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

\uD83D\uDCD8 Instructions

  1. Use the main marketing JWM form here

    1. Use the SFDC Parent Campaign Name as both the Request Name & Salesforce Parent Campaign below

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The chosen Audience Type will determine where the Requestor’s tasks go. Selecting multiple options will create duplicate tasks for all requestors.

  1. Select Email. This will create the following tasks for Marketing Ops, Digital Marketing, and the Requestor

[enter screenshot]

  1. After submitting an email epic, requestor needs to change the name of the email epic campaign to match SFDC parent naming conventions.  The due date needs to be in the name

[enter screenshot]

  • Requestor needs to assign email epic to their email counterpart

  • 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.

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

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

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