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CRM Request Form
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Please use this form to request tasks from the CRM Team. Please be as specific as possible.
Requester Information
Email Address
First Name
Last Name
NIU Department or Office
When do you need this request completed? (Please allow at least 3 business days for all requests)
When do you need this request completed? (Please allow at least 3 business days for all requests)
January
February
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April
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2040
2041
2042
2043
What type of request would you like to submit?
Call Job
Email Communication
Text Communication
Event Creation (In-person/Webinar Event/One-on-one Event)
Student List (Query)
Report/Dashboard/Data Request
Form Creation (Request for Info forms, student/staff data entry forms)
Physical Mailing (Letter, Postcard, Brochure, etc.)
Other
Call Job Request
When do you plan to start calling?
When do you plan to start calling?
January
February
March
April
May
June
July
August
September
October
November
December
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2037
2038
2039
2040
2041
2042
2043
When do you plan to conclude calling?
When do you plan to conclude calling?
January
February
March
April
May
June
July
August
September
October
November
December
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2035
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2037
2038
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2040
2041
2042
2043
Would you like to add a script?
Would you like to add a script?
Yes
No
Please copy and paste your script here:
Which staff member(s) will be calling? Please include First, Last, and A-ID/Z-ID.
What type(s) of student would you like to call? (Use CTRL+Click to select multiple options.)
Graduate - Master's Degree
Graduate - Doctoral Degree
Graduate - Non-degree programs
Undergraduate - Freshman/Freshman Plus
Undergraduate - Transfer
Undergraduate - Post-baccalaureate
Undergraduate - Returning/Reentering
Prospective Student Stage(s) to call: (Use CTRL+Click to select multiple options.)
Inquiries/Prospects (not yet applied)
Applicants (not yet admitted)
Admitted Students (not yet confirmed)
Confirmed Students
Other
For "Other", please specify:
Starting Term(s) to call: (Use CTRL+Click to select multiple options.)
Current Prospect Terms (All terms that students can currently apply for)
All Future Prospect Terms
Spring 2021
Summer 2021
Fall 2021
Spring 2022
Summer 2022
Fall 2022
Other
Do you need training on using call jobs in Slate?
Do you need training on using call jobs in Slate?
Yes
No
Additional Notes
Email Communication Request
When does the email need to be sent?
When does the email need to be sent?
January
February
March
April
May
June
July
August
September
October
November
December
1
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2020
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2031
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2034
2035
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2037
2038
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2040
2041
2042
2043
Would you like to provide text for the email?
Would you like to provide text for the email?
Yes
No
Please copy and paste your email text here
or email a word document to tcampbell9@niu.edu
What type(s) of student would you like to email? (Use CTRL+Click to select multiple options.)
Graduate - Master's Degree
Graduate - Doctoral Degree
Graduate - Non-degree programs
Undergraduate - Freshman/Freshman Plus
Undergraduate - Transfer
Undergraduate - Post-baccalaureate
Undergraduate - Returning/Reentering
Prospective Student Stage(s) to email: (Use CTRL+Click to select multiple options.)
Inquiries/Prospects (not yet applied)
Applicants (not yet admitted)
Admitted Students (not yet confirmed)
Confirmed Students
Other
For "Other", please specify:
Starting Term(s) to email: (Use CTRL+Click to select multiple options.)
Current Prospect Terms (All terms that students can currently apply for)
All Future Prospect Terms
Spring 2021
Summer 2021
Fall 2021
Spring 2022
Summer 2022
Fall 2022
Other
If there are specific majors/departments/colleges you'd like emailed please list:
Additional Notes
Text Communication Request
When does the text need to be sent?
When does the text need to be sent?
January
February
March
April
May
June
July
August
September
October
November
December
1
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Would you like to provide the text to be sent?
Would you like to provide the text to be sent?
Yes
No
Please copy and paste the text to be sent here: (250 character limit)
What type(s) of student would you like to text? (Use CTRL+Click to select multiple options.)
Graduate - Master's Degree
Graduate - Doctoral Degree
Graduate - Non-degree programs
Undergraduate - Freshman/Freshman Plus
Undergraduate - Transfer
Undergraduate - Post-baccalaureate
Undergraduate - Returning/Reentering
Prospective Student Stage(s) to text: (Use CTRL+Click to select multiple options.)
Inquiries/Prospects (not yet applied)
Applicants (not yet admitted)
Admitted Students (not yet confirmed)
Confirmed Students
Other
For "Other", please specify:
Starting Term(s) to text: (Use CTRL+Click to select multiple options.)
Current Prospect Terms (All terms that students can currently apply for)
All Future Prospect Terms
Spring 2021
Summer 2021
Fall 2021
Spring 2022
Summer 2022
Fall 2022
Other
Additional Notes
Event Creation Request
What is the date of your event?
What is the date of your event?
January
February
March
April
May
June
July
August
September
October
November
December
1
2
3
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5
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7
8
9
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31
2000
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2003
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2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
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2020
2021
2022
2023
2024
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2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
What time does your event start?
What time does your event end?
When do you need the event created by?
When do you need the event created by?
January
February
March
April
May
June
July
August
September
October
November
December
1
2
3
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31
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
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2014
2015
2016
2017
2018
2019
2020
2021
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2023
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2025
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2027
2028
2029
2030
2031
2032
2033
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2035
2036
2037
2038
2039
2040
2041
2042
2043
Event Title
What types of event emails do you need created?
What types of event emails do you need created?
Invitation
Confirmation Email
Reminder Email(s)
Thank you for attending
Sorry we missed you
Additional post event interviews
Do you have content for your event emails?
Do you have content for your event emails?
Yes
No, but I plan to write them prior to the event
No, I would like to request assistance from the writing team
Do you plan to use a registration form from a similar event?
Do you plan to use a registration form from a similar event?
Yes
No
I'm Not Sure
What event's registration form would you like to use?
Registration Forms will always include:
First Name
Preferred First Name
Last Name
Date of Birth
Email Address
What additional questions would you like added to the registration form?
Would you like to request an admissions representative at your event? Someone from admissions will follow up with you to confirm availability.
Yes
No
Would you like to request a campus tour as part of your event? Someone from admissions will follow up with you to confirm availability.
Yes
No
Would you like to request paper admissions materials/print materials for an in-person event? Someone from admissions will follow up with you to confirm availability.
Yes
No
What type of materials do you need?
Student List (Query) Request
What type(s) of student do you need in the list? (Use CTRL+Click to select multiple options.)
Graduate - Master's Degree
Graduate - Doctoral Degree
Graduate - Non-degree programs
Undergraduate - Freshman/Freshman Plus
Undergraduate - Transfer
Undergraduate - Post-baccalaureate
Undergraduate - Returning/Reentering
Prospective Student Stage(s) for student list: (Use CTRL+Click to select multiple options.)
Inquiries/Prospects (not yet applied)
Applicants (not yet admitted)
Admitted Students (not yet confirmed)
Confirmed Students
Other
For "Other", please specify:
Starting Term(s) for student list: (Use CTRL+Click to select multiple options.)
Current Prospect Terms (All terms that students can currently apply for)
All Future Prospect Terms
Spring 2021
Summer 2021
Fall 2021
Spring 2022
Summer 2022
Fall 2022
Other
Additional Notes
Report / Dashboard / Data Request
Please describe the information you need or the questions you want answered about prospective future students or current applicants. Basically, what do you need to know?
What type(s) of student do you need in the report? (Use CTRL+Click to select multiple options.)
Graduate - Master's Degree
Graduate - Doctoral Degree
Graduate - Non-degree programs
Undergraduate - Freshman/Freshman Plus
Undergraduate - Transfer
Undergraduate - Post-baccalaureate
Undergraduate - Returning/Reentering
Prospective Student Stage(s) for report: (Use CTRL+Click to select multiple options.)
Inquiries/Prospects (not yet applied)
Applicants (not yet admitted)
Admitted Students (not yet confirmed)
Confirmed Students
Other
For "Other", please specify:
Starting Term(s) for report: (Use CTRL+Click to select multiple options.)
Current Prospect Terms (All terms that students can currently apply for)
All Future Prospect Terms
Spring 2021
Summer 2021
Fall 2021
Spring 2022
Summer 2022
Fall 2022
Other
Additional Notes
Form Creation Request
What type of form do you need?
What type of form do you need?
Request for Information Form
Student / Staff Data Entry Form
Other
What information do you need to collect with the form?
Are there any specific questions you want asked on the form?
Additional Notes
Physical Mailing (Letter, Postcard, Brochure, etc.)
What is the projected date for sending the mailing?
What is the projected date for sending the mailing?
January
February
March
April
May
June
July
August
September
October
November
December
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
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31
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
What are we mailing out?
What type(s) of student would you like to mail? (Use CTRL+Click to select multiple options.)
Graduate - Master's Degree
Graduate - Doctoral Degree
Graduate - Non-degree programs
Undergraduate - Freshman/Freshman Plus
Undergraduate - Transfer
Undergraduate - Post-baccalaureate
Undergraduate - Returning/Reentering
Prospective Student Stage(s) for mailing: (Use CTRL+Click to select multiple options.)
Inquiries/Prospects (not yet applied)
Applicants (not yet admitted)
Admitted Students (not yet confirmed)
Confirmed Students
Other
For "Other", please specify:
Starting Term(s) for mailing: (Use CTRL+Click to select multiple options.)
Current Prospect Terms (All terms that students can currently apply for)
All Future Prospect Terms
Spring 2021
Summer 2021
Fall 2021
Spring 2022
Summer 2022
Fall 2022
Other
Additional Notes
Other
What do you need? (Please be as detailed as possible.)
Submit
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