Requesting Data for an Email Send
Use the link to the form to request a list of people to send emails to in Salesforce Marketing Cloud. University Communications and Marketing (UCM) will place the list in your business unit on your behalf or provide the data to you if you’re using a different system.
UCM’s standard turnaround time is five days for simple requests. Requests involving more complex segmentation or audience exclusions may take longer. UCM will let you know if your request is expected to take longer than usual.
The form submits your request to UCM’s Jira environment. You’ll receive email updates as your request progresses, and UCM may contact you if additional information is needed. If you have questions about your request, you can also email datareq@iu.edu.
The Process
- Submit your data request.
- UCM receives and evaluates the request and routes it for data steward approval.
- The appropriate data steward(s) approve or deny your request to use the data.
- If the request is denied, UCM will notify you and will not move forward with placing the data.
- If the request is approved, UCM will pull the data and place it in Marketing Cloud. The amount of time required depends on the complexity of the request and whether UCM already has access to the necessary data.