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Table of Contents


Marketing Data

Policy

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

  • 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.

Emma Groups

Emma

Sources

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Emma Groups



Emma GroupData SourceEmma Group parametersData pointsEmma Group Refresh
interval
IntervalMaintenanceNotes
1Academic Credit Current Students (Salesforce)Salesforce

Credit students

Past 2 years

First name, last name, uNID, email, zip code, age
Rolling based on Term


Include Contract?

2Academic Credit Prior StudentsEmma
Need to be checked for duplicates.





3Academic Credit Opted-InWeb/EmmaOpt-in from web



4Academic Noncredit Current Students (Salesforce)Salesforce

Non-Credit students

Past 2 years

First name, last name, uNID, email, zip code, age
Rolling based on Term



5Academic Noncredit Prior StudentsEmma
Need to be checked for duplicates.





6Academic Noncredit Opted-InWeb/EmmaOpt-in from web



7CECE Staff (Salesforce)SalesforceCurrent CECE staff
Manual




8ELI
Agents
Agent Leads (Salesforce)Salesforce
First name, last name, email, company, country
Cumulative


*Needs to be maintained in Salesforce prior to sync with Emma
9ELI Partners Leads (Salesforce)Salesforce
Cumulative

First name, last name, email, company, country

*Needs to be maintained in Salesforce prior to sync with Emma
10Go Learn Past Travelers (Salesforce)
Salesforce
Data TeamAny prior participantFirst name, last name, uNID, email, zip code, age
Cumulative



11Go Learn Opt-InWeb/Emma

Interest form

Engaged with Go Learn event





12Lifelong Learning Current Students (Salesforce)Salesforce

LL students

Past 2 years

First name, last name, uNID, email, zip code, age
DONE



13Lifelong Learning Prior StudentsEmma

LL students

Older than 2 years

Need to be checked for duplicates.




14Lifelong Learning Opted-InWeb/EmmaOpt-in from web



15Osher Current students (Salesforce)Salesforce

Enrolled in Osher course

Past 2 years

Not deceased

First name, last name, uNID, email, zip code, age


16Osher Past MembersEmmaPrior Osher members
Need to be checked for duplicates.




17Osher Opted-InWeb/EmmaOpt-in from web



18Professional Education Current Students (Salesforce)Salesforce

ProEd students

Past 2 years

First name, last name, uNID, email, zip code, age
DONE




19Professional Education Prior StudentsEmma
Need to be checked for duplicates.





20Professional Education Degree Plus
Ota
Data Team




21Professional Education Partner ListExternal Partners




22Professional Education Opted-InWeb/EmmaOpt-in from web



23Return to the ULower Campus




24Return to the U Opted-InWeb/EmmaOpt-in from web



25Sandy Current Students (Salesforce)Salesforce

Students taking classes at the Sandy Site

Current Term

First name, last name, uNID, email, zip code, age
Rolling based on Term



26Test Prep Current Students (Salesforce)Salesforce

Test Prep students

Past 2 years

First name, last name, uNID, email, zip code, age
DONE


Does not include ACT.

27Test Prep Opted-InWeb/EmmaOpt-in from web



28Youth EducationTableau

Tableau Data

Catalog Mailing Lists

*All exclude DO NOT MAILS & DECEASED

Catalog Mailing ListData SetFiltersData PointsHistorical RequestsNotesAcademic NoncreditPast ANC students

Subject code (past ESSF)

Date range

First name, last name, uNID, mailing address

Jira Legacy
serverSystem JIRA
serverIdde26a982-8f85-3e45-ade6-0295e1a5d763
keyDR-2215

Jira Legacy
serverSystem JIRA
serverIdde26a982-8f85-3e45-ade6-0295e1a5d763
keyDR-2517

Jira Legacy
serverSystem JIRA
serverIdde26a982-8f85-3e45-ade6-0295e1a5d763
keyDR-1350

Not Faculty/Staff?








Lifelong LearningPast LL students

Subject code

Date range

First name, last name, uNID, mailing address

Jira Legacy
serverSystem JIRA
serverIdde26a982-8f85-3e45-ade6-0295e1a5d763
keyDR-2516

Jira Legacy
serverSystem JIRA
serverIdde26a982-8f85-3e45-ade6-0295e1a5d763
keyDR-1382

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

Calculate # classes per subject area?

Osher

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

First name, last name, uNID, mailing address, age

Jira Legacy
serverSystem JIRA
serverIdde26a982-8f85-3e45-ade6-0295e1a5d763
keyDR-3117

Jira Legacy
serverSystem JIRA
serverIdde26a982-8f85-3e45-ade6-0295e1a5d763
keyDR-2503

Jira Legacy
serverSystem JIRA
serverIdde26a982-8f85-3e45-ade6-0295e1a5d763
keyDR-1392

Jira Legacy
serverSystem JIRA
serverIdde26a982-8f85-3e45-ade6-0295e1a5d763
keyDR-123

Professional EducationPast PROED students

Subject code

Date range

First name, last name, uNID, mailing address

Jira Legacy
serverSystem JIRA
serverIdde26a982-8f85-3e45-ade6-0295e1a5d763
keyDR-2055

Jira Legacy
serverSystem JIRA
serverIdde26a982-8f85-3e45-ade6-0295e1a5d763
keyDR-134

Youth

Past Youth Ed Class

Subject code

Date range

First name, last name, uNID, mailing address

Jira Legacy
serverSystem JIRA
serverIdde26a982-8f85-3e45-ade6-0295e1a5d763
keyDR-3379

Jira Legacy
serverSystem JIRA
serverIdde26a982-8f85-3e45-ade6-0295e1a5d763
keyDR-2622

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

GroupFiltersDegree Plus (undergraduates)

All undergraduate students without degrees

Applied/Approved for graduation

First name, last name, uNID, email, city/zip

Jira Legacy
serverSystem JIRA
serverIdde26a982-8f85-3e45-ade6-0295e1a5d763
keyDR-1103

Jira Legacy
serverSystem JIRA
serverIdde26a982-8f85-3e45-ade6-0295e1a5d763
keyDR-99

HB60

Past HB60 students (academic plan)

Age

Zip Codes

First name, last name, uNID, email, age, zip, address

Jira Legacy
serverSystem JIRA
serverIdde26a982-8f85-3e45-ade6-0295e1a5d763
keyDR-3191

Jira Legacy
serverSystem JIRA
serverIdde26a982-8f85-3e45-ade6-0295e1a5d763
keyDR-2848

Youth

Catalog Data

Academic NoncreditLifelong LearningOsherProfessional EducationYouth

Creating New Emma Groups

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Marketing Data 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 Group Maintenance

  • Need to discuss with Marketing how this data in Emma Groups is maintained

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.