Prefill

Prospect

Prospect Preset

Prospect ID

Prospect Name (if linked from SF)

Campaign

Campaign Preset

Campaign ID

Campaign Name (if linked from SF)

Account

Account Preset

Account ID

Account Name (if linked from SF)

Contact

Contact Preset

Contact ID

Contact Name (if linked from SF)

Your Information

First Name

Last Name

URJ Email

This text will appear if the form is linked from SF. It can be broken down further based on the types of records prefilled. Please trust me, just click Next Page.

Reports

Are you requesting a list of email addresses for a marketing email?

YesNo

If you are a Marketing Cloud user or are already familiar with this process, please request a Data Extension.

If you are not a Marketing Cloud user, please reach out to your team's communications person, or to Jennie Nerenberg on the Marketing Team.

Form Breaker

Are you looking for a Development report? (Anything relating to donors, donations, fundraising, etc.)

YesNo

Please email DevOps@urj.org for help!

Form Breaker

Please describe the report you need or the question you're trying to answer.

Standard Turnaround Time: 3 business days

Please rate the urgency of your request.

Requested Due Date

Please explain the urgency of the request.

Campaign Upload

Does this campaign exist in Salesforce?

YesNo

Please find the campaign in Salesforce, and use the Request Data Upload button.

Form Breaker

Upload your participant list here.

Campaign Info

Campaign Record Type

Campaign Name

Type

Program

Start Date

Program

Start Date

Turnaround Time

Standard Turnaround Times

<100 participants: 4 business days
100-1000 participants: 7 business days
1000+ participants: 14 business days

Please rate the urgency of your request.

How many people are on this list?

Requested Due Date

Please explain the urgency of the request.

Comments

If you need a Data Extension to contact these people using Marketing Cloud, please complete the SFMC support request as well.

Data Update

Request Type

MergeOther Info Update

Please describe the issue in as much detail as possible.

Standard Turnaround Times

Merges: 3 business days
All other contact or account updates: 5 business days

Please rate the urgency of your request.

Requested Due Date

Please explain the urgency of the request.

File upload (optional)

Map

Please provide as much detail as possible about the problem or request.

Upload files (e.g. screenshots) here if applicable.

You will hear from us within 2 business days. Turnaround time to resolve the issue will vary based on the situation.

Youth Engagement Report

Please provide as much detail as possible about the problem or request.

Upload files (e.g. screenshots) here if applicable.

You will hear from us within 2 business days. Turnaround time to resolve the issue will vary based on the situation.

Employee Service Center

Please provide as much detail as possible about the problem or request.

Upload files (e.g. screenshots) here if applicable.

You will hear from us within 2 business days. Turnaround time to resolve the issue will vary based on the situation.

CampMinder/CYDB/Salesforce Sync

Please provide as much detail as possible about the question, problem, or request.

Upload files (e.g. screenshots) here if applicable.

You will hear from us within 2 business days. Turnaround time to resolve the issue will vary based on the situation.

General Salesforce Question

Please provide as much detail as possible about the problem or request.

Upload files (e.g. screenshots) here if applicable.

You will hear from us within 2 business days. Turnaround time to resolve the issue will vary based on the situation.

FormAssembly

Request:

I need a new form.I need an existing form adjusted.I have another question.

Does this form relate to a URJ camp?

YesNo

Standard Turnaround Times

New Form: 2 Weeks
Update Existing Form: 4 Business Days

Please rate the urgency of your request.

Requested Due Date

Please explain the urgency of the request.

Please provide as much detail as possible about the problem or request. If your request involved an existing form, please provide the url here.

Upload files (e.g. screenshots) here if applicable.

Prospects

Please provide as much detail as possible about the problem or request.

Upload files (e.g. screenshots) here if applicable.

You will hear from us within 2 business days. Turnaround time to resolve the issue will vary based on the situation.

Other

What's up? Please provide as much detail as possible.

You will hear from us within 2 business days. Turnaround time to resolve the issue will vary based on the situation.

Reports

Campaign Upload

Data Update

Map

Youth Engagement Report

Employee Service Center

CampMinder/CYDB/Salesforce Sync

General Salesforce Question

FormAssembly

Salesforce Case Management

Prospects

Other