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Request to Update Multiple 4WARD Records

App/Form

Request to Update Multiple 4WARD Records

Constituent Data,
Engaging Supporters
| 2 minutes to read
Last Updated: 11-02-2023

Summary

Keeping an up-to-date database is essential to maximizing our effectiveness in Advancement for UW-Madison. If you would like to request that WFAA update multiple database records at a time, you may submit your request to WFAA via this form.

4WARD (Wisconsin Advancement Resource Database) is the WFAA’s database of record for its advancement activity in support of UW-Madison. We maintain the data, and that data is leveraged in communication lists and reporting that may be used for advancement efforts on behalf of UW-Madison for both WFAA and UW-Madison staff.

We must all work together to keep WFAA’s data accurate and relevant. Please help WFAA help you by ensuring that we have the most up-to-date and relevant information. If you see information that is outdated or inaccurate, please let us know by using this form. UW-Madison staff play an important role in maintaining the accuracy and quality of our constituent data. If you have fewer than 10 updates, you may submit directly within 4WARD by creating a case.

If you would like to update multiple records at a time, you may submit your request to WFAA via this form. You have 3 options for mass updates:

  1. If you have new or updated information about 10 or more constituents in the 4WARD database, you may submit a records update request.
  2. If you would like to tag the records of constituents that received a communication, you may submit a communications tagging request.
  3. If you have completed a Donor Acknowledgement Report (DAR) and would like for your acknowledgements to be appended to the appropriate revenue records by WFAA’s Gift Services team, you can upload a completed DAR.
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  • Please tell us the department, program, or initiative that your campaign is associated with.
    (maximum 80 characters)
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  • A 4WARD Campaign is used to track communications to constituents and to report on any gifts raised through these communications – even for communications that aren’t primarily a solicitation. These Campaigns follow a naming convention of Unit_Year_CampaignName. Your selections below will allow us to build your Campaign in 4WARD.
  • Please summarize the communication sent to these constituents in brief detail.
    (maximum 500 characters)
  • Give your campaign a short, descriptive name.
    (maximum 50 characters)
  • When will (or did) your communication with constituents start for your campaign?
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  • This can be whatever is intuitive to you. It will be incorporated into the details column of the communication tab on the constituents record, like the name of your newsletter. Ex. Letters and Science (L&S) Sift and Winnow Newsletter
  • If the communication is branded to include multiple organizations, select the entity that is the "lead" on the communication.
  • This is the date we will tag the constituents’ records in ABE as having been sent the communication.
  • Check only one
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  • Let us know the channel of communication. Note that we cannot note phone communications at this time.
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  • ABE IDs should be included in your submission. Please upload your list as a csv or spreadsheet.
  • Please upload your list as a csv or spreadsheet. A Contact Number or Salesforce ID is the best way for us to update the correct records. Example: 1234f00001yAbCdEFG or CN1234567. If you do not have Contact Number or Salesforce ID or Employee/Campus IDs for the constituent records, you will need to include the constituents’ full name, email, and zip code in your file upload.
  • Please describe the source of these updates.
  • You can upload your completed Donor Acknowledgement Report (DAR) after following the instructions to properly fill it out.

Please complete all required (*) fields and correct any error(s) above.