reduce that on the return trip. We don’t recommend
renting an auto for the conference days since you will be in class and in the heart
of “Kona Town”. If you will be arriving a few days early or staying beyond the conference,
a rental would be in order.
Justifying the Cost
Although our 8-hour days are full of intense training, and the conference's evening
events provide an excellent opportunity to pick the brains of your peers, it is
a given that your management may initially balk at the idea of sending you to Hawaii.
This may be a short-sighted decision.
- If you knew more about how others are utilizing the power of
DialVision
, wouldn't you be more effective in your Phonathon Campaigns?
- If you are more effective in your Phonathon Campaigns, won’t you generate more and
larger pledges, and increased fulfillment?
- If you can increase your Phonathon revenues by $100,000, $20,000, or even $10,000
would that justify spending less than $2000 to help make that happen?
- Phonathon managers and supervisors work long hours. They may have stresses at home
because they don't get home until 10:00pm - or later. Not only do they need the
benefit of MoonFire's highly-focused training sessions; they deserve a break - and
a reward.
- If you have MoonFire come to your site for training, the fees are $750 per day,
plus travel expenses. With four days of training, your total cost would be between
$3,000 and $4,500. Therefore, to spend less than $2,000 to receive the training
at the Conference is a great deal!
Testimonials from Past Conferences
"The relaxing environment and clean mountain air created a learning setting free
of distractions. The conference displayed no exception to MoonFire's creed- ‘Support
the Client Always, and do it Cheerfully!’
The conference greatly improved my ability to choose, run and design reports. The
MoonFire staff provided in-depth training on new reports and facilitated a discussion
on how their reports can help us monitor and train callers, measure productivity,
and evaluate our success. The reporting tools I learned at this conference will
maximize my ability to address my Phonathon's weaknesses and share my successes
with the university's administration - at lightning speed!
The conference also provided hands-on training in Crystal Reports, SQL, data management,
and Active X Scripting. MoonFire managed to transform a bunch of technologically-illiterate
fundraisers into straight-up techies. This training will greatly reduce my dependence
upon
DialVision
support, increase my efficiency in managing our prospect data, and assist me in
trouble-shooting, importing, and reporting errors.
To me, the most valuable aspect of the conference was the ability to network with
other
DialVision
clients and discuss how they use the software to raise funds for their university.
MoonFire managed this conference in such a way that we were able to share ideas
in a small-group, hands-on setting. Everyone had a computer. As we discussed our
Phonathon programs, each client gained new ideas - and had the opportunity to immediately
discuss these ideas with the MoonFire staff in order to implement them using
DialVision
.
I have no doubt that having attended the conference will help me and my Phonathon
program raise more money for my university. I gained valuable skills that will help
me reach more prospects, work more efficiently, and report our successes accurately
and quickly. Needless to say, I'm anxiously awaiting the 2003 Conference!"
Angela Vandenhaak, Assistant Director Annual Giving, Western Washington University
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"I just attended a four-day training session with other
DialVision
customers from across the country. It was great to meet the MoonFire staff in person.
They have always been there to offer their support and help with any questions or
concerns I might have about their software. I had been looking forward to attending
this annual seminar to learn more about the upgrades they have made to the
DialVision
system. The software and support just keeps improving!
The majority of the upgrades they do to their system come from suggestions that
DialVision
customers have proposed. The training I received gave me a sense that I can take
our call center to an even more productive level. I also enjoyed the discussions
I had with the other
DialVision
customers. Getting to know my colleagues at this conference helped me learn ways
that I can improve my
DialVision
skills as well as learning different ways of managing a call center.
If you are looking for the right seminar to attend to help your call center’s productivity
and effectiveness when communicating with your alums, then the 2003 MoonFire Training
Conference is for you. Learn all that
DialVision
has to offer to help you with your fund-raising, and have the pleasure of sharing
ideas with
DialVision
customers from across the country."
Maria Garcia, Phonathon Manager, University of Texas, El Paso
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"DialVision
users can benefit greatly from attending the annual User's Conference. I attended
this year, and as a new user to the system, I found the experience to be extremely
valuable. The software is very sophisticated, and having the opportunity to work
in a hands-on environment prior to going "live" with the system was very helpful
to me. I now feel much more confident in implementing this new system. Even though
my university is working with MoonFire as an ASP client (and thus, MoonFire will
handle most of the system management), I believe I benefited greatly from being
exposed to all aspects of the software -- even those functions which I technically
will not need to manage in-house. Knowing more about how the entire program works
will, no doubt, save time and frustration down the road, especially during our busy
campaign times.
I would encourage any new users, current users who want to expand their knowledge,
and advancement executives who want to gain an overview of the potential of the
system and learn how it can enhance development performance to attend. If you want
to improve your fundraising efforts and want to utilize the software to its maximum
potential, the user's conference is the place to be. It's also a great opportunity
to network with colleagues from around the nation and gain valuable new ideas for
your program."
Peg Zwicker, Director of Annual Giving, University of Wisconsin, Stevens Point
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"As
DialVision
customers, it is critical to keep up-to-date on the changes and advances of your
telemarketing system. The users conference enables you to visualize and work hands-on
with MoonFire's product and staff to effectively do this. You will also have the
opportunity to interact with existing and new customers, and compare how the product
has worked for them and what it will permit you to do.
The conference thoroughly covers the ins and outs of
DialVision
. MoonFire covers many areas that are crucial to understanding and executing your
phone program in the most effective and productive way possible.
While maintaining a One-on-One relationship, the conference offers you the opportunity
to interact and draw ideas on other customers’ experiences. In the craziness of
the fundraising world it is very rare that you have the time to benchmark with other
programs. The MoonFire staff allows you the opportunity to work in a team environment
and thoroughly evaluate your program in comparison to other fundraising groups.
Practice what you preach! As fundraisers, donor renewal is a well-known term. Your
calling system should be thought of within this same terminology. Annual training
allows you to stay on top of the latest technology and produce the best results.
Many users attended this year's conference can testify to the importance of participating.
Involving all levels of leadership amongst your development programs is key to having
a successful philanthropic calling program. It is vital to maintain the overall
picture of how the calling program contributes to the rest of your organization,
and representing all areas of the spectrum insures success!”
Kate Rhonstrom, Project Manager, Brown University
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