Term |
Definition |
|---|---|
Actions (project) |
A comment or message that a team member makes under the Action Tab of the Project Form. Adding a comment will result in an email to the team to notify them of the comment. |
Activitiy (time tracking) |
This is a category of work that a user uses to classify what they are doing on a particular project. These catagorys can be customized by user. |
AF EVI |
Annual Fund Expected Value Index - This is a Reeher Predictive Model. The percentile rank order of the predicted value of a persons Annual Fund gift relative to all relationships within The modeling population is usually all alumni and friends. |
AF Expected Value |
This is a Reeher Predictive Model. This is the probability adjusted dollar value estimated for an Annual Fund from each individual. Its purpose is to allow us to rank order the relationships, and to allow for budgeting for spending on direct mail and other marketing efforts. The modeling population is usually all alumni and friends. |
Affinity Clusters |
A university-specific audience segmentation system that breaks alumni into clusters based on primary research and consumer marketing data. This is built by Reeher. |
Appeal Code (project) |
The key code that university enters upon reciept of the gift to indicate the source promotion related to the gift. |
Appeal Type (Appeal Reporting) |
The communication format (direct mail, email, phone, web,) that is used for the appeal. This is not connected to the type in "project". |
Appeal Type (project) |
Indicates if the purpose of the project is to get a donation. There is currently no other type of appeal available. |
Attachment (contact) |
The team member can attach documents to the Relationship Profile. |
Attachment (project) |
The team member can attach documents to the project. This might include samples, photos, lists etc. |
Audience (annual fund) |
A mutually exclusive group of people who are in a segment for the purposes of an annual fund. |
Audience (project) |
A group of people who are in a segment for marketing purposes. These groups overlap and are not mutaully exclusive. |
Budget (Appeal Reporting) |
This is the cost of the tactic. This is not connected to cost in "project". |
Budget (project) |
Estimated cost for a marketing project. |
Category (project) |
Institution can describe their own catagories for projects that can classify the project on some other demension. |
Client (project) |
Who is the project being done for? As an example, this could be a school client or some other internal client. |
Column |
Users can add data related to relationships in the table in Targeter. |
Description (project) |
Field where user can enter reference information about the project. |
Event End Date (project) |
What is/are the key date for the project to end? For direct mail, this will be the drop date. For events, it will be the event date. |
Event Start Date (project) |
What is/ are the key dates for the project to start? For direct mail, this will be the drop date. For events, it will be the event date. |
Fiscal Year Initiated (Appeal Reporting) |
The first year that the appeal code was used. |
Hours (time tracking) |
How many hours a user expended on an activity. |
Job Code (project) |
Field where user can enter an internal reference number to tie it to some other internal system. Usually for billing. |
Key Message |
These are university wide messages that that the university would like their audiences to hear. The purpose of these messages is to establish or reinforce positioning of the institution. |
Master Project (project) |
This is a grouping of related projects with an overall objective. There can only be one Annual Fund within a given year currently. |
MG EVI |
Major Giving, Expected Value Index - This is a Reeher Predictive Model. The percentile rank order of the predicted value of a persons major gift relative to all relationships within the modeling population. Usually this is all alumni and friends. |
MG Expected Value |
This is a Reeher Predictive Model. This is the probability adjusted dollar value estimated for a major gift from each individual. Its purpose is to allow us to rank order the relationships. The modeling population is usually all alumni and friends. |
Networth |
A marketing estimate of wealth as provided by Acxiom. |
PDI |
This is a Reeher Predictive Model. It is the estimate of the likliehood that this person will make an Annual Fund gift within the current fiscal year. The modeling population is usually all alumni and friends. |
Peer Group |
A set of gift officers that have similar qualities for the purposes of comparrison as defined by the university. |
Project End Date (project) |
When will the overall project end? |
Project Name (project) |
The name of the project. |
Project Start Date (project) |
The date when the overall project will start. |
Project Team (project) |
The people who have access to a project in the Platform. |
QIC or Filter |
Users can select people from Targeter using these querry statements. |
Records Solicited (Appeal Reporting |
The list of people who received the piece. This is not connected to the "list" function in "project". |
Status (project) |
Indicates if the project is currently active. |
Target Audience (project) |
These are university defined segments for marketing purposes. |