The restriction of a query to a specific type of records, such as a constituent, gift, or event records.  All queries are based upon a specific source view.

A group of letters or numbers (or combination of letters and numbers), usually placed on order forms or reply cards, to help mailers know the source of each order, and therefore measure the effectiveness of their mailing lists, offers, creative, … Read more

Information captured about the donor/prospect at the time they were solicited in order to analyze donor trends and performance.

Development officer who is responsible for asking for money.

A solicitation is a marketing effort to a prospect or to a donor that offers a call to action on behalf of the organization.

Field within Communication Preferences that is primarily used for exclusions such as do not mail, do not email, etc.

Subject Matter Expert. Someone at the university who is very knowledgeable about the subject matter at hand.

A Smart Query is a query based on dynamic or calculated search criteria. Smart queries are preconfigured and allow users the ability to run quick queries with specific parameters to extract data from the system.

Data stored on individual records for quick access to specific information that would otherwise take multiple queries to determine; Important for marketing effort because ask ladders are generated from smart fields; Examples: Consecutive years of giving; Total household giving in … Read more

A selection is an output of a group of records that have one or more parameters in common. A selection is created by running a query. Selections are the building blocks used to create segments.