Marketing Data

Emma Groups

• Files should NEVER be uploaded to an Emma Group that has "(Salesforce)" in the title. Groups with this designation are synced directly with Salesforce reports, meaning any new Contacts uploaded to these groups will be created in Salesforce as well.
• If a new Emma Group is created, Marketing must go into Salesforce > Emma Setup > and deselect the new group BEFORE uploading any Contact data from a file.
• New Emma Groups must be created for any data provided by special request.
• These groups should NOT be synced with Salesforce:
  • Degree Plus prospectives (undergraduates)
  • HB60
  • Return to the U students
  • Youth students/parents
  • Opt-In lists (new subscriptions from web)
• Marketing should not update any data in the fields imported from Salesforce. Should units needs updates to this data, it will need to be updated in Salesforce, or in PeopleSoft when applicable.

Emma Contacts

Sources

Emma Groups

Marketing Data

Catalog Mailing Lists

*All exclude DO NOT MAILS & DECEASED

Subject code (past ESSF)

Date range

Not Faculty/Staff?

Subject code

Date range

Osher members 65 and younger that have not taken a LL class?

Calculate # classes per subject area?

Past LL students

Past ANC students

Past GOLRN travelers

Age (>65)

Osher Current Membership (TRUE/FALSE)

Osher Any Membership record (TRUE/FALSE)

Date range based on membership begin date (new this year)

Date range based on membership expiration

Date range

Subject code

Date range

Past Youth Ed Class

Subject code

Date range

C/O address thing

One per household

• Do we pull lists of faculty/staff for those mailings, or are we just leveraging Campus Mail?
• Unique values?
• Exclude emails?

Additional Data

All undergraduate students without degrees

Applied/Approved for graduation

Past HB60 students (academic plan)

Age

Zip Codes

Policy

Emma Groups

Data Source = Salesforce

• Do not upload data to any Emma Group that is synced with Salesforce.
• Additional data points coming from Salesforce (such as Age, Zip Code, etc.) should NEVER be edited in Emma. Should units needs updates to this data, it will need to be updated in Salesforce, or in PeopleSoft when applicable.
• Contacts for these groups should NOT be uploaded to any Emma Group synced with Salesforce:
  • Degree Plus prospectives (undergraduates)
  • HB60
  • Return to the U students
  • Youth students/parents
  • Opt-In lists (new subscriptions from web)
• Data from external sources (Partners, Tableau, Excel files from the Data Team) should NEVER be uploaded to an Emma Group that is synced with Salesforce.
• If new Salesforce reports are needed to connect with an Emma Group, this request must be submitted through the Help Center with the following data points:
  • Criteria
  • Data Points
  • Refresh Schedule 

Data Source = Other

• All web forms collecting new subscriptions must be generated and maintained by Marketing through Emma forms.
• New Emma Groups must be created for any data provided by special request or from an external source.
• If a new Emma Group is created, Marketing must go into Salesforce > Emma Setup > and deselect the new group BEFORE uploading any Contact data from a file.

Emma Contacts

• Emma Contacts should Archived and not Deleted
  • Archived Contacts do not count against Contact limits, and will retain the Contacts opt-out preferences
• New email list subscribers will be synced with Emma Groups created specifically for managing this list. This data will not be synced with Salesforce.