Commit 64d74fc7 authored by Jackie Gragnola's avatar Jackie Gragnola

Merge branch 'jax-temp-updates' into 'master'

Update templates to remove epic and copy links

See merge request !72
parents ecc10935 c6ea3559
### 📝 [Epic Link >>](#)
## Purpose
This issue will track the creation of the landing page, confirmation email, calendar invitation, and automation for a campaign. Adherence to schedules by supporting teams are required to hit deadlines for promotion of the campaign.
**Below to be completed by Marketing Program Manager with support of campaign owner (i.e. Field Marketer):**
**Below to be completed by Marketing Program Manager with support of campaign owner (i.e. Field Marketer or Corporate Marketer):**
**COPY DUE BY:** `X`
**PLANNED LAUNCH DATE:** `X`
### [Copy Document >>](https://docs.google.com/document/u/1/d/1j43mf7Lsq2AXoNwiygGAr_laiFzmokNCfMHi7KNLjuA/edit) *make a copy of this template and provide requested copy*
## 🎨 Create issue for design assets (if relevant)
* [ ] Open design asset request issue in Corp Marketing project and assign to Luke Babb.
......@@ -41,6 +37,6 @@ This issue will track the creation of the landing page, confirmation email, cale
* [ ] Test fully functioning page live - MPM
* [ ] Notify event organizer when ready to be promoted - MPM
Please submit any questions about this template to the #marketing-programs slack channel
Please submit any questions about this template to the [#marketing_programs slack channel](https://gitlab.slack.com/messages/CCWUCP4MS).
/label ~"Marketing Programs" ~"status::wip" ~"MPM - Landing Page & Design"
\ No newline at end of file
### 📝 [Epic Link >>](#)
## WIP email screenshot
## 📸 Final Email
**Sender: GitLab, info@**
**Subject: fill in when final**
*copy paste image of most recent email here - when final, change the title of this section to "Final"*
*copy paste image of most recent email here - make sure to update when new versions are approved*
## Purpose
This issue will track the identification for our target segment (should be included in prior reasoning for landing page creation), invitation and reminder emails for events. Adherence to schedules by supporting teams (field marketing and content) are required to hit deadlines for promotion in advance of event.
**Below to be completed by Marketing Program Manager with support of Field Marketing and Content Marketing.**
This issue will track the invitation and reminder emails for events. Adherence to schedules by supporting teams (field marketing and corporate marketing) are required to hit deadlines for promotion in advance of event.
**The first email invitation will take place 15 business days prior to the event start date. Invitation two will be sent 5 business days prior to the event. The reminder email will be sent the day prior to the event.**
**Below to be completed by Marketing Program Manager with support of Field Marketing and Corporate Marketing.**
### [Copy Document >>](https://docs.google.com/document/u/1/d/1j43mf7Lsq2AXoNwiygGAr_laiFzmokNCfMHi7KNLjuA/edit) *make a copy of this template and provide requested copy*
**The first email invitation will take place 30 business days prior to the event start date. Invitation two will be sent 15 business days prior to the event start date, and an optional third email may be sent 5 business days prior to the event. The reminder email will be sent the day prior to the event (not business day).**
**PLANNED INVITE 1 DATE:** `x` (Write copy by: `x`)
**PLANNED INVITE 2 DATE:** `X` (Write copy by: `x`)
......@@ -23,15 +18,10 @@ This issue will track the identification for our target segment (should be inclu
Send date for Invite 1 indicates the date the sales-nominated invite will be ready.
## 🎯 Identify target segment
* [ ] Provide suggested filters and required capacity of event (in copy doc) - campaign owner
* [ ] Develop target list - MPM (with help of MOps)
* [ ] Review target list on call or async if possible - MPM + campaign owner
## 🗓 Add invitation email to [email marketing calendar](https://calendar.google.com/calendar/embed?src=gitlab.com_bpjvmm7ertrrhmms3r7ojjrku0%40group.calendar.google.com&ctz=America%2FLos_Angeles)
## 🗓 Add invitation emails to [email marketing calendar](https://calendar.google.com/calendar/embed?src=gitlab.com_bpjvmm7ertrrhmms3r7ojjrku0%40group.calendar.google.com&ctz=America%2FLos_Angeles)
* [ ] Invitation email 1
* [ ] Invitation email 2
* [ ] Invitation email 3 (optional)
* [ ] Reminder email
## 📧 Create Invitation 1 Email
......@@ -39,24 +29,28 @@ Send date for Invite 1 indicates the date the sales-nominated invite will be rea
* [ ] Write copy for email - campaign owner
* [ ] Provide edits in Copy Document - MPM
* [ ] Set up email in Marketo and edit copy as needed - MPM
* [ ] Test and approve email - MPM & campaign owner
* [ ] Test and forward email - MPM
* [ ] Approve test email - campaign owner
* [ ] Confirm in issue comments that email is set to send - MPM
* [ ] Confirm in issue comments that email was sent out - MPM
## 📧 Create Sales-Nominated Email
## 📧 Create Invitation 2 Email
* [ ] Duplicate invitation email in Marketo and edit copy as needed - MPM
* [ ] If no invitation email is available, write copy for email - campaign owner
* [ ] Set up sales-nominated flow in Marketo
* [ ] Test and approve email - MPM & campaign owner
* [ ] Confirm in issue comments that email is ready for sales to use - MPM
* [ ] Write copy for email - campaign owner
* [ ] Provide edits in Copy Document - MPM
* [ ] Set up email in Marketo and edit copy as needed - MPM
* [ ] Test and forward email - MPM
* [ ] Approve test email - campaign owner
* [ ] Confirm in issue comments that email is set to send - MPM
* [ ] Confirm in issue comments that email was sent out - MPM
## 📧 Create Invitation 2 Email
## 📧 Create Invitation 3 Email
* [ ] Write copy for email - campaign owner
* [ ] Provide edits in Copy Document - MPM
* [ ] Set up email in Marketo and edit copy as needed - MPM
* [ ] Test and approve email - MPM & campaign owner
* [ ] Test and forward email - MPM
* [ ] Approve test email - campaign owner
* [ ] Confirm in issue comments that email is set to send - MPM
* [ ] Confirm in issue comments that email was sent out - MPM
......@@ -64,10 +58,20 @@ Send date for Invite 1 indicates the date the sales-nominated invite will be rea
* [ ] Write copy for email - MPM (campaign owner to clarify ahead of time if agenda is required for the reminder)
* [ ] Set up email in Marketo - MPM
* [ ] Test and approve email - MPM & campaign owner
* [ ] Test and forward email - MPM
* [ ] Approve test email - campaign owner
* [ ] Confirm in issue comments that email is set to send - MPM
* [ ] Confirm in issue comments that email was sent out - MPM
Please submit any questions about this template to the #marketing-programs slack channel.
## 📧 Create Sales-Nominated Email (delete this section if not required)
* [ ] Duplicate invitation email in Marketo and edit copy as needed - MPM
* [ ] If no invitation email is available, write copy for email - campaign owner
* [ ] Set up sales-nominated flow in Marketo
* [ ] Test and forward email - MPM
* [ ] Approve test email - campaign owner
* [ ] Confirm in issue comments that email is ready for sales to use - MPM
Please submit any questions about this template to the [#marketing_programs slack channel](https://gitlab.slack.com/messages/CCWUCP4MS).
/label ~"Marketing Programs" ~"status::wip" ~"MPM - Invitations & Reminder"
\ No newline at end of file
### 📝 [Epic Link >>](#)
## WIP email screenshot
## 📸 Final Email
**Sender: GitLab, info@**
**Subject: fill in when final**
*copy paste image of most recent email here - when final, change the title of this section to "Final"*
*copy paste image of most recent email here - make sure to update when new versions are approved*
## Purpose
This issue will track the identification for our target segment (should be included in prior reasoning for landing page creation), invitation and reminder emails for events. Adherence to schedules by supporting teams (field marketing and content) are required to hit deadlines for promotion in advance of event.
**Below to be completed by Marketing Program Manager with support of Field Marketing and Content Marketing.**
This issue will track the steps to execute a follow up email for an event, webcast, or other campaign.
### [Copy Document >>](https://docs.google.com/document/u/1/d/1j43mf7Lsq2AXoNwiygGAr_laiFzmokNCfMHi7KNLjuA/edit) *make a copy of this template and provide requested copy*
**Below to be completed by Marketing Program Manager with support of Field Marketing or Corporate Marketing.**
**PLANNED SEND DATE:** `X` (Write copy by: `X`)
......@@ -28,6 +24,6 @@ This issue will track the identification for our target segment (should be inclu
* [ ] Confirm in issue comments that email is set to send - MPM
* [ ] Confirm in issue comments that email was sent out - MPM
Please submit any questions about this template to the #marketing-programs slack channel.
Please submit any questions about this template to the [#marketing_programs slack channel](https://gitlab.slack.com/messages/CCWUCP4MS).
/label ~"Marketing Programs" ~"status::wip" ~"MPM - Follow Up Emails"
\ No newline at end of file
### 📝 [Epic Link >>](#)
## Purpose
This issue will track post event leads that are requested to be added to [TOFU nurture tracks](https://about.gitlab.com/handbook/marketing/revenue-marketing/digital-marketing-programs/marketing-programs/#top-funnel-nurture).
......@@ -10,6 +8,6 @@ This issue will track post event leads that are requested to be added to [TOFU n
* [ ] Run once the marketo smart campaign
* [ ] Confirm leads have been added in the issue comment tagging the FMM
Please submit any questions about this template to the #marketing-programs slack channel.
Please submit any questions about this template to the [#marketing_programs slack channel](https://gitlab.slack.com/messages/CCWUCP4MS).
/label ~"Marketing Programs" ~"status::wip" ~"MktgOps - FYI" ~"MPM - Add to Nurture"
\ No newline at end of file
### 📝 [Epic Link >>](#)
## Purpose
This issue will track the process of converting a LIVE webcast to an on-demand version.
......
### Digital Marekting Programs Team
### Digital Marketing Programs Team
* **Digital Marketing Programs Manager:** [Shane Rice](https://gitlab.com/shanerice)
* **Focus:** SEO, Organic search
* **Digital Marketing Programs Manager:** [Matt Nguyen](https://gitlab.com/mnguyen4)
* **Focus:** Paid search, paid social
* **Digital Marketing Programs Manager:** [Sarah Daily](https://gitlab.com/sdaily)
* **Focus:** PathFactory, Email marketing
\ No newline at end of file
* **Focus:** Email marketing, PathFactory
### Marketing Programs Team
* **Manager, Marketing Programs:** [Jackie Gragnola](https://gitlab.com/jgragnola)
* **Sr. Marketing Program Manager:** [Agnes Oetama](https://gitlab.com/aoetama)
* **Sr. Marketing Program Manager:** [Jenny Tiemann](https://gitlab.com/jennyt)
* **Sr. Marketing Program Manager:** [Zac Badgley](https://gitlab.com/zbadgley)
* **Sr. Marketing Program Manager:** [Nout Boctor-Smith](https://gitlab.com/nbsmith)
* **Sr. Marketing Program Manager:** [Megan Mitchell](https://gitlab.com/mmmitchell)
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