Marketing Cloud Request Formatter
This form will assist in formatting your Marketing Cloud request. You will receive an email after submission. Please remember to copy that submission into a
Service Hub
. If you know who it should be assigned to feel free to add them to the ticket.
Name:
Email:
Department/College
Advising
CBA
CHAS
COE
CSBS
Distance Education
Graduate
Other
Other Department/College:
I need:
additional Marketing Cloud access.
Content Builder assistance.
FormAssembly assistance.
journey building or troubleshooting assistance.
process documentation.
a sender profile created.
single send assistance.
Additional Access Details
If you haven't already, please review the
Requesting Access to CRM documentation
to see if there is an existing security role to request that meets your access needs.
Content Builder Assistance Details
Dynamic Content (AMPscript, Personalization Strings, Rules)
Request New Email
Request New Email Template
Troubleshooting
Other
Dynamic Content Details:
New Email Details:
File Upload (if applicable):
Link to Content (if applicable):
Email Template Details:
Troubleshooting Details:
Other:
FormAssembly Assistance Details
Update Existing Form
Create New Form
Form to Update:
Changes Requested:
New Form Details (fields to include, which fields should be required, etc.,):
Should the data submitted be sent to Salesforce?
Yes
No
Journey Assistance Details:
Update Existing Journey
Create New Journey
Request New Data Extension
If requesting a new journey, please also checkmark and fill out the Request New Data Extension information.
Journey to Update:
Update Details:
Journey Details (including wait times, decision split criteria, target audience, etc.):
Link to Journey Details (if applicable):
Journey Detail File (if applicable):
At this time, data extensions are only being created for recruitment-based journeys. Use the questions below to narrow down the students you wish to include in the requested data extension.
See here for additional documentation / guidance for requesting a new Data Extension.
See here for a list of default criteria included in all data extensions.
If details for your data extension are not covered in the questions below, please include those criteria in the text area provided.
CRITERIA
Career:
GRAD
UGRD
Type of Student: *to include just freshmen, choose New Degree Seeking & Freshman w/ Coll Credit
Transfer
Cont Educ - Guided Indep Study
Cont Educ - Extension
Culture/Intensive English Prog
International Fr w/Coll Credit
International Non-Degree
International New Degree Seek
International Second BA
International Transfer
International Teacher License
International Transient
New Degree Seeking
Post UNI BA - Second BA
Post UNI BA - Non Degree
Post UNI BA - Teacher License
Transient
Dual Enrollment
Freshman w/Coll Credit
Non-Degree
Second BA
Teacher Licensure
Terms to Include:
Spring 2023
Summer 2023
Fall 2023
Spring 2024
Summer 2024
Fall 2024
Spring 2025
Summer 2025
Fall 2025
Spring 2026
Stages to Include:
*see an explanation of stages here
Suspect
Prospect
Application Started
Applicant
Admitted
Accepted Offer
Matriculated
Enrolled
Narrow Major Down By (listed from most broad to least broad):
College
Marketing Segment
Department
Specific Plan Code(s)
College:
Business Administration
Education
Humanities Arts and Sciences
Social and Behavioral Sciences
Marketing Segment:
Applied Human Sciences
Arts
Business
Deciding
Sciences
Social and Behavioral Sciences
Teaching
Department:
Accounting
Art
Biology
Business Admistration, Interdepartmental
Chemistry and Biochemistry
Communication and Media
Communication Sciences and Disorders
Computer Science
Curriculum and Instruction
Earth and Environmental Sci
Economics
Finance
Geography
Health, Recreation and Community Services
History
Kinesiology
Languages and Literatures
Management
Marketing and Entrepreneurship
Mathematics
Music, School of
Philosophy and World Religions
Physics
Political Science
Psychology
School of Applied Human Sciences
Science and Science Education
Social Science
Social Work
Sociology, Anthropology and Criminology
Technology
Theatre
Plan Code(s):
*see here for a list of options
Other criteria:
*see here for a list of available fields (although not all-inclusive)
FIELDS TO INCLUDE
Include these fields in the data extension (for use in decision splits, personalization, dynamic content, etc.): *preferred first name, last name, contact ID, and email are included by default in all data extensions.
Term
Stage
Recruitment Academic Program (Program Code)
Person of Color
Mailing State
Admit Type
Marketing Name (Major Name)
Territory
Other fields:
*see here for a list of available fields (although not all-inclusive)
Additional Documentation Details
If you cannot find documentation for something you wish to accomplish or don't fully understand, we can put together additional documentation. Please include details here:
Single Send Assistance Details
I need assistance:
Troubleshooting
Creating a new Single Send report in Salesforce / Import into Marketing Cloud
Creating a new SQL/Data Extension in Marketing Cloud
Sending a Single Send email
Other
CRITERIA
Career:
GRAD
UGRD
Type of Student: *to include just freshmen, choose New Degree Seeking & Freshman w/ Coll Credit
Transfer
Cont Educ - Guided Indep Study
Cont Educ - Extension
Culture/Intensive English Prog
International Fr w/Coll Credit
International Non-Degree
International New Degree Seek
International Second BA
International Transfer
International Teacher License
International Transient
New Degree Seeking
Post UNI BA - Second BA
Post UNI BA - Non Degree
Post UNI BA - Teacher License
Transient
Dual Enrollment
Freshman w/Coll Credit
Non-Degree
Second BA
Teacher Licensure
Terms to Include:
Spring 2023
Summer 2023
Fall 2023
Spring 2024
Summer 2024
Fall 2024
Spring 2025
Summer 2025
Fall 2025
Spring 2026
Stages to Include:
*see an explanation of stages here
Suspect
Prospect
Application Started
Applicant
Admitted
Accepted Offer
Matriculated
Enrolled
Narrow Major Down By (listed from most broad to least broad):
College
Marketing Segment
Department
Specific Plan Code(s)
College:
Business Administration
Education
Humanities Arts and Sciences
Social and Behavioral Sciences
Marketing Segment:
Applied Human Sciences
Arts
Business
Deciding
Sciences
Social and Behavioral Sciences
Teaching
Department:
Accounting
Art
Biology
Business Admistration, Interdepartmental
Chemistry and Biochemistry
Communication and Media
Communication Sciences and Disorders
Computer Science
Curriculum and Instruction
Earth and Environmental Sci
Economics
Finance
Geography
Health, Recreation and Community Services
History
Kinesiology
Languages and Literatures
Management
Marketing and Entrepreneurship
Mathematics
Music, School of
Philosophy and World Religions
Physics
Political Science
Psychology
School of Applied Human Sciences
Science and Science Education
Social Science
Social Work
Sociology, Anthropology and Criminology
Technology
Theatre
Plan Code(s):
*see here for a list of options
Other criteria:
*see here for a list of available fields (although not all-inclusive)
FIELDS TO INCLUDE
Include these fields in the data extension (for use in decision splits, personalization, dynamic content, etc.): *preferred first name, last name, contact ID, and email are included by default in all data extensions.
Term
Stage
Recruitment Academic Program (Program Code)
Person of Color
Mailing State
Admit Type
Marketing Name (Major Name)
Territory
Other fields:
*see here for a list of available fields (although not all-inclusive)
Details:
Sender Profile Request Details
From Name:
From Email:
Reply Name:
Reply Email:
Contact Information