[In-Progress] How To: Submit Webinar Request in JWM

This article explains how to submit a webinar request for the Events team and what tasks are created with this request type.

 Instructions

1. Submit the request using the main marketing JWM form.

• Use the SFDC Parent Campaign Name as both the “Request Name” & “Salesforce Parent Campaign” (see below)

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2. Select the appropriate option(s) for the Audience field.

3. Check ONLY the “Webinar” box and select “1”. This will create all tasks associated with the webinar project.

Included Tasks in Webinar Project:

• 2 email tasks for MKOPS (if additional emails are needed, CLONE these tasks to make additional ones)

  • 1 email invitation

  • 1 follow up email

• 3 digital marketing tasks for MKDM

  • PPC sitelink, Organic Social Post, SEO Review and Optimization

• DG team tasks for MKHUB

  • Unlabelled child issue

• 4 Stella Tasks for MKOPS

  • 1 Pre-Promotion Webinar Tasks

  • 1 Pre-Webinar Tasks

  • 1 Day-Of Webinar Tasks

  • 1 Post-Webinar Tasks

• 2 custom link tasks

  • 1 for MKPART

  • 1 for MKOPS

4. Assign Team Members to Their Tasks:

• Below is a list of all child issues, specifying which team or person owns each task and who will be responsible for adding due dates.

  • Unlabeled Child Issue

    • Requester (DG/CM/PM) owns. They are responsible for adding their own due dates.

  • Pre-Promotion Webinar Tasks

    • Events (Stella) owns. She is responsible for adding her own due dates.

  • SEO

    • Digital Marketing (Pierce Brelinsky) owns. Events (Stella) is responsible for adding a due date for this task.

  • Invite Email #1

    • Email Ops (assigned team member per vertical) owns. DG/CM/PM is responsible for adding due date(s).

  • Organic Social Post

    • Digital Marketing (Grayden Knoll) owns. DG/CM/PM is responsible for adding due date(s).

  • PPC Site Link

    • Digital Marketing (Parrish McLeod) owns. DG/CM/PM is responsible for adding due date(s).

  • Create Custom Links (MKPART)

  • Create Custom Links (MKOPS)

  • Pre-Webinar Tasks

    • Events (Stella) owns. She is responsible for adding her own due dates.

  • Day-Of Webinar Tasks

    • Events (Stella) owns. She is responsible for adding her own due dates.

  • Post-Webinar Tasks

    • Events (Stella) owns. She is responsible for adding her own due dates.

  • Follow-up Email #1

    • Email Ops (assigned team member per vertical) owns. DG/CM/PM is responsible for adding due date(s).

5. Fill out the required sidebar fields

• Due date: webinar live date

• Brand: Relias

• Audience Type: B2B

• Vertical

• Sub-vertical

• Campaign ID: This is for your GTM ID, if applicable, NOT your SFDC parent Campaign ID

• Audience: Prospects/ Customers/ Both/ Other

• Sales Division: if applicable

• Salesforce Parent Campaign: title of campaign (ex: [WBN] Multi_Your Compliance Management Solution Deminar 25-02 REL)

• Salesforce ID: This is the URL to the parent salesforce campaign (ex: https://relias.lightning.force.com/lightning/r/Campaign/701RM00000JF3E0YAL/view )

• Description: Registration page copy, speaker details (or link to their record from the “SME DataBase”

• Attachment: Registration page image