Marketing Cloud Email Review Request

Marketing Cloud Email Review Request

Complete this form to request DSI review of your email in Marketing Cloud. This review must be completed for all emails sent via Marketing Cloud until further notice.
Name*

First NameLast Name
E-mail*
Note: Email must be pre-approved by your internal stakeholders before submitting this form. The DSI team reserves the right to adjust text to meet university and UT System brand standards.
Campus/Affiliation*
College or Unit Name*
ex. Office of Alumni Relations, College of Arts & Sciences, College of Medicine
Sender

Please select from the options below. At this time we have limited flexibility with senders. We will work with you to confirm what is most applicable to your email in our current sender library (based on existing Encompass sender identities).
UTAA*
UTC*
UTFI*
UTHSC*
UTIA*
UTK*
UTM*
UTSo*
UT System*
Other Sender
Email Category

Please select the category that best fits this email. We will use this selection to ensure those who have opted out of this category will not receive the email (in adherence to CANSPAM regulations).
UTAA
UTC
UTFI
UTHSC
UTIA
UTK
UTM
UTSo
UT System
Email Draft Name*
The internal naming convention used in Marketing Cloud.
Email Send Date*
Note: Please refer to the UT Advancement email calendar before selecting dates. Requested dates should correspond with the appropriate email category for that day of the week.

Please allow for 3 days to complete.

Last-minute requests will be accommodated by the DSI team once per fiscal year per unit. Special approval will be required for additional emergency requests.
Days Between Review Submission and Requested Send Date
We are no longer allowing for shorter review times as most data issues have been resolved.

STOP: You have allowed for fewer than 3 days for review. If you continue without modifying dates, this will be considered an emergency request and will require special approval. Each unit is allowed one emergency request per fiscal year.
Additional Comments
Recipient list(s) or data extension(s)
Select one or more options for how your email should be sent*

Marketing Cloud Data Extension (one-time)Marketing Cloud Filtered Data Extension (evergreen)Email File from BI Team (file in hand)Email File from BI Team (file to come)
I confirm this list came/will come from the BI team and the required fields (Salesforce ID, First Name, Last Name, Email) are included in this file.*

Yes
Data Extension Name (one-time)*
If you have access to create your own DE in Marketing Cloud, please do so and provide the DE name here. If you cannot create a DE, please unselect this choice and select Email File from BI Team instead.
Email File(s) from the BI team*

Browse Files
You may upload multiple files Cancelof
Email File(s) from the BI team still to come*
If you don't have your file in hand, please enter anticipated date you will receive. Send to dsi@utfi.org and medwards@utfi.org once received.
Note: ACE reports should include the columns Salesforce ID Number (18 digits), Record Type, First Name, Last Name, Email Address, Email Score, and Solicitation Control Code.

We can ONLY send to recipients with a Salesforce ID number. We cannot load or send to email addresses without a corresponding ID.

Salesforce ID is NOT the same as a Donor ID (formerly ANDI ID).
Parameters for Marketing Cloud filtered data extension (i.e. chapter/region, city/state, college attended) *
Note: At this time, we can only filter on alumni records. Please continue submitting non-alumni or giving-based data requests to the BI team.
Additional staff lists (i.e. UTAA Board of Governors, UTHSC DAA, etc.)
Please do not copy and paste email addresses into this field. If recipients fall outside a standard list we have on file, use the file upload option above to load a .csv with email address, first name, last name.
Additional comments
Do you want this email turned into a template?*

YesNo
I acknowledge by submitting this review form that my email has been reviewed by internal stakeholders and any changes made to the email after this submission are not guaranteed to be included in the version sent to my audience.*

Yes
Should be Empty:

Marketing Cloud Email Review Request

Sender

Email Category

Recipient list(s) or data extension(s)