Request a marketing list

To be used for email marketing or mailings

Use this form when you are requesting a list from CRM or Advantage.

A minimum of 3 business days is required for each request.

List name
What should this list be titled?
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Suggested format is (type) (product) (date needed) for example Email; sac prep brochure; Sept 5 OR for a mailing mail; olg free set up; Sept 5 OR email and mail;CFM press release; Sept 5
List requester
OSV staff that is requesting the list and the email address it will be sent to upon completion
Requester
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E-mail
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Sales rep phone extension
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List details
When is this list needed by? //
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A minimum of 10 business days from request date is required
Type of list needed
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email, mailing or both
Exclusions list
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Check the product type that should NOT be included in the final list. for example: do not pull organizations that have purchased OLG and IOP.
Target List
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Territory lists needed
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Territory lists needed
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Designated roles from CRM
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These are KEY ROLES in CRM. If you need other roles please list them in the comments field
Comments for CRM roles
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Advantage list requirements
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Please list the product code(s) you are requiring separated by commas. For example: You need a list for an email promotion of people who purchased (product code(s)) in the past 24 months
How far back do you need sales data from advantage?
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All dates will be calculated based on the date requested
Use of first and last names
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REMINDER: Names may not be current or up to date in CRM. You run the risk of a piece of mail not being delivered because that person may not be affiliated with the organization anymore.
Attention line should read
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Examples: Attention: Most Reverend Pastor, Attention Director of Religious Education, Attention Business Manager
Format of list
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Comments
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