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 Group | Data Source | Emma Group parameters | Data points | Refresh interval | Notes | |
---|---|---|---|---|---|---|
1 | Academic 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? | |
2 | Academic Credit Prior Students | Emma | Need to be checked for duplicates. | |||
3 | Academic Credit Opted-In | Web/Emma | AcadeOpt-in from web | |||
4 | Academic Noncredit Current Students (Salesforce) | Salesforce | Non-Credit students Past 2 years | First name, last name, uNID, email, zip code, age | Rolling based on Term | |
5 | Academic Noncredit Prior Students | Emma | Need to be checked for duplicates. | |||
6 | Academic Noncredit Opted-In | Web/Emma | Opt-in from web | |||
7 | CECE Staff (Salesforce) | Salesforce | Current CECE staff | Manual | ||
8 | ELI Agents (Salesforce) | Salesforce | First name, last name, email, company, country | Cumulative | ||
9 | ELI Partners (Salesforce) | Salesforce | Cumulative | |||
10 | Go Learn Past Travelers (Salesforce) | Salesforce | Any prior participant | First name, last name, uNID, email, zip code, age | Cumulative | |
11 | Go Learn Opt-In | Web/Emma | Interest form Engaged with Go Learn event | |||
12 | Lifelong Learning Current Students (Salesforce) | Salesforce | LL students Past 2 years | First name, last name, uNID, email, zip code, age | DONE | |
13 | Lifelong Learning Prior Students | Emma | LL students Older than 2 years | Need to be checked for duplicates. | ||
14 | Lifelong Learning Opted-In | Web/Emma | Opt-in from web | |||
15 | Osher Current students (Salesforce) | Salesforce | Enrolled in Osher course Past 2 years Not deceased | First name, last name, uNID, email, zip code, age | ||
16 | Osher Past Members | Emma | Prior Osher members | Need to be checked for duplicates. | ||
17 | Osher Opted-In | Web/Emma | Opt-in from web | |||
18 | Professional Education Current Students (Salesforce) | Salesforce | ProEd students Past 2 years | First name, last name, uNID, email, zip code, age | DONE | |
19 | Professional Education Prior Students | Emma | Need to be checked for duplicates. | |||
20 | Professional Education Degree Plus | Ota | ||||
21 | Professional Education Partner List | External Partners | ||||
22 | Professional Education Opted-In | Web/Emma | Opt-in from web | |||
23 | Return to the U | Lower Campus | ||||
24 | Return to the U Opted-In | Web/Emma | Opt-in from web | |||
25 | Sandy 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 | |
26 | Test 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. | |
27 | Test Prep Opted-In | Web/Emma | Opt-in from web | |||
28 | Youth Education | Tableau |
Tableau Data
Catalog Mailing Lists
*All exclude DO NOT MAILS & DECEASED
Catalog Mailing List | Data Set | Filters | Data Points | Historical Requests | Notes |
---|---|---|---|---|---|
Academic Noncredit | Past ANC students | Subject code (past ESSF) Date range | First name, last name, uNID, mailing address | Not Faculty/Staff? | |
Lifelong Learning | Past LL students | Subject code Date range | First name, last name, uNID, mailing address | 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 | ||
Professional Education | Past PROED students | Subject code Date range | First name, last name, uNID, mailing address | ||
Youth | Past Youth Ed Class | Subject code Date range | First name, last name, uNID, mailing address | 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
Group | Filters | ||
---|---|---|---|
Degree Plus (undergraduates) | All undergraduate students without degrees Applied/Approved for graduation | First name, last name, uNID, email, city/zip | |
HB60 | Past HB60 students (academic plan) Age Zip Codes | First name, last name, uNID, email, age, zip, address | |
Youth |