Cross-functional teams must use this form to request Marketing support for event, email, and text campaigns.
- All new requests must be submitted through this form to be added to Marketing’s schedule
- Requests must be submitted 3 months prior to campaign launch date (first date of outreach)
- Recurring quarterly events like Open Houses, can be submitted in one request with the option to select up to 4 occurrences
- Once the request is submitted, Marketing will create a strategy brief and schedule a kickoff meeting with stakeholders to align on the campaign strategy
- Marketing will refine the brief and provide stakeholders with copy & assets to review
- Stakeholders will review the copy for any inaccurate details and request edits within 24 hours
- Once stakeholders approve the final copy & assets Marketing will start production, at this point no changes can be made
- Marketing requests Salesforce Campaign ID & List, UAT & PROD Links from AOS via tags in the Salesforce Request Log
See the Overview, Workflow, Resources deck for more detailed information or contact email@example.com with any questions.