Holiday Greeting Card Campaigns

General Notes

• In 2025, this process will move to I-Star.

• Note: Check preferred address (usually home address) in I-Star to add or update the address in Tippie Salesforce. 

• The Holiday Greeting Card Reports are in the Dean's Office folder in Tippie Salesforce.
  
  • There are 3 reports:
    • Holiday Handwritten Cards - All
    • Holiday Handwritten Cards - Review
    • Holiday Handwritten Cards - Companies

Updating Campaign Member Data

• Open the Holiday Handwritten Cards - All report.
  • This report is sorted by Last Name in alphabetical order.
    
• Right Click (or Control+Left click) on the Member Record link to open the Campaign Member record page in another tab.

• Edit the record (click on the pencil or click the Edit button)

• Update the following fields:
  • Status - Update to Review or Sent
    
    • Review = AKB will review to see if she wants to keep them on the list
      
    • Sent = They will be getting a card
  • Notes - Add UICA note/instruction for 2024 (even if previous years are listed)
  • Greeting - Match what is in IStar/BGI
  • Include Spouse in greeting
• Click Save and close this tab.

• Go back to tab with the report and continue opening new tabs to update campaign member records.