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Re: Event program work flow guides
cfdbb235eb21768abe0dcc40281783a5c82d1a82 Jan 12, 2017 11:11 AM (in response to Robert McKenzie)Rob, it seems as if you may need to set up a naming convention. For a webinar, for example, you could name your program using the actual date of the webinar, such as: WBN-20170112-My Webinar and use similar coding for the items you mentioned: "IIN" (initial invite), "FIN" (follow-up invite), etc. Tack your coding structure along with the dates, and things should line up nicely in the various folders. (When you use the DATE-MO-DAY structure, the dates will line up in their proper order).
inside that we name emails like
1. Initial Invite
2. Second Invite
3. Confirmation Email
4. 1 Day Reminder
5. 24 Hours Reminder
6. Attendee Thank You
7. No Show Email
Let me know if you have other questions.
Thanks!
John
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Re: Event program work flow guides
Sanford Whiteman Jan 12, 2017 11:20 AM (in response to Robert McKenzie)1 of 1 people found this helpfulRob you should move this thread to Products. "Community" is for questions about the Marketo Nation website itself -- and yes, this is confusing. It's likely that John didn't get to your question until today because this isn't the place for peer-to-peer support.
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Re: Event program work flow guides
cfdbb235eb21768abe0dcc40281783a5c82d1a82 Jan 13, 2017 12:49 PM (in response to Sanford Whiteman)Sorry, I'm a bit of a newb to the community.
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Re: Event program work flow guides
Sanford Whiteman Jan 13, 2017 1:23 PM (in response to cfdbb235eb21768abe0dcc40281783a5c82d1a82)It was good of you to respond anyway! But we (meaning the "power responders") try to steer people toward the correct Place, since otherwise stuff will continue to be all over.
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Re: Event program work flow guides
Josh Hill Jan 13, 2017 6:21 PM (in response to Robert McKenzie)1 of 1 people found this helpfulIf you go to Import Program > Import > Event you can see how Marketo structures it.
If you email me, I've got a guide which I haven't shared yet, and would love your feedback.
Also, check University here which may have some new videos and slides.
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Re: Event program work flow guides
Robert McKenzie Jan 16, 2017 1:32 AM (in response to Josh Hill)Good morning Josh,
Thank you very much for your help...I would love to see your guide if its still on offer.
Regards Robert McKenzie
robert.mckenzie@trimble.com
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Re: Event program work flow guides
Dan Stevens. Jan 16, 2017 7:44 AM (in response to Robert McKenzie)1 of 1 people found this helpfulWe've built three different event program templates:
- Traditional registration
- Registration that requires approval before confirmed
- RSVP
Below are the individual workflows we have for each: