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PledgeDriver Help Notes

SCRIPTS

Script Basics:

  • Public case/close scripts are available to all PledgeDriver clients to use as-is or to edit/save to a private bin. Public scripts and public bins are identified by the * in front of the script ID number or bin ID letters. You are encouraged to save public scripts you want to use to your private bins. 

  • Private scripts are those imported from your own sources or public scripts that you save to your private bins. Your private scripts will remain in your password-protected account, and can only be edited or deleted by you.

  • Remove bullets from your original scripts before importing them into PledgeDriver to avoid formatting problems. Re-bulleting is easy and explained below.

  • It is recommended that the same script not be saved in more than one bin because the automatic counter and highlighter features will not be accurate.

  • A script that exceeds 3,000 characters will result in an error message.

  • Click on a case or close script to select it (the highlight over the title will turn from yellow to dark blue), then click the cell in the planning grid to place that script in position. DO NOT TYPE THE CASE OR CLOSE ID INTO THE CELL. Results of this action are inconsistent.

 

Counter Feature: This feature tells you how many times a particular case or close script has been used in your current drive. When you click a script ID into your planning grid, that grid cell will highlight in yellow, and a red number will appear after that script's title. When you save your grid work, the highlighting will go away and the temporary red counter number will be added to the number in parenthesis immediately following the script title for an updated total usage of that script.

Rich Text vs Raw: Scripts imported into the Script Editor will be automatically stripped of any HTML coding and converted to Raw text (it looks computer-ish). You will need to convert your scripts to Rich Text by clicking the bullet point button before saving. See directions below.

Save Public Case/Close Scripts to a Private Bin: Any public case or close script can be saved as a private script and used as-is or can be edited. Click on the script title, click Edit to open the Script Editor popup. Choose which private bin it will go to, make any desired changes by typing those changes in, and  then click Save as Private Script.

If you need to create a private bin for the script, click on +/- to the right of the Script Bin menu and follow the prompts.

Import Your Own Scripts: Just below the script bin window, click "New" to open the Script Editor pop-up. Position your Word document side-by-side on your computer screen with the Script Editor window. For the script's title, drag/drop, copy/paste, or type a title. Select/highlight one script text from your original document and copy/paste or drag it to the Script Editor window. You can also type text directly in the Script Editor window.

 

Convert your script to formatted text by simply clicking the Bullets icon. If you wish to save the formatting without the bullets, simply select the bulleted copy and click the bullet button again. That will save the formatting, but remove the bullets.  Adding the bullets also disables the HTML stripping function. If you copy and paste or drag in new text after bulleting, you run the risk of importing unwanted HTML code, which can make your scripts look weird and possibly affect other scripts in your planning grid. When you're finished, click "Save Script".

Import Multiple Scripts: Click the Enable Batch Mode box in the upper right corner of the Script Editor window.  This will reopen the blank Script Editor after each entry is saved.

Directly Type in Scripts: Open the Script Editor window as above. Select a bin for the new script, type your title, then type your text. Click the Bullets icon to instantly  add bullets to your script, and then click Save Script. As soon as you refresh the bin for the new script its title will appear in the list. The bin refresh icon is located on the Case or Close bin toolbar.

Add Bullets: Click the Bullets icon, then click in front of the first line of text. Place your cursor in front of the second place you want a bullet, backspace to meet the end of the first line, then hit Enter, and so on. Save Script.

No Bullets: The easiest way to do this is to add bullets, and then after your line breaks are finished, highlight the entire script and press the bullet button again. This will remove the bullets but keep the other HTML formatting.

Bulk Import Public Scripts to a Private Bin:  Click on Bin Manager, found under Tools. Click Create a New Bin to prepare a private bin for the bulk import - or import the public scripts into an existing private bin. Find the bin you'd like to import and click on Bulk Import. In the next pop-up window select the "destination" private bin, then click on Import Bin. The "donor" bin will not be emptied or deleted - you must do that manually.

 

Line Breaks: You can enter line breaks only after clicking the bullet button.

 

Tokens: Tokens are place-savers for text that are automatically in-filled by PledgeDriver from the information entered into "Station Information" found under "Plan". Changes to "Station Information" will automatically update all scripts that have tokens. The [DRIVE_NAME] is especially convenient - you don't need to edit your intro/setup/open scripts for each drive.

 

We at PledgeDriver highly recommend using tokens in all private scripts. This is an absolute time saver when you make changes in your phone number or web address, or if your station decides to refer to itself as a regional network instead of just using your call letters. 

TIME SAVER:  Tokens are just simple ASCII characters. You can create them in scripts composed in MS Word by just typing them in. A simple way to insert them is to create an "autocorrect" entry in Word.  An autocorrect trigger might be "[S". When autocorrect sees this, it automatically fills in [STATION_NAME]. 

Insert Tokens: The token generator is located in the Script Editor window and offers five preprogrammed choices: [DRIVE_NAME], [PROGRAM_NAME], [STATION_NAME], [STATION_PHONE], and [STATION_WEBSITE].

 

For scripts already in a private bin, select the script title and click Edit to open the Script Editor window. Highlight the text to be replaced with a token, then choose the token from the pull-down menu, and click on the binoculars icon. This step can be done only after your script is in Rich text. You can also type in a token using the same format shown above.

If you wish to import private scripts from a Word document, use Find/Replace to insert tokens - in the exact above format - into your scripts before importing them into PledgeDriver. 

[PROGRAM_NAME] Token: This token will not infill until you have clicked a script containing it into the planning grid and saved it. It will then infill with the name from the pull-down program menu for each hour.

User Defined Tokens (UDTs): These tokens can be customized to your needs, and can make updating your scripts from drive to drive very easy. You can create any number of UDTs. You can use them for your drive’s member/caller goal, dollar goal, number of days, premiums, and so on. By inserting user-defined tokens into your scripts, you need only change the Token Value to simultaneously update all messaages containing those tokens for your next drive.

Create User Defined Tokens: After opening your account, select Your Account from the Tools menu. Scroll down to find the User Defined Tokens box. Type a short token name, such as Drive Goal or Number Callers. PledgeDriver will format the token for you. For your Token Description you can note any specific information such as “Fall 2018”. Token Value is where you enter  the specific information that will drop into scripts containing this token (ex. $110,000 or 50,000 callers). Then click Create New Token. You can create as many different UDTs as you want.

Insert User Defined Tokens: Just as with the ready-to-use tokens, you can insert your UDT by clicking on a public or private script title, then clicking Edit to bring up that script in the Script Editor box. Highlight the text you want to replace with the token, or place your cursor where you want the token. Select the desired token from the token pull-down menu and click on the binoculars. Click Save Script.

Update/Change User Defined Tokens: You cannot update the value for a token by replacing the old information (ie. change $110,000 to $130,000). To update a token's value, create a NEW token with the same Token Name but the new Token Value. Click on Create New Token. Then click on the red X next to old token to delete it. The new token with the same name will infill with the new value.

Delete User Defined Tokens: Click on the red X next to the Token Name. The token will remain in your scripts, but will not infill with any information.

Major Giving Club Scripts: Save these scripts to a private bin and use the edit feature to replace (INSERT MAJOR GIVING CLUB NAME) with your station's major giving club name. This is not an active token.

View All Scripts in a Bin: Select the bin you want to view, then click on the link at the lower right corner of the script title list window - it will show the number of scripts in that bin (ex. 26 Scripts). The resulting pop-up will show the scripts in alphabetical order by title.

Edit Private Scripts: Edit the text or title of a private script by clicking on its title, then Edit, make the changes, and Save Script.  Note: If you edit the text of a private script already clicked into the planning grid, and then right-click to read that script in the grid, the unedited text will appear until the grid has been saved to the server clicking on the Save icon.

Remove "&nbsp;" from Scripts: This is an HTML code for a non-breaking space - a space between words or sentences.  It may appear in scripts when you use the Word output option. All of PledgeDriver's public scripts have been edited to remove this "bug," but if you saved affected public scripts to a private bin before the purge, you may see it in those scripts or in scripts imported from your own sources. To remove this coding, open the affected scripts in the Script Editor window, click HTML to convert the text, delete the &nbsp; then Save Script. Do not delete other code encryptions inside <these things> and do not click Rich before saving. Contact us if you'd like help or tips for searching whole bins at a time.

Funky Script Formatting: To repair a case or close script that has funky formatting, select that script in the bin, click Edit to open the Script Editor window, then click on the menu icon that looks like a page with < > over it. This strips away all HTML format coding. Click the bullet icon, add bullets as usual. Do not convert back to Rich before saving. If this script's ID has already been placed in your planning grid, the repaired text will automatically appear when you refresh your browser.  

Search a Bin for Key Word or Phrase in a Script: Select a bin, then click on the counter link at the bottom right of the title screen. (ex. 23 scripts). Click OK on the pop-up "View printable version of all scripts in this bin?" After the window of all scripts in that bin has opened, use CTRL + F and enter a word or phrase in the Find window. There is no replace feature with this method, but you can make a note of which scripts contain the searched text and edit them individually.

Search Entire Drive Plan for Key Word or Phrase: Click on the printer icon, select all days and all hours, choose the Word output option, then click Generate Printable Materials. Under the Edit pull-down menu at the top of the screen, select Find on this Page (CTRL+F) and type your word or phrase in the Find window. You can also find/replace text this way, but this will only change the script in output, not in your bin. For a permanent edit, note the script's ID and make changes in the Script Editor window.

Delete a Script: Select the script title in the Script Manager and click on Delete in the edit|delete|new row.  Follow the prompts.

Delete Many Scripts: If you don't wish to delete an entire bin, but rather a number of obsolete scripts within a bin, build a new bin called Trash. Transfer the unwanted scripts to the Trash bin (see Move a Script to Another Bin below), then delete then entire Trash bin.

 

Move a Script to Another Bin:  Select the script, click on Edit in the edit|delete|new row. In the Script Editor window, select the desired bin from the Script Bin menu. Follow the prompts.

Highlighter: To highlight all of the placements of a particular case or close script in the grid, click on the script title, then click on the Script Highlighter. Case scripts will highlight in green, close scripts highlight in red. Scripts will continue to be highlighted until you deselect the highlighter.

Save All Scripts in a Bin to Word: Select the case or close bin you wish to copy. Click the script counter (ex. 23 scripts) below the selector window and to the right of the controls marked edit|delete|new. Click OK on the pop-up "View printable version of all scripts in this bin?" Select all script, then copy/paste to a Word document. You can edit public scripts in Word and then import them to a private bin, but you will need to add bullets as explained in the Importing Your Own Scripts section above.

Copy an Hour to an Hour on a Different Day: From the Hours menu, select the hour you wish to copy. Re-open the Hours menu and click on Copy Selected Hour. Open the Days menu and select the day to which you wish to copy the hour. Re-open the Hours menu and select the hour you wish to overwrite. Re-open the Hours menu and click on Replace.

 

Copy an Entire Day to Another Day: From the Days menu on the toolbar select the day you wish to copy. Re-open the Days menu and click on Copy Selected Day. Re-open the Days menu and select the blank day that you wish to overwrite. Re-open the Days menu and click on Replace.

Copy a Day or Hour from an Old Drive to a New One: Same as above, EXCEPT if the day you are copying doesn't "exist" in the drive you will paste to. (ex: You want to copy Day 7 from your Fall drive to Day 3 of your Winter drive, but your Winter drive has only three days. In this case, copy the desired Day 7 in Fall, return to Day 1 in Fall, then open Winter, select Day 3 and paste as above.)

Still stuck?  Call Roger or Liz at 651-797-2161 (office) or 651-260-6010 (mobile) or email pledgedrive@msn.com.

 

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PledgeDriver is a cloud-based software that enables stations to plan and strategize their on-air fundraising.

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