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  • Timeline: 7 days before launch

  • Create parent campaign for Instapage in salesforce to include in your QA ticket.

  • Campaign owner creates an “Instapage QA” Issue directly from the Create button on the Marketing Operations project board.

    image-20240726-162959.pngimage-20240726-163300.png
    • Use your SFDC Campaign name for the Summary name

    • image-20240726-165211.png
    • In the Description, include the following information (copy and paste list below, modify as needed):

      • Type of form needed - Gated Asset Download, Event Registration, or Demo Request

      • Whether you need any additional form fields beyond standard fields

      • Title that should appear on the form - e.g., Register for Impact: Culture 2024, Contact Us Today, etc.

      • The button CTA text - e.g., Get Started, Download Now, Contact Us, etc.

      • Additional UTMs needed.

        • By default, any Demo link (e.g., https://www.relias.com/get-started-demo) on an Instapage (a link going from Instapage to the relias.com/get-started demo page) should use the following utms:

          • “utm_source=instapage&utm_medium=referral&utm_campaign=[18 digit ID]

            • Email Ops should create this UTM string and provide to requestor; requestor should confirm during final review that UTMs have been provided and updated accordingly

        • UTMs for any other link(s) need to be created/added by the requestor/owner of the instapage

      • There is a designated field for the Instapage preview/comment link in the form

    • image-20240726-165407.png

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