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July MUG Meeting - Join Us!

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Come join us to network, eat breakfast and listen to one of the summit presentations on channel reporting. We also have invited a vendor, Survicate, to give a small presentation on their real-time, Marketo-integrated surveys.


9:15-10am: Survicate presentation
10am-11am: Beyond Channels: What Else to Use to Capture the Data You Really Need (+questions)


When: Friday, July 13 – 9am to 11am

Where: Independence Branch of Cuyahoga County Public Library; 6361 Selig Dr, Independence, OH 44131
What: Survicate to give a presentation and demo of their platform and here is a little more about the presentation from some of the consultants at ANNUITAS.
*Breakfast to be included

Beyond Channels: What Else To Use To Capture The Data You Really Need

In this session, you will learn how to use channels, tags, fields, and URL parameters to ensure you're capturing the data points you really need for important KPIs and reporting. We will highlight: 1) Channels--the importance of proper channel use and how to set up programs to track activity by channel. 2) Tag utilization. 3) Lead Source tracking. 4) URL Parameters--how to use parameters in forms and for smart campaign tracking and parameter best practices. 4) KPIs, Reporting, and SFDC--recommended KPIs for each channel, reports you can run, and how to tie your data to SFDC.

Presented by:
Emily Thornton, Senior Consultant, Technology, Annuitas

Jenny Robertson, Vice President, Technology, Annuitas

Taylor Enfinger, Senior Consultant, Technology, Annuitas

When and Where

  • Start Time:

    Jul 13, 2018 7:00 AM PDT (America/Los_Angeles)
  • End Time:

    Jul 13, 2018 9:00 AM PDT (America/Los_Angeles)
  • Event Location:

    Independence Branch of Cuyahoga County Public Library, 6361 Selig Dr, Independence, OH 44131

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