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Nominating Contacts for the Digital Journey

Currently there are a variety of programs avaiable to paying customers based on contact role assignment and a number of conditions that must be met to enter the program.

Adding a Contact via Gainsight

To add a contact please follow these steps:

  1. Navigate to the C360 page
  2. Under Contacts find the one you'd like to enroll
  3. Next to their name click on the three dots icon (…) and view details
  4. Edit the 'GitLab Role' field
  5. Scroll through the picklist and select 'GitLab Admin'
  6. Save

Adding a Contact via Salesforce

To add a contact please follow these steps:

  1. Find the relevant contact in Salesforce
  2. Edit the 'Role' field
  3. Scroll through the picklist and select 'GitLab Admin'
  4. Save

For the Commercial market, we will require identifying the GitLab Admins at each Account at the time of Opportunity approval submission. Read more about this requirement.

Process Following Contact Role Assignment

  1. There are multiple programs in Gainsight that listen on a daily basis for new contacts
  2. Below are the campaings and their conditions that must be met:
Program Name Condition Criteria Email From Currently Live
Customer Onboarding 20K<>50K Role = GitLab Admin, TAM = Null, Territory ≠ PubSec, Sales Segment ≠ Large, Customer Since < 3 days, 20k<>50K From: Digital TAM Assigned Yes
Customer Onboarding 5K<>20K Role = GitLab Admin, TAM = Null, Territory ≠ PubSec, Sales Segment ≠ Large, Customer Since < 3 days, ARR 5k< 20K From: Account Owner Yes
Customer Onboarding <5K Role = GitLab Admin, TAM = Null, Territory ≠ PubSec, Sales Segment ≠ Large, Customer Since < 3 days, ARR 228<>5k From: Account Owner Yes
Web Direct Onboarding Role = Billing Contact, Source = Web Direct, Territory ≠ PubSec, Sales Segment ≠ Large, Customer Since < 3 days, ARR 228<>50k From: Account Owner Yes
Post-Onboarding Survey Onboarding Program completed From: Customer Enablement Yes
Monthly Customer Newsletter - TAM Assigned Role = GitLab Admin From: TAM Yes
Monthly Customer Newsletter - Digital / Web Direct Role = GitLab Admin OR Billing Contact for Web Direct, ARR<50K From: Account Owner Yes
CI Enablement 5k<>50k Completed Onboarding Program From: Digital TAM Assigned Yes
CI Enablement <5k & web direct Completed Onboarding Program From: Account Owner Yes
AE to TAM Introduction Role = Billing Contact, TAM ≠ Null, Account Owner ≠ Null, Territory ≠ PubSec, Sales Segment ≠ Large, Customer Since < 15 days, ARR > 50K From: Account Owner, Cc: TAM Yes
NPS post onboarding Role = GitLab Admin, Customer Since = 60 days, Territory ≠ PubSec From: Customer Enablement No
NPS pre-renewal Role = GitLab Admin, Next Renewal Date = 60 days, Territory ≠ PubSec From: Customer Enablement No

Programs will not send to the same contact more than once. The only exclusion to this is the monthly Customer Newsletter or Pre-renewal NPS.

Git is a trademark of Software Freedom Conservancy and our use of 'GitLab' is under license