Commit 2f7f5bfe authored by Katie Rogel's avatar Katie Rogel

Updates to Epic Codes

parent c3dc4d77
......@@ -29,11 +29,9 @@ The project owner is responsible for following the steps below to create the epi
## :notepad_spiral: Key Details
* **Project Owner (FMM):**
* **Field Marketing Coordinator:**
* **FMC/FMS:**
* **Type:** Direct Mail
* **Campaign Tag:**
* **Persona (choose one):** `Practitioner, Manager, or Executive`
* **Use Case (choose primary):** `CI, VC&C, DevSecOps, Other` (FY21-22 focus on CI and VC&C)
* **Sales Segment (choose primary):** `Large, Mid-Market, or SMB`
* **Sales Region (choose one):** `AMER, EMEA, APAC`
* **Sales Territory (optional, if specific):**
......@@ -52,18 +50,12 @@ The project owner is responsible for following the steps below to create the epi
## Issue creation
* [ ] Program Tracking
- [If tactic owner is Campaigns Team](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-program-tracking)
- [If tactic owner is Field Marketing Team](https://gitlab.com/gitlab-com/marketing/field-marketing/-/issues/new?issuable_template=program-tracking) - FMC creates, assigns to FMC
* [ ] [List clean and upload issue](https://gitlab.com/gitlab-com/marketing/marketing-operations/issues/new?issuable_template=event-clean-upload-list) - FMC creates, assigns to FMM and MOps
* [ ] [Program Tracking - FM](https://gitlab.com/gitlab-com/marketing/field-marketing/-/issues/new?issuable_template=program-tracking) - FMC creates, assigns to FMC
* [ ] [Write copy issue](https://gitlab.com/gitlab-com/marketing/field-marketing/-/issues/new?issuable_template=write-copy) - FMC creates, assigns to FMM
* [ ] [Follow up email issue](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-email-followup) - FMC creates, assigns to FMM (issue will go through triage)
* [ ] [Email invitations issue created](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-email-invitation) - FMC creates one for each email requesting to send, assigns to FMM and FMC (issue will go through triage - final reviewed copy due in advance of triage process)
* [ ] [Follow up email issue](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-email-followup) - FMC creates, assigns to FMM and FMC (issue will go through triage)
* [ ] [List clean and upload issue](https://gitlab.com/gitlab-com/marketing/marketing-operations/issues/new?issuable_template=event-clean-upload-list) - FMC creates, assigns to FMM and MOps
* [ ] [Add to nurture issue](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-add-nurture) - FMC creates, assigns to FMM (issue will go through triage)
**Optional if target list determined, and form-fill required as part of user experience**
* [ ] [Write copy issue](https://gitlab.com/gitlab-com/marketing/field-marketing/-/issues/new?issuable_template=write-copy) - FMC creates, assigns to FMM
* [ ] [Marketo LP and automation issue](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-mkto-landing-page) - FMC creates, assigns to FMM (final reviewed copy due in advance of triage process)
* [ ] [Email invitations issue created](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-email-invitation) - FMC creates one for each email requesting to send, assigns to FMM, FMC (final reviewed copy due in advance of triage process)
/label ~"Field Marketing" ~"Direct Mail" ~"mktg-status::wip"
```
......@@ -29,10 +29,8 @@ The project owner is responsible for following the steps below to create the epi
## :notepad_spiral: Key Details
* **Project Owner (FMM):**
* **Field Marketing Coordinator:**
* **FMC/FMS:**
* **Type:** Paid Survey
* **Persona (choose one):** `Practitioner, Manager, or Executive`
* **Use Case (choose primary):** `CI, VC&C, DevSecOps, Other` (FY21-22 focus on CI and VC&C)
* **Sales Segment (choose primary):** `Large, Mid-Market, or SMB`
* **Sales Region (choose one):** `AMER, EMEA, APAC`
* **Sales Territory (optional, if specific):**
......@@ -52,18 +50,19 @@ The project owner is responsible for following the steps below to create the epi
## Issue creation
* [ ] Program Tracking - please note in the issue that [these instructions must be followed](https://about.gitlab.com/handbook/marketing/marketing-operations/#marketo-program-and-salesforce-campaign-set-up)
* [ ] Program Tracking
- [If tactic owner is Campaigns Team](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-program-tracking)
- [If tactic owner is Field Marketing Team](https://gitlab.com/gitlab-com/marketing/field-marketing/-/issues/new?issuable_template=program-tracking) - FMC creates, assigns to FMC ([this MR creates the correct issue](https://gitlab.com/gitlab-com/marketing/field-marketing/-/merge_requests/227) - need merged by Leslie/Evan)
* [ ] [List clean and upload issue](https://gitlab.com/gitlab-com/marketing/marketing-operations/issues/new?issuable_template=event-clean-upload-list) - FMC creates, assigns to FMM and MOps (if not using integrated survey provider)
- [If tactic owner is Field Marketing Team](https://gitlab.com/gitlab-com/marketing/field-marketing/-/issues/new?issuable_template=program-tracking) - FMC creates, assigns to FMC
* [ ] [Write copy issue](https://gitlab.com/gitlab-com/marketing/field-marketing/-/issues/new?issuable_template=write-copy) - FMC creates, assigns to FMM
* [ ] [Follow up email issue](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-email-followup) - FMC creates (issue will go through triage)
* [ ] [Add to nurture issue](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-add-nurture) - FMC creates (issue will go through triage)
* [ ] [Email invitations issue created](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-email-invitation) - FMC creates one for each email requesting to send, assigns to FMM and FMC (issue will go through triage - final reviewed copy due in advance of triage process)
* [ ] [Follow up email issue](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-email-followup) - FMC creates, assigns to FMM and FMC (issue will go through triage)
* [ ] [List clean and upload issue](https://gitlab.com/gitlab-com/marketing/marketing-operations/issues/new?issuable_template=event-clean-upload-list) - FMC creates, assigns to FMM and MOps
* [ ] [Add to nurture issue](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-add-nurture) - FMC creates, assigns to FMM (issue will go through triage)
* [ ] [Organic social issue created](https://gitlab.com/gitlab-com/marketing/corporate_marketing/corporate-marketing/-/issues/new?issuable_template=social-event-request#) (*optional*) - Auto-assignments listed in template
**If we receive final PDF of Survey Results:**
* [ ] [Pathfactory Upload Issue](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-pathfactory-upload) - FMC creates, issue will go through triage
* [ ] [Pathfactory Track Issue](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-pathfactory-track) - FMC creates, issue will go through triage
* [ ] [Marketo Landing Page & Automation Issue](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-mkto-landing-page) - FMC creates, final copy must be complete, issue will go through triage
* [ ] [Pathfactory Upload Issue](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-pathfactory-upload) - FMM creates, issue will go through triage
* [ ] [Pathfactory Track Issue](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-pathfactory-track) - FMM creates, issue will go through triage
**Optional: create the optional issues only we have rights to survey results and there is a multi-channel plan for how the survey will be promoted*
......
......@@ -39,7 +39,7 @@ The project owner is responsible for following the steps below to create the epi
## :notepad_spiral: Key Details
* **Project Owner:**
* **Field Marketing Coordinator:**
* **FMC/FMS:**
* **Type:** Sponsored Webcast
* **Official Name:**
* **Registration URL:**
......@@ -66,11 +66,11 @@ The project owner is responsible for following the steps below to create the epi
* [ ] Program Tracking
- [If tactic owner is Campaigns Team](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-program-tracking)
- [If tactic owner is Field Marketing Team](https://gitlab.com/gitlab-com/marketing/field-marketing/-/issues/new?issuable_template=program-tracking) - FMC creates, assigns to FMC ([this MR creates the correct issue](https://gitlab.com/gitlab-com/marketing/field-marketing/-/merge_requests/227) - need merged by Leslie/Evan)
* [ ] [List clean and upload issue created](https://gitlab.com/gitlab-com/marketing/marketing-operations/issues/new?issuable_template=event-clean-upload-list) - FMC creates, assigns to FMM and MOps
* [ ] [Add to nurture issue created](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-add-nurture) - FMC creates (issue will go through triage)
- [If tactic owner is Field Marketing Team](https://gitlab.com/gitlab-com/marketing/field-marketing/-/issues/new?issuable_template=program-tracking) - FMC creates, assigns to FMC
* [ ] [Write copy issue](https://gitlab.com/gitlab-com/marketing/field-marketing/-/issues/new?issuable_template=write-copy) - FMC creates, assigns to FMM
* [ ] [Follow up email issue created](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-email-followup) - FMC creates (issue will go through triage - note if PF link is desired, the send will be pushed out. For immediate follow up, use Youtube link after project own uploads)
* [ ] [Follow up email issue](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-email-followup) - FMC creates, assigns to FMM and FMC (issue will go through triage)
* [ ] [List clean and upload issue](https://gitlab.com/gitlab-com/marketing/marketing-operations/issues/new?issuable_template=event-clean-upload-list) - FMC creates, assigns to FMM and MOps
* [ ] [Add to nurture issue](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-add-nurture) - FMC creates, assigns to FMM (issue will go through triage)
* [ ] [Pathfactory Upload issue created](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-pathfactory-upload) (*optional*) - FMC creates (issue will go through triage - note the minimum 5 Day SLA - Youtube link should be included in the issue)
Add the team label to indicate the team running the event (Example: Field Marketing, Corporate Marketing)
......@@ -132,12 +132,12 @@ The project owner is responsible for following the steps below to create the epi
## Issue creation
* [ ] Program Tracking
- [If tactic owner is Campaigns Team](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-program-tracking) - Corp creates, issue goes through triage
- [If tactic owner is Field Marketing Team](https://gitlab.com/gitlab-com/marketing/field-marketing/-/issues/new?issuable_template=program-tracking) - FMC creates, assigns to FMC ([this MR creates the correct issue](https://gitlab.com/gitlab-com/marketing/field-marketing/-/merge_requests/227) - need merged by Leslie/Evan)
* [ ] [List clean and upload issue created](https://gitlab.com/gitlab-com/marketing/marketing-operations/issues/new?issuable_template=event-clean-upload-list) - Corp/FMC creates, assigns to FMM and MOps
* [ ] [Add to nurture issue created](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-add-nurture) - Corp/FMC creates (issue will go through triage)
- [If tactic owner is Campaigns Team](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-program-tracking)
- [If tactic owner is Field Marketing Team](https://gitlab.com/gitlab-com/marketing/field-marketing/-/issues/new?issuable_template=program-tracking) - FMC creates, assigns to FMC
* [ ] [Write copy issue](https://gitlab.com/gitlab-com/marketing/field-marketing/-/issues/new?issuable_template=write-copy) - FMC creates, assigns to FMM
* [ ] [Follow up email issue created](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-email-followup) - Corp/FMC creates (issue will go through triage - note if PF link is desired, the send will be pushed out. For immediate follow up, use Youtube link(s) after project own uploads.)
* [ ] [Follow up email issue](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-email-followup) - FMC creates, assigns to FMM and FMC (issue will go through triage)
* [ ] [List clean and upload issue](https://gitlab.com/gitlab-com/marketing/marketing-operations/issues/new?issuable_template=event-clean-upload-list) - FMC creates, assigns to FMM and MOps
* [ ] [Add to nurture issue](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-add-nurture) - FMC creates, assigns to FMM (issue will go through triage)
* [ ] [Pathfactory Upload issue created](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-pathfactory-upload) (*optional*) - FMC creates (issue will go through triage - note the minimum 5 Day SLA - Youtube link should be included in the issue)
<details>
......@@ -183,7 +183,7 @@ The project owner is responsible for following the steps below to create the epi
## :notepad_spiral: Key Details
* **Project Owner/Field Marketing Manager:**
* **Field Marketing Coordinator:**
* **FMC/FMS:**
* **Type:** Executive Roundtable
* **Official Name:**
* **Date(s):**
......@@ -191,7 +191,7 @@ The project owner is responsible for following the steps below to create the epi
* **Sales Segment (choose primary):** `Large, Mid-Market, or SMB`
* **Sales Region (choose one):** `AMER, EMEA, APAC`
* **Sales Territory (optional, if specific):**
* **Goal:** `Please be specific on the KPI this is meant to impact.`
* **Goal:** `Please be specific on the metric this is meant to impact.`
* **Budget:**
* **Campaign Tag:**
* **Launch Date:** [YYYY-MM-DD]
......@@ -206,13 +206,13 @@ The project owner is responsible for following the steps below to create the epi
[Project Owner/FMM add whatever additional notes are relevant here]
## Issue creation
* [ ] Program Tracking
- [If tactic owner is Campaigns Team](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-program-tracking) - Corp creates, issue goes through triage
- [If tactic owner is Field Marketing Team](https://gitlab.com/gitlab-com/marketing/field-marketing/-/issues/new?issuable_template=program-tracking) - FMC creates, assigns to FMC ([this MR creates the correct issue](https://gitlab.com/gitlab-com/marketing/field-marketing/-/merge_requests/227) - need merged by Leslie/Evan)
* [ ] [List clean and upload issue created](https://gitlab.com/gitlab-com/marketing/marketing-operations/issues/new?issuable_template=event-clean-upload-list) - Corp/FMC creates, assigns to FMM and MOps
* [ ] [Add to nurture issue created](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-add-nurture) - Corp/FMC creates (issue will go through triage)
* [ ] [Program Tracking - FM](https://gitlab.com/gitlab-com/marketing/field-marketing/-/issues/new?issuable_template=program-tracking) - FMC creates, assigns to FMC
* [ ] [Write copy issue](https://gitlab.com/gitlab-com/marketing/field-marketing/-/issues/new?issuable_template=write-copy) - FMC creates, assigns to FMM
* [ ] [Follow up email issue created](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-email-followup) - Corp/FMC creates (issue will go through triage - note if PF link is desired, the send will be pushed out. For immediate follow up, use Youtube link(s) after project own uploads.)
* [ ] [Email invitations issue created](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-email-invitation) - FMC creates one for each email requesting to send, assigns to FMM and FMC (issue will go through triage - final reviewed copy due in advance of triage process)
* [ ] [Follow up email issue](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-email-followup) - FMC creates, assigns to FMM and FMC (issue will go through triage)
* [ ] [List clean and upload issue](https://gitlab.com/gitlab-com/marketing/marketing-operations/issues/new?issuable_template=event-clean-upload-list) - FMC creates, assigns to FMM and MOps
* [ ] [Add to nurture issue](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-add-nurture) - FMC creates, assigns to FMM (issue will go through triage)
* [ ] [Pathfactory Upload issue created](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-add-nurture) (*optional*) - FMC creates (issue will go through triage - minimum 5 Day SLA - Youtube link should be used for follow-up email)
/label ~"mktg-status::wip" ~"Field Marketing" ~"Executive Roundtable"
```
......@@ -244,14 +244,14 @@ The project owner is responsible for following the steps below to create the epi
## :notepad_spiral: Key Details
* **Project Owner:**
* **Field Marketing Coordinator:**
* **FMC/FMS:**
* **Type:** Vendor Arranged Meetings
* **Official Name:**
* **Registration URL:**
* **Sales Segment (choose primary):** `Large, Mid-Market, or SMB`
* **Sales Region (choose one):** `AMER, EMEA, APAC`
* **Sales Territory (optional, if specific):**
* **Goal:** `Please be specific on the KPI this is meant to impact.`
* **Goal:** `Please be specific on the metric this is meant to impact.`
* **Budget:**
* **Campaign Tag:**
* **Launch Date:** [YYYY-MM-DD]
......@@ -267,14 +267,12 @@ The project owner is responsible for following the steps below to create the epi
## Issue creation
* [ ] Program Tracking
- [If tactic owner is Campaigns Team](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-program-tracking)
- [If tactic owner is Field Marketing Team](https://gitlab.com/gitlab-com/marketing/field-marketing/-/issues/new?issuable_template=program-tracking) - FMC creates, assigns to FMC ([this MR creates the correct issue](https://gitlab.com/gitlab-com/marketing/field-marketing/-/merge_requests/227) - need merged by Leslie/Evan)
- [If tactic owner is Corporate Team]() - Coming soon!
* [ ] [List clean and upload issue created](https://gitlab.com/gitlab-com/marketing/marketing-operations/issues/new?issuable_template=event-clean-upload-list) - FMC creates, assigns to FMM and MOps
* [ ] [Add to nurture issue created](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-add-nurture) - FMC creates (issue will go through triage)
* [ ] [Program Tracking - FM](https://gitlab.com/gitlab-com/marketing/field-marketing/-/issues/new?issuable_template=program-tracking) - FMC creates, assigns to FMC
* [ ] [Write copy issue](https://gitlab.com/gitlab-com/marketing/field-marketing/-/issues/new?issuable_template=write-copy) - FMC creates, assigns to FMM
* [ ] [Follow up email issue created](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-email-followup) (*optional*) - FMC creates (issue will go through triage)
* [ ] [Email invitations issue created](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-email-invitation) - FMC creates one for each email requesting to send, assigns to FMM and FMC (issue will go through triage - final reviewed copy due in advance of triage process)
* [ ] [Follow up email issue](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-email-followup) - FMC creates, assigns to FMM and FMC (issue will go through triage)
* [ ] [List clean and upload issue](https://gitlab.com/gitlab-com/marketing/marketing-operations/issues/new?issuable_template=event-clean-upload-list) - FMC creates, assigns to FMM and MOps
* [ ] [Add to nurture issue](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-add-nurture) - FMC creates, assigns to FMM (issue will go through triage)
* [ ] [Pathfactory Upload issue created](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-add-nurture) (*optional*) - FMC creates (issue will go through triage - minimum 5 Day SLA - Youtube link should be used for follow-up email)
**Optional: create the optional issues only if we have rights to recording and content is worth gating*
......
......@@ -50,11 +50,10 @@ Once you have an idea and abstract for a self-service virtual event with or with
## :notepad_spiral: Key Details
* **Project Owner (FMM):**
* **FMC:**
* **FMC/FMS:**
* **Type:** Self-service
* **Event Date:** [MM-DD-YYYY] (this is the date the event goes live)
* **Campaign Tag:**
* **Use Case (choose primary):** `CI, VC&C, DevSecOps, Other` (FY21-22 focus on CI and VC&C)
* **Sales Segment (choose primary):** `Large, Mid-Market, or SMB`
* **Sales Region (choose one):** `AMER, EMEA, APAC`
* **Sales Territory (optional, if specific):**
......@@ -82,9 +81,9 @@ Once you have an idea and abstract for a self-service virtual event with or with
## Issue creation (`See DRIs and assignments below`)
* [ ] Program Tracking
- [If tactic owner is Campaigns Team](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-program-tracking)
- [If tactic owner is Field Marketing Team](https://gitlab.com/gitlab-com/marketing/field-marketing/-/issues/new?issuable_template=program-tracking) - FMC creates, assigns to FMC ([this MR creates the correct issue](https://gitlab.com/gitlab-com/marketing/field-marketing/-/merge_requests/227) - need merged by Leslie/Evan)
- [If tactic owner is Field Marketing Team](https://gitlab.com/gitlab-com/marketing/field-marketing/-/issues/new?issuable_template=program-tracking) - FMC creates, assigns to FMC
* [ ] [List clean and upload issue](https://gitlab.com/gitlab-com/marketing/marketing-operations/issues/new?issuable_template=event-clean-upload-list) - FMC creates, assigns to FMM and MOps
* [ ] [Add to nurture issue](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-add-nurture) - FMC creates (issue will go through triage)
* [ ] [Add to nurture issue](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-add-nurture) - FMC creates, assigns to FMM (issue will go through triage)
Add the team label to indicate the team running the event (Example: Field Marketing, Corporate Marketing)
......@@ -104,11 +103,10 @@ Add the team label to indicate the team running the event (Example: Field Market
## :notepad_spiral: Key Details
* **FMM/Requester:**
* **FMC:**
* **FMC/FMS:**
* **Type:** Self-service with promotion
* **Event Date:** [MM-DD-YYYY] (this is the date the event goes live)
* **Campaign Tag:**
* **Use Case (choose primary):** `CI, VC&C, DevSecOps, Other` (FY21-22 focus on CI and VC&C)
* **Sales Segment (choose primary):** `Large, Mid-Market, or SMB`
* **Sales Region (choose one):** `AMER, EMEA, APAC`
* **Sales Territory (optional, if specific):**
......@@ -137,12 +135,12 @@ Add the team label to indicate the team running the event (Example: Field Market
## Issue creation (`See DRIs and assignments below`)
* [ ] Program Tracking
- [If tactic owner is Campaigns Team](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-program-tracking)
- [If tactic owner is Field Marketing Team](https://gitlab.com/gitlab-com/marketing/field-marketing/-/issues/new?issuable_template=program-tracking) - FMC creates, assigns to FMC ([this MR creates the correct issue](https://gitlab.com/gitlab-com/marketing/field-marketing/-/merge_requests/227) - need merged by Leslie/Evan)
- [If tactic owner is Field Marketing Team](https://gitlab.com/gitlab-com/marketing/field-marketing/-/issues/new?issuable_template=program-tracking) - FMC creates, assigns to FMC
* [ ] [Write copy issue](https://gitlab.com/gitlab-com/marketing/field-marketing/-/issues/new?issuable_template=write-copy) - FMC creates, assigns to FMM
* [ ] [Email invitations issue created](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-email-invitation) - FMC creates one for each email requesting to send, assigns to FMM and FMC (issue will go through triage - final reviewed copy due in advance of triage process)
* [ ] [Follow up email issue](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-email-followup) - FMC creates, assigns to FMM and FMC (issue will go through triage)
* [ ] [List clean and upload issue](https://gitlab.com/gitlab-com/marketing/marketing-operations/issues/new?issuable_template=event-clean-upload-list) - FMC creates, assigns to FMM and MOps
* [ ] [Write copy issue](https://gitlab.com/gitlab-com/marketing/field-marketing/-/issues/new?issuable_template=write-copy) - FMC creates, assigns to FMM and FMC
* [ ] [Email invitations issue created](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-email-invitation) - FMC creates one for each email requesting to send, assigns to FMM, FMC (final reviewed copy due in advance of triage process)
* [ ] [Follow up email issue](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-email-followup) - FMC creates (issue will go through triage)
* [ ] [Add to nurture issue](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-add-nurture) - FMC creates (issue will go through triage)
* [ ] [Add to nurture issue](https://gitlab.com/gitlab-com/marketing/demand-generation/campaigns/-/issues/new?issuable_template=request-add-nurture) - FMC creates, assigns to FMM (issue will go through triage)
* [ ] [Organic social issue created](https://gitlab.com/gitlab-com/marketing/corporate_marketing/corporate-marketing/-/issues/new?issuable_template=social-event-request#) (*optional*) - Auto-assignments listed in template
Add the team label to indicate the team running the event (Example: Field Marketing, Corporate Marketing)
......
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