@@ -42,8 +42,7 @@ Our key account list consists of Mid-Market and Enterprise accounts that the sal
- Sponsored ads: Sponsored Content allows us to publish ads in the LinkedIn newsfeed across both desktop and mobile. We can target a specific audience of people which helps us raise awareness and drive quality leads.
- Display Advertising: Mobile and desktop advertisements served to a specific audience on a specific list of websites. These are launched through our ABM platform, 6sense.
-[Qualified](/handbook/marketing/marketing-operations/qualified/): a chat platform to engage visitors on our webpages
-[Reachdesk](/handbook/marketing/marketing-operations/): a global gifting platform
-[Terminus Email Signature Banners](/handbook/marketing/marketing-operations/terminus-email-experiences/): Ads within an email signature that are targeted based on email address domain.
-[Opensense Email Signature Banners](/handbook/marketing/marketing-operations/opensense/): Ads within an email signature that are targeted based on email address domain.
- Content tracks: Allow us to bundle assets together (around 5-7) in a "content track" and shared as one link. Instead of sharing multiple links to individual assets, one link provides a curated content experience.
- Microsites: PathFactory's Microsite Builder enables us to display multiple types of Content Tracks within a custom-designed landing page that aligns to our Tier 1 accounts or a Tier 2 cohort of accounts.
-[Salesforce](https://trailhead.salesforce.com/content/learn/modules/lex_implementation_basics/lex_implementation_basics_welcome)(Trailhead with Classic UI, but more admin level details)
@@ -9,16 +9,16 @@ The Marketing Operations team uses Opensense to centrally manage corporate email
## Why we use Opensense
**Brand Consistency:** Ensures SD team members have the correct logo, font, and brand colors.
**Data Accuracy:** Automatically syncs user data (name, title, department) from our Okta group directory.
**Marketing Real Estate:** Allows Marketing to run banner campaigns in BDR/SDR signatures for events, product launches, or webinars.
**Security:** Centralized management reduces the risk of malicious links or unauthorized changes to corporate signatures.
-**Brand Consistency:** Ensures SD team members have the correct logo, font, and brand colors.
-**Data Accuracy:** Automatically syncs user data (name, title, department) from our Okta group directory.
-**Marketing Real Estate:** Allows Marketing to run banner campaigns in BDR/SDR signatures for events, product launches, or webinars.
-**Security:** Centralized management reduces the risk of malicious links or unauthorized changes to corporate signatures.
## Single Source of Truth
We have Okta as the primary source of truth for all signature data. This ensures that when a team member's title or department changes in Okta, it is automatically reflected in their email signature within the next sync cycle.
## User Access & Enablement
## New User Access
information coming soon.
@@ -47,4 +47,8 @@ If your signature is not rendering or you encounter "Access Denied" errors when
## Marketing Campaign Banners
If you have a request for a new banner campaign or want to exclude a specific department from a banner, please open a Marketing Operations [Issue](https://gitlab.com/gitlab-com/marketing/marketing-operations/-/work_items).
If you have a request for a new banner campaign or want to exclude a specific department from a banner, please open a Marketing Operations [Issue](https://gitlab.com/gitlab-com/marketing/marketing-operations/-/work_items/new?type=ISSUE&description_template=opensense-banner-campaign).
## Resources
**Signature Setup Guides: Outreach, Gmail, and Mobile:**[Here](https://docs.google.com/document/d/1x1_MwJ_gtbStYBiNiasZY6kCaTbXKq43ylHvpA26WFo/edit?tab=t.0)
@@ -224,6 +224,16 @@ If you would like to add to this list, please contact Marketing Ops.
Rulesets in Outreach apply to sequences and control the status of the prospect. If you or a prospect performs a certain action while active in a sequence, it will move the status of the prospect, which will sync back to SFDC. The purpose of this is to manage the lifecycle of a prospect better.
### Default Ruleset
- Once the first task of a sequence is completed, it will move the status to Accepted.
- If a prospect replies, then it will move the status to Qualifying.
- If a meeting is booked, then it will mark the sequence as finished and the status will be Qualifying.
- If the prospect opts out during the sequence, it will move the status to Disqualified.
- If the prospect does not reply during the sequence and reaches the end of the sequence, it will move the status to Recycle.
- If a user manually marks the prospect as finished within the sequence, we will move it to Recycle.
- If Outreach detects that the prospect is OOO, then it will pause the sequence for 1 week OR if the date of return is in the OOO notification, Outreach will pause until that date.
### Follow Up Ruleset
- Once the first task of a sequence is completed, it will move the status to Qualifying.
@@ -519,3 +529,18 @@ Please find the full list on [Outreach Kaia here](https://web.outreach.io/kaia/p
| First instance | Verbal coaching on the policy |
| Second instance | Written warning |
| Continued violations | Loss of commenting privileges and potential escalation |
## Outreach SFDC Reports Upload
There are a couple of prerequisites that are needed for successful uploads:
- The report format needs to be a Leads ,Contacts & Accounts or Opportunity with Contact roles format
- Please ensure Contact ID field is added to the report
- Run the report for either All Leads or All Accounts (rather than just My Leads or My Contacts).
- It needs to be saved in a PUBLIC FOLDER.
- Salesforce limits imports to 2000 records per import.
- Please make sure that their email address is included in this public report. Otherwise, we are at risk of duplicates/activity not logging back to SFDC.
You can read more information here: https://support.outreach.io/hc/en-us/articles/206297527-How-To-Import-Salesforce-Reports-into-Outreach-to-Bulk-Create-Prospects-and-Opportunities
Please note that CSV uploads is not enabled for our org and at present there are no plans to do so. Opportunity reports are also not enabled at this time
