Marketing Request Form

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IS THIS REQUEST EVENT-RELATED OR A GENERAL MARKETING REQUEST? *

EVENT-RELATED
GENERAL REQUEST
NON-EVENT EBLAST

I AM REQUESTING:

Request Type

EVENT CREATIVE
EVENT WEBSITE LISTING
INITIAL EBLAST (MAILCHIMP)
FOLLOW-UP EBLAST (MAILCHIMP)
FOR FREE EVENTS: EVENT REGISTRATION FORM
FOR PAID EVENTS: EVENT REGISTRATION FORM
PRESS RELEASE
SOCIAL MEDIA
OTHER

Multiple requests can be selected at once–for example, if you have all the information needed, you can submit an initial eblast, event website listing, and RE registration form at one time.

IS THIS AN INITIAL EBLAST OR A FOLLOW-UP EBLAST?

Initial Eblast
Follow-up Eblast

What does this eblast pertain to? *

AS A REMINDER:

FOR EBLASTS:

Requests for follow-up eblasts must be made separately from the initial eblast request. Each follow-up eblast request must be submitted one at a time.
Please attach the list from Dev Ops to the Marketing Request Form if it is ready. If the list is not ready, please email it to Laurie & Beni once it is. Eblasts will only be scheduled once we receive the final list and eblast approval by 5 PM the day before it is requested to go out.
For follow-up eblast requests, we recommend that you upload a new list, where you have removed the people who have already RSVP’d. Please work with Dev Ops regarding list management.

FOR EVENT REGISTRATION FORMS:

- For event registration forms (for both free and ticketed events), you must contact Dev Ops first to receive an event code. Marketing does not have the ability to set up any event registration forms without the event code.
  - Additionally, for ticketed event registration forms, before completing the Marketing Request Form, please ensure that you have not only sent the pricing amounts and levels to Dev Ops, but have also confirmed with them that they have been input into the backend.
- WordPress Forms is no longer an option for event registration.

FOR A STANDALONE DONATION PAGE & FORM:

Go to General Request –> Request Type –> Donation Form & Page

FOR MORE INFORMATION AND/OR HELP:

The marketing event presentation & recording are here.
Please contact us at your convenience to schedule a meeting to review the process.

GENERAL MARKETING REQUEST

REQUESTING REGION *

YOUR EMAIL ADDRESS *

REGIONAL CONTACT FOR REQUEST RELATED QUESTIONS *

REGIONAL DISTRIBUTION EMAIL ADDRESS YOU WOULD LIKE THE CONFIRMATION SENT TO

I WOULD YOU LIKE TO SET UP A MEETING WITH MARKETING TO DISCUSS MY REQUEST *

Please list at least three suggested dates & times your team is available to meet. *

Who from your team should be invited to this meeting? *

SUGGESTED BODY COPY FOR DONATION PAGE *

IMAGE FOR DONATION PAGE

Drag & Drop Files, Choose Files to Upload You can upload up to 2 files.

Please send either a JPG, JPE, JPEG, or PNG file, not a PDF.

If you would like a specific vanity URL for the donation page, please add it below:

REQUEST TYPE *

REQUEST DESCRIPTION AND DETAILS *

SHIP TO:

Name *

Address: *

Address Line 1

Address Line 2

City

State

Zip Code

FUND CODE FOR DONATIONS *

What email(s) should be notified every time someone donates? *

CONFIRMATION EMAIL ADDRESS FROM *

CONFIRMATION NAME FROM *

CONFIRMATION EMAIL TEXT *

DATE MATERIALS REQUESTED BY: *

ATTACH FILES RELEVANT TO YOUR REQUEST

Drag & Drop Files, Choose Files to Upload You can upload up to 10 files.

Quantity of Materials Requested *

If you’re requesting multiple stationery items, please detail how many of each you need.

How many business cards would you like us to order? *

If you’re requesting business cards for more than one person and the amount of cards is different per person, please detail how many cards we should order per person in the “Other Information We Should Know” textbox.

For the letterhead, would you like the 1st page only or 2nd page too? *

1st page only
1st and 2nd page

Amount of 1st page letterhead: *

Amount of 2nd page letterhead: *

OTHER INFORMATION WE SHOULD KNOW:

REGISTRATION CONFIRMATION SCREEN TEXT *

GENERAL EVENT INFORMATION

REQUESTING REGION *

YOUR EMAIL ADDRESS *

REGIONAL CONTACT FOR EVENT-RELATED QUESTIONS *

REGIONAL DISTRIBUTION EMAIL ADDRESS YOU WOULD LIKE THE CONFIRMATION SENT TO

HOST; HONOREE(S); CHAIRS; CO-CHAIRS *

HU FACULTY OR MANAGEMENT SPEAKERS (IF APPLICABLE) *

EVENT TYPE *

EVENT NAME *

EVENT DATE / TIME *

Date

Time

NAME OF VENUE AND LOCATION *

(INDICATE ZOOM FOR VIRTUAL EVENTS)

WOULD YOU LIKE TO SET UP A MEETING WITH MARKETING TO DISCUSS YOUR REQUEST? *

Please list at least three suggested dates & times your team is available to meet. *

Who from your team should be invited to this meeting? *

OTHER INFORMATION WE SHOULD KNOW:

EVENT CREATIVE

PLEASE ALLOW TWO TO THREE FULL BUSINESS DAYS FOR DRAFT DESIGN *

SAVE-THE-DATE
INVITATION
OTHER

PLEASE DETAIL CREATIVE REQUEST BELOW: *

INVITATION FROM LAST YEAR, IMAGES YOU LIKE, ETC., CAN BE UPLOADED AS DESIGN INSPIRATION (OPTIONAL)

Drag & Drop Files, Choose Files to Upload You can upload up to 10 files.

INCLUDE PHOTO OF SPEAKER(S) ON INVITE? *

PLEASE DETAIL ANY SPECIAL TEXT/COPY YOU WOULD LIKE TO INCLUDE:

(1) LINK TO ISTOCK OR INVITATION IMAGE YOU LIKE:

(2) LINK TO ISTOCK OR INVITATION IMAGE YOU LIKE:

CREATIVE REQUESTED BY THIS DATE: *

EVENT WEBSITE LISTING

SUGGESTED BODY COPY FOR WEBSITE LISTING *

FOR VIRTUAL/HYBRID EVENTS PLEASE INCLUDE REGISTRATION OR EVENT LINK:

UPLOAD SAVE-THE-DATE OR INVITE IMAGE TO INCLUDE *

Drag & Drop Files, Choose Files to Upload You can upload up to 2 files.

Please send either a JPG, JPE, JPEG, or PNG file, not a PDF.

OTHER IMPORTANT INFORMATION TO INCLUDE:

INCLUDE PROFESSOR BIO AND HEADSHOT ON PAGE?

IS THIS A PRIVATE EVENT OR SHOULD IT BE LISTED ON OUR WEBSITE'S EVENT PAGE? *

Private event
List on Event page

WEBSITE LISTING REQUESTED BY THIS DATE: *

Would you like us to setup a vanity URL? *

A vanity URL is a shorter URL that looks better on invitations & tribute journals. For example, from the link https://www.afhu.org/event/54th-annual-george-a-katz-torch-of-learning-award-luncheon/, we can make a shorter vanity URL: afhu.org/TOL54.

What do you want the vanity URL to be? *

The vanity URL will always begin with “afhu.org/”

INITIAL EBLAST

*Requests for follow-up eblasts must be made separately from the initial eblast request. Each follow-up eblast request must be submitted one at a time. *Please note eblast lists must be attached before submitting the form.

INITIAL EBLAST REQUESTED SEND DATE *

SUGGESTED BODY COPY FOR EBLAST: *

UPLOAD SAVE-THE-DATE OR INVITE IMAGE *

Drag & Drop Files, Choose Files to Upload You can upload up to 2 files.

Please send either a JPG, JPE, JPEG, or PNG file, not a PDF.

OTHER INFORMATION WE SHOULD KNOW:

SEND TEST TO: *

REQUESTED SUBJECT LINE: *

If you would like Marketing’s recommendation, please leave blank

REQUESTED TEASER LINE:

If you would like Marketing’s recommendation, please leave blank

WOULD YOU LIKE A HEADSHOT AND BIO BELOW REGISTRATION BUTTON? *

WHOSE BIO & HEADSHOT WOULD YOU LIKE? *

UPLOAD LIST FROM DEV. OPS. AS A .CSV FILE

Drag & Drop Files, Choose Files to Upload

Please attach the list from Dev Ops if it is ready. If the list is not ready, please email it to Laurie & Beni once it is. Eblasts will only be scheduled once we receive the final list and eblast approval by 5 PM the day before it is requested to go out.

SENDER NAME: *

SENDER EMAIL: *

WILL YOU HAVE A SEPARATE LIST FROM HONOREE(S) OR HOST(S) *

*IF YES, PLEASE NOTE WE WILL NEED FIRST NAME, LAST NAME, EMAIL ADDRESS IN SEPARATE COLUMNS IN .CSV FORMAT

SHOULD THIS LIST BE EXCLUDED FROM THE MASTER MAILCHIMP AUDIENCE? *

If the honoree would not like this list to be entered into our Mailchimp Master audience (where they would receive all emails from us) please select “YES.”

UPLOAD HONOREE LIST

Drag & Drop Files, Choose Files to Upload

PLEASE ATTACH ANY OTHER RELEVANT FILES

Drag & Drop Files, Choose Files to Upload

INITIAL EBLAST (NON-EVENT)

REQUESTING REGION/DEPARTMENT *

YOUR EMAIL ADDRESS: *

REGIONAL DISTRIBUTION EMAIL ADDRESS YOU WOULD LIKE THE CONFIRMATION SENT TO

REQUESTED SEND DATE *

SUGGESTED BODY COPY FOR EBLAST: *

UPLOAD IMAGE FOR EMAIL *

Drag & Drop Files, Choose Files to Upload You can upload up to 2 files.

SEND TEST TO: *

REQUESTED SUBJECT LINE: *

REQUESTED TEASER LINE:

SENDER NAME: *

SENDER EMAIL: *

OTHER INFORMATION WE SHOULD KNOW:

UPLOAD LIST FROM DEV. OPS. AS A .CSV FILE

Drag & Drop Files, Choose Files to Upload

PLEASE ATTACH ANY OTHER RELEVANT FILES

Drag & Drop Files, Choose Files to Upload

FOR FREE EVENTS: EVENT REGISTRATION FORM

RAISER’S EDGE NXT FORM | YOU MUST CONTACT DEV. OPS. FIRST TO OBTAIN EVENT CODE

Please confirm that Dev Ops has already sent you this event's code. Without the event code from Dev Ops, Marketing cannot set up the registration form. *

Yes, Dev Ops has already given me this event’s code
No, I have not received the event code yet, and will come back to complete this form once I recieve it.

Before marketing can set up an event registration form, Dev Ops must create an event in the backend of RE and generate an event code. Without the code, Marketing does not have the ability to begin setting up the event registration form.

EVENT CODE FROM DEV. OPS. *

You must contact Development Operations to receive this.

All event forms capture the registrant's name & email address – would you also like to capture their address? *

Yes, make it mandatory for registrants to give their address
Yes, but make it optional for registrants to give their address
No need to capture address

All event forms capture the registrant's name & email address – would you also like to capture their phone number? *

Yes, make it mandatory for registrants to give their phone number
Yes, but make it optional for registrants to give their phone number
No need to capture phone number

Are there additional, specific questions you would like to ask on the form? *

For example, if you would like to collect tribute journal sentiments, donor listings, meal selections, etc.

Please detail the questions you would like to ask, along with the choices you would like to offer AND who this option should appear for. *

For example, if you would like to ask registrants to select their meal option, please write the different types of meals you would offer. In addition, please note which registrants this option should appear for. Everyone? Only certain levels? Last but not least, indicate if it should be mandatory or optional. If you do not specify, it will automatically be optional.

CONFIRMATION EMAIL ADDRESS FROM: *

CONFIRMATION NAME FROM: *

CONFIRMATION EMAIL TEXT: *

This is the email someone is sent as soon as they submit a response.

SHOULD THIS FORM CLOSE ON A SPECIFIC DATE? *

Closing Date & Time *

Date

Time

Message to display when registration is closed *

WHAT EMAIL(S) SHOULD BE NOTIFIED EVERYTIME SOMEONE REGISTERS? *

For example, it could be your work email ([email protected]) and regional email ([email protected]).

RE NXT FORM SET-UP REQUESTED BY: *

WOULD YOU LIKE TO LIMIT CAPACITY FOR THIS FORM? *

Form capacity *

Message to display when form reaches maximum number of registrants *

FOR PAID EVENTS: EVENT REGISTRATION FORM

RAISER’S EDGE NXT FORM | YOU MUST CONTACT DEV. OPS. FIRST TO OBTAIN EVENT & FUND CODE

Please confirm that Dev Ops has sent you this event's code, & that they have confirmed that pricing levels and labels are in the backend. *

Yes, Dev Ops has already given me an event code. I have also given Dev Ops the pricing levels and labels, and they have confirmed they are in the backend.
No, I haven’t done so yet, and will now connect with them and return to this form once they have inputted the levels/created the event in RE.

Before marketing can set up an event registration form, Dev Ops must create an event in the backend of RE and input the pricing levels and labels.

EVENT CODE FROM DEV. OPS. *

You must contact Development Operations to receive this.

FUND CODE TO USE FOR EVENT REGISTRATION FEES *

You must contact Development Operations to receive this.

FUND CODE TO USE FOR ADDITIONAL DONATIONS *

You must contact Development Operations to receive this.

All event registration forms capture the registrant's name & email address – would you also like to capture their phone number? *

Yes, make it mandatory for registrants to give their phone number
Yes, but make it optional for registrants to give their phone number
No need to capture phone number

All event registration forms capture the registrant's name & email address – would you also like to capture their address? *

Yes, make it mandatory for registrants to give their address
Yes, but make it optional for registrants to give their address
No need to capture address

Are there additional, specific questions you would like to ask on the form? *

For example, if you would like to collect tribute journal sentiments, donor listings, meal selections, etc.

Please detail the questions you would like to ask. *

CONFIRMATION EMAIL ADDRESS FROM *

CONFIRMATION NAME FROM *

CONFIRMATION EMAIL TEXT: *

This is the email someone is sent as soon as they submit a response.

WHAT EMAIL(S) SHOULD BE NOTIFIED EVERYTIME SOMEONE REGISTERS? *

For example, it could be your work email ([email protected]) and regional email ([email protected]).

What is the amount per person not tax deductible as a charitable contribution?

For example: “American Friends of the Hebrew University (AFHU) is a Section 501(c)(3) tax-exempt entity; to the extent that you support AFHU’s mission through a charitable contribution, you may be entitled to a tax deduction. Please note that $350 per person for the Green Gala is not tax deductible as a charitable contribution. Please consult your tax advisor to determine whether that cost may be deductible under another provision of the Internal Revenue Code. You may not use a donor advised fund, a charitable IRA, or appreciated securities to purchase your registration fee.”

PRICING AMOUNT & LABELS *

SHOULD THIS FORM CLOSE ON A SPECIFIC DATE? *

Closing Date & Time *

Date

Time

Message to display when registration is closed *

WOULD YOU LIKE TO LIMIT CAPACITY FOR THIS FORM? *

Form capacity *

Message to display when form reaches maximum number of registrants *

FORM SET-UP REQUESTED BY: *

PRESS RELEASE

I WOULD LIKE A: *

PRE-EVENT PRESS RELEASE
POST-EVENT PRESS RELEASE

WHO WILL BE TAKING PHOTOS AT THE EVENT? *

Regional Team Member
Professional Photographer

WILL THE EVENT BE FILMED OR RECORDED? *

SOCIAL MEDIA

REQUESTED HASHTAGS

PLEASE CHECK WHICH SOCIAL CHANNELS YOU'D LIKE YOUR EVENT TO BE SHARED ON: *

FACEBOOK
LINKEDIN
X
INSTAGRAM

OTHER

PLEASE DETAIL YOUR REQUEST BELOW *

PLEASE ATTACH RELEVANT FILES

Drag & Drop Files, Choose Files to Upload You can upload up to 10 files.

DATE MATERIALS REQUESTED BY: *

FOLLOW-UP EBLAST

EVENT NAME *

YOUR EMAIL: *

REGIONAL DISTRIBUTION EMAIL ADDRESS YOU WOULD LIKE THE CONFIRMATION SENT TO

PLEASE ATTACH UPDATED LIST

Drag & Drop Files, Choose Files to Upload You can upload up to 10 files.

Please attach the updated list if it is ready (we recommend that you upload a new list where people who have already RSVP’d are removed). If the list is not ready, please email it to Laurie & Beni once it is. Eblasts will only be scheduled once we receive the final list and eblast approval by 5 PM the day before it is requested to go out.

UPDATED BODY COPY

DO YOU HAVE UPDATED CREATIVE? *

PLEASE ATTACH UPDATED IMAGE *

Drag & Drop Files, Choose Files to Upload You can upload up to 3 files.

Please send either a JPG, JPE, JPEG, or PNG file, not a PDF.

REQUESTED SUBJECT LINE *

If you would like Marketing’s recommendation, please leave blank

SEND TEST TO: *

REQUESTED SEND DATE *

PLEASE ATTACH ANY OTHER RELEVANT FILES

Drag & Drop Files, Choose Files to Upload You can upload up to 10 files.

OTHER INFORMATION WE SHOULD KNOW:

FOLLOW-UP EBLAST (NON-EVENT)

YOUR EMAIL ADDRESS *

REGIONAL DISTRIBUTION EMAIL ADDRESS YOU WOULD LIKE THE CONFIRMATION SENT TO

PLEASE ATTACH UPDATED LIST AS A CSV FILE

Drag & Drop Files, Choose Files to Upload You can upload up to 10 files.

UPDATED BODY COPY

OTHER INFORMATION WE SHOULD KNOW:

DO YOU HAVE AN UPDATED IMAGE FOR THE EMAIL? *

PLEASE ATTACH UPDATED IMAGE *

Drag & Drop Files, Choose Files to Upload You can upload up to 3 files.

Please send either a JPG, JPE, JPEG, or PNG file, not a PDF.

REQUESTED SUBJECT LINE *

If you would like Marketing’s recommendation, please leave blank

SEND TEST TO: *

REQUESTED SEND DATE *

PLEASE ATTACH ANY OTHER RELEVANT FILES

Drag & Drop Files, Choose Files to Upload You can upload up to 5 files.

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