Alumni Relations List Request - Refresh/Update Existing Data The BasicsYour Email Address* Date required by Date Format: MM slash DD slash YYYY The DetailsStandard 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?*Yes, this is a Campaign Monitor requestNo, this is for a different communication vehicleWould you like an existing mail code applied to the records now?*Yes, once refreshed the code can be added to records.Please create and apply new mail code to records once refreshedNo, 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* Date Format: MM slash DD slash YYYY Original mail code to be added to records:*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?*Refresh (remove data based on exclusions listed here)Update Data Output (add columns/information to existing list - indicate specifics in Notes & Special Requirements)ExclusionsWhich type of communication is this for?*Event InvitationOther CommunicationSelect the exclusions below based on the list you are refreshing. The options that are pre-selected should NOT be unchecked. Deceased Closed Records PRTD To Remove List (Fall 2023) 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. Deceased Closed Records PRTD To Remove List (Fall 2023) 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 RequirementsIf 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. Share: Twitter, Facebook Short URL: https://carleton.ca/advancement/?p=2979