Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

This AudieThis article explains how to create an Email or Nurture request for the Email Operations team.

...

  • Requestor needs to assign email epic tasks to their email counterpart

Info

Assigning should be done at the task level, not the epic level. Teams cannot see MKHUB epics on individual team boards.

  • In the description of the email epic, requestor should add a 2-sentence overview.

  • Requestor should also make sure all sidebar fields are filled out, including Sales Division, Audience, etc. The required sidebar fields and their descriptions are as follows:

    • Due date: what is your email send date?

    • Brand: should usually either be REL, WCEI or Nurse.com

    • Audience Type: B2B

    • Vertical

    • Sub-vertical

    • Campaign ID: This is for your GTM ID, if applicable, not your SFDC parent Campaign ID

    • Target Audience (who are we emailing? Please specify the audience and/or exact Pardot list names if you have them) e.g., All PAC Prospects; All Prospects and Customers; PRIMARY: B2B Nurse.com)

    • Sales Division: if applicable

    • Salesforce ID - this is a URL to the parent salesforce campaign (e.g., https://relias.lightning.force.com/lightning/r/Campaign/701RM00000BdMlZYAV/view )

      • NOTE: 'Salesforce Campaign’ field is intended for the Child SFDC Campaign name of an email/custom link/form/etc. (e.g., [REL] DG_EM 24-11-06 Impact Change Invite 6)

  • Requestor should comment on the Upload Deliverables issue main Email epic after they have uploaded their email copy, email banner / graphicgraphics, and any other necessary materials for the email send.

  • ·The The Email team will tag the requestor in the [issue] when email main email Epic when the email draft is ready to review.