Marketing Operations

1. You are here:
2. Handbook
3. Marketing
4. Marketing Operations

Maintained by:

On this page

• Marketing Operations
• Marketing Operations README's
• Who is my business partner?
  • Amy Waller, campaign partner
  • Sarah Daily, content partner
  • Beth Peterson, SDR partner
• Important Resources
• List Imports
• Tech Stack
  • Requesting access to an existing tool
  • Requesting a new tool
• Working with Marketing Operations
  • Our Motto: If it isn't an Issue, it isn't OUR issue.
  • Use of Issues
  • Use of Epics
  • Labeling
• Operations Work Cadence
• No Meeting Fridays
• Office Hours
  • Operational Timeline of Changes
• Marketing Expense Tracking
  • Invoice Approval
• Lead Scoring, Lead Lifecycle, and MQL Criteria
  • MQL Scoring Model
• Campaign Cost Tracking
• Email Management
  • Email Communication Policy
  • Types of Email
• Website Form Management
• Initial Source
• Lead and Contact Statuses
  • Marketo Program and Salesforce Campaign set-up
    • Steps to Setup Marketo programs and Salesforce Campaigns
      • Step 1: Clone the Marketo program indicated below
      • Step 2: Sync to Salesforce
      • Step 3: Update Marketo tokens
      • Step 4: Activate Marketo smart campaign(s)
      • Step 5: Update the Salesforce campaign
    • Steps to Setup Content Syndication in Marketo and SFDC
      • Step 1: Clone this program
      • Step 2: Sync to Salesforce
      • Step 3: Update Marketo tokens
      • Step 4: Activate Marketo smart campaign
      • Step 5: Update the Salesforce campaign
    • Steps to Setup SimplyDirect Surveys in Marketo and SFDC
      • Step 1: Clone this program
      • Step 2: Sync to Salesforce
      • Step 3: Update SurveyName across Smart Lists and Flows
      • Step 4: Update the Salesforce campaign
      • Step 5: Troubleshooting:
• Campaigns
  • Campaign Type & Progression Status
    • Cohort
    • Conference
    • Content Syndication
    • Direct Mail
    • Executive Roundtables
    • Field Event
    • Gated Content
    • Inbound Request
    • Owned Event
    • PathFactory Listener
    • Referral Program
    • Self-Service Virtual Event
    • Speaking Session
    • Sponsored Webcast
    • Survey
    • Vendor Arranged Meetings
    • Trial
    • Virtual Sponsorship
    • Webcast
    • Workshop

Marketing Operations

Marketing Operations (MktgOps) supports the entire Marketing team to streamline processes and manage related tools. Due to those tools, we often support other teams at GitLab as well. MktgOps works closely with Sales Operations (SalesOps) to ensure information between systems is seamless, data is as accurate as possible and terminology is consistent in respective systems. Not only are we assisting with marketing operations but we are also involved in the operations of marketing, such as the budget and strategies.

Our team is structured as business partners to the rest of Marketing - see focus next to the names below.

Marketing Operations README's

• Claudia Beer, Manager - Oversees business partners
• Beth Peterson, Senior - SDR business partner
• Amy Waller, Senior - Campaign business partner
• Sarah Daily, Senior - Content business partner
• Jameson Burton, Associate
• Robert Kohnke - Reporting
• Viki Juhász - Reporting

Who is my business partner?

*Indicates multiple business partners depending on the need.

Amy Waller, campaign partner

Demand Generation

• Campaigns
• Digital Marketing
• Partner Marketing

Corporate Marketing

• Owned Events
• Sponsored Events
• Awareness/ All Remote*
• Communications*
• Community Relations*

Revenue Marketing

• Field Marketing
• ABM

Growth Marketing

• Inbound Marketing*

Sarah Daily, content partner

Growth Marketing

• Brand & Digital Design
• Content Marketing
• Inbound Marketing*

Corporate Marketing

• Awareness/ All Remote*
• Communications*
• Community Relations*

Strategic Marketing

• Product Marketing
• Technical Marketing
• Analyst Relations
• Competitive Intelligence
• Customer References
• Buyer/Market Research

Beth Peterson, SDR partner

Revenue Marketing

• Sales Development

Important Resources

• Marketing Metrics
• Marketing Owned Provisioning Instructions

List Imports

Tech Stack

For information regarding the tech stack at GitLab, please visit the Tech Stack Applications page of the Business Operations handbook where we maintain a comprehensive table of the tools used across the company.

The main tools used by Marketing and integrated with Salesforce are:

• Marketo
• Outreach.io
• Drift
• LeanData
• PathFactory
• Sigstr
• Demandbase
• ZoomInfo
• LinkedIn Sales Navigator
• Bizible

Other tools directly used by Marketing and maintained by Marketing Operations:

• Bizzabo
• Cookiebot
• Disqus
• Eventbrite
• Frame.io
• Google Adwords
• Google Analytics
• Google Search Console
• Google Tag Manager
• Hotjar
• Keyhole
• Litmus
• MailChimp
• Rev.com
• RushTranslate
• Screaming Frog
• SEMrush
• Smartling
• Sprout Social
• Swiftype
• Survey Monkey
• Tweetdeck
• YouTube
• Vimeo

Requesting access to an existing tool

To request access to an existing tool in the stack, please follow the access request process as outlined in the business operations handbook.

If you are working with a contractor or consultant that requires access to a tool in our stack, please follow the professional services access request process as outlined in the procurement handbook.

Requesting a new tool

If you are interested in or would like to request a new tool be added to the tech stack, please submit an issue using the tools eval issue template in the Marketing Operations repository. Marketing Operations should be included in new tool evaluations to account for system integrations, budget, etc. Any new tools desired after the budget is set will be handled by transferring budget from the other department to Marketing Operations.

Working with Marketing Operations

Our Motto: If it isn't an Issue, it isn't OUR issue.

Use of Issues

The MktgOps team works from issues and issue boards. If you are needing our assistance with any project, please open an issue and use the ~MktgOps::0 - To Be Triaged label anywhere within the GitLab repo. Prior to opening a new issue, feel free to reach out to your business partner to see if there is already a related issue that you can add your comments to.

With Agile Delivery being one of the solutions that GitLab (as a product) addresses, the Marketing Operations team aims to follow many of the agile methodologies. To help us in that effort, please create any Marketing Operations issues in the following format.

Note: This format is the Agile user story format and helps the issue-requester (you) and the MOps team by clearly stating what as well as why for each request and concern.

Format: As a _____ (role in marketing), I would like to ____________(need), so that ________________(reason).

MktgOps uses a global issue board and will capture any issue in any group/sub-group in the repo since we work with so many other teams. There is also a Marketing Operations project within the Marketing project.

Please note that there is now a new Marketing Strategy and Performance project for tracking work around Marketing overall strategy as well as reporting, dashboards and analysis.

Use of Epics

In order to categorize various related issues, we will make use of epics to help a team member organize our work, especially if it crosses multiple milestones. If it is a MktgOps epic, we will add the In Epic label to it, so that we can easily see that it is part of an epic on our kanban board.

Labeling

We use Labels for several purposes. One is to categorize the tool or area that is affected. Another is to show priority. And lastly, we may use them to identify the stage they are in, either before or after being put into a milestone/iteration. We generally use the stage labels for our kanban Columns.

Categories:

• MktgOps - FYI: Issue is not directly related to operations, no action items for MktgOps but need to be aware of the issue
• MktgOps - List Import: Used for list imports of any kind - event or general/ad hoc (do not also use To Be Triaged scoped label)
• Marketo, Bizible, Cookiebot, Demandbase, Drift, GDPR, LeanData, LinkedIn Sales Navigator, Outreach-io, PathFactory, Periscope, Sigstr, ZoomInfo: used to highlight one of our tech stack tools
• In Epic: bright yellow label to show that it is part of a MktgOps epic

Priorities:

• MktgOps-Priority::1 - Top Priority: Issue that is related to a breaking change, OKR focus, any other prioritized project by MktgOps leadership. This category will be limited because not everything can be a priority.
• MktgOps-Priority::2 - Action Needed: Issue has a specific action item for MktgOps to be completed with delivery date 90 days or less from issue creation date. This tag is to be used on projects/issues not owned by MktgOps (example: list upload).
• MktgOps-Priority::3 - Future Action Needed: Issue has a specific action item for MktgOps, the project/issue is not owned by MktgOps and delivery or event date is 90 days or more from issue creation.

Stages:

Backlog

• MktgOps::0 - To Be Triaged: Issue initially created, used in templates, the starting point for any label that involves MktgOps (except for List Uploads); no real discussion on the issue; generally unassigned
• MktgOps::1 - Planning: Issues assigned to a MktgOps team meber and are currently being scoped/considered but are not being actively worked on yet.
• MktgOps::2 - On Deck: Issues that have been scoped/considered and will be added to an upcoming iteration/milestone.
• MktgOps::5 - On Hold: Issue that is not within existing scope of Mktg OPS current targets, or another department as deprioritized. May be a precursor to being closed out.
• MktgOps::6 - Blocked: Issue that was being worked on by Mktg Ops and at least one other team wherein MktgOps is waiting for someone else/another team to complete an action item before being able to proceed. Could be locked by MktgOps-related task/issue, or external (non-GitLab) blocker.

In Milestone

• MktgOps::3 - In Process: Issues that are actively being worked on in the current two-week sprint/milestone.
• MktgOps::4 - UAT: Issues that MktgOps has completed its required tasks for and is ready for User Acceptance Testing/review and approval by the Requester/Approver.
• MktgOps::7 - Completed: MktgOps has completed their task on this issue although the issue may not be closed. The hope is that we will be using this one less as we simply scope an issue so that MktgOps can just close it when complete.

Handbook Updates:

When making an update to a handbook page for ABM, FMM, MOps, or SDR handbook pages (or sub-pages), we have a Zapier workflow set up that will push the MR (upon merge) to the related slack channel to ensure our teams are aware of any change that is made to the page. In order for the merged MR to show up in the respective slack channel, you must add one of the following corresponding labels on the MR.

Operations Work Cadence

The MktgOps team works in two week sprints/iterations which are tracked as Milestones at the GitLab.com level. Each Ops individual contributor (IC) is responsible for adding issues to the milestone that will be completed in the two week time frame. If needed, the IC will separate the main issue into smaller pieces that are workable segments of the larger request.

The MktgOps team will only create a milestone one beyond the current iteration, so at any given time there will be the current milestone and upcoming milestone, any other issue that is not included will be added into future milestones &/or added as work is completed in the current milestone.

A milestone cannot be closed nor marked complete until the milestone's accompanying merge request has been merged. Within every milestone there is a WIP merge request with all commits being changes to our handbook. All team members contribute their changes to the milestone merge request. The merge request should be tagged with marketing operations labels and the current milestone.

No Meeting Fridays

The Marketing Operations team had started an experiment on 2020-04-20 to commit to no internal meetings one day of the week. Now the entire Marketing team has moved to Focus Fridays. Please try not to schedule meetings for team members on Fridays, so they can devote time for deep work in milestone-related issues. Thanks!

Office Hours

Marketing Operations has weekly office hours on each Tuesdays. The team will be available for 30 min to answer any quick and easy tool related questions. We are alternating between 9am PST and Noon PST. Meaning every other Tuesday we will either have a morning or noon session, but not both. The office hour is for quick and easy questions, and it is not meant for issue related questions.

See the Marketing Operations Office Hour Calendar for more details on the alternating times and meeting links.

Operational Timeline of Changes

Periodically Marketing Operations makes significant changes to our system and processes that affect overall tools, data and reporting or uncovers significant changes that affected reporting. As such we have a shared Operational timeline of events. The MktgOps and Strategy/Perf teams update this document as needed as changes are made.

Marketing Expense Tracking

Invoice Approval

Marketing Operations approves any invoices that have not already been coded and approved through a Finance issue or that exceed the original cost estimate. We make use of Tipalti for this process. Team leads will confirm that services were performed or products were received also through Tipalti. Campaign tags are used to track costs related to events and campaigns.

Lead Scoring, Lead Lifecycle, and MQL Criteria

A Marketing Qualified Lead is a lead that has reached a certain threshold, we have determined to be 90 points accumulated, based on demographic/firmographic and/or behavioral information. The Person Score is comprised of various actions and/or profile data that are weighted with positive or negative point values. Person Score is one of the indicators used by LeanData to determine whether a lead needs to be assigned. Details about this process can be found on the LeanData page.

MQL Scoring Model

The overall model is based on a 90 point system. Positive and negative points are assigned to a record based on their demographic and/or firmographic information, and their behavior and/or engagement with GitLab marketing. You can find granular scoring on the Marketo Page.

Campaign Cost Tracking

Marketing Program Managers track costs associated with campaigns - such as events, content, webcasts, etc. Campaign tags can be applied to Expensify reports, corporate credit card charges, and vendor bills processed by Accounts Payable. Campaign expenses that are incurred by independent contractors should be clearly noted with the appropriate tag and included in their invoices to the company. We then use these accumulated campaign tag costs for budget to actual analysis as well as to update the Salesforce campaigns with actual costs.

The following steps are used to create and manage campaign tags:

1. Event Owners create the campaign tag in the budget document, link to a procurement issue if it exists, and also the main tactic issue.
2. Finance is notified by either the Procurement issue or the main tactic issue (if the tactic costs less than $5,000 and has no contract that needs to be signed) that a campaign tag needs to be created. NetSuite, which then updates Expensify nightly.
3. The Salesforce campaign is set up to match the campaign tag exactly, so that it can be used as a unique identifier and tracked across multiple systems. We only need to set up campaign tags for events/campaigns or if there are multiple vendors for the same budget line item that we are trying to track.
4. If you are a Field Marketer, more information on campaign tags for Field Marketing can be found here.
5. For the MPM team, additional details can be found in the campaign epic.

Things to Note:

• All costs, including travel expenses for those working the event, must be tagged in order to capture the true cost of campaigns. Although travel expenses related to putting on the event hit a different GL code, they should be budgeted within the event line.
• Tagging expenses that are processed by Accounts Payable require Marketing to provide explicit instruction on when to apply tags, which should happen during the normal course of reviewing and approving vendor invoices.
• For event or campaign expenses that do not have a tag, include a note to Accounts Payable clearly stating that campaign tags are not applicable to the expense. In some cases, a general tag like Swag_Corporate may be more a more appropriate tag to track against budget.

Email Management

Email database management is a core responsibility for MktgOps. Ensuring GitLab is following email best practices, in compliance with Global spam laws and overall health of active database are all priorities.

Email creation, campaigns, follow up reporting and sending is the responsibility of the Marketing Program Managers. To request an email of any kind, please see the instructions in the revenue marketing section of the handbook.

Email Communication Policy

Please visit the legal page to view all of the Marketing Rules and Consent Language.

The Mural below shows the opt-in and opt-out/unsubscribe workflows for all forms, list imports and individual subscriptions.

At GitLab, we strive to communicate with people in a way that is beneficial to them. We always include the unsubscribe link in our communications, and we respect the unsubscribe list. In addition to the unsubscribe button at the bottom of all of our emails, we have available our Email Subscription Center, where people can control their email communication preferences.

Certain emails can bypass unsubscribe by being marked as operational. Operational emails need to be transactional and should not be marketing in nature. Examples include critical system alerts, auto-responder emails after an action is taken (ex. registration confirmation), event reminders with link to attend event, post event recording, and account balances. Emails that contain mostly marketing or promotional content like newsletters, event invites and sales emails are not considered operational. Only Mops and certain MPMs have access to this feature in Marketo. If you have any questions on whether or not your email is operational, contact Mops and/or Legal.

In Marketo, we have communication limits set so a recipient cannot receive more than 2 emails per day, and/or 7 emails per week. This does not include operational emails. Once a person has hit that limit, they are supressed from email groups until they fall back under the threshold.

Types of Email

Breaking Change Emails These are transactional emails, almost always to our user base, that provide very selective needed information. This is anoperational email that overrides the unsubscribe and would not need to comply with marketing email opt-out. Usage example: GitLab Hosted billing change, Release update 9.0.0 changes, GitLab Page change and Old CI Runner clients. It is very important to have Engineering and/or Product team (whoever is requesting this type of email) help us narrow these announcements to the people that actually should be warned, so we are communicating to a very specific targeted list. In some cases, these will be sent via Mailchimp.

Newsletter Sent bi-monthly (every 2 weeks). Content Team is responsible for creating the content for each Newsletter. Users can subscribe to the newsletter through the blog, contact us page, and CE download page.

Security Alerts Sent on an as needed basis containing important information about any security patches, identified vulnerabilities, etc. related to the GitLab platform. These emails are purely text based and again are transactional in nature. Users can subscribe to security notices on the GitLab Contact us page.

Webcasts Invitation and/or notification emails sent about future webcasts.

Live Events Invitation emails to attend a live event, meet-up, or in-person training. These emails are sent to a geo-locational subset of the overall segment. This type of email is also used when we are attending a conference and want to make people aware of any booth or event we may be holding and/or sponsoring.

Website Form Management

The forms on about.gitlab are embedded Marketo forms. Any changes to the fields, layout, labels and CSS occur within Marketo and can be pushed live without having to make any changes to the source file on GitLab. When needing to change or embed a whole new form, ping MktgOps on the related issue so appropriate form and subsequent workflows can be created.

Each Marketo form should push an event after successful submission to trigger events in Google Analytics. We use the following event labels to specify which events to fire.

1. demo for static demos on /demo/ and /demo-leader/
2. webcasts for forms on any page in /webcast/
3. trial for the form on /free-trial/
4. resources for forms on any page in /resources/
5. events for forms on any page in /events/
6. services for form on /services/
7. sales for form on /sales/
8. public-sector for forms on /solutions/public-sector/
9. mktoLead legacy custom event label used on Newsletter subscription form submission events. Currently used for primary, security, and all-remote newsletter form submissions.

We add the following line above return false in the form embed code. Please update the event label from demo to reflect the appropriate form completion.

dataLayer.push(
{
  'event' : 'demo', 
  'mktoFormId' : form.getId(),
  'eventCallback' : function()
  {}, 'eventTimeout' : 3000
});

In the event Marketo has an outage and/or the forms go offline, the forms with highest usage/visibility (Free Trial and Contact Us) have been recreated as Google forms that can be embedded on the related pages as a temporary measure to minimize any effect till the outage is past.

Initial Source

Initial Source is the first "known" touch attribution or when a website visitor becomes a known name in our database, once set it should never be changed or overwritten. For this reason Salesforce is set up so that you are unable to update both the Initial Source and Lead Source fields. If merging records, keep the Initial Source that is oldest (or set first). When creating Lead/Contact records and you are unsure what Initial Source should be used, ask in the #lead-questions Slack channel.

The values listed below are the only values currently supported. If you attempt to upload or import leads or contacts into Salesforce without one of these initial sources you will encounter a validation rule error. If you think that there needs to be a new Initial Source added to this list and into Salesforce please slack the appropriate team member(s) listed in the Tech Stack.

The Initial Source table below is current as of 7 July 2020.

Status in the table below means:

• Active = can be selected from picklist
• Inactive = cannot be selected from picklist, but a record may exist with this source

Lead and Contact Statuses

The Lead & Contact objects in Salesforce have unified statuses with the following definitions. If you have questions about current status, please ask in #lead-questions channel on Slack.

Marketo Program and Salesforce Campaign set-up

Steps to Setup Marketo programs and Salesforce Campaigns

The Marketo programs for the corresponding campaign types have been prebuilt to include all the possible necessary smart campaigns, email programs, reminder emails and tokens that are to be leveraged in the building of the program.

For Content Syndication, follow the instructions documented in the Content Syndication section.

For Surveys run through SimplyDirect, follow the instructions documented in the SimplyDirect section.

For Workshops, follow the directions in the Workshop set-up section.

For all other campaign types, follow Steps 1-5 below. All steps are required.

Step 1: Clone the Marketo program indicated below

• Sponsored Webcast: YYMMDD_ExternalWebcastVendorName_Topic_Region
• Virtual Conference: YYYYMMDD_Vendor_VirtualConfName (Virtual Conference Template)
• Self-Service Virtual Event with or without Promotion: YYYYMMDD_SelfServiceTopic_Region
• Vendor Arranged Meetings: YYYYMMDD_ArrangedMeetingsVendorName_Region
• Executive Roundtables: YYYYMMDD_ExecutiveRoundtable_Topic_Region
• Surveys (not SimplyDirect): YYYYMMDD_SurveyName
• (MPM use only) Conference: YYYYMMDD_Conference_Template
• (MPM use only) Conference Speaking Session: YYYYMMDD_SpeakingSession_Template
• (MPM use only) Field Event: YYYYMMDD_FieldEvent_Template
• (MPM use only) Gated Content: YYYY_Type_Content_Template
• (MPM use only) PathFactory Listener: TEMPLATE - PF - Asset Type - Name of Asset
• (MPM use only) Integrated Campaign: FY20IntegratedCampaign_Template
• (MPM use only) Owned Event: YYYYMMDD_OwnedEvent_Template
• (MPM use only) GitLab Hosted Webcast (single timeslot): YYYYMMDD_WebcastTopic_Region
• (MPM use only) GitLab Hosted Workshops:
  • Project Management: YYYYMMDD_VirtualWorkshop_ProjectManagement
  • Security: YYYYMMDD_VirtualWorkshop_SecurityWorkshop
  • DevOps Automation: YYYYMMDD_VirtualWorkshop_DevOpsAutomation
• Name the program using the campaign tag

Step 2: Sync to Salesforce

• At the program main screen in Marketo, where it says Salesforce Sync "not set", click on "not set"
  • Click "Create New." The program will automatically populate the campaign tag, so you do not need to edit anything.
  • Click "Save"

Step 3: Update Marketo tokens

• Complete the information for each token. Instructions for what to enter for each token are included in the template.
  • Note that it is important that all tokens are completed as the "Interesting Moments" Smart Campaigns pushes information to Salesforce based on the tokens. Depending on the campaign, some auto-responders and emails rely on tokens as well.
  • You do not need to update the following tokens upon setup:
    • ((my.email header image url}} - This is optional. You will need this if you had custom images created.
    • {{my.ondemandurl}} - This will be entered AFTER the event date. It is the link to the recorded webcast. You will need to come back after the event and update this token.
• Update the utm_campaign field using the following format: Campaign Tag, with no spaces, capitalization, underscores, or special characters.

Step 4: Activate Marketo smart campaign(s)

• If this is a Vendor Arranged Meeting or Executive Roundtable, skip this step. The campaign and interesting moments will be run as a batch campaign after the list is loaded.
• Click the "Smart Campaigns" folder
  • Select the Interesting Moments smart campaign.
  • The correct program should automatically apply when cloned, so you don't need to do anything here. However, you can confirm that the campaign tag appears on in the Smart List and Flow. If the name of the template appears anywhere, replace it with the campaign tag.
  • Click to the "Schedule" tab and click Activate.
  • Select the 01 Processing smart campaign.
  • The correct program should automatically apply when cloned, so you don't need to do anything here. However, you can confirm that the campaign tag appears on in the Smart List and Flow. If the name of the template appears anywhere, replace it with the campaign tag.
  • Click to the "Schedule" tab and click Activate.
• Keep in mind, sometimes the interesting moment happens in the 01 processing campaign. If you do not see an Interesting Moments campaign, check to see if that step is in 01 Processing

Step 5: Update the Salesforce campaign

• Now go to Salesforce.com and check the All Campaigns by create date view. Sort by create date and your campaign should appear at the top. You may also search for your campaign tag in the search box. Select the campaign.
  • Change the Campaign owner to your name
  • Change the Enable Bizible Touchpoints to Include only "Responded" Campaign Members
  • Confirm that start date and end date populated correctly (this is automated). For events and webcasts, start date is 30 days prior to the event date and 60 days after. For all other campaigns, the start date is the date of launch, end date is 90 days from the date of launch (or if the campaign runs longer, update to the appropriate end date).
  • Update the event epic
  • Update the description (if any)
  • Update Budgeted Cost
  • Update Region and Sub-region, if these are local or targeted to a specific region
  • Update Budget Holder, if the campaign results in offline Bizible touchpoints based on campaign type (i.e. content syndication, sponsored webcast, etc.) - NOTE: an offling Bizible touchpoint happens when we gather a lead offline and in order for the system to have this name you must go through a list upload process.
  • Click "Save"
• Add the Marketo program link and SFDC campaign link to the epic.

Steps to Setup Content Syndication in Marketo and SFDC

Step 1: Clone this program

• Use format YYYY_Vendor_NameofAsset
• If the content syndication is part of a package with an external vendor, promoting several assets or webcasts, keep all of the Marketo programs together in a folder for easy access as part of a single vendor program.

Step 2: Sync to Salesforce

• At the program main screen in Marketo, where it says Salesforce Sync with "not set", click on "not set"
  • Click "Create New." The program will automatically populate the campaign tag, so you do not need to edit anything.
  • Click "Save"

Step 3: Update Marketo tokens

• Change the Content Title to be the title as it appears in the Content Syndication program
• Change the Content Type to be the type of content
  • The only available options are Whitepaper, eBook, Report, Video, or General
  • If you add a Content Type value other than the above, the record will hit an error when syncing to Salesforce because these are the only currently available picklist items for Initial Source

Step 4: Activate Marketo smart campaign

• In the 01 Downloaded smart campaign, the "Smart List" should be listening for Added to List > Vendor List. This list is under the Asset folder in the program. It will contain all of the members that were uploaded who downloaded the content.
  • The correct program should automatically apply when cloned, so you don't need to do anything here.
• In the 01 Downloaded smart campaign, the "Flow" will trigger a program status change Content Syndication > Downloaded, that will trigger a scoring update. An interesting moment to be applied, the Person Source (note: this maps to Initial Source in Salesforce) will update IF a Person Source does not already exist (i.e. it is blank), the Acquisition Program will set if blank, the Marketo Initial Source will populate if blank, and the Person Status will update to Inquiry if Blank or Raw.
• Click to the "Schedule" tab and click Activate. It should be set that a person can only run through the flow once.
  • When the leads are loaded to the campaign by Marketing Ops, the leads will immediately have an interesting moment, +15 score, and initial source, person source and person status update as needed.

Step 5: Update the Salesforce campaign

• Now go to Salesforce.com and check the All Campaigns by create date view. Sort by create date and your campaign should appear at the top. You may also search for your campaign tag in the search box. Select the campaign.
  • Change the Campaign Owner to your name
  • Change the Enable Bizible Touchpoints to Include only "Responded" Campaign Members
  • Update the event epic
  • Update the description
  • Update Start Date to the date of launch
  • Update End Date to 90 days from date of launch (if this is an ongoing campaign, update appropriately)
  • Update Budgeted Cost if you have the data available
  • Update Region and Subregion if you have the data available
  • Click Save
• Add the Marketo program link and SFDC campaign link to the epic.

Steps to Setup SimplyDirect Surveys in Marketo and SFDC

Simply Direct will provide you with an unique Survey Name that they will pass over into Marketo via the API populating the Person Source and the SurveyName fields. This name is unique to each survey that is ran. Person Source will not update if the lead already exists in Marketo.

SimplyDirect is also passing over the survey Q&A through the Comment Capture field. This will populate via a URL on the Interesting Moment and the Web Form field, so that the SDR following up will have full access to all of the survey questions and answers.

Step 1: Clone this program

• Use format YYYY_MM_SurveyName

Step 2: Sync to Salesforce

• At the program main screen in Marketo, where it says Salesforce Sync with "not set", click on "not set"
  • Click "Create New." The program will automatically populate the campaign tag, so you do not need to edit anything.
  • Click "Save"

Step 3: Update SurveyName across Smart Lists and Flows

• Contact SimplyDirect and ask for the SurveyName they will pass to Marketo
• Click into 01 Processing
  • In Smart List, change every SurveyName to the name you were given. There are 3 fields on the smartlist you must change. Tokens will not work, you must update in the smart list. Do not include any extra spaces!
  • In the Flow, on step 1 Change Data Value update SurveyName to the name you were given.
  • Click to the "Schedule" tab and click Activate. It should be set that a person can only run through the flow once.
• BEFORE launch of the survey, have SimplyDirect send an existing lead, and a new lead through to make sure both are being captured.

Step 4: Update the Salesforce campaign

• Now go to Salesforce.com and check the All Campaigns by create date view. Sort by create date and your campaign should appear at the top. You may also search for your campaign tag in the search box. Select the campaign.
  • Change the Campaign Owner to your name
  • Change the Enable Bizible Touchpoints to Include only "Responded" Campaign Members
  • Update the event epic
  • Update the description
  • Update Start Date to the date of launch
  • Update End Date to 90 days from date of launch (if this is an ongoing campaign, update appropriately)
  • Update Budgeted Cost if you have the data available
  • Update Region and Subregion if you have the data available
  • Click Save
• Add the Marketo program link and SFDC campaign link to the epic.

Step 5: Troubleshooting:

1. Look at the Results tab of the smart campaign, if there are errors, you will clearly see them there.
2. If the lead is not pushing to SFDC? Make sure that the Person Source is not SurveyName
3. If existing leads are not being pulled into the program, it is likely the SurveyName field is capturing the wrong name.
4. If net-new leads are not being pulled into the program, it is likely the Person Source SurveyName was not updated correctly.

Campaigns

Campaigns are used to track efforts of marketing tactics - field events, webcasts, content downloads. The campaign types align with how marketing tracks spend and align the way records are tracked across three of our core systems (Marketo, Salesforce and Bizible) for consistent tracking. Leveraging campaign aligns our efforts across Marketing, Sales and Finance.

Campaign Type & Progression Status

A record can only progress one-way through a set of event statuses. A record cannot move backward though the statuses.

i.e. Record is put into Registered cannot be moved backward to Waitlisted

Cohort

A method of tracking a group (cohort) of targeted known records and/or records included in an ABM strategy.

Bizible: touchpoints should be excluded.

Conference

Any large event run by Corporate Marketing that we have paid to sponsor, have a booth/presence and are sending representatives from GitLab (example: AWS re:Invent, DevOps Enterprise Summit).

Bizible: This is tracked as an offline channel, because we do not host a registration page, and receive a list of booth visitors post-event.

Content Syndication

White Paper or other content offer that is hosted by a third party.

Bizible: This is tracked as an offline channel.

Direct Mail

This is when a package or piece of mail is sent out.

Bizible: This is tracked as an offline channel.

This is for the Alyce Integration

Bizible: TBD is these will be tracked

Executive Roundtables

This is used for campaigns that can either be organised through a 3rd party vendor or GitLab, covering both in-person and virtual roundtables. It is a gathering of high level CxO attendees run as an open discussion between the moderator/host, GitLab expert and delegates. There usually aren't any presentations, but instead a discussion where anyone can chime in to speak. The host would prepare questions to lead discussion topics and go around the room asking delegates questions to answer.

Bizible: This is tracked as an offline channel.

Field Event

This is an event run by Field Marketing that we have paid to participate in but do not own the registration or event hosting duties (example: Lighthouse Roadshow, CIO Summit, AWS Summit).

Bizible: This is tracked as an offline channel, because we do not host a registration page, and receive a list of attendees post-event.

Gated Content

White Paper or other content offer.

Bizible: This is tracked as an online channel.

Inbound Request

Any type of inbound request that requires follow up.

Bizible: This is tracked as an online channel.

Owned Event

This is an event that we have created, own registration and arrange speaker/venue (example: GitLab Commit).

Bizible: This is tracked as an online channel because we manage the registration through our website.

PathFactory Listener

This campaign type is used to track consumption of specific PathFactory assets. Details related to types of assets being tracked can be found on the Marketing Operations - PathFactory page.

Bizible: This is tracked as an offline channel.

Referral Program

This campaign type is used for our third party prospecting vendors or meeting setting services (Like BAO, DoGood).

Bizible: This is tracked as an offline channel.

Self-Service Virtual Event

This is a light weight virtual event that can be hosted on GitLabber's personal zoom.

Bizible: This is tracked as an online channel if registrants come through a marketo form, otherwise it will be an offline channel

Speaking Session

This campaign type can be part of a larger Field/Conference/Owned event but we track engagement interactions independently from the larger event to measure impact. It is something we can drive registration. It is for tracking attendance at our speaking engagements.

Bizible: This is tracked as an offline channel.

Sponsored Webcast

This is webcast hosted on an external partner/vendor platform. The status of Attended On-demand accounts for Gitlab hosted On-Demand and non-Gitlab hosted On-demand webcasts. The difference will be accounted for in the program scoring.

Bizible: This is tracked as an online channel if registrants come through a marketo form, otherwise it will be an offline channel

Survey

A survey that we or a 3rd party sends out. Tracks respondents and new leads we receive.

Bizible: This is tracked as an offline Bizible channel.

Vendor Arranged Meetings

Used for campaigns where a third party vendor is organizing one-to-one meetings with prospect or customer accounts. This does not organize meetings set internally by GitLab team members. An example would be a "speed dating" style meeting setup where a vendor organized meetings with prospects of interest to GitLab.

Bizible: This is tracked as an offline Bizible channel.

Trial

Track cohort of Trials for each product line (Self-hosted or SaaS) to see their influence.

Bizible: In-product trials are tracked as an offline Bizible touchpoint. Webform Self-hosted trials are an online Bizible touchpoint.

Virtual Sponsorship

A virtual event that we sponsor and/or participate in that we do not own the registration but will generate a list of attendees, engagement and has on-demand content consumption post-live virtual event. This name will be changing to Virtual Conference.

Bizible: This is tracked as an offline Bizible channel.

Webcast

Any webcast that is hosted and held by GitLab.

Bizible: This is tracked as an online Bizible channel.

Workshop

An in-person or virtual workshop where the attendees are guided through an agenda of real life use cases within GitLab.

Bizible: This is tracked as an offline Bizible channel.