Data and Event Request

HIDDEN - GUID

HIDDEN - Email

Need help? Click Below:
Data and Event Request Guide

Your Information

Your Name

Your Email - please provide your Albion email

Requested Completion Date

Please follow the prompts below and additional selections will display for your request.

Thank you!

Are you an Institutional Advancement Team Member?

Yes

Confidentiality Agreement: By checking this box I agree to use the requested information only for the reason shown below and will not share this information with anyone else.

Agree

Is your request for an event?

Yes

Request Details

Title

Request Type (Check all that apply)

Briefing

Communication

New Data Request or Form / Update an Existing Report, Query, or Form

Recommendation / Wish List

Portal

Contact Report Upload

Slate Voice

Event

In order to timely fulfill your request please allow 1 year for anchor events (Ex - Homecoming, Commencement) and 6 months for non anchor events (Ex - Albion Everywhere) for proper planning. We recommend that you put in a request as soon as you hear about it.

Event Details

Event Title

Event Start Date

Event End Date

Start Time:

End Time:

Address of Event:

Event Notes

Event Registration

All registrations will include the basic information notated below:

Preferred First Name
First Name
Last Name
Alternate Last Name
Date of Birth (This helps keep your Albion College information correct)
Email Address
Preferred Phone Number
Cell Phone Number
May we text you? (With default "Yes" option selected")
Mailing Address

Registration Notification Email

Does this event have a registration deadline?

Yes

Registration Deadline Date

Does this event have a registration limit?

Yes

Registration Limit

Will there be any form of payment for this event?

Yes

Please select the payment types (Select all that apply)

Registration Cost

Meal

Gift

Specific Items

Please enter additional payment information

Will there be a meal provided at the event?

Yes

All meals will come with dietary restrictions option text boxes

Please enter relevant meal information below

Will there be guests allowed?

Yes

How many guests will be allowed to register?

Is First Name, Last Name, Email address, Preferred Class Year sufficient for guest registration?

Yes

Please enter additional fields for guest registration

Event Data Request

Are you requesting to create or update a query or report?

New Query or Report (Please allow 1 to 2 weeks for processing)

Update an Existing Query or Report (Please allow 1 week for processing)

Please provide the link to the existing query or report:

Please describe your criteria for this request

Event Communication

Please link and share a copy of the content in one google document below

Note: IA will review content and images per branding guidelines and communication guide

Communication Vehicle (Select all that apply)

Mail

Social Media

Would you like this communication to be householded? Every couple in slate is householded, meaning one of them is listed as the Head of Household this is decided based on a hierarchy of constituent types. If one spouse is an alumnus and the other is not the alumn is always the HoH.

Yes

How would you like the name on the mailer to read? If spouses have different last names each of their names will pull in respectively (Jan Jackson and Steve Smith) - If not householded, you still need to specify the preference for Full Name or Casual Name, it will just only have one person's name for everyone in the list.

Full Name Salutation (Mrs. Janice and Mr. Steven Smith)

Casual Name Salutation (Jan and Steve Smith)

Would you like a first name to be included in the email?

No First Name Included

Preferred First Name Included (Ash)

Formal First Name Included (Ashlin)

Please enter any specific information needed for communication vehicles

Please select the communications for this event (Select all that apply)

Save the Date 1

Save the Date 2

Registration is Now Open

Registration Reminder/ Last Call

Registration is Closed

Event Reminder 1 (Two weeks prior to event)

Event Reminder 2 (Day before event)

Event Day

Post Event Stewardship

Other

Please enter the requested send dates for each communication you have selected

HIDDEN - Project - Save the Date 1

HIDDEN - User - Save the Date 1

HIDDEN - Save the Date 1 Summary

Save the Date 1 - Date

HIDDEN - Project - Save the Date 2

HIDDEN - User - Save the Date 2

HIDDEN - Save the Date 2 Summary

Save the Date 2 - Date

HIDDEN - Project - Registration is Now Open

HIDDEN - User - Registration is Now Open

HIDDEN - Registration is Now Open Summary

Registration is Now Open

HIDDEN - Project - Last Call

HIDDEN - User - Last Call

HIDDEN - Summary Last Call

Registration Reminder / Last Call

HIDDEN - Project - Registration is Now Closed

HIDDEN - User - Registration is Now Closed

HIDDEN - Registration is Now Closed Summary

Registration is Closed

HIDDEN - Project - Event Reminder 1

HIDDEN - User - Event Reminder 1

HIDDEN - Summary Event Reminder 1

Event Reminder 1 (Two weeks before Event)

HIDDEN - Project - Event Reminder 2

HIDDEN - User - Event Reminder 2

HIDDEN - Summary Event Reminder 2

Event Reminder 2 (Day before event)

HIDDEN - Project - Post Event Stewardship

HIDDEN - User - Post Event Stewardship

HIDDEN -Summary Post Event Stewardship

Post Event Stewardship

HIDDEN - Project - Other

HIDDEN - User - Other

HIDDEN -Summary Other

Other

Event Briefing Request

Does this event require an event summary and briefing of top prospects?

Yes

Cabinet Attendees/Gift Officer

Please enter any additional individuals outside of the IA office who need to receive a briefing

Additional Documents

Briefing Request

In order to timely fulfill your request please allow 2 weeks for processing.

Briefing Recipient (s)

Prospect Names

Communication

Requested Send Date

Communication Vehicle (Check all that apply)

Mail

Social Media

Reminder:

Email Communication: Please allow 1 to 2 weeks for any email communications. Email communications are scheduled ahead of time, and to prevent constituents from receiving multiple communications at one time, your requested send date may be altered for constituent experience and communication impact.

Reminder:

Mail Communication: Please allow 5 to 6 weeks for any mail communications (This communication vehicle takes time for the print house / Slate Print to process this request after it is received to Advancement Finance)

Reminder:

Social Media Communication: Please allow 1 to 2 weeks for any social media communications

Please include a link to the Google doc with the content for the communications.

Has a query been built for this communication?

Yes

Please provide the link to the existing query:

Yes

Full Name Salutation (Mrs. Janice and Mr. Steven Smith)

Casual Name Salutation (Jan and Steve Smith)

Would you like a first name to be included in the email?

No First Name Included

Preferred First Name Included (Ash)

Formal First Name Included (Ashlin)

Please provide the details of who needs to receive this communication:

Does this communication need an appeal code?

Yes

Is there already an appeal code created for this communication?

Yes

Please enter the appeal code that has already been created:

Is this appeal for a specific fund(s)?

Yes

Which fund(s)?

Notes

New Data Request or Form/ Update Existing Report, Query, or Form

Are you requesting to create or update a query, report, or form?

New Query, Report, or Form (Please allow 1 to 2 weeks for processing)

Update an Existing Query, Report, or Form (Please allow 1 week for processing)

Please provide the link to the existing query, report, or form:

Please select from the options below

Query (Queries are delivered in an excel format)

Report (Reports are delivered in a PDF format)

Form

How will this data be used? (Check all that apply)

Email Contact

Future Solicitation

Mail Contact

Phone Contact

Research

Other

Yes

Full Name Salutation (Mrs. Janice and Mr. Steven Smith)

Casual Name Salutation (Jan and Steve Smith)

Would you like a first name to be included in the email?

No First Name Included

Preferred First Name Included (Ash)

Formal First Name Included (Ashlin)

Please describe your criteria for this request

Slate Recommendation / Wish List

How can Slate make your job easier? Do you have an idea on what would be helpful to you and your team? Please let Advancement Finance know how we can help!

Portal

Are you requesting to create or update a portal

New Portal

Update an Existing Portal

Please provide a google link of screenshots of an active website you want us to model

Please provide a google link of a mockup or sketch of what you are looking for

Please provide a google sheet of screenshots and a link to the existing portal that needs to be updated

Please provide a google link of content for the portal

Contact Report Upload

Make sure your sheet includes the Date of Contact, the Gift Officer's Name, Contact Type (must be one we offer in the form), Subject, Contact Details. Once received the Advancement Finance team will upload your sheet within 3 business days. Here is a link to the template

Please provide the link to the Google Sheet with the contact report information.

Slate Voice

What is the first day you'd like to use this?

Please provide a google link to the script / questions you'd like the callers to ask