Heather Greig
Heather Greig
   
 
Assistant Vice President
hgreig@uff.ufl.edu
(352) 846-3575
Program Management
Projects
 
Active
Project
Project Status
Project Proposed
Due Date
Project Name
Project Description
Project Files
Related
Master
Project
Master Project Name
Master Project
Proposed
Due Date
Master Project - Record Owner
Related
Vendor
Vendor Name
 
no Completed 06-29-2015 Donor Decal and Thank You Postcard DECAL: Goes out with all gift receipts and all donors get a TY postcard Must haves: Clear that they made a gift/donors 2016 Gator Good Tom E sees Give bk moving forward (car moving forward) These are put in with gift receipts IDEAS: Honk!/Look out! I helped UF move forward. All for the Gator Good POSTCARD: Anyone who makes a gift Under $1K Need an email version Replaces notecard Impact numbers/wins for the FY Include websites HG give me stats to use Add first class indicia https://ufodaa.box.com/s/srumgyy35es3al1z13qu9zbek4b02tlz            
no Completed 07-15-2015 Calendar Lapsed Mailing Folded calendar highlighting dates for giving throughout the academic year. Encourages recurring giving. https://ufodaa.box.com/s/kza5iprh9u87qequixwpoeww9cxhxyry            
no Completed 07-15-2015 Call Center TY Card Using the design from the TY postcard, create a 4x6 postcard which student callers will sign and write a personal thank you note to the person they spoke to on the phone. https://ufodaa.box.com/s/3s9vjnh80z26wvkq9bnun2s02o6knzr2            
no Completed 08-03-2015 First Time Donor TY Package After making a gift for the first time through an annual appeal, donors up to $10K will receive this welcome package. Expanding on the theme created with the Decal/Donor TY postcard https://ufodaa.box.com/s/p1pgn1yfrxt23nf0nvn12o9kiz6uz8a9            
no Completed 08-31-2015 Fall Mailing Labels One side is the mailing labels (CV working with Steve McClain in UAA to get old logos). Other side, instead of a letter, will be impact numbers driven https://ufodaa.box.com/s/px1ojop1kvthkl0diw5gwx419e6z8qvt            
no Completed 09-01-2015 AG-Fall Unit Mailing Leadership, Undergrad, Graduate segments https://ufodaa.box.com/s/ct5ua28d1fdj3uo9omqeyazhwp2f4x4t 59 Annual Giving Solicitations   Phenicie, Jason    
no Completed 09-16-2015 Q2 Email Campaign Three email templates with "gator good' elements. https://ufodaa.box.com/s/1f18q9td1pd6gduglwxwi2oy0y6rpq16 59 Annual Giving Solicitations   Phenicie, Jason    
no Completed 11-16-2015 Tax Statement Mailing and Email summary giving statement and appeal; update a bit from last year's version; looks like a billing statement. goes to all alumni donors Jan - Dec 15 but have not given in FY16. http://151029-AGV-TaxStatementMailingandEmail            
no Completed 11-19-2015 CYE Email Campaign end of calendar year email campaign. to all alumni. 'give before the end of the tax year'. https://ufodaa.box.com/s/3183rvcmwt37n92ccwq281koedytlxxf            
no Completed 12-02-2015 Q3 Email Campaign I <3 UF theme for Valentines Day. https://ufodaa.box.com/s/7torewyxiyvsif48k6delktpltvoul8r 59 Annual Giving Solicitations   Phenicie, Jason    
no Completed 12-08-2015 Spring Labels Simply update last year's mailing with: 'fresh' design ( as needed, no major changes requested), current reply card (fingers)  https://ufodaa.box.com/s/q3q8he7m6pyywsxfdjq6kod5rifb54nu            
no Completed 01-29-2016 Sprinformation Project Alumni, Parents, Friends: a piece which shows a donors 'dashboard' of what we have on file for them in terms of contact info, giving history, involvement. A tool which will hopefully encourage them to give, provide their updated contact info, engagement. https://ufodaa.box.com/s/lccnk30duybd8hnh4z9wziribvbpa174            
no Completed 02-08-2016 AG-Spring Unit Mailing Parent, Undergrad, Graduate segments. Need two letters written (undergrad/grad, parents) and two designs (parents, undergrad/grad). https://ufodaa.box.com/s/iw0kj5n7x5ghg51ei183e2xyr1xuld1r            
no Completed 04-01-2016 Q4 Email Campaign 3 rounds, two emails for first and third round, second round is a forward of the first, heavy visual, gifs. https://ufodaa.box.com/s/hko7l7a98kj6lxjcbo7il84l5gp4uqgi            
no Completed 04-14-2016 Donor Decal and Thank You Postcard FY17 update last year's decal and PC with new wording. https://ufodaa.box.com/s/acv1cwrlo2mb4vkugofptwdfda8o8b0y            
no Completed 06-17-2016 Leadership Annual Giving Messaging for internal use, how we talk to folks at this giving range. https://ufodaa.box.com/s/wj941i5uetb0d2lkevdjgap8pd5lqukz            
no Completed 05-01-2017 FY17 Q4 Email Segments will be alumni and parents and will include variables such as: salutation, degree unit and fund number. Theme: Graduation with heavy graphics comparable to FY16 Q4. https://ufodaa.box.com/s/zrstxozqeyi4un96un1bba6ho0mltf1x 59 Annual Giving Solicitations   Phenicie, Jason    
no Completed 05-15-2017 FYE 17 Email Campaign Variables: Salutation (first name and/or formal), degree unit, fund number and countdown clock with a variable image. Copy: 3 emails and 1 unit template. https://ufodaa.box.com/s/6dwhyk57fapbp0h492og79n3q4gnns9t 59 Annual Giving Solicitations   Phenicie, Jason    
no Completed 05-16-2017 FY17 Spring Consecutive Givers Mailing Alumni with 2+ years consecutive giving history to academic funds who did not make a gift in FY17. Top 20 % of recurring giving model score. Participation-level donors -- consecutive donors <$50 per FY Inconsistent donors -- lybunts and sybunts who have given 3 of the last 5 FYs (giving cap $500/FY) Message: Letter format with "You're Perfect" message. 2 follow-up emails https://ufodaa.box.com/s/6jxsmwcifif0yomf296ws6v8jguyxvh8 59 Annual Giving Solicitations   Phenicie, Jason    
no Completed 05-24-2017 FY17 Q4 Engagement Segments: General (Alumni and parents) Variables: Salutation and degree units where appropriate Theme: Open/free response to a question (Ex: What do you love about UF?) https://ufodaa.box.com/s/swkh1plofogiu7gzpfp7vtpjyp9fywc5 59 Annual Giving Solicitations   Phenicie, Jason    
no Canceled 07-28-2017 Update Giving Form The current online giving form is not responsive and can hinder the giving process if the potential donor is using a mobile device. This project will re-work the giving form in a responsive format and potentially capture additional features. https://ufodaa.box.com/s/hrseqsdjpg3auer96x24pakjhjbzjixl 5 Go Greater Kickoff   Miller, Jessica    
no Completed 09-08-2017 LAG Officer Packet Leadership Annual Giving Development Officer templates. https://ufodaa.box.com/s/xexv25qcpubfbcaghopp1i6pliuca7vg            
no Completed 10-01-2017 Phonathon Scripts and Messaging Phonathons will take place from October 2017 - December 2021 https://ufodaa.box.com/s/v6zcmc7e8adqh0iez58ryjjrqybxt5r4 5 Go Greater Kickoff   Miller, Jessica    
no Completed 03-11-2019 Staff Headshots - Heather Greig Updated staff headshot of Heather Greig https://ufodaa.app.box.com/folder/67265318939 4 Photo Requests   Communications, UF Advancement    
Created on April  3, 2015 at  9:52 PM (EDT). Last updated by Phenicie, Jason on Nov.  3, 2022 at  8:25 AM (EDT). Owned by Communications, UF Advancement.
UF Advancement Communications
Jason Phenicie
Show fields from Show fields from Show fields from a related table
Report Name *
Description
Reports and Charts Panel
Each table has a panel listing its reports and charts, organized in groups.
Please wait while your new report is saved...
Field label
Column heading override
Justification
What does auto mean?
Fields in:

Fields to Extract:

Name for the new table:
Items in the new table are called:

When you bring additional fields into a conversion, Quickbase often finds inconsistencies. For example, say you're converting your Companies column into its own table. One company, Acme Corporation, has offices in New York, Dallas and Portland. So, when you add the City column to the conversion, Quickbase finds three different locations for Acme. A single value in the column you're converting can only match one value in any additional field. Quickbase needs you to clean up the extra cities before it can create your new table. To do so, you have one of two choices:

  • If you want to create three separate Acme records (Acme-New York, Acme-Dallas and Acme-Portland) click the Conform link at the top of the column.
  • If the dissimilar entries are mistakes (say Acme only has one office in New York and the other locations are data-entry errors) go back into your table and correct the inconsistencies—in this case, changing all locations to New York. Then try the conversion again.

Read more about converting a column into a table.

We're glad you're interested in doing more with Quickbase!

Now we need to make you official before you share apps or manage your account.

Verifying your email lets you share Quickbase with others in your company.

Your work email
Your company