Proofpoint

Questions, Issues, AOB      [email protected]

Marketing Operations Resource Centre


EMEA & APJ (International)

Proofpoint Marketing Operations Onboarding

For all your operational training resources.


Meet the team


               
              
Emma Palmer
Reporting
Campaigns
Data
Routing
Opportunities
Michelle Wollen
Automation
Campaigns
Data

Roger Houghton
TM Agencies
Tech Target Priority Engine

CAMPAIGN & PROGRAM MANAGEMENT

SFDC Hierarchy

  • The Proofpoint naming convention
  • The EMEA/APJ campaign to parent hierarchy
  • How to read the name and why it matters
Campaigns are requested via the campaign creation template on the templates page.

Campaign Types and Status

All the marketing campaign types and statuses.  Need to know which statuses MQ? Use this guide to determine which campaign type you need - very important as cannot be easily changed and MQs maybe missed.

Program Management in Marketo

to be added

Programs are requested via the program creation section on the templates page.

MQ (LEADS) & OPPORTUNITY MANAGEMENT

MQ Scoring

  • What records MQ
  • Different scoring levels related to action/status
  • Includes Campaign Type Glossary
  • note: not all records are eligible to MQ

Lead Dispositioning (for BDRs)

  • What is a lead vs contact
  • Who is responsible
  • Lead/Contact status explanations
  • DAM country mapping

Opportunity Creation (for BDRs)

  • Which marketing campaign to use when creating opportunities
  • Which fields are mandatory
  • Information on MEDDICC requirements

MISCELLANEOUS

Zoom Webinar Setup Guidelines

Instruction guide on how to create a RMM self service zoom webinar.

Telemarketing Agency Onboarding Process

Review this guide to know what information is required to set up a new approved agency.  Please contact Roger Houghton for more information.

GDPR Opt Out Process

What you need to do when someone requests an opt out.
If the data subject requests information, please email us.

SNACKS & FACTS (MARKETING TRAINING)

April 2021 | Excel Hints and Tips

Covering how to find and remove duplicates, splitting data from one cell into two cells (text to column) and concatenation (merging cells)

May 2021 | SFDC Campaign Members & Excel

How campaign members work and Excel pivot tables

Links: Presentation & Video

June 2021 | SFDC Dashboards

How to find and read the marketing dashboards

Links: Presentation & Video

July 2021 | SFDC Campaign Types


What each campaign type means and how the scoring works per campaign type

Links: Presentation & Video

Sep 2021 | Lead to Opp Process

How the lead to opportunity and conversion process works

Links: Presentation & Video

Nov 2021 | Unlocking the Digital Opportunity

Learn about digital ads, SEM, SEO and PPC (Paid Search)

Links: Presentation & Video


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