Audience Lists

Outlined below is the recommended criteria for your newsletter list (unless we've discussed a specific agreement with your department)

• Alumni (all years)
• Faculty and staff (current, emeritus, associate and affiliate - if they have any)
• Current students in the department (undergrad and grad)
• Donors (all years, all levels, all gift types, hard and soft credit)
• Major gift prospects
• All past department event attendees
• Committee members (if applicable)
• Anyone on the ‘Friends of ’ list stored in University Advancement's database
• Anyone on the ‘Friends of ’ list stored in Marketo (not in University Advancement's database)*
• Newsletter subscribers (Marketo stored preference for people who have signed up from a department's website)

*CAS Advancement Services will coordinate with CAS departments every September to review and update the ‘Friends of ’ lists

Annual appeals serve a more specific purpose than newsletters, therefore the audience criteria is more specific

• Alumni of all years except anyone from the 2020, 2021, and 2022 graduating classes.
• All active prospects 
• Donors within the past 7 years (all gift types, hard credit and soft credit)
• Omit anyone with an open or active proposal

Virtual events/no space limit 

Use the same audience criteria as newsletter

• Alumni (all years)
• Faculty and staff (current, emeritus, associate and affiliate - if they have any)
• Current students in the department (undergrad and grad)
• Donors (all years, all levels, all gift types, hard and soft credit)
• Major gift prospects
• All past department event attendees
• Committee members (if applicable)
• Anyone on the ‘Friends of ’ list stored in University Advancement's database
• Anyone on the ‘Friends of ’ list stored in Marketo (not in University Advancement's database)*
• Newsletter subscribers (Marketo stored preference for people who have signed up from a department's website)

In person events/space limits

• CAS Advancement will reach out to you and the Major Gift Officer for your department to curate a specific list that meets the needs and intentions of your event

To properly steward and engage people that attend your events, it is important to keep a record of event attendees. Cvent event registrations, attendees are automatically associated with an event and you do not need to take any additional steps

• If you used another tool (Trumba, Excel, Outlook) to manage event attendees, please submit your attendee list to Central Advancement using the Constituency Group request form as soon as possible after the event date. This ensures that your attendees are associated with the event on their constituent record and will be included in future department communications and event invitations
  • Sample title: "Please upload these event attendee lists for the department of [XXXX]"

Please contact the Advancement Services team anytime at CASadser@uw.edu with questions or for more information.