This is how the B2B Growth team has agreed to use these fields. Some of these fields impact the Campaign Calendar so it’s important we’re using them the same way. We’ll continue to add to this list as calendar fields are identified.
Correct Form to Use
Create tickets for other teams only using the main marketing request form.
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.
*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
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.
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. |
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
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.
In order for Demand Generation / Customer Marketing / Partner Marketing campaigns to sync to the campaign calendar, the following fields need to be populated:
Required Fields:
Due Date: This is the date the campaign activity is live.
Brand: Brand needs to equal Relias.
If Brand is empty or another Relias property, the campaign activity will not sync to the calendar.
Audience: Prospects, Customers, Partners, or combination of the three.
Audience Type: Audience Type needs to equal B2B.
If Audience Type is empty or B2C, the campaign activity will not sync to the calendar.
Vertical: ACU, BCH, PAC, or REL.
If REL is chosen, the campaign activity will populate all three vertical calendars.
Note: These fields are also required by your marketing counterparts to ensure they create and/or execute the activities correctly.