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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 GroupData SourceEmma Group parametersData pointsRefresh intervalNotes
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/EmmaAcadeOpt-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 (Salesforce)Salesforce
First name, last name, email, company, country
Cumulative
9ELI Partners (Salesforce)Salesforce


Cumulative
10Go Learn Past Travelers (Salesforce)SalesforceAny 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 PlusOta



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 RequestsNotes
Academic NoncreditPast ANC students

Subject code (past ESSF)

Date range

First name, last name, uNID, mailing address

DR-2215 - Getting issue details... STATUS

DR-2517 - Getting issue details... STATUS

DR-1350 - Getting issue details... STATUS

Not Faculty/Staff?

Lifelong LearningPast LL students

Subject code

Date range


First name, last name, uNID, mailing address

DR-2516 - Getting issue details... STATUS

DR-1382 - Getting issue details... STATUS

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

DR-3117 - Getting issue details... STATUS

DR-2503 - Getting issue details... STATUS

DR-1392 - Getting issue details... STATUS

DR-123 - Getting issue details... STATUS


Professional EducationPast PROED students

Subject code

Date range

First name, last name, uNID, mailing address

DR-2055 - Getting issue details... STATUS

DR-134 - Getting issue details... STATUS


Youth

Past Youth Ed Class


Subject code

Date range

First name, last name, uNID, mailing address

DR-3379 - Getting issue details... STATUS

DR-2622 - Getting issue details... STATUS

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

GroupFilters

Degree Plus (undergraduates)

All undergraduate students without degrees

Applied/Approved for graduation

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

DR-1103 - Getting issue details... STATUS

DR-99 - Getting issue details... STATUS

HB60

Past HB60 students (academic plan)

Age

Zip Codes

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

DR-3191 - Getting issue details... STATUS

DR-2848 - Getting issue details... STATUS

Youth


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