This video course will introduce email marketers to the Alumni, Donors & Friends (ADF) area of SFMC. There are specific audience use cases for ADF. Only audience data pulled from The Advancement System (TAS) apply here. There are inclusions and exclusions to apply before sending the email. All emails sent to this audience are commercial messages and require an encrypted unsubscribe in the email footer.
Salesforce Marketing Cloud | Alumni, Donors and Friends Audience Training
There are specific audience details for the Alumni, Donors and Friends (ADF) business unit in SFMC. The advancement audience consists of alumni, donors and friends of Ohio State. Only audience data pulled from The Advancement System (TAS) apply here. Advancement creates solicit codes to align with audience segments. There is no manual uploading or exporting of audience records in SFMC.
Alumni, Donors & Friends Audience Training [Recorded Session]
After completing the onboarding training in BuckeyeLearn, the below resources will be helpful in planning and building the emails in the ADF business unit.
1 Preflight Email Checklist
The checklist is a tool for planning bulk email communications. Follow the checklist before sending an email from Salesforce Marketing Cloud (SFMC). Every email sent under The Ohio State University umbrella represents the brand.
2 Email send shared planning calendar, TeamUp
TeamUp is the university's enterprise email planning calendar tool. This calendar view provides marketers and leaders a central view of bulk email sends from the university, enabling us to better coordinate send dates and avoid inundating our audiences. Internal and external audience communications should consider whether the message is necessary, informative and combined when possible to prevent inbox fatigue.
3 ADF Audience Targeting | List Inclusions and Exclusions
If there are questions about setting up audience inclusions and exclusions please use this guide.
4 Request an Advancement list
A list, or data extension, is the audience to send the email to in SFMC. This list request process is specifically for emails sent to alumni, donors and friends for solicitation, invitation and alumni communications.
5 New to Advancement data, sign up for training
The Advancement System (TAS) is the CRM for alumni, donor and friend records.