Data Extract and Report Request

Please note: We require at least 5 working days to complete your request.
Required
WHO - Tell us who you are so we can contact you with any questions.
Required Requester:   Required  Department: 
Required Mail Stop:   Required Date Needed: (Must be specific.)
Have you requested something similar before? Yes No
Enter the approximate number you expect: This will really help us determine whether we are getting the correct results.
PURPOSE - Check one or more boxes to indicate the purpose of this request.
Postal Mail
e-Mail
Prospecting
Travel/Visit Planning
Telephone/Phonathon
Other List (describe below)
 
Required Describe the purpose.   For Example: "To send an e-newsletter to all Alumni in the college of ... "

ZIP RADIUS - Let us know the starting zip and the number of miles from that zip.
Not including a zip radius could result in a very large file.
Origin zip Radius (in miles)
TARGET POPULATION - Choose one option from General Selection. Narrow the selection by selecting a group or groups from columns 2 and/or 3.

General Selection

Alumni

Specify the college in the next column if applicable
Current/Former Students
NOTE: We DO NOT have *ALL* students; only scholarship students & those who attended but never graduated.
Friend Donors
Corporation Donors
Foundation Donors
Estate & Trust Donors
Including non-people will only be considered for specific purposes. Be specific in your purpose in order to have them included.

Alumni and/or Donors by College
(Choose as many as apply)

Alumni by Chapter or Affiliate
(Choose as many as apply)
Constituent Groups
(Choose as many as apply) ** Requesting VIP List **



NOTE: To select more than one in a drop down box, select the first then hold down the control key and select another.
Required Describe the group or groups requested: (i.e. your target population)  
 For example: Alumni in your college who graduated within the last 5 years. OR Donors to a specific area in the last 2 fiscal years. OR People who previously attended a specific event.
DO NOT INCLUDE - Check one or more boxes.
Deceased
Unknown Postal Addresses
Foreign Addresses
FERPA Drop
HIPAA Drop
Do not email (These will be dropped if you request email address)
Do not Call (Will be dropped if you request phone number.)
Do not Contact (Constituents who have asked not to receive anything and will only be included in statistical reporting.)
Do not Solicit (Constituents who have asked not to receive solicitations.)
Do not send mail/email from the Alumni Association
Do not send mail/email from my department/area/purpose
OUTPUT - Check one or more boxes to indicate the output you would like to receive.
Email
Postal mailing (file to Addressing Services)

Excel file
Crystal report

Other (describe below)
Required Describe the output


REL@Y EMAIL SPECIAL INSTRUCTIONS - If we are sending an email for you, please give us more information.

The Foundation is using a new email software package called Rel@y. This package will handle email bounces, track who opens the email, track what links the recipient clicks on, handles unsubscribes and allows us to report on the effectiveness of your campaign.

If we are sending an email for you and you do NOT have access to Rel@y, please email the HTML, text and image files for the email to utfoundation@utoledo.edu
  Campaign has been built in Rel@y
HTML and text emailed to: utfoundation@utoledo.edu
HTML and text documents placed in the Driscoll Rel@y share
Subject of the Email
Enter the name of the Rel@y campaign (if applicable)
Email address of the FROM person or group
(It is wise to use a generic department email address which will receive out of office and requests for more information emails.)
From name (Note: This should be a name your constituents will recognize.)
Email address of the Reply to person or group (if different)
Reply to name (if different)
Text of the email (if not in Rel@y or emailed)
(Formatting will not remain in this text block. Send the formatted text to utfoundation@utoledo.edu)
DELIVERY and SPECIAL INSTRUCTIONS Where should the information go?  
Appeal Code: (Include the Appeal Code & Extension so we can credit your efforts as well as track who is receiving the mailing.) Format should be AG2013-BUS-EML where AG2013is the appeal code and BUS is the Appeal Extension and EML is hte solicitation type.
Required Deliver to/Notify: Send the email for me using Rel@y email marketing
Send the file to Addressing Services for postal mailing
Email the file/report to me at the address below
Send the file/report to me via campus mail
Hold the report for pickup (in DC1017)

*My Email:
(An email confirmation will be sent to this person.)
Special processing and/or delivery instructions:
 
Submit
     

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