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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.
Use your SFDC Campaign name for the Summary name
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
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