System eComm Team | Non-Licensed User Resources [1]
Submit the form for your communication(Email or Event) 2+ weeks prior to your desired delivery date.
Has eComm helped you with this project before, such as an annual event? Ask Melanie Jones [2] to provide an overview of what was done last year for you to build off of.
STRATEGIZE | Identify goal, message, audience & desired action for your communication(s)
CONTENT | Write or acquire content for communication, including a line and pre-header. Make sure to have an editor review your work.
AUDIENCE | Identify your audience(s)
OTHER PROMO | Identify other promotional material (e.g.; website, postcards, etc.)
CAPITALIZE ON EXISTING CHANNELS | Request to have your content added to existing communications
Campus Resources [7]
SUBMIT REQUEST | Submit a request for your eComm Specialist to create a new communication
Submit Request [3]
REVIEW SUBMISSION | Your eComm Specialist will review your submission and send a calendar invitation for a Discovery session
DISCOVERY | Discovery session to review communication details, set deadlines and define Statement of Work (SOW)
STATEMENT OF WORK | Deliver SOW document that represents details about event invitation(s) and registration form, including deadlines and responsible parties
CREATE AUDIENCE LIST(S) | Create audience list(s) within Salesforce
CREATE COMMUNICATION(S) | Create communication(s) in Marketing Cloud
TESTING | Email clients(e.g. Outlook, Gmail, Hotmail, Yahoo, etc.) browsers (e.g. FireFox, Chrome, Safari, Internet Explorer, etc.) and devices (e.g. desktop, mobile, tablet, etc.)
Marketing Cloud [8]
SEND FOR APPROVAL | Deliver communication to client for review and approval
REVIEW | Review all aspects of communication per Statement of Work and send feedback to eComm Specialist
ITERATIONS | Make final changes to email communications, deliver communication to client for review and approval
APPROVAL | Approve communication per Statement of Work defined during Discovery
SEND | Send/schedule communication
POST-SEND REVIEW | Review communication send analytics
Tracking [10]
STRATEGIZE | Identify goal, message, audience & desired action for your event invitation(s)
CONTENT | Write or acquire content for event invitation. Make sure to have an editor review your work.
AUDIENCE | Identify your audience(s)
EVENT DATE(S) | Identify your event date(s)
EVENT DETAILS | Define event goal & objective(s), identify roles and responsibilities, create budget
EVENT INVITE SEND DATE(S) | Set event invitation send date(s)
COMMUNICATION(S) TO ATTENDEES | Identify Your Audience(s)
FORM COMPONENTS | Identify what you need to collect during registration
OTHER PROMO | Identify other promotional material (e.g.; website, postcards, etc.)
CAPITALIZE ON EXISTING CHANNELS | Request to have your content added to existing communications
SUBMIT REQUEST | Submit a request for your eComm Specialist to create a new event invitation and registration form
Submit Request [4]
REVIEW SUBMISSION | Your eComm Specialist will review your submission and send a calendar invitation for a Discovery session
DISCOVERY | Discovery session to review event invitation and form details, set deadlines and define Statement of Work (SOW)
STATEMENT OF WORK | Deliver SOW document that represents details about event invitation(s) and registration form, including deadlines and responsible parties
CREATE AUDIENCE LIST(S) | Create audience list(s) within Salesforce
CREATE EVENT INVITATION(S) | Create event invitation(s) in Marketing Cloud
CREATE CVENT FORM | Build Cvent registration form & post-registration communications (e.g.; confirmation emails, post-event surveys, etc.).
TESTING | Email clients(e.g. Outlook, Gmail, Hotmail, Yahoo, etc.) browsers (e.g. FireFox, Chrome, Safari, Internet Explorer, etc.) and devices (e.g. desktop, mobile, tablet, etc.).
Marketing Cloud [8]
SEND FOR APPROVAL | Deliver event invitation and registration form to client for review and approval
REVIEW | Review all aspects of event invitation and registration form per Statement of Work and send feedback to eComm Specialist
Approve Invite [9] Approve Form [11]
ITERATIONS | Make final changes to event invitation and deliver to client for review and approval
APPROVAL | Approve event invitation and Cvent event registration form per Statement of Work defined during Discovery
Approve Invite [9] Approve Form [11]
SEND | Send/schedule event invitation
POST-SEND REVIEW | Review event invitation send analytics
Tracking [12]
INVITEE MANAGEMENT | Update, modify, cancel registrations in Cvent
PRE-EVENT PREP | Prepare for your event with a final attendance list, pre-print name badges, etc.
DAY OF EVENT | Check-in attendees with the OnArrival app or Kiosk mode
OnArrival App [13] Kiosk Mode [11]
POST-EVENT REVIEW | Analyze event data and document lessons learned
Campus Resources [7]