**The effort is part of the [Marketing Agility Project](https://gitlab.com/groups/gitlab-com/-/epics/399), and is lead by @dmor with @amy.waller. Please reach out to them with any questions. You can also find us in #proj_boring_marketing_efficiencies on Slack** *The Boring Project Team includes: @dmor @amy.waller @jgragnola @jburton @krogel @nwoods1 @nlarue @nbsmith @erica @jennyt* **Q2'FY21 KRs related to this objective:** * [x] Clean-up and standardization of Marketo fields completed: 10 field sets DRI: @amy.waller * [ ] Evaluate and implement 3rd party data enrichment for non-US and commercial segment data DRI: @nlarue * [x] Enable Field Marketing to create their own campaigns with minimal MPM assistance DRI: @krogel @jennyt * [ ] Modular email templates created and launched and added into all program templates and new email builds DRI: @nbsmith * [ ] GDPR and email compliance plan created and implemented for all new data DRI: @amy.waller + @nbsmith * [x] Localization vendor selected, an interim process documented, and CI campaign launched in 2 languages (French and German) @erica --- This project intends to up-level the Marketing processes and systems. You can find all our issues using the ~"The Boring Project" label and our [**roadmap issues board here**](https://gitlab.com/groups/gitlab-com/-/boards/1655941?&label_name[]=The%20Boring%20Project). ## Themes We are organizing major themes for ~"The Boring Project" into Epics. They are: * GDPR Compliance * Marketing Data Mgmt * Training * Processes * IPO Readiness ### Useful Documents * [Priorities exploration doc](https://docs.google.com/spreadsheets/d/1ZJYMYyQ6I2e1m1gfG8cvlR7uqFlEKUXUD723_TTSN3g/edit#gid=0). * [2x Weekly Meeting - Agenda and Notes](https://docs.google.com/document/d/1vKGzhmVkIjY5qYz0weIyMo7AgmPzkZj8QMz2ALSrh_w/edit) **Goal: Uplevel our marketing processes and systems to become more efficient and scalable.** ## Projects **[GDPR and Email Compliance](https://gitlab.com/groups/gitlab-com/-/epics/415)** - Description in confidential [issue](https://gitlab.com/gitlab-com/marketing/marketing-operations/-/issues/2485). **[Marketo Field Cleanup and Standardization](https://gitlab.com/gitlab-com/marketing/marketing-operations/-/issues/2576)** - Cleanup of duplicate and decommissioned fields to allow for a better user experience when using Marketo. Documentation to help describe the use of each field and where it is used and mapped. Limiting number of smart campaigns running will improve system performance as well. **[Data Maintenance and Enrichment](https://gitlab.com/groups/gitlab-com/-/epics/377)** - Evaluate and implement a 3rd party enrichment solution to collect better data on our database (specifically LATAM, APAC and EMEA) to improve scoring, routing and sales intelligence. **[Field Marketing Training](https://gitlab.com/groups/gitlab-com/marketing/-/epics/941)** - Enable the field marketing team to build their programs and campaigns to increase efficiency and reduce the back and forth with the MPM team. Develop a streamlined process for working with the MPMs, develop structured training to build and tracking and configure Marketo permissions to allow for this.. **[Modular Email Templates](https://gitlab.com/gitlab-com/marketing/digital-marketing-programs/-/issues/1977)** - Create a new, clean modular master email template for MPMs to use in Marketo to speed up build times and limit the need for HTML coding. ## Project Outline: ### GDPR + Email Compliance: DRI Legal + @amy.waller + @nbsmith - Drill into [epic](https://gitlab.com/groups/gitlab-com/-/epics/415) for tasks ### Field Marketing Training - DRI: @jgragnola @krogel @jennyt - Drill down into [epic](https://gitlab.com/groups/gitlab-com/marketing/-/epics/941) for tasks ### Data Maintenance and Enrichment DRI: @nlarue + Sops - :white_check_mark: Identify and Evaluate vendors for [data enrichment]((https://gitlab.com/gitlab-com/sales-team/field-operations/sales-operations/-/issues/750)) - :calendar: NDAs + Data qualification (now) - Continue to evaluate vendors for data enrichment - POC from vendors - Budget Approval from Finance (2-3 weeks) - :calendar: Security Review (2-3 weeks) - Begin implementation of tool (4+weeks) ### Marketo Field Cleanup + Standardization: DRI @amy.waller * Clean up 10 Commonly used Marketo fields https://gitlab.com/gitlab-com/marketing/marketing-operations/-/issues/2576 ### Modular Marketo Email Templates DRI: @nbsmith * **Main [epic](https://gitlab.com/groups/gitlab-com/marketing/-/epics/759)** * :white_check_mark: Complete - Identify modules that will support MPM (and others') email marketing needs * :white_check_mark: [Complete](https://gitlab.com/gitlab-com/marketing/digital-marketing-programs/-/issues/2270) - Create an MVC master modular email template for use right now * :white_check_mark: [Complete](https://gitlab.com/gitlab-com/marketing/digital-marketing-programs/-/issues/2298) - Add Marketo syntax to one child MVC email template for MPMs to use now * :calendar: [WIP](https://gitlab.com/gitlab-com/marketing/corporate-marketing/-/issues/1927) - Updated design mockup * :clock: [Backlog] - Re-develop the MVC master modular email template to reflect new design * Include ABM-specific [requests](https://gitlab.com/gitlab-com/marketing/account-based-marketing/-/issues/105) * :clock: [Backlog] - Add Marketo syntax to master modular email template * Test to make sure everything works! * :clock: [Backlog] - Rollout, training, and enablement