Would love to know how do you manage the process and track who provided what input to the email about to go out of Marketo and how is the email approved, via email or some other tool. And Just wondering in what format, all the team members in the email /content approval hierarchy do get to see final email in word doc as a screen shot or sent the test email via email or any other technology is used. For example Marketing ops creates it and sends the test email to Marketing Manager, and some edits are suggested and then goes to Director and again some edits are requested (in format other than email) and finally goes to CMO...would be interesting to know how communication happens within the team!
Remember not all of them are in using Marketol but can be in the hierarchy for approval.
Email and landing page requests should be made in HSIDB a minimum of two (2) weeks before requested launch date. Prospect Landing Page requests should be made in HSIDB a minimum of one (1) week before requested launch date. |
A request may be submitted more than two weeks ahead of the launch date as a placeholder, but once the launch date is two weeks out, it is no longer a placeholder and is a live request. All documents must be submitted by that time. It the requestor’s responsibility to upload/send these documents within that timeframe. |
All required and supplemental fields on the eform, as appropriate, should be completed. If all items are not submitted, the requestor will need to adjust target send date accordingly and communicate that to the marketing automation team. |
If a new template is needed as part of your request, that is a separate HSIDB form for the Visual Communications team. This is done separately and should be completed before submitting a request for an email or landing page. This template is needed for your marketing automation request so please take this into consideration. |
Items submitted with a request (email copy, artwork, .csv file for list, etc.) must all be finalized and approved. · Content must be approved by corporate communications (Email your copy to your vertical’s content strategist or Julie Rees). · Artwork must be approved by visual communications (contact Chris Frelin). · Lists must be up-to-date data and “scrubbed”. Scrubbed means that data is formatted correctly (proper casing, address and phone number formatting, etc.) Lists should also be formatted into the Marketo Import Template. No extraneous rows, columns or data should be included that is not meant to be uploaded. |