Alumni Relations List Request – Events

Event Invitation – The Basics

Are you requesting this list for yourself (DUA) or someone else (Department/Faculty/Alumni)?(Required)

Myself

Someone else

Your Email Address(Required)

Subject (Event Name Year Audience Detail)(Required)

This will be used to populate the mail code description in Banner. Limited to 31 characters.

Mail Code

Yes please create a mail code

Solicitation (SOL) Code

Yes please create a solicitation code

If your outreach includes a direct ask for donations (for example, a link to FutureFunder.ca with a request to support and/or a donate button), please check this box.

Date required by

MM slash DD slash YYYY

Type of Communication(Required)

Campaign Monitor Email

Mail

Phone

No communication, data only (this can be used for a basic data pull for informational purposes only; if you choose to create an official event communication out of the data, you must submit a request with all necessary exclusions)

Type of Communication(Required)

Mail

Phone

Please create corresponding mail code in Banner

Yes

A mail code will be created immediately to Banner based on your selection above. Prior to sending invitation, you or your team admin must use the “Upload Mailcode” form to apply mail code to individual records.

When pulling a list for outside DUA, please remember to DELETE any information from the data that the receiving party does not require – only include what is completely necessary (e.g. if pulling for an alumni event the only data the department should receive is: ID, name, email). Additionally, please PASSWORD PROTECT the data when sending through email.

Target Audience & Content

In this section, fill out any information that will help to filter your list to include only your intended audience. If a filter is not applicable to your list, you do not need to fill it out.

*Only CU Alumni (degree record with institution Carleton) will be pulled into this request. If you require additional constituents be included (e.g. donors of any constituent code), please include details in the Notes & Special Requirements section. Standard Data Output includes: All constituent codes; primary and secondary relationship management information; last pledge number and installment amount/last gift/total giving history for previous year/last gift designation name/name suffixes; First and Last Fields unless there is an Alternative ID)

This field is hidden when viewing the form

Name Type

Prefix First and Last Name; for addressing correspondence

First and Last Name; for invitations

Include only individuals who graduated from this faculty and/or department:

Please include only those individuals in the following geographic location(s):

Ottawa

Montreal

Toronto

Vancouver

Victoria

Washington

List will be pulled based on postal codes within a 2 hour radius of the city.

Please include only those individuals with the following activity code(s):

E.g. “ALMENTOR” A list of activity codes to filter by can be found in Banner in STVACTC.

Exclusions

Select the exclusions below based on the list you are pulling. The options that are pre-selected should NOT be unchecked.

Pre-Qual Newsletter to Remove List

Deceased

Closed Records

Current PRTD To Remove list

PNG Persona Non-Grata (Campus Banned)

NCA No Contact At All

NIN No Invitations

NFN No FACT or DEPT Communications

NDI No Donor Event Invitations

NEE No Event Email

NEM No Email Contact at All

NMC No Mail Contact At All

NPC No Phone Contact At All

NAO No Athletics Outreach

If Parents are Included: SPE Special Parent Exclusion (except where included under other list request criteria i.e someone is both ALUM and PRNT)

Notes & Special Requirements

If there are any extra comments or clarifications on the data being requested, please specify here. Include any relevant details on additional output columns. Please also provide basic context for the list pull. Please note that if you are requesting a list that includes donors to Carleton, Advancement’s standard practice is to include those who have made a donation within the past 5 years. If you would like to include donors whose contributions were made longer than 5 years ago, please contact Sarah Clarke: sarah.clarke@carleton.ca. Once you hit submit, the data specialist will receive your request; you will also be sent a confirmation email that includes all information requested here.

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