Ryan has set up an automated Events Calendar in Inside JMP that gives an overview of upcoming Sales, Marketing and Customer Care events. It pulls the information directly out of Salesforce. Soon, there will be more filters added so you can filter by territory or campaign. In order to make the most out of this great tool, we need to standardize the naming conventions in SF - so all necessary information is visible (only the campaign info is pulled, not the parent campaign).
When you set up campaigns in Salesforce for 2022 please make sure you:
- add a description
- add a registration link
- use the global guideline below:
1st Tier Parent Campaign: Series name
2nd Tier Parent Campaign: Year - region - series name
Campaign Name: Region – Language - Series - Title - Type (live stream, on-demand, etc.) - Date (DDMMMYY)
e.g.:
1st Tier Parent Campaign: Global Statistically Speaking
2nd Tier Parent Campaign: 2022 EMEA Statistically Speaking
Campaign Name: EMEA -EN – Statistically Speaking – DOE to innovate – LS 10Feb22
Thank you!
Please reach out if you have any questions.
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