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comment_1434

We are having a hard time getting our screeners to ask more detailed questions about a donors trips to Mexico. Does anyone have any good ideas or tools that work so the right questions are being asked? There is nothing more embarrassing than having to call a donor back a day after their successful donation and asking them for further details on their trip,and then having to tell them they are ineligible to donate for a year. They always ask if their donation the day before will still be good.

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comment_1446

Does the question ask in part of the country did you stay? Or ask for a specific town, village, city, etc.? Can you add this to your question that is on the screener? Attach an insert in the screener as a reminder so the question is asked!!! Conduct a more extensive training session with your screeners to express the importance of this.

  • 1 year later...
comment_3483

The company that I work for (IDM) has a product named Prelude that would prompt the screener to ask any additional questions you think should be required. This could be done for any question including the Mexico question.

  • 1 month later...
comment_3875

Our donor centers have developed a job aid to help ensure that the right questions are asked. Of course this only works if the donor tells you that they went to Mexico

comment_3940

Extensive training, including (belive it or not) geography classes for our screeners. MANY EA tools with each mobile unit.

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