Timeline

POI data will be vailable when eComm specialists have the capacity for this change. We will time this project with others, including:

• GeoCode Sunsetting (May 1) | COMPLETE
• Business Unit & Preference Optimization (June 1) | IN PROGRESS (Oct. 2023)
  • eComm specialists will take the lead on Report / Data Extension updates and cleanup due to Email Preference Changes (scheduled to take place in May-October).

Impact

When this new POI data becomes available in Salesforce, Reports based on Employment data will need to be modified accordingly to capture POIs or not (depending on your use-case). Failure to update a Report could result in a message going to a much broader audience (including POIs) by accident. While not as risky, failure to update Reports could also result in a missed opportunity of not communicating with POIs when you want to.

• Affected Reports include Reports based on Employment data, where the most granular filter includes Campus or Department. Employment Reports based on more specific criteria such as Campaigns, Job Group Codes, Titles, etc. will not be impacted.
• These nuances make identifying which Reports need to be updated difficult. We know it will be less than 1,500 Reports to edit.

1. Determine Reports using Employment Record | System
   • Minus those that are more specific
2. Identify which Reports should include POIs and which should not | eComm specialists
3. Update Reports | TO BE DETERMINED
   • The system team is happy to help update Reports per eComm specialist direction.

POIs will automatically be included in Reports. Although unnecessary, you could achieve the same goal with the following logic:

Add a Filter for: Employment: Record Type = POI Employment, Official CU Employment

Want to exclude POIs?

Add a Filter for: Employment: Record Type = Official CU Employment