Email Marketing Request Dashboard

EMAIL MARKETING REQUEST

IRA year-end email FY25 (2502599-GPL-PHIL-241126)
Project: IRA & Appreciated Assets year-end email

Estate and Gift Planning

Bussey Quackenbush
Marketing Specialist
emquackenbush@ufl.edu

Sponsor Info

11-26-2024

Status
Complete

Digital Communications Partner(s)

Important Dates

Materials Submission Deadline
11-19-2024

Draft Production Date
11-21-2024

Draft Approval & Data Receipt Deadline
11-22-2024

Final Approval Deadline
11-25-2024

Email Info

Sender Display Name
University of Florida Office of Estate & Gift Planning

Sender Email Address
giftplanning@uff.ufl.edu

Subject Line

Preview Text

URL for this Screen: https://ufodaa.quickbase.com/db/bk6w4fz4u?a=q&qid=31&nv=1&v0=504

Updates

The project update log is shown below.

?? Your request is in the final stages and is locked for comments and file uploads. If you need urgent assistance please email both Jason Phenicie (jphenicie@uff.ufl.edu) and Monica Vosilla (mvosilla@uff.ufl.edu)

[NOV-21-24  3:19 PM  Anonymous] Campaign Description: GP: IRA Year-End, Email

Campaign Code: GF0C25D20

Campaign URL: 7014x0000002gkRAAQ
Data
GF0C25D20
Created on Sept. 17, 2024 at  3:04 PM (EDT). Last updated by Phenicie, Jason on Jan.  5 at  3:02 AM (EST). Owned by Anonymous.
Anonymous
Jason Phenicie
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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:

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  • 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.

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