List Clean and Upload - Self-Service (Example - To be Used for Training)
This issue will track the list cleanup and upload for events. Adherence to timelines and receiving lists as soon as possible from event organizers is critical to a timely follow up.
Upload instructions to be completed by MktgOPS, organized by Marketing Programs and with support of Field Marketing as liaison with event organizers.
🛁 List clean step 1 (Campaign owner @)
Select File -> Make Copy of full spreadsheet into a new spreadsheet. Use template to copy/paste columns and alert to any email syntax errors, duplicates, and clean up Proper Capitalization.
- Remove duplicates based on template alerts and correct errors in emails, as displayed
self, etc from
Statevalues for Countries that are not
Phonevalues are actual phone numbers
- Work with event booth staff to clean and take notes on conversations
- Translate international lead lists as necessary - campaign owner to delegate, if relevant
Once cleaning is completed, take cleaned data from
Right/Greenside of template and
Paste valuesinto the
Left/Blueside of spreadsheet.
Paste valueswill paste only data and remove present formulas
After cleaned data is moved to
Left/Blueside of spreadsheet, fully delete right/green side of spreadsheet
Rename the file to match the relevant
campaign tag, if applicable, or campaign name
- Link to ready-to-upload googledoc of list in issue comments, tag MktgOps (primarily @jburton)
- Add List Upload: Ready label to issue. IMPORTANT: Reapply label for each new upload request
- Change ownership of list spreadsheet to Marketing Ops rep performing the upload so they may erase the spreadsheet. Keep editing access for yourself
🔼 Upload list to Salesforce & notify sales development (MktgOPS)
- Upload list to Marketo
Run workflow to modify
Follow Up Requestedand
- Modify Bizible Touchpoints to Day 1 of related event
- Notify in issue when list is uploaded
- Remove List Upload: Ready label
Lead Data: Activeif it is not already attached
Return later to remove lead data and switch label to
Lead Data: Inactive
🕰 List imports will be completed within 24 HOURS after receiving the list from Field Marketing.
Please submit any questions about this template to the #mktgops slack channel.