University Advancement Integrated Marketing Request Form

Please use this form for all project requests for the UADV Marketing and Communications team.

Be complete and enter as much detail as possible. All requests relating to a single event, program, or campaign should be submitted on one form.

Note: If you have a large, multi-channel request, please set up a meeting with the Advancement Marketing team before submitting your request.

If you have any questions, please contact Teah Terrance, Assistant Vice President, Alumni and Constituent Engagement via email (tmtuadv@rit.edu) or Slack.

Please indicate which of the following tools you are requesting.
including event invitations and appeals

Event Information

Event Registration Page

Enter the appropriate street, city, state, and zip code information.
Will RSVPs be handled via email, an Advancement event page that we will build, or an external site that already exists?
Is there a cost to register for this event?
Include special instructions for pricing (ex. Early Bird Special)
Will funds need to be transferred to a department outside of University Advancement?
Must include a maximum number
Maximum number may need exceed 9
If so, please submit that information (or provide the shared drive location of a document with all of that information), including dates and times.
Please save all photos, logos, and content related to this event request in a single folder on the fileshare, and provide a link to that folder in this field. Files, including photo files should be no larger than 5MB and the featured image should be at least 830px wide. Please indicate "featured image" in the file name of that image. Accepted formats are jpg, jpeg, png, and gif. PLEASE DO NOT PROVIDE PHOTOS PASTED INTO A WORD DOCUMENT, AS THESE CANNOT BE USED.
Default Fund Name and Allocation Code is RIT Fund (U00001)
Note that the following copy is standard in confirmations: “Thank you for registering for EVENT NAME. Event details and your registration information are contained in this email. This is your confirmation.” If you have any questions, please email STAFF MEMBER at EMAIL ADDRESS.”
Is this a private invitation-only event, or a public event that should be listed on the alumni events page and/or social media?

Event Landing Page with a link to your registration form or other external site, including general university events such as Imagine RIT or Brick City Weekend.

Indicate if the question is required.

Email Information

Until further notice: Please use the old email portal form to build emails, NOT this form. Thank you.

What type(s) of email will be needed? Check all that apply.

Invitation Email

Do you need any special graphics created for your invitation?
What would you like to use to send your email?

Please log into Blackbaud Luminate and create your email in the WYSIWYG editor. If you are not a current Blackbaud Luminate user, please contact Marketing & Communications for more guidance. If you would like to utilize a video email using Thankview, be sure to fill out the “video” option below.

Reminder Email

What would you like to use to send your email?

Please log into Blackbaud Luminate and create your email in the WYSIWYG editor. If you are not a current Blackbaud Luminate user, please contact Marketing & Communications for more guidance. If you would like to utilize a video email using Thankview, be sure to fill out the “video” option below.

Fundraising Appeal Email

What would you like to use to send your email?

Please log into Blackbaud Luminate and create your email in the WYSIWYG editor. If you are not a current Blackbaud Luminate user, please contact Marketing & Communications for more guidance. If you would like to utilize a video email using Thankview, be sure to fill out the “video” option below.

Other Email

What is the purpose of this email?
What would you like to use to send your email?

Please log into Blackbaud Luminate and create your email in the WYSIWYG editor. If you are not a current Blackbaud Luminate user, please contact Marketing & Communications for more guidance. If you would like to utilize a video email using Thankview, be sure to fill out the “video” option below.

Copywriting Information

What type(s) of copywriting will be needed. Check all that apply.

Fundraising brochure, flier, or one-sheeter for print or PDF distribution

Include pertinent links to any visuals you would like to include.

Fundraising proposal or presentation

Include pertinent links to any visuals you would like to include.

Script or talking points for an event

Include links to any pertinent external sources.

Mail or email solicitation

Other writing

Graphic Design

Will you require any physical/printed collateral?
What type of project(s) are you looking to complete?
(PLEASE NOTE: Save the date postcards must be requested twelve weeks prior to your event.)
(PLEASE NOTE: Invitations must be requested eight weeks prior to your event.)
(PLEASE NOTE: must be requested at least 6 weeks before delivery date.) Please be advised that if you need copy written for your printed collateral, please be sure to select a Copywriting request above.

Save the Date postcard

What type of postage?
Please include any necessary copy, including the location of your event and any pertinent details.

Mailed invitation, either postcard or envelope

What type of postage?
Please include any necessary copy, including the location of your event and any pertinent details.

Other printed collateral

Include descriptions and/or links to pertinent images/references.
Will this piece need to be mailed?
What type of postage?
Will you require any digital or social media collateral?
Include descriptions and/or links to pertinent images/references.
(Facebook, Instagram, Email Header, etc)
(example: 1080x1920 px)

Video Content

What kind of video do you want to use?

Digital Advertising

Requested Channel(s)
(including lists and creative content)

Web

Creation or update of a current /giving or /alumni website or microsite.

Including your intended audience and any shared drive links to any copy or images you would like to include.
(i.e., rit.edu/my-event)

Text Messaging

List must include these fields: customer_id (with the leading zeroes), first_name, last_name, phone (phone needs to be one column with the area code and phone number; not two separate as it comes from Advance), group list. Please provide the complete network path.