This is the primary business unit for Advancement (solicitations, donor and alumni communications), email communications and is shared by multiple colleges, campuses and units. It is connected to data in The Advancement System (TAS), a TAS ID is used as the subscriber (primary) key for individual constituents. All recipients sent to from this business unit must have a TAS ID. If someone with whom you want to communicate with for Advancement-related topics does not already have a TAS ID, we recommend having a TAS record created for those individuals. This allows you to send to them through SFMC (by filtering on their TAS ID or other attribute you specify when having the constituent’s record created) and for the opt-out history for Advancement is maintained in TAS.
Send requests for new TAS records to bioupdate@osu.edu, and be sure to include first name, last name, email address and any other information you have about the constituent. Specify a college or unit this person has a relationship with to capture opt-out preferences accurately. Please note the SFMC will only email an individual's email address.
Approved audiences for advancement marketing use cases:
- Alumni of The Ohio State University
- Senders may contact the alumni of their respective areas
- Donors to The Ohio State University within the last 5 years
- Senders may contact donors to funds associated with their respective areas
- Parents of current students at The Ohio State University
- Senders may contact the parents of students within their respective areas
- Attendees and volunteers of events at The Ohio State University
- Senders may contact attendees and volunteers of events hosted by their respective areas
- Faculty, staff and current students at The Ohio State University for advancement marketing purposes only
- Senders may contact faculty, staff and current students within respective areas
- Other constituents contacted by advancement offices for advancement marketing purposes, including peers, board members, community members and other friends
- Senders may contact these constituents if there is a data point tying them to their respective areas. Does the university have a relationship with this person? If no then we should not send email to them.
- Email addresses for companies and not individuals are not permitted in SFMC.
- This BU does not include use cases for internal communications, meaning communications intended to reach faculty, staff and current students based on their employment/enrollment with the university. Internal communications are a separate use case and do not require an opt-out. See also: University Community for internal communications
The Advancement Business Intelligence and Data Science team creates lists (data extentions) for use within SFMC in the Alumni, Donors & Friends business unit (and lists for college business units sending to Advancement audiences). List requests can be made in this queue - Advancement Reporting - SFMC List Request.
All Alumni, Donors & Friends audiences can manage their preferences/opt-outs via the Manage Preferences link, found in the Advancement footer portion of the branded templates in SFMC. Reach out to the Office of Marketing and Communications’ Email Team for specifics on the advancement footer.
The SMS capability is enabled for the purpose of sending to those opted-in for general marketing or giving/volunteer messages. SMS functionality is enabled for Advancement only at this time.