Creative Coding!

1. Creative Coding! An ACEware Presentation

2. Today we will discuss • The Big Picture • Coding Rules! • Code Relationships • Here a Code…There a Code… • Adding Codes • Code Reporting • The Life Cycle of Codes • 5 Coding Tips

3. A database has 3 jobs

4. Codes organize & answer questions • Which courses should we offer and which should we abandon? • Where are our customers coming from? • What interests do our participants have? • What are the demographics of our best customers?

5. Code as much as you need . . . However . . .

6. If you have no reason for a code… Don’t Code It!

7. 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/Hidden

8. Preferences Preferences matter! If a field is turned off, no one will be able to use it Remember: Black preferences = may be set per user Blue Preferences = Global – Set by Sys Admin

9. If you do no other coding Assign a subject code to every course Subject Code

10. Subject & Interest Codes are related • Share the same list of codes • Interest Code = Names • Subject Code = Courses • Entering a subject code (on course) generates an interest code (on the Name) when that person enrolls in that class.

11. That means . . . A student enrolling in a class will inherit the course Subject Code (saved as interest code) Subject Code = ‘HOMEBUYING” Course Name Marketing Interest Code = ‘HOMEBUYING”

12. Other Coding Relationships

13. Source / Tracking Codes Source code is on the name screen and tells you what promo brought this name into your database

14. Source / Tracking Codes On the registration screen, the Tracking code tells you what marketing piece prompted this person to register in this class

15. 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 database. • The purpose of the Tracking Code is to find out how the participant heard about that course

16. Source / Tracking Codes • When Creating Source/Tracking codes PUT IN THE $$ / Resources invested in that promo.. …….. AND.. We have a report for that… WITH… $$ ROI and % Return

17. Occupation & Organization What kind of job this person has… Type of organization that employs this person A REALLY big deal if your Program is focused on Business, career and Professional programs…

18. Interest Codes Interest codes???? Make all you want

19. Interest Codes NOTE: Interest Code Scoping

20. Here a code.. There a code…Names

21. Here a code.. There a code…Names More User Defined Code(able) Fields

22. Credentials.. are.. INCREDULOUS Attend the Aug 5th 1 pm Webinar

23. Membership Codes There’s a webinar on that… See the webinar archives… Or consult the SM Online help OLLI

24. Here a code.. There a code…Course

25. Here a code.. There a code…Course User Defined Code(able) Fields

26. Here a code.. There a code…Registration User Defined Code(able) Fields

27. Active Life Cycle of Codes Editing Retired Merged Dead & Gone

28. Adding Codes (Method #1) Module / Codes

29. Adding Codes on-the-fly(Method #2) Clicking the plus sign to the left of the field opens the Universal Code Editor ( FOR the specific code field you start from…)

30. Editing/Changing Codes Pay Attention to Adding vs Editing

31. Code Cleanup

32. Code Cleanup

33. Deactivate Old Codes Most codes can be deactivated

34. Changes? Changes in your organization? Your codes may need to be updated/changed/revamped

35. Remember! • Create as many codes as you want, but only as many as you’ll use • Use enough characters to achieve 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 NOTE: in 8.. Interest code is 10 Characters

36. Code Reporting

37. Code Reporting

38. Code Reporting Don’t forget Statistical Reports (gives you # enrolled and $$$ per “Code”)

39. Quick Views ! ! ! You can view a list of names (and courses .. And Registrations) associated with ANY code View all names that have the interest code View all courses that have the interest code

40. 5 Coding Tips

41. Repurpose Data/Code Fields in Preferences

42. Did you know you couldvalidate numeric fields?

43. Of course you ALREADY knew you could do that with Character fields!

44. Explore the STAMP functions When combine with a JUSTAFTER, “STAMP functions” will stamp a value in a specified field

45. Change Date on an Interest Code It’s a simple Right Click!

46. Use F5 for a list of nameswith interest codes

47. Questions? chuck@aceware.com 800-925-2493

48. Next Webinar… Credentials! If MacGyver had these, he wouldn’t need chewing gum wrappers August 5th, 2014, 1:00 Central