OOverview

Overview – August 13

GTM Tracker

New Business QTD Dashboard

Expansion QTD Dashboard

Add-on (Expansion)

Corporate Town Hall Release/Campaign

  • Released promotional email #3 (Open rate – 7.39%, CTOR – 4%, Assets Downloaded 13, Total campaign MXL – 46)

ESG Bundle Release/Campaign

  • Released promotional email #2 (Open rate – 10.58%, CTOR – 8.3%, Assets Downloaded 148, Total campaign MXL – 63)

CRM – Briefing Books Release/Campaign

  • Completed all email templates
  • Built marketing automation for engagement tracking and campaign attribution
  • Built segment list – synced to Pardot
  • Campaign ready to launch in accordance with press release

Chilipiper/Sendoso

  • Implemented Chilipiper links into promotional email campaigns 
  • Completed all automation requirements for proper campaign attributions and touchpoint tracking
  • Build new Sendoso gift touches for EU market

Overall Performance:

  • MAL – 4
  • MQL – 63
  • SQL – 4
  • SQO – 1
  • CW – 2
  • CW Rev – $6,800

CME

  • Released email #3 of the Product Launch Campaign (OR: 8.8%; CTR: 1.5%; OOR: 0.12%)
  • Help Product Marketing team on video script (in progress)
  • Drafted some ideas for event with Ortus Club
  • Worked with Chris on “get a quote” form experiment (to be brought to next marketing lab or website meeting)
  • Helped to frame CME’s page A/B test with Chris and Bianca

EU

  • Continued to negotiate and fine tune Deustche Borse partnership (in progress with Marisa and EU team)
  • Started to work on the next EU IR Success Newsletter (in progress with EU team, Eliza and Matt’s support)
  • Started to work on DACH campaign (postponed to later August)

Email

Emails Built

  • Rob K Emails #2 for New Support Panel (Second Cohort) – Currently sitting at 72 registrants, 28% open rate, 12% CTR, and 30% CTOR.  
  • Pardot fulfillment email for asset download (Virtual Investor Days PDF). 
  • GLO – Briefing Books Package Email.

Asana 

  • Updated “Email Requirements” section in Asana for all templates including relevant docs and sheets

Email Reporting*

  • Consolidated and segmented 2021 email performance by NB, Customers, and CME for estimates on overall email performance. (Avg. Open Rate 29%, CTR 9%, CTOR 22%, & Unsub Rate 3%). 
  • Researched industry-specific email performance average.
  • Established some ideas as goals boosting email performance by the end of Q4.

Operations

Chilipiper

  • Manually scored and attributed chilipiper leads(led to an increase of over 10 MQLs)
  • Audited and attributed opportunities which were missing scoring and campaign attribution(led to an increase of 4 SQLs)
  • Created Automation rules for Chilipiper leads across all demo pages

Content Upload

  • Uploaded, scored the guide for Virtual Investor Day
  • Created redirects links and form handler

Reporting & Analytics

  • Comparative analysis for New business and Expansion on conversion rates, SAL rates
  • Comparative report on MAL and MQL conversion to SAL and age of leads for New business

Content

  • Virtual Investor Day Best Practice Guide LAUNCHED!

  • Blogs:
    • ESG Blog – Edits in progress, looking to post Aug 16th
    • Benefits of Virtual Conferences with Kristina – Working with the team to ensure alignment with the upcoming press release.  
    • The Changing Role of Investor Relations Webinar Recap – draft delivered by our freelancer, will review and submit to Lisa for final review.
  • ESG Guide
    • Finalizing Outline:
      • Solicited feedback from John N (recommendation from Chris D)
      • Set up time with Simone, Jeyson, and Samantha to review findings on ESG website best practices 
      • Reached out to Esty, who declined our offer to contribute to the guide. 
        • Next steps: identify another client we could feature
      • Connecting on ESG calculator w/ Bianca
        • Determined that a self-assessment would be more appropriate for guide
    • Opportunity to feature our ESG guide in IR Magazine’s latest issue – final copy to be delivered to IR Mag by September 6th

Social Media

  • Social Media Performance Reports from Sprout for ESG, and overall Twitter / Linkedin for August so far
  • CME GTM social plan drafted – met with the team to ensure alignment
  • Met with P&C to align on social media tasks 
  • Developing social posts to promote 2 EU websites launched (request from Chris Jones)
    • Heidenberg – creating GIF & drafted post copy
    • TORM – created static image & drafted post copy
  • Amplifying Twitter post (below) by repurposing tweet into a social media post to highlight the positive feedback from popular finance Twitter accounts
    • The @Post_Market account who initially Tweeted has +70k followers, and the account who tagged us as the vendor, @BarbarianCap, has +50k followers

General & Events

  • Shared 2019 IRC materials to Marisa & Lisa and prepared for brainstorm meeting on Tuesday, August 17
  • Prep-work for website launch meeting on Monday, August 16
  • Conducted research on capital markets and investor relations courses to identify any gaps or opportunities to deliver unique value through the creation of Q4 courses