This AudieThis article explains how to create an Email or Nurture request for the Email Operations team.
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Requestor needs to assign email epic tasks to their email counterpart
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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.