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Do Not Use the Create button on the individual projects. These will not have automations to create a workflow for other teams. |
Initiative - These are the Relias OKRs. Select the OKR your campaign most closely rolls up to.
Request Name – Use the Salesforce campaign name. If there is no corresponding Salesforce campaign, use the same naming convention, found here.
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*Audience Type - Select either B2B or B2C.
*Brand - Select the Brand for your campaign. Most B2B Campaigns will be Relias.
Campaign ID – If the campaign is part of GTM, enter GTM ID. If the campaign is not part of a GTM, enter N/A.
Current GTM IDs: grc, sgt
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Product Line - This field identifies the product / solution your campaign best aligns with. The field is multi-select.
Audience - The audience of your campaign. This field is multi-select allowing you to get more specific for Creative, Email, Digital, and other executing teams.
Ex: Prospects and Government, Customers and Clinicians, etc.
If Demand Generation and Customer Marketing are collaborating on a campaign, both Prospect and Customer audiences need to be selected. If Demand Generation and Partner Marketing are collaborating, both Prospect and Partner audiences need to be selected.
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Do not select Customer as an audience unless you have connected with the Customer Marketing team on campaign activities and collaboration. This field should not be used to indicate which campaigns can be applicable to customers as the Customer audience field creates task workflows for the Customer Marketing team. |
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Description - A couple sentences of the campaign, goals, and any details that will help others working on the campaign.
Attachment - If there are any relevant materials, attach and upload for others to reference.
*Due Date – Live date for campaign activity
Ex: Email Epic due date is 7/18/2024 means the email should be sent on 7/18/2024
Ex: Webinar epic due date is 7/18/2024 means the live webinar happens on 7/18/2024
Ex: Social epic due date is 7/10/2024 means the social post for the live webinar happens on 7/10/2024
Start / End Date – These should be the same date. They are also not required.
Request Name – Use the Salesforce campaign name. If there is no corresponding Salesforce campaign, use the same naming convention, found here.
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Campaign ID – If the campaign is part of GTM, enter GTM ID. If the campaign is not part of GTM, enter N/A.
Stakeholders – URL -
Customer Marketing - If Customer Marketing will be collaborating on the campaign, select ‘Yes’.
Priority -
Stakeholders - Add marketing stakeholders to improve visibility into future campaign work.
Start / End Date – These should be the same date. They are also not required.
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Campaign Calendar Fields
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