Summary
With WFAA’s recent launch of a new financial system FAST and new CRM 4WARD, some of our articles may be out of date. We are working to make updates as soon as possible. Please contact help@uwadvancement.org if you have any questions.
This report produces a list constituents based upon various ABE sources, including attributes/affinity lists, educational involvements, etc.
Key Takeaways
Such information is confidential and may only be used in accordance with WFAA’s polices, including its data disclosure and confidentiality policies.
What is an Affiliation Member Information report?
This report allows to:
- Select and refine a list of constituents
- Produce lists for mailings, emails or phone calls
- Review members and submit any needed updates in ABE CRM
If you choose to use this list to communicate to a group of constituents, you must also submit the final list to ABE for tagging the records. This will display on the constituent records to show they received the communication. Please make sure to complete this step, as it helps us understand which communications a constituent received and how frequently we communicate with our constituents. This allows us to refine our marketing and communications strategy.
How to access the Affiliation Member Information report
This report allows you to select constituents from a specified affiliation that is tracked in ABE CRM. It also allows you to select Alumni-only for a particular unit or department. Once the list is exported, you can refine the list by region, county, city, state, etc.
- Log in to ABE CRM.
- On the navigation bar, click WFAA Reports.
- Under category of Constituent, click on CST- Affiliation Member Information Report.
- Select parameters.
- Click View Report.
|
Affiliation Category |
Choose a single affiliation category. Examples include: Educational Involvement-Academic Program; or Involvement Attribute-Affinity List |
|
Affiliation Names |
Choose the appropriate value from a list of affiliation names provided based on the category previously selected. Affiliation name will always begin with three letter UNIT code, followed by name. |
|
Member |
Specify either “All,” which will includes past and current members, or “Current,” which limits the resulting set to members that are currently associated with the selected affiliation name. |
|
Include deceased? |
Defaults to “No.” If “Yes” is selected, the report output will include deceased members with an additional column of “deceased flag” that indicates if a member is deceased. |
|
Who is this communication from? |
Applies appropriate solicit codes based on the “brand” on the communication. Members with solicit codes in place will be returned, but contact information will be suppressed. |
|
Intent of Communication |
Applies additional solicit codes based on special types of communications. Members with solicit codes in place will be returned, but contact information will be suppressed. |
|
Other Solicit Codes |
Provides additional solicit codes to select if applicable. Members with solicit codes in place will be returned, but contact information will be suppressed. |
|
Spouse Link |
Choose to include spouse if desired. Output will include spouses together in a single row. |
|
Excel-Ready Formatting |
Specify if the resulting output should be formatted for Excel. If “yes” is specified, the report headings are removed so that sorting and filtering in Excel is made easier. If “no” is specified, the report headings are retained. |
How to interpret an Affiliation Member Information report
What is included in the report fields?
|
Affiliation Type |
Outputs the type of ABE CRM affiliation used to track this population. |
|
Affiliation Level |
Some affiliations, such as Boards or Advisory Councils, have roles that may include Member, Treasurer, or President. If a value exists, the role is displayed. If no value exists, this field may be left blank or read “unknown.” |
|
Comments |
Any additional notes that were included with the affiliation record. |
|
Address, Phone and email |
Outputs the primary for each type of contact information. Output accounts for seasonal addresses if one exists. |
|
Full International Address |
When selecting the International option, the report returns the full international address block in this field |
|
Mail Indicator, Phone Indicator, Email Indicator |
Displays if this type of contact information is unavailable, due to solicit code restrictions, missing data, bounced email, etc. |
