CRM Request Form

Please use this form to request tasks from the CRM Team. Please be as specific as possible.

Requester Information

Email Address

First Name

Last Name

NIU Department or Office

When do you need this request completed? (Please allow at least 3 business days for all requests)

What academic level is this request for?

Undergraduate

Graduate

Both

Neither

What type of request would you like to submit?

Staff First Name

Staff Last Name

Staff Preferred First Name

Staff NIU Email Address

NIU A-ID

Staff Title

Staff Department

Please describe the type of access this staff member will need within Slate. Alternatively, if there is another staff member's access that should be duplicated please provide their name below.

Call Job Request

When do you plan to start calling?

When do you plan to conclude calling?

Would you like to add a script?

Yes

No

Please copy and paste your script here:

Which staff member(s) will be calling? Please include First, Last, and A-ID/Z-ID.

What type(s) of student would you like to call? (Use CTRL+Click to select multiple options.)

Prospective Student Stage(s) to call: (Use CTRL+Click to select multiple options.)

For "Other", please specify:

Starting Term(s) to call: (Use CTRL+Click to select multiple options.)

Do you need training on using call jobs in Slate?

Yes

No

Additional Notes

Email Communication Request

When does the email need to be sent?

Would you like to provide text for the email?

Yes

No

Please copy and paste your email text here or email a word document to tcampbell9@niu.edu

What type(s) of student would you like to email? (Use CTRL+Click to select multiple options.)

Prospective Student Stage(s) to email: (Use CTRL+Click to select multiple options.)

For "Other", please specify:

Starting Term(s) to email: (Use CTRL+Click to select multiple options.)

If there are specific majors/departments/colleges you'd like emailed please list:

Additional Notes

Text Communication Request

When does the text need to be sent?

Would you like to provide the text to be sent?

Yes

No

Please copy and paste the text to be sent here: (250 character limit)

What type(s) of student would you like to text? (Use CTRL+Click to select multiple options.)

Prospective Student Stage(s) to text: (Use CTRL+Click to select multiple options.)

For "Other", please specify:

Starting Term(s) to text: (Use CTRL+Click to select multiple options.)

Additional Notes

Event Creation Request

What is the date of your event?

What time does your event start?

What time does your event end?

When do you need the event created by?

Event Title

What types of event emails do you need created?

Do you have content for your event emails?

Yes

No, but I plan to write them prior to the event

No, I would like to request assistance from the writing team

Do you plan to use a registration form from a similar event?

Yes

No

I'm Not Sure

What event's registration form would you like to use?

Registration Forms will always include:
First Name
Preferred First Name
Last Name
Date of Birth
Email Address

What additional questions would you like added to the registration form?

Would you like to request an admissions representative at your event? Someone from admissions will follow up with you to confirm availability.

Would you like to request a campus tour as part of your event? Someone from admissions will follow up with you to confirm availability.

How many guests do you expect on the tour?

Is there anything specific you would like covered on the tour? (Residence Hall Room, Classroom, etc.)

Would you like to request paper admissions materials/print materials for an in-person event? Someone from admissions will follow up with you to confirm availability.

What type of materials do you need?

Student List (Query) Request

What type(s) of student do you need in the list? (Use CTRL+Click to select multiple options.)

Prospective Student Stage(s) for student list: (Use CTRL+Click to select multiple options.)

For "Other", please specify:

Starting Term(s) for student list: (Use CTRL+Click to select multiple options.)

Additional Notes

Report / Dashboard / Data Request

Please describe the information you need or the questions you want answered about prospective future students or current applicants. Basically, what do you need to know?

What type(s) of student do you need in the report? (Use CTRL+Click to select multiple options.)

Prospective Student Stage(s) for report: (Use CTRL+Click to select multiple options.)

For "Other", please specify:

Starting Term(s) for report: (Use CTRL+Click to select multiple options.)

Additional Notes

Form Creation Request

What type of form do you need?

Request for Information Form

Student / Staff Data Entry Form

Other

What information do you need to collect with the form?

Are there any specific questions you want asked on the form?

Additional Notes

Physical Mailing (Letter, Postcard, Brochure, etc.)

What is the projected date for sending the mailing?

What are we mailing out?

What type(s) of student would you like to mail? (Use CTRL+Click to select multiple options.)

Prospective Student Stage(s) for mailing: (Use CTRL+Click to select multiple options.)

For "Other", please specify:

Starting Term(s) for mailing: (Use CTRL+Click to select multiple options.)

Additional Notes

Other

What do you need? (Please be as detailed as possible.)