OOverview

Overview – August 6

Executive Summary

GTM Tracker

New Business QTD Dashboard

Expansion QTD Dashboard

ESG

Completed

  • Launched ESG Communications Suite page
  • Upper navigation updated to reflect new hierarchy
    – ESG
    — ESG Website
    — Virtual Events for ESG
  • Released promotional #1 (Open Rate 9.84%, CTOR 9.4%, 34 Assets Downloads, 7 Conversions MAL/MQL)
  • Finalized all additional emails set in Pardot cadence to promote this product

Corporate Town Halls

  • Released promotional email #2 (Open Rate 9.37%, CTOR 7.4%, 53 Assets Downloads, 42 Conversions MAL/MQL, 1 Chilipiper Meeting Booked)
  • Finalized all additional emails set in Pardot cadence to promote this product

Briefing Books

Completed

  • Built marketing automation for engagement tracking and campaign attribution
  • Built segment list – synced to Pardot
  • Created email template in prep for copy
  • Campaign to launch in alignment with Aug 16 press release date

Upcoming 

  • In progress of drafting and writing email copy

New Business Core

Corporate Town Hall Release/Campaign

  • Released promotional email #2 (Open Rate 9.37%, CTOR 7.4%, 53 Assets Downloads, 42 Conversions MAL/MQL, 1 Chilipiper Meeting Booked)
  • Finalized all additional emails set in Pardot cadence to promote this product

ESG Bundle Release/Campaign

  • Released promotional #1 (Open Rate 9.84%, CTOR 9.4%, 34 Assets Downloads, 7 Conversions MAL/MQL)
  • Finalized all additional emails set in Pardot cadence to promote this product

CRM – Briefing Books Release/Campaign

  • In progress of drafting and writing email copy
  • Built marketing automation for engagement tracking and campaign attribution
  • Built segment list – synced to Pardot
  • Created email template in prep for copy
  • Campaign to launch in alignment with Aug 16 press release date

Chilipiper

  • Implemented Chilipiper links into promotional email campaigns 
  • Worked to solving Chilipiper campaign attribution issues with syncing data appropriately to SFDC campaigns
  • Automations will be built out week of Aug 10, to round out this issue

Expansion

ESG Bundle Campaign

  • Launched email #1: 18% Open Rate / 21% CTOR / 9 MQCs / 3 Demo Request / 1 Opportunity
  • Remaining campaign assets built and scheduled for send (Aug 16 & 23)

Corporate Town Halls

  • Built remaining campaign assets for emails #2-3 of this campaign, next email scheduled to be sent Aug 9

CME Launch

  • Preparing email for Wed. Aug 11 for IRO clients announcing CME launch

EU IR Success Newsletter

  • Prepped and sent monthly newsletter to EU client base

Identity Project

  • Worked with steerco team to assist in building list of clients for Pardot Wave #3 email

CME

  • Press release: worked on the email copies for CME customers, prospects and drafted message to IRO database
  • Reviewed and shared the list of keywords for SEO purposes

EU

  • Connected with Alex and started to outline DACH region demand gen plan 
  • Associations: updated members of IR Society and sorted our IR Club membership
  • Continued research on PR agencies (to be completed)

Email

ESG Email

  • Created the email templates, and made any necessary changes using feedback provided

Email Reporting 

  • Started collecting data on emails: Rob K emails (Averages for the following are: Unique HTML Open Rate 29%, Unique Click Through Rate 8.04%, and Unique Click to Open Ratio 25%). **Currently 55 registrants.**
  • Generated template for tracking overall email distribution list “health”                                       

Mapped out Preference* Page                                

  • Build using Pardot, ready for whenever needed.

Cleaning Up Email Process 

  • Plan for organizing future Pardot Emails (Folder system etc. )

Operations

  • Built Sendoso reports to develop a RoI dashboard to track performance
  • Created and shared a list of top priority leads/contacts to be followed up for New business and Expansion business.
  • Created the ‘Page – URL field for Chilipiper utm tracking in Salesforce in collaboration with Bizops. Synced the field to Pardot to help create automation rules.
  • Built marketing performance views for Monthly review for Lisa
  • Calculated average days to SAL for new business to come up with a benchmark for Expansion business(comparison purpose)
  • Manually scored and attributed Chilipiper leads.
  • Regular weekly updates – Drift update, FalQon, On demand list upload.

Content

  • Re-jigged content calendar & reviewed with Lisa 
  • Virtual Events Case Study:
    • Updated to remove Broadridge and re-submitted for review
  • Blogs:
    • Inflation Too Hot for Goldilocks Economy? By Kevin – Launched and promoted (internally and externally)
    • Benefits of Virtual Conferences with Kristina – Made first round of updates and am now editing based on first-round feedback. Will have the next draft for Monday. 
    • ESG Blog – Edits in progress, looking to post Aug 9th
  • ESG Guide
    • Final outline shared with Chris Deans for feedback. Next, we will;
      • Reach out to Doug Chia to potentially contribute or provide feedback
      • And will contact Etsy in regards to featuring the story of how they communicate ESG (focus on their website’s ESG section)
      • Connecting on ESG calculator on Monday

Social Media

  • Met with new Sprout account rep and discussed goals, better utilization and was provided a deck with links to helpful webinars and product updates
  • GTM Social Media Performance Reports from Sprout for Corporate Town Halls, ESG, and CME
  • ESG GTM completed and rolled out
  • CME GTM social plan drafted – met with the team to ensure alignment
  • Set meeting with P&C to align on social media in Tanvir’s absence

General & Events

  • Shared webinar description with Stockperks 
  • Met with Ceros for the first into/demo – will be scheduling a second deep-dive for when Dave is back from vacation
  • Compiled all DACH related content to share with Alex in preparation for launch