@@ -827,7 +827,7 @@ It is important to note that there is no limit on link sharing when utilizing th
- Enable a [`Waitlist`](/handbook/marketing/marketing-operations/campaigns-and-programs/#waitlist-processing---owned-event-workshop-webcasts) for the Marketo Landing Page and establish a redemption limit.
- Include the Pizzatime order link in your `Confirmation Email` copy.
- Individually [register](/handbook/marketing/marketing-operations/campaigns-and-programs/#moving-from-waitlist-to-registered---owned-event-workshop-webcasts) registrants until the established redemption limit is reached.
- Individually [register](/handbook/marketing/marketing-operations/campaigns-and-programs/#moving-from-waitlist---owned-event-workshop-webcasts) registrants until the established redemption limit is reached.
- Note: When a registrant is moved from `Waitlisted` to `Registered`, they will receive the `Confirmation Email`.
- Once the established redemption limit is reached, re-open the Marketo LP issue and request Marketing Ops remove the Pizzatime order link from the `Confirmation Email` copy.
@@ -55,7 +55,7 @@ The following teams have role-based access to 6sense:
- Field Marketing
- Sales & Business Development
6sense is access is managed through Okta. To request access, open an [access request](/handbook/security/corporate/end-user-services/access-requests/access-requests/). After receiving manager approval, tag the provisioner listed in the [tech stack](https://gitlab.com/gitlab-com/www-gitlab-com/-/blob/master/data/tech_stack.yml). When requesting access, please specify a role from the list below along with justification as to why this role is needed.
The Marketing Operations team is responsible for managing access requests & provisioning the appropriate level of access for each role/function. 6sense is not provisioned as a baseline entitlement. If you need access, please request via [Lumos App Store](https://app.lumosidentity.com/app_store) and provide business reason why access is needed. When requesting access, please specify a role from the list below along with justification as to why this role is needed. Once access is provisioned, the 6sense tile will appear on your Okta home page.
@@ -12,7 +12,7 @@ The objective of this process is to reduce the amount of time it takes to import
1. A [google drive folder](https://drive.google.com/drive/folders/1SvDR2KW8_vtPZjJ7WWihA1iOgSJn0_fv?usp=share_link) has been created for list import uploads. This folder is listening for any new CSV that is created.
1. Once a CSV is created, it is processed through one of our systems and each record is individually validated to ensure data integrity. Certain corrections are applied like transforming country and state codes to country and state names, deleting white spaces, converting well known mistaken values to their correct form, etc.
1. The process will activate the `Interesting Moments` campaign in the Marketo program so that the Interesting Moment is correctly applied.
1. Each record is added to the Marketo program according to the program status specified in the import file.
1. Each record is added to the Marketo program according to the [program status](/handbook/marketing/marketing-operations/campaigns-and-programs/#campaign-type--progression-status) specified in the import file.
1. At the end, a slack alert is sent on the #event_list_upload channel with a report containing information regarding created, updated and failed leads.
1. If you have a list size of over 1000 records, please open an [issue](/handbook/marketing/marketing-operations/list-import/) and assign to the marketing operations team. Please note that you will still need to clean the list, and add the relevant information (campaign member status, LIM) before handing over to Marketing Ops.
@@ -34,6 +34,8 @@ Please note, the `Last Interesting Moments` and the `My Tokens` associated with
Go to the import template [Google Sheet](https://docs.google.com/spreadsheets/d/143REaMQLyIy7to-CFktL45TTTLZxBQRJUDIOMCA3CVo/edit#gid=257616838) and make a copy of the document. This spreadsheet template allows for quick edits and faster data checks, refer to the [below instructions](#data-cleaning-instructions) for data cleanup advice. It is the responsibility of the person submitting the list to clean the list utilizing the import cleaning template.
Please review the [campaign member statuses](/handbook/marketing/marketing-operations/campaigns-and-programs/#campaign-type--progression-status) listed by campaign type - these statuses are CRITICAL to routing and follow up. Please do not use `Follow Up Requested` unless the prospect specifically asked for follow up. All member statuses correlate to scoring and automated follow up depending on the lead score, high priority status and/or white glove. If you have any quetions at all, please reach out to #mktgops and the team can help you.
<details>
<summarymarkdown="span"> Click to expand screenshot</summary>
@@ -108,10 +110,6 @@ DO NOT MAKE CHANGES TO THE ORIGINAL SPREADSHEET OR INPUT DATA INTO IT. MAKE A CO
The list upload spreadsheet includes a protected range on the header. Changes to the header may break the bot. All spreadsheet changes need to be through Marketing Ops, with the following individuals having edit access: Bryce, Amy, Jameson, Rob and Jenny.
{{% /panel %}}
<details>
<summarymarkdown="span"> Click to expand data cleaning instructions</summary>
The following data cleanup is required for any list prior to upload or sending it to the Marketing Operations team for a manual upload. **If your spreadsheet/data does not meet these guidelines, it will error in the list upload.**
**Steps (also documented in _How it Works_ tab of the spreadsheet):**
@@ -141,6 +139,7 @@ The following data cleanup is required for any list prior to upload or sending i
- `State` should be empty unless `country` equals `United States`, `Canada`, `Australia`. [Additional countries allow for state values](/handbook/marketing/marketing-operations/marketo/#standardization-of-country-or-state-values), but you must follow specific spellings for them, and state does not impact routing for them.
- Internal GitLab employees, or hosts that we will not be following up with
1.`Washington DC` is a `State` value and is not to be split up between `City``State`.
@@ -182,8 +181,6 @@ The following data cleanup is required for any list prior to upload or sending i
- If there are any records who have opted out of contact for any reason, define that on the spreadsheet by selecting `Opt-in = FALSE`
- Leave `Opt-In` empty if no other option is available
</details>
| Field Name | Required | Accepted Values | Notes |
| Declined Invitation | Event nvitation declined by recipient | | No |
| Waitlisted | Holding state if registration is full will be moved to `Registered` if space opens | | No |
| Declined Invitation | Event invitation declined by recipient | | No |
| Waitlisted | Holding state for limited attendance events, moved to `Registered` if space opens, `Declined` if not | | No |
| Declined | Status for space not available | | No |
| Registered | Registered for event | | No (ask MOps for special conditions) |
| Cancelled | Registered, but cancelled ahead of the event | | No |
| No Show | Registered but did not attend event | | Yes |
@@ -710,11 +711,14 @@ If you need to change an event from registration to waitlist, or you want to sta
- Deactivate the `01b Registration` Smart Campaign
- Activate the `01a Waitlist` Smart Campaign
- Activate the `01c Waitlist to Registered` Smart Campaign
You have now activated the waiting list processing. If you need to reactivate Registration, you will deactivate the two Waitlist campaigns, and reactivate `01b Registration`.
- If you would like to send notification to a registrant if they are unable to be accommodated at an event, activate the `01d Waitlist to Declined` Smart Campaign. If no notification is required, you can still use the `Declined` status and no notification will be sent. You must provide email copy to use this option.
You have now activated the waiting list processing. If you need to reactivate Registration, you will deactivate the Waitlist campaigns, and reactivate `01b Registration`.
### Moving from Waitlist - Owned Event, Workshop, Webcasts
### Moving from Waitlist to Registered - Owned Event, Workshop, Webcasts
Use these instructions to move people from the waiting list to Registered or Declined.
Use these instructions to move people from the waiting list to Registered.
Waitlist > Registered
- Click on the Marketo program (the name of the campaign)
- Click on `Members`
@@ -722,8 +726,20 @@ Use these instructions to move people from the waiting list to Registered.
- Click on the person/people you would like to move to Registered. They will highlight when they are selected.
- Click on `Change Status`
- Select `Registered`
Once you click `Registered`, the status will change and the `01c Waitlist to Registered` Smart Campaign will send the Registration Confirmation email.
Waitlist > Declined
- Click on the Marketo program (the name of the campaign)
- Click on `Members`
- Change the filter to `Waitlisted`
- Click on the person/people you would like to move to Registered. They will highlight when they are selected.
- Click on `Change Status`
- Select `Declined`
Once you click `Declined`, the status will change and if activated, the `01d Waitlist to Declined` Smart Campaign will send the notification email. Note that you must provide email copy if you would like a notification to be sent.
### Post Event Processing for Waitlisted Members - Owned Event, Workshop, Webcasts
In the situations where you have an event that had the waitlist feature turned on and you had hit capacity, follow these steps to process waitlisted leads. After you've processed the No Show + Attended leads you will need to process the Waitlisted leads since they technically are neither `Attended` or `No Show`. The important thing here is that we don't want them receiving follow-up emails for No Show or Attended. Please follow these steps to ensure no emails are sent and interesting moments and behavior scores are updated.
@@ -731,12 +747,14 @@ In the situations where you have an event that had the waitlist feature turned o
- Click on the Marketo program (the name of the campaign)
- Navigate to the `Campaigns Folder`
- Navigate to the `01c Waitlist to Registered` campaign.
- Click into the Flow Steps and remove step 1 `Send Email` (Registration Confirmation email) to avoid sending communication.
- Navigate to "Schedule" and click `Deactivate`
- Navigate to the `01d Waitlist to Declined` campaign.
- Navigate to "Schedule" and click `Deactivate`. Only do this if the campiagn is currently active. If the button says `Activate`, do nothing here.
- Navigate back to the `Member list` for the event.
- Filter Status to `waitlisted` or click on the person/people you would like to move to Registered. They will highlight when they are selected.
- Click on `Change Status`
- Select `Registered`
Once you click `Registered`, the status will change and the `01c Waitlist to Registered` Smart Campaign will now update the `Interesting Moments` & `behavior score`and NOT send the Registration Confirmation email. After this is complete and they are moved to a registered stats, we can still send them a follow up email, based on the registered status. You will need to complete a no show, attended, and registered (all separate copy) email issues.
Once you click `Registered`, the status will change and the `Interesting Moments` & `behavior score`will be updated and NO Registration Confirmation email will be sent. After this is complete and they are moved to a registered stats, we can still send them a follow up email, based on the registered status. You will need to complete a no show, attended, and registered (all separate copy) email issues.
### Setting up a controller Marketo program for a muti-day event
Marketing Operations manages the majority of marketing-owned systems. These can be found on the [Marketing Operations](/handbook/marketing/marketing-operations/) page under **Tech Stack**.
## Instructions
Below are instructions and accompnaying screenshots of how to provision new users within various marketing-owned systems.
### LinkedIn Sales Navigator (LISN)
1. From the [seat management](https://www.linkedin.com/sales/admin/seats?trk=d_sales2_nav_admin) tab of LISN, click the **Assign seats from CRM** button
Some users are only given `Reporting` access. For these users you will provision them as above - then, once they have accepted the invite you will edit their user as follows:
1. Search for the user by name
1. Click the **Edit** drop-down on the right
1. Select the radio-button associated with their access leve (`Reporting-only`)
1. Select the checkboxes for the relevant *permissions* - hint: to know what permissions to assign, look at other provisioned users of the same title/role
1. From [Settings > Users](https://app1a.outreach.io/users?direction=asc&order=first_name) within Outreach, select/search for the user you are provisioning
