Planned Giving List Request – Refresh/Update Existing Data

The Basics

Once you submit this request you will receive an email with all the details below. Please forward that email, along with the file to be refreshed, to the Senior Advancement Database Officer. Please note, the service standard to receive a requested list refresh is 3 business days.

Your Email Address(Required)

Date required by(Required)

MM slash DD slash YYYY

The Details

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.

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

Survey

Other Communication

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

NCA No Contact At All

PNG Persona Non-Grata (Campus Banned)

PRTD To Remove List

NPG No Planned Giving Contact

NSU No Survey

NIN No Invitations

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

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

Deceased

Closed Records

NCA No Contact At All

PNG Persona Non-Grata (Campus Banned)

PRTD To Remove List

NPG No Planned Giving Contact

NSU No Survey

NIN No Invitations

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

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

Deceased

Closed Records

NCA No Contact At All

PNG Persona Non-Grata (Campus Banned)

PRTD To Remove List

NPG No Planned Giving Contact

NSU No Survey

NIN No Invitations

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

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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