MARKETING-CHECKLIST

MARKETING FORM AND CHECKLIST

SOP
Instructions:

  • Please provide as many details as possible when submitting your request.
  • Theme and concept changes will be considered a new Marketing Request, therefore a New Form will need to be submitted.
  • The Marketing requests will be routed through Seemaa and then passed it to the Content / Design/ Social Media team respectively after the internal checks
  • In case the information provided is not sufficient or clear – she will come back to you for appropriate info ; once this is cleared it will be reviewed and sent further to internal teams.
  • The campaign needs to be given by a team member mentioning department and reporting manager.
  • All requests for course calendars have to come a minimum of 3 weeks before the actual event for Social Media postings.
  • In case of urgent requests like unplanned events, cancellations, changes in schedule, etc., the request must be approved by NK (Director – Marketing)
  • Ensure that you fill in all fields for better results.


Turn Around Time (TAT)

Social Media/ Email Marketing

  • For a new design/visual – 2-3 business days
  • For new content/text/copy – 2-3 working days
  • For edits in content/text/copy – 1 working day
  • For edits in design/visual – 1 working day


Overall TAT for Version 1: 6-8 working days

*All content must be vetted by the Content team, the turnaround time will be 24 working hours.


Website Requests:

Any NEW request / brief that comes in by 11.00 am will be considered on the same day else it will be counted from the next day

For new page design requests, please allow 3 business days, after content is approved. For existing page updates, please allow 2 business days, after content is approved.

Please note: The marketing team will NOT entertain repetitive edits after the first version is delivered. Please take a look at the SOP defined below for clarity.

Your request is important to us. We will appreciate it if you could wait out the TAT before following up. A delay in the flow will only result in a delay in the delivery. If completed earlier, we will happily inform you


SOP

PROCESS START

  • Client (person requesting) to fill the respective form and submit.
  • Seemaa will review the request and will come back to you with queries.
  • According to the TAT, the team will respond with Version 1 (V1) of the requested item, after queries are addressed.
  • If there are any changes needed, the client must send across one email with a collection of all edits to be made.
  • According to the TAT, the team will then seek approval from the Business Head + NK with Version 2 (V2) of the requested item.
  • If there are any further MINOR edits needed, according to the TAT, the team will make those edits (Version 3).
  • The marketing team will then send the client Version 3 (V3) (FINAL version) of the requested item.

PROCESS FINISH

Please ensure your request comes in beginning of regular working day (before 11.00 am will be considered for the same day else it will be counted from the next day )NOTE – The design team will take the request only once the copy or content is approved


SOP for Email Blast (IMEA region) with GDPR Compliance

The person requesting the blast must

  • Create a folder with the region names and/or country names
  • Consolidate your region-data in one sheet – .xls, .csv (no .rar file) (no more than one sheet per region)
  • To the region folder, add the sample creative reference, EDM Request form, EDM Blast Calendar
  • Subject lines have to be submitted as per recommended standards, especially including key search words. Subject line will be reviewed by NK
  • Upload it on Sharepoint
  • Marketing will do the cleansing for duplicates against the lead Database
  • Marketing will check for UNSUBSCRIBES in Constant Contact
  • Email Blast goes out


The total process turnaround time will be 2 days

NOTE – All the above process is subject to the creative (V3) being pre-approved by Marketing and the content going through a language check by Amber (will be done by Marketing)


GDPR Compliance Rules

L1 GDPR and Data Compliance with DPIA (Data protection Impact Assessment) for all people who procure data from outside has been shared by Vivek with Sales and Legal Teams

All sales folks can do an initial level of check and all 2nd level checks are currently being done by Vivek.

Data procurement SOP has already been created by Vivek.

We will need documented proof that you’ve signed up for these SOPs.

Social Media Request Form

  • Social Media Requests

  • For Social Media creatives - specify sizes and type (LinkedIn, Facebook, Twitter) Is it a Social Media Cover Image/ Social Media Post/ Social Media AD Banner? If AD banner is it for Google Ads/ LinkedIn Ads/ FB Ads / EDM/ etc. Please specify.
  • a. Invoke curiosity to bring them to the website (Awareness + Consideration)
    b. Offer or Deal (Consideration + Purchase)
    c. Direct sales query to Sales reps (Purchase)
    d. Other:
  • Date Format: MM slash DD slash YYYY
  • :
  • If yes, please share it on the drive. Click Here..
  • 14) Please provide any of the following that applies: *
  • Proposed content for creative:
  • Proposed content for the post description:
  • Any specific pictures you want to use Click Here..
  • Any references for design/content Click Here..
  • 16) Upload Your File
    Click Here..

Email Request Form - Design

  • Email Request Form - Design

  • a. Invoke curiosity to bring them to the website (Awareness + Consideration)
    b. Offer or Deal (Consideration + Purchase)
    c. Direct sales query to Sales reps (Purchase)
    d. Other:
  • If yes, please share it on the drive. Click Here..
  • 10) Please provide any of the following that applies: *
  • Proposed content for creative:
  • Proposed content for the post description:
  • Any specific pictures you want to use Click Here..
  • Any references for design/content Click Here..
  • 12) Upload Your File
    Click Here..

Email Request Form – Blast

  • Email Request Form – Blast

    For new design requests, please allow 2 business days (Monday – Friday, US Mountain time) for a draft to be sent to you for your approval. For existing HTML designs, please allow one business day (Monday – Friday, US Mountain time) for a draft to be sent to you for approval.
    (If no, please allow an additional day for email address to be verified. An automatic email will be sent to the address by Constant Contact for verification. These emails often end up in spam so please be on the lookout as one will be sent as soon as we receive this form.)
    (If no, please allow an additional day for email address to be verified. An automatic email will be sent to the address by Constant Contact for verification. These emails often end up in spam so please be on the lookout as one will be sent as soon as we receive this form.)
  • Date Format: MM slash DD slash YYYY
  • :
    (if you answer “no”, please keep in mind that anything other than HTML will require a new design as Constant Contact doesn’t allow for a “cut and paste” kind of email. If you are sending a Word, .pdf, or other format document, keep in mind that it will be treated as a new design request as HTML will have to be built to accommodate your request.)
    If no, do not send this form. Instead, send your proposed text to be language edited. Email requests that include text that has not been language edited will not be processed and your project will be delayed.
  • a) Text (must be language edited)
    b) Any specific pictures you want to use
    c) Text that you wanted highlighted (example: text do you want in bold or bigger than other text, text that belongs on an image, etc.)
    d) Where you want images or key phrases to be linked
  • Other:
  • Custom list:
  • If not in CC, did you include the list for upload to CC?
  • Note: Custom lists must:
    • Have all information in only one tab – lists with multiple tabs should be consolidated into one tab prior to sending to the email team.
    • Include email addresses
    • Include First and Last names – preferable but not required.
    • Be complete – do not expect the email team to sort, filter, or in anyway alter your list before uploading.
  • Exclude lists:
  • Specific regions (e.g., only North America):
  • Include Social Media Share? (For CC templates only)
  • Twitter
  • Facebook
  • LinkedIn
  • 10) Upload Your File
    Click Here..

Website Request Form

  • Website Request Form

  • a. Invoke curiosity to bring them to the website (Awareness + Consideration)
    b. Offer or Deal (Consideration + Purchase)
    c. Direct sales query to Sales reps (Purchase)
    d. Other:
  • 9) Upload Your File
    Click Here..

Press Release Request Form

  • Press Release Requests

    Please allow 3 business days for PRs to be written from scratch. For major edits, please allow 2 business days.
    For new PRs, please answer the following questions:
  • 1. Where would you like this PR to be posted? Free or paid PR service?
  • 2. What is the main takeaway you would like to impart to readers of this PR?
  • 3. What is the news we are announcing?
  • 4. What keywords would you like us to use for SEO optimization? Please provide 2-3.
  • 5. Provide us with a summary of what you are trying to accomplish with this PR.
  • 6. What is your proposed headline? (100 characters max, must include “EC-Council”)
  • 7. What is your proposed summary/subheading? (250 characters max, must include “EC-Council, must be a summary of the PR and contain the main point)?
  • 8. If you have a draft of the body of the PR, please enter it here:
  • 9. What links would you like embedded in the body? (paid PRs only)
  • 10. Does this PR reference any other company?
  • a. If yes, do we have their permission to reference them?
  • b. Do we have a short “about us” paragraph to include with this PR or for reference for writing the PR?
  • i. If no, please request and send one.
  • 11. What picture would you like included with your PR? Please send along with request.
  • 12. What caption would you like with your picture, if applicable?
  • 13. What time and date would you like this PR released (please include time zone)?
  • 14. Where is this news taking place? (City, Country)
  • 15. Who should be listed as the contact person for this PR? Please list name, email, and phone number. Default is Amber Williams.
  • 16. Other details or comments
  • For existing PRs that need to be edited, please answer the following questions:
  • 1. Where would you like this PR to be posted? Free or paid PR service?
  • 2. What is the main takeaway you would like to impart to readers of this PR?
  • 3. What is the news we are announcing?
  • 4. What keywords would you like us to use for SEO optimization? Please provide 2-3.
  • 5. Provide us with a summary of what you are trying to accomplish with this PR.
  • 6. What links would you like embedded in the body? (paid PRs only)
  • 7. Does this PR reference any other company?
  • a. If yes, do we have their permission to reference them?
  • b. Do we have a short “about us” paragraph to include with this PR or for reference for writing the PR?
  • i. If no, please request and send one.
  • 8. What picture would you like included with your PR? Please send along with request.
  • 9. What caption would you like with your picture, if applicable?
  • 10. What time and date would you like this PR released (please include time zone)?
  • 11. Where is this news taking place? (City, Country)
  • 12. Who should be listed as the contact person for this PR? Please list name, email, and phone number. Default is Amber Williams.
  • 13. Other details or comments

Sales Collateral Request Form

  • Sales Collateral Request

  • Upload Your File
    Click Here..
Get Training