@@ -351,8 +351,10 @@ For all other event types (including in-person workshops), please see instructio
- If the FMM is not sending their own cancellation email to registrants and would like to send a Marketo cancellation email, create an [issue](https://gitlab.com/gitlab-com/marketing/field-marketing/-/blob/master/.gitlab/issue_templates/request_email_invite.md) for the request and triage to Marketing Ops. Please Note: This email must be scheduled and sent BEFORE the rest of the steps below can be completed.
- Once all sub-issues are closed, the FMC will also note the cancellation in the epic and close the epic.
- SFDC: Add `[CANCELED]` to the campaign name and select `Aborted` in the `Campaign Status` dropdown.
- Marketo: Add `[CANCELED]` to the program name. Go to the `Salesforce campaign sync` field and click on the linked campaign, select `None` from the dropdown and click `Save.` This removes the SFDC and Marketo sync for the program. Deactivate any [activated smart campaigns](/handbook/marketing/marketing-operations/campaigns-and-programs/#step-4-activate-marketo-smart-campaigns).
- FMC to ping MOps with the Marketo program link in the `#mktgops` Slack channel and request the program be deleted (FM does not have access in Marketo to delete programs). Please Note: Once the Marketo program is deleted, the Marketo LP will also be deleted and not accessible by anyone with the registration link.
- Marketo: Add `[CANCELED]` to the program name. Deactivate any [activated smart campaigns](/handbook/marketing/marketing-operations/campaigns-and-programs/#step-4-activate-marketo-smart-campaigns).
- If there are NO program members (registrations) or there are only internal test registrations, go to the `Salesforce campaign sync` field and click on the linked campaign, select `None` from the dropdown and click `Save.` This removes the SFDC and Marketo sync for the program.
- If there are program members (registrations), follow the instructions to [close the landing page](/handbook/marketing/field-marketing/#closing-a-marketo-lp). No additional action is required.
- If there are NO program members (registrations) or there are only internal test registrations, FMC to ping MOps with the Marketo program link in the `#mktgops` Slack channel and request the program be deleted (FM does not have access in Marketo to delete programs). Please Note: Once the Marketo program is deleted, the Marketo LP will also be deleted and not accessible by anyone with the registration link.
### Process to Close Marketo Landing Pages and Landing Page Forms
@@ -627,8 +627,10 @@ PLEASE NOTE: The below instructions are only for virtual workshops. If you are c
- If the FMM is not sending their own cancellation email to registrants and would like to send a Marketo cancellation email, create an [issue](https://gitlab.com/gitlab-com/marketing/field-marketing/-/blob/master/.gitlab/issue_templates/request_email_invite.md) for the request and triage to Marketing Ops. Please Note: This email must be scheduled and sent BEFORE the rest of the steps below can be completed.
- Once all sub-issues are closed, the FMC will also note the cancellation in the epic and close the epic.
- SFDC: Add `[CANCELED]` to the campaign name and select `Aborted` in the `Campaign Status` dropdown.
- Marketo: Add `[CANCELED]` to the program name. Go to the `Salesforce campaign sync` field and click on the linked campaign, select `None` from the dropdown and click `Save.` This removes the SFDC and Marketo sync for the program. Deactivate any [activated smart campaigns](/handbook/marketing/marketing-operations/campaigns-and-programs/#step-4-activate-marketo-smart-campaigns).
- FMC to ping MOps with the Marketo program link in the `#mktgops` Slack channel and request the program be deleted (FM does not have access in Marketo to delete programs). Please Note: Once the Marketo program is deleted, the Marketo LP will also be deleted and not accessible by anyone with the registration link.
- Marketo: Add `[CANCELED]` to the program name. Deactivate any [activated smart campaigns](/handbook/marketing/marketing-operations/campaigns-and-programs/#step-4-activate-marketo-smart-campaigns).
- If there are NO program members (registrations) or there are only internal test registrations, go to the `Salesforce campaign sync` field and click on the linked campaign, select `None` from the dropdown and click `Save.` This removes the SFDC and Marketo sync for the program.
- If there are program members (registrations), follow the instructions to [close the landing page](/handbook/marketing/field-marketing/#closing-a-marketo-lp). Next, click on the program and view the Summary. Click where it says "Event Partner" and change it to `None`. This will disconnect it from the sync with Zoom.
- If there are NO program members (registrations) or there are only internal test registrations, FMC to ping MOps with the Marketo program link in the `#mktgops` Slack channel and request the program be deleted (FM does not have access in Marketo to delete programs). Please Note: Once the Marketo program is deleted, the Marketo LP will also be deleted and not accessible by anyone with the registration link.
- Go to Zoom, delete the webcast program from Zoom and make sure to uncheck `send webinar cancellation email to panelists and registrants` since this is already covered above.
@@ -390,7 +391,7 @@ Below are tools in the Marketing Technology stack, organized by tier.
### Requesting access to an existing tool
Most of our tools have been migrated to Lumos for provisioning, so follow that procedure first. If you cannot find the tool in Lumos, [please follow the access request process](/handbook/security/corporate/end-user-services/access-requests/access-requests/) as outlined in the business operations handbook.
Most of our tools have been migrated to Lumos for provisioning. If you cannot find the tool in Lumos, [please follow the access request process](/handbook/security/corporate/end-user-services/access-requests/access-requests/) as outlined in the business operations handbook.
If you are working with a contractor or consultant that requires access to a tool in our stack, [please follow the professional services access request process](/handbook/finance/procurement/) as outlined in the procurement handbook.
@@ -419,7 +420,7 @@ Click to see dropdown list of available status page URLs.
@@ -18,7 +18,7 @@ Interesting Moments show in two places on records, in the Marketo Sales Insight
|`Filled out startup application form`|Startup applicant|[FY20_Startup Application](https://gitlab.my.salesforce.com/7014M000001lkwy?srPos=0&srKp=701)|Pass to `User: Community Advocate`|
|`HandRaise PQL - Contact Us`|Requested contact via in product [handraise](/handbook/product/product-principles/)|[Request - Hand Raise PQL](https://gitlab.my.salesforce.com/7014M000001viyX?srPos=0&srKp=701)|Follow Up|
|`Engaged with Content Track: {{lead.PathFactory Experience Name}}, Session Engagement Time (seconds): {{lead.PathFactory Engagement Time}}`| Fast Moving Buyer alert from PathFactory |[PF - Fast Moving Buyer Alert](https://gitlab.my.salesforce.com/7014M000001derO?srPos=0&srKp=701)| No action necessary|
|`Created from GitLab Subscription Portal`|Lead started the web direct purchase process (may or may not be completed)|N/A|Check for duplicates with `Web Direct`|
|`Logged in through the GitLab Subscription Portal`|Logged in via subscription portal|N/A|Check for duplicates with `Web Direct`, no follow up needed|
|`Downloaded XX from 3rd Party site: Integrate`| GitLab owned assets downloaded via content syndication platform|Various|Navigate to Campaign history/campaign details to see the asset and campaign description|
|`Lead has reached 6QA status, and this SMB lead has been autosequenced in Outreach`| New SMB 6QA lead has been created and is autosequenced in Outreach. | N/A| Monitor the progress of the [sequence](https://web.outreach.io/sequences/13896/overview) for any replies. |
|`Lead has reached 6QA status and this MM/ENTG lead has been added to the SFDC dashboard. Proceed with outreach.` | New MM/ENTG 6QA lead has been created.| N/A| Review leads in the [SFDC dashboard](https://gitlab.my.salesforce.com/01ZPL000000kAPN) and proceed with outreach.|
