Alumni Relations List Request – Refresh/Update Existing Data

The Basics

Your Email Address(Required)

Date required by

MM slash DD slash YYYY

The Details

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 ADID)

Is this to refresh/append before sending an email in Campaign Monitor?(Required)

Yes, this is a Campaign Monitor request

No, this is for a different communication vehicle

Would you like an existing mail code applied to the records now?(Required)

Yes, once refreshed the code can be added to records.

Please create and apply new mail code to records once refreshed

No, please do not add code to records yet. I will use the “Upload Mail Code” form with the final data later.

Subject (Event Name or Outreach Purpose Year Audience Detail)

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

Mail Date(Required)

MM slash DD slash YYYY

Original mail code to be added to records:(Required)

When initially requesting this list from the Database Specialist, a mail code was provided to you with your data. Check that email and enter that code here. Please ensure it is the correct code! It will be added to your data in a column with other mail codes, and you will use this to create your segment in Campaign Monitor (see CM User Guide).

Which of the following would you like to do?(Required)

Refresh (remove data based on exclusions listed here)

Update Data Output (add columns/information to existing list – indicate specifics in Notes & Special Requirements)

Exclusions

Which type of communication is this for?(Required)

Event Invitation

Other Communication

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

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

EPW No MDPW Email

NPW No MDPW Mail

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

Select the exclusions below based on the list you are refreshing. 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

NFN No FACT or DEPT Communications

NEM No Email Contact at All

NEV No Email ThankView Videos

NMC No Mail Contact At All

NPC No Phone Contact At All

NAO No Athletics Outreach

EPW No MDPW Email

NPW No MDPW Mail

NAA No Affinity At All

NAE No Affinity Email (Clearsight)

NAM No Affinity Mail

NAP No Affinity Phone Contact

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. 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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