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Open Campaign Module | Carahsoft Use Case
  • Campaign Module | Carahsoft Use Case

  • Campaign Module | Carahsoft Use Case

    Open Epic created by Salina Tran

    This epic is used to track the iterations to support the Campaign Module advancements for Carahsoft.

    :white_check_mark: Iteration 1 (Completed on October 20)

    When Carahsoft creates a deal registration, they will select Partner Placeholder PubSec (reseller account specifically for Carahsoft DR). The MDF campaigns for Carahsoft will be connected to the Partner Placeholder Pubsec, so they can link the DR to the campaign using the GitLab Marketing Campaign field.

    :white_check_mark: Iteration 2 (Completed on January 8)

    On the second page of the DR form, we will have a new campaign field called: Distributor Marketing Campaign drop down when the Distributor Account is selected. The campaigns are collected via a smartsheet which Gabby will be responsible for keeping up to date. When a new entry is submitted to the smartsheet, Vartopia is responsible for adding that campaign to the Distributor Marketing Campaign dropdown.

    Then, they will no longer need to use the GitLab Marketing Campaign on the deal registration form.

    This will allow the Distributor to tie the DR to the campaign, HOWEVER, we’ll still need to use the Partner Placeholder Pubsec reseller account.

    Iteration 3 (Timeline: ?)

    Similarly how we sync a campaign to Vartopia from the Salesforce campaign, we’ll be able to do so for distributor campaigns. We’ll have a new field on the Salesforce Campaign to select the Distributor Account. When the Distributor is selected, they will deactivate the Partner Account from being selected.

    The requirements for campaign sync: Distributor Account is selected and Sync to Vartopia is checked. This will remove the manual need to update the smartsheet, and all the Distributor campaigns will be available on the drop down.

    From a reporting standpoint, we’d use the GitLab Marketing campaign to measure campaigns from resellers, and this new field, Distributor Marketing Campaign to measure campaign attribution for distributors.

    Edited by Salina Tran

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