Public case/close messages are available to all PledgeDriver clients to use as-is or to edit/save to a private bin. Public messages and public bins are identified by the * in front of the message ID number or bin ID letters. You are encouraged to save public messages you want to use to your private bins.
- Private messages are those imported from your own sources or public messages that you save to your private bins. Your private messages will remain in your password-protected account, whereas some public messages may be edited or deleted.
Remove bullets from your original messages before importing them into PledgeDriver to avoid formatting problems. Re-bulleting is easy and explained below.
It is recommended that the same message not be saved in more than one bin because the automatic counter and highlighter features will not be accurate.
A message that exceeds 3,000 characters will result in an error message.
- Click on a case or close message 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 message in position. DO NOT TYPE THE CASEOR 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 message 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 converted to Raw text (it looks computer-ish). You will need to convert your scripts to Rich before saving (it looks like Times New Roman in this case). See directions below.
Save Public Case/Close Messages to a Private Bin: Any public case or close message can be saved as a private message - as/is or edited. Click on the message title, click Edit to open the Script Editor popup. Choose which private bin it will go to, make any desired changes, then click Save as Private Script. You don't need to convert the text from Raw to Rich. If you need to create a private bin for the message, click on +/- to the right of the Script Bin menu and follow the prompts.
Import Your Own Messages: Just below the message title 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 message's title, drag/drop, copy/paste, or type a title. Select/highlight one message text from your original document and copy/paste or drag it to the Script Editor window. If you didn't successfully drag/drop or copy/paste ALL of the text at once, start over - don't do it two stages or you will import unseen formatting. You can also type the text directly in the Script Editor window.Your script must be converted to Rich to save properly. Click the Bullets icon to instantly convert the text to Rich and add bullets to your script, or click the RICH tab. Click Save Script.
Import Multiple Messages: Click the Enable Batch Mode box in the upper right corner of the Script Editor window. This will reopen the Script Editor after each entry is saved.
Directly Type in Messages: Open the Script Editor window as above. Select a bin for the new message, type your title, then type your text. Click the Bullets icon to
instantly convert the text to Rich and add bullets to your script, or
click the RICH tab, then Save Script. As soon as you refresh the bin for the new message 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: You must still convert to Rich before saving. Click on the Rich/Raw tab, then insert line breaks as desired. Note: double spacing between talking points uses a lot of vertical space on your script pages - bulleting is recommended.
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 converting the script text to Rich.
Tokens: Tokens are place-savers for text that is automatically in-filled 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 messages for each drive.
Insert Tokens: The token generator is located in the Script Editor window and offers five predetermined choices: [DRIVE_NAME], [PROGRAM_NAME], [STATION_NAME], [STATION_PHONE], and [STATION_WEBSITE]. If you wish to import private messages in a Word document, use Find/Replace to insert tokens - in the above format - into your scripts before importing them into PledgeDriver. For messages already in a private bin, select the message 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 message is in Rich text. You can also type in a token using the same format shown above.
[PROGRAM_NAME] Token: This token will not infill until you have clicked a message 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 messages 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 messages 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 message 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. (ex. 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 Messages: Save these messages 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 Messages in a Bin: Select the bin you want to view, then click on the link at the lower right corner of the message title list window - it will show the number of messages in that bin (ex. 26 Scripts). The resulting pop-up will show the messages in alphabetical order by title.
Edit Private Messages: Edit the text or title of a private message by clicking on its title, then Edit, make the changes, and Save Script. Note: If you edit the text of a private message already clicked into the planning grid, and then right-click to read that message in the grid, the unedited text will appear until the grid has been saved to the server clicking on the Save icon.
Remove " " from Messages: This is an encryption code for a non-breaking space - an extra space between words or sentences. It may appear in messages when you use the Word output option. All of PledgeDriver's public messages have been edited to remove this "bug," but if you saved affected public messages to a private bin before the purge, you may see it in those messages or in messages imported from your own sources. To remove this coding, open the affected message in the Script Editor window, click HTML to convert the text, delete the 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 message that has funky formatting, select that message 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 format coding. Click the bullet icon, add bullets as usual. Do not convert back to Rich before saving. If this message'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 Message: 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 messages 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 messages 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 message 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 Message: Select the message 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 messages within a bin, build a new bin called Trash. Transfer the unwanted messages to the Trash bin (see Move a Message to Another Bin below), then delete then entire Trash bin.
Move a Message to Another Bin: Select the message, 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 message in the grid, click on the message title, then click on the Script Highlighter. Case messages will highlight in green, close message highlight in red. Messages will continue to be highlighted until you deselect the highlighter.
Save All Messages in a Bin to Word: Select the case or close bin you wish to copy. Click the message 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 messages, then copy/paste to a Word document. You can edit public messages in Word and then import them to a private bin, but you will need to convert to rich text 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 .