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Steps for JMP Trial Version Changeover

At or around the release of each new version of JMP there is a separate corresponding release of the trial version. The timing of this release is independent of the release of the full JMP product. The exact availability date of the trial is determined by JMP Marketing and JMP Digital Operations. The process to make the necessary changes is listed below. It involves numerous people across JMP Marketing, JMP Development, JMP Business Operations and JMP Digital Operations (Salesforce and Web Teams).

(JMP 16 GOAL DATES)

 

1. A new batch of serial numbers is requested from Tonya Farrington in Business Operations by Sara Doudt in JMP Marketing.
   • Tonya will post these in the following location: \\sashq\root\dept\www\jmp\snum\ with a file name of jmp##snum, where ## is the version for which the serial numbers are intended to be used. Note that the file name is case-sensitive and should be in all lowercase.
2. (3.2.21) Bob Hickey creates new download pages for the Mac and Windows version of the JMP trial installer, as well as a combined page linking to both installers.
   • Sara gets the page URLs from Bob and provides them to the JMP Web Team.
3. (COMPLETE) Sara creates a new campaign in Salesforce for the JMP Trial Downloads
4. (COMPLETE ) Sara creates a new campaign in Salesforce for the JMP Trial Inquiry campaign
5. Adobe Experience Manager (AEM) and other web work, all by the JMP Web Team
   • Update the campaign id value on the JMP trial request form with value provided by Sara
   • Update the campaign id value on the JMP trial inquiry form with value provided by Sara
   • Request work by AEM IT team to update the JMP: Get JMP Trial Number process in AEM to retrieve the new version of the JMP Trial serial numbers. Coordinate timing with IT for when the forms are updated
   • Update the jmp-trial, jmp-trial-win and jmp-trial-mac redirects in the SAS redirect manager to point to the URLs provided by Bob Hickey. This involves updating the pid or did values in the URL. These should be made live once the form and workflow updates go live.
6. Backend Salesforce work
   • Request update of all territory demo download views from Salesforce admin services to include the new campaign ID for the JMP trial campaign. This should be done as soon as possible after the campaign is created to allow time for the work to be completed prior to launch.
   • Assess workflow rules for any dependencies on the current trial campaign id and update or amend to include the new id.
   • Check DupeBlocker settings for campaign id dependencies
   • Check regularly scheduled SAS-Salesforce jobs for campaign id dependencies
   • Request update of all territory demo download views from Salesforce admin services to include the new campaign ID for the JMP trial campaign. This should be done as soon as possible after the campaign is created to allow time for the work to be completed prior to launch.
   • Assess workfow rules for any dependencies on the current trial campaign id and update or amend to include the new id.
   • Check DupeBlocker settings for campaign id dependencies
   • Check regularly scheduled SAS-Salesforce jobs for campaign id dependencies
   • Get JMP Pro eval serial numbers for the new version from JMP Business Operations and load them into Salesforce as inactive
   • Update email templates related to JMP Pro eval with new download links from Bob Hickey
   • Deactivate serial number numbers for old version
   • Activate serial numbers for new version
7. Additional Marketing work
   • Update UTM_campaign codes to reflect new version
   • Testing - Sara Doudt owns the process document for this
   • Notify sales of trial release date, changes to Salesforce views. Include Jeff Perkinson, Shannon Conners and Bob Hickey on the communication as well. 
   • Update Trial Inquiry Form page with new Trial inquiry form salesforce campaign id globally. 

Resource CenterRe: Steps for JMP Trial Version Changeover

Update: since Pro evals are now managed and distributed through Salesforce, we will work with Tonya to get JMP 16-specific serial numbers loaded and available for use. We will also update links on the related email templates that are sent to the customers for Pro evals, as well as deactivating any JMP 15 codes currently in Salesforce.

Re: Steps for JMP Trial Version ChangeoverIt appears that the campaign for JMP Pro Evaluations was set up to be “evergreen” and span multiple versions. The campaign id for it will not change.

Business Operations (Tonya Farrington) generates the serial numbers, so you’ll need to check with her on that part.
Re: Steps for JMP Trial Version Changeover

Thanks for this information. Can you also confirm there will be a new campaign and serial numbers for sales management to provide 30-day guided evaluations of JMP Pro v15 starting October 1?

Re: Steps for JMP Trial Version Changeover

Antoine -

• Request update of all territory demo download views from Salesforce admin services to include the new campaign ID for the JMP trial campaign. This should be done as soon as possible after the campaign is created to allow time for the work to be completed prior to launch.
  
  • Complete. New Campaign ID 7013Z000002sEGsQAM
• Assess workfow rules for any dependencies on the current trial campaign id and update or amend to include the new id.
  • Complete. No workflow rule changes detected.
• Check DupeBlocker settings for campaign id dependencies
  • Complete that when the serial number is updated, the Days since Download field is reset to zero when a person does a new trial. The automated nightly program will update this to the correct number. This will now work for all future JMP releases.
• Check regularly scheduled SAS-Salesforce jobs for campaign id dependencies
  • Complete. Changes made, tested and now running daily. Changed to work for all future releases of JMP.

 

@JonesieAtJMP 

@tina_dubois 

       

Re: Steps for JMP Trial Version ChangeoverdeletedRe: Steps for JMP Trial Version Changeover

@JonesieAtJMP we also need to add an update to the Backend Salesforce Work to review the existing JMP Trial Inquiry email notifications and make any necessary changes.

Re: Steps for JMP Trial Version Changeover

Hi @AtsukoI_Japan. I'm glad you find the documentation useful. @saradoudt will be sending out formal communications on the timing and the updates to the lead views in Salesforce, but I can tell you that we are targeting October 1 for the date of first availability for the JMP 15 trial. This will allow time for sales to build some funnel prior to the marketing launch at Discovery Summit Tucson the week of October 14.

Re: Steps for JMP Trial Version Changeover

It is very helpful information to understand the prpcess. BTW, do you have target date? -Atsuko