How to Submit a Live Webinar Project

This article explains how to submit a Live Webinar project. FYI, this document is a work in progress. As updates become available, they will be added to the documentation and all necessary teams will be informed.

\uD83D\uDCD8 Instructions

1. Use the main marketing JWM form here to submit a webinar project.

2. ONLY Select Webinar. This request already includes 2 email invitations, an SEO review, 1 Organic Social Post, 1 Paid Social post, and 1 PPC Sitelink (along with the Marketing Ops and DG/CM/PM tasks).

3. Once the project has been submitted find it and click into the Webinar epic. Scroll down until you see all the Child issues associated with the project.

4. At this point, you will need to assign everyone their tasks and include some additional text at the end of ALL tasks (including your own).

• Please follow this naming convention; [Task Name] - [VERT] [Portion of title] [due date (where applicable)]

  • Example: Webinar Planning Tasks - ACU Portion of Title 24-09-20

  • For email invites, be sure to add the invite number for clarity

    • Example: Email Invitations 4 - ACU Portion of Title 24-10-10

5. Below I have listed the child issues along with the team or person responsible for completing them and who should be adding due dates for which tasks.

Email Marketing Tasks - Your Email Ops Person:

• Email Invitation(s)

  • DG/CM/PM to add due dates for these tasks!

  • If you need to create additional email invite tasks for Email Ops, please view this video on how to do this.

    How to Create New Email Invite Task.mp4

    • FYI this will hopefully be a temporary step. The goal is to add more email invites + follow ups automatically when a project is created. We are submitting a request to IT soon that will address this issue and others.

Social Media Marketing Tasks - Grayden Knoll:

• Webinar - Organic Social Post

• Webinar- Paid Social

• Webinar - PPC Sitelink

  • Grayden to add his own due dates unless DG/PM/CM needs them completed on a specific date, in which case, they will need to include.

DG/CM/PM Tasks:

• Email Invitations (this task is for creating the email copy) the one associated with MKDGCH;

  

• Webinar Planning Tasks

• Registration Page

• Webinar Promotion Tasks

• Send initial stakeholder communication

• Webinar Followup Tasks

• Approve Final Reg Page Copy

• Provide Webinar Resources

  • Include your own due dates for the tasks in blue

  • Marketing Ops will add due dates for the rest of the tasks

    • FYI you need to be updating your task statuses “To Do”, “In Progress”, “Done” so everyone knows where we are at in the project.

Marketing Ops Tasks - Stella Brooks:

• Pre-Webinar Tasks

• Day-of Webinar Tasks

• Post-Webinar Tasks

  • Stella will add due dates for these tasks.

Digital Marketing Task:

• Webinar - SEO Review and Optimization

  • Stella will add due date for this task.