As soon as you know your event’s date, please notify MarComm if you have not done so already.

MarComm will add the event communications to our digital calendar and create the campaign in Salesforce so you can begin building your guest list.

You will need to establish an event manager prior to submitting this form. This person will be responsible for updating Salesforce with registrations and being the point of contact for any follow-up questions from invited guests.

RECOMMENDED EVENT COMMUNICATIONS TIMELINE

  • NO LATER THAN 6-7 WEEKS PRIOR TO EVENT: Event manager submits below form and finalizes campaign in Salesforce
  • 4-5 WEEKS PRIOR TO EVENT: Send first invite. Send follow-up invites as needed to guests who have not responded prior to RSVP deadline. Recommend at least three follow-ups.
  • 1-2 WEEKS PRIOR TO EVENT: Send final invite to those who have not yet responded
  • 2-4 DAYS PRIOR TO EVENT: Send event reminder to all confirmed guests
  • 1-5 DAYS AFTER EVENT: Send thank-you or follow-up to attendees (recommended but not required)

We need as much time as possible to coordinate all e-communications that are being sent to our multiple audiences. Chances are someone else in the organization is sending communications to those on your invite list, and we need to avoid sending multiple emails to the same people on the same day.

All of this may seem like a lot of information, but it all needs to be confirmed by those planning and managing the event prior to developing the communications for us to be as efficient as possible.

Project Request - Marketing, Communications & Brand Team
Type of project request
Event submissions can be viewed in one of two ways: Either by receiving an email message every time the form is completed or by viewing a private webpage that displays all entries in a table. Please select one of the three options to receive the form submissions.
Is this event digital or in-person?
IMPORTANT - If you have not yet scheduled this on Zoom, please do so before submitting this form.
Do you need technical assistance to host this meeting? *
NOTE: Even if you fill out this textbox, please answer the audience questions below. We will reference the already-existing campaign's audience to make sure we're not missing anyone.
Audience (Check all that apply)
Should we include current and former board members?
Which CICF DAF fundholders should be sent the email? Select all that apply.
Which IF DAF fundholders should be sent the email? Select all that apply.
Which HCCF DAF fundholders should be sent the email? Select all that apply.
Which WF Go Fund DAF fundholders should be sent the email? Select all that apply.
Which CICF Charitable Org fundholders should be sent the email? Select all that apply.
Which IF Charitable Org fundholders should be sent the email? Select all that apply.
Which HCCF Charitable Org fundholders should be sent the email? Select all that apply.
Which WF Charitable Org fundholders should be sent the email? Select all that apply.
Which CICF Scholarship fundholders should be sent the email? Select all that apply.
Which TIF Scholarship fundholders should be sent the email? Select all that apply.
Which HCCF Scholarship fundholders should be sent the email? Select all that apply.
Should the not-for-profit contacts just be Executive Directors and Presidents, or should we include all director-level and above staff members?
Which counties should we use to pull not-for-profit contacts?
Based on the audience you selected above, who is responsible for adding these groups of people to the campaign?

It is up to the event manager to let MarComm know when to close online registration. Guests will be able to continue to register online until registration is closed.

We will collect additional guests names at the time of registration.
We will always collect first and last names and email address of the individual completing the registration.
Will this event require any follow-up emails or other engagement with attendees?
What best describes your update request:
Timeline for request

Maximum file size: 268.44MB

Maximum file size: 268.44MB

Is this a project our organization has done before?

Maximum file size: 268.44MB