►
Description
MPM (Nout and Jackie) sit down with EDU (Christina) and Open Source (Nuritzi) program managers about an MVC email send and steps forward plus realistic timing for audience targeting, which needs to be discussed with Marketing Operations as step 1.
Notes Doc: https://docs.google.com/document/d/1c0H751_Ku44_Iy4hqOk-6Aje-1HAcfsdqtjPh_U8_Ho/edit#
A
The
future,
so
this
looks
like
the
the
issue
was
created
with
the
ad
to
nurture
issue
template.
But
really
that
is
you.
Template
is
typically
used
when
we
are
taking
leads
from
like
an
existing
camp
from
a
planned
campaign
and
adding
them
to
existing
nurture
programs
that
are
already
built
out
and
okay
working
in
Marketo.
So
what
I
would
recommend?
Is
we
close
this
issue
out
and
that
you
move
any
relevant
details
to
this
issue?
A
Template
I
linked
in
the
issue,
so
that
you
can
reference
it
to
the
process
for
an
email
to
be
sent,
taking
a
step
back?
Here's
kind
of
the
like
level
set
on
just
over
all
our
systems,
our
targeting
and
segmentation
in
Marketo
and
salesforce
is
not
super
strong.
So
newt
is
working
at
like
at
a
high
level
to
build
out
our
lifecycle,
email
marketing
strategy
and
making
sure
that
we're
very
clear
about
which
audiences
we're
targeting
for
different
campaigns
and
programs.
A
A
There
is
the
audience
for
prospect
for
customer
or
partner,
so
there's
there's
quite
a
few
major
overarching
audiences,
and
so
she
would
be
working
with
you
on
programs
like
helping
you
with
maybe
the
email
strategy
for
programs
that
you
want
to
run,
but
that'll
be
like
a
next
step
right
now,
she's
still
kind
of
getting
that
plan
in
place
and
then
we'll
have
to
work
with
marketing
operations
to
make
sure
that
we
actually
have
those
segments
clearly
defined
so
that
we
can
run
campaigns
to
those
audiences.
So
that's
kind
of
a
high
high
level.
A
B
A
I
actually
think
when
it
comes
to
the
list
itself,
getting
the
leads
and
contacts
for
that
campaign.
Are
you
based
on
all
those
opportunities?
That's
something
that
you
would
work
with
marketing
operations
on.
That
being
said,
our
key
operations
is
underwater
in
so
many
different
projects
that
are
the
dependencies
to
help
us
get
to
that
final
state,
where
we
can
it
effectively
and
efficiently
target
these
audiences
at
a
higher
level.
So
that's
where
I'm
not
sure
on.
Can
we
do
this?
We
can
talk
with
marketing
operations
on
hey.
This
is
one
of
their
okay
ours.
A
B
A
I
know
the
quarter
is
June
and
I'm,
like
oh,
no
I,
don't
do
this
idea.
I
think
I'm
very
confident
that
we
could
do
this
by
the
end
of
July,
okay,
so
opening
the
rate
issues
and
making
sure
that
it's
slowly
so
that
marketing
operations
can
fit
it
into
one
of
their
milestones,
leading
towards
the
end
of
July
and
fitting
in
this
email
into
newts
milestone.
Then
that
will
help
us
be
able
to
accommodate
this
end.
Okay,
perfect,
so
you'll
open
an
issue
using
and
I'll
just
drop
this
into
chat,
so
you
can
bookmark
it.
A
This
is
like
the
interim
of
hey.
We
haven't
thought
we
at
haven't
been
able
to
sit
down
and
talk
about
an
entire
strategy
for
emailing
to
these
people
systematically,
but
we
can
send
an
email
as
an
MVC.
Okay,
you
know
title
you'll
provide
information
here
on
what
the
goal
of
email
is.
What's
the
CTA,
what
are
the?
What
who
do
we
need
the
testing
most
to
go
to
and
then
there's
some
key
details
that
we
would
need
send
date,
recipients
who
sending
from
and
from
email.
A
A
So
you
can
read
all
about
okay,
so
we'd
like
to
have
as
much
notice
as
possible
so
that
if
there's
any
hiccups
in
the
list
or
in
like
us
having
questions
about
the
content,
the
further
in
of
ASU
create
the
requests,
the
better
and
just
some
more
details
about
the
details
that
we're
asking
for
it
in
the
issue:
okay,
perfect
and
then
yeah.
There's
there's
a
lots
about
me
how
about
protocol
whatever,
but
this
seems
like
a
pretty
simple
MBC
question
for
annuity
is:
do
we
have
a
list
defined
for
the
open
source
group?
C
C
And
in
addition
to
that,
I
don't
know
if
this
is
the
right
place
to
do
it,
but
I'm
also
building
out
a
partnership
program
and
open
source
partnership
program
and
so
I
wonder
if
there's
a
way
to
have
like
a
mailing
list,
specifically
for
that
or
if
I
should
just
handle
that
on
my
own
through
I,
don't
know
something
else
like
Google
Groups
or
you
know
some
other
low
touch.
That's.
B
I
know
we
have
a
policy
right
where
we're
not
supposed
to
send
any
emails
out
via
our
personal
email
right,
it's
if
it's
more
than
I,
don't
I,
don't
remember
where
the
policy
is
but
like
they
don't
I.
Think
I.
Think
about
that.
We
don't
I,
don't
want
all
sending
I'm
out
two
groups.
B
So
I,
thank
you,
jackie
for
sending
the
issue
template
ahead
of
time.
I
did
review
it.
I.
Don't
have
any
questions
on
that
that
that
template
like
it
was
very
easy
for
me
to
fill
in
with
what
I
already
have
it's.
My
question
is:
do
I
need
to
create
an
issue
for
the
list?
I
think
that's
where
we
got
confused
with
the
nurturer
is.
If
we
need
to,
you
know,
create
an
issue
that
makes
a
list,
and
then
this
email
and.
A
Yeah,
but
it
is
something
that
comes
up.
It's
been
coming
up
quite
a
bit
more
frequently
recently.
So
let
me
share
the
shortcut
and
it's
called
right
now.
The
best
for
the
closest
issue
we
have
is
a
DMA
list
request,
which
is
I,
can't
remember
what
that
means,
but
I
think
it's
usually
for
a
specific
geographic
region.
A
Oh
okay,
okay,
that's
the
closest
you'll,
get
to
a
list
request
for
something
like
this,
so
I
would
ignore
much
things
about
region
and
just
say:
I
have
a
list
of
opportunities,
I
need
the
contacts
associated
to
these
opportunities
and
I
think
that's
a
fairly
simple
Salesforce
report,
but
I
don't
want
to
speak
too
soon
because
I'm
not
going
to
New
York.
So
if
you
create
create
that
issue
and
create
the
email
request,
issue
associate
them
together
and
just
like
yeah
connect
them
in
get
lab,
connects.
A
To
put
a
proposed
date,
that
would
be
helpful.
Okay,
maybe
make
it
clear
that
you're
setting
a
due
date
of
X,
but
this
is
flexible.
We
just
need
this
by
before
the
end
of
the
quarter
I
think
with,
given
that
we
have
about
a
month
like
a
little
bit
over
a
little
bit
less
than
two
months,
they
should
be
able
to
fit
into
a
milestone
and
then
we'll
need
to
see
what
milestone
they
put
it
into,
because
that's
a
dependency
for
us
to
send
the
email.
D
A
A
B
Just
we
just
actually
have
an
open,
amar
to
add
an
ROI
and
our
Rams
about.
Why
we're
you
know
why
we
exist
in
what
the
return
on
investment
is,
and
so
it's
more
about
you
know
amplifying
the
brand
and
for
free
to
you.
The
idea
is
that
if
you
learn
it
in
college,
your
jacket
I
talked
about
those
of
you.
Learning
in
college,
you're
gonna,
go
to
the
workplace
and
know.
C
C
B
Form
is
part
of
the
core
values
of
the
brand
too,
so
I
think
that
that's
another
kind
of
aspect
of
it,
but
but
it's
a
little
bit
complicated
on
the
edu
side,
because
we
we
give
it
away
for
free
for
teaching
learning
and
research,
but
we're
selling
it
for
IT
professional
use.
So
the
survey
I'm
sending
is
targeted
at
anyone
in
higher
education,
because
what
we're
trying
to
also
do
is
get
at
some
of
the
problems
with
our
current
model
in
the
survey.
B
C
And
honestly,
like
I,
think
I'm
going
to
start
exploring
hybrid
models
as
well,
because
there
are
some
larger
companies
like
Red
Hat,
that
want
to
pay
for
seats.
But
then
they
also
have
a
community
like
project
and
so
like
we're
selling
some
seats
to
them
and
then
also
granting
some
licenses.
So,
yes,
again,
I
think
that
similar
to
Kristina's
program
I
want
something
that
just
generally
is
part
of.
D
C
Then
the
other
one
that
I
mentioned
really
briefly
is
a
much
smaller
thing
for
open
source
partners.
This
is
currently
like,
maybe
under
10
organizations,
so
it'd
be
like
20
people
at
most
like
having
a
couple
of
people
from
each
and
so
I
know
that
those
will
probably
be
treated
separately
or
they
will
be
treated
separately
so
yeah.
That's.
B
I
think
where
we
want
to
be
energy
and
I
want
to
be
and
what
you
know
what
we
were
hired
to
do
really
was
to
to
identify
that
that
community
that's
specific
to
our
program
and
then
sir,
to
build
those
relationships
with
them
right
now.
I'm
flying
blind,
I
can't
communicate
with
them.
I
don't
know
who
they
are.
I
all
were
doing
a
slinging
licenses.
B
So
I
need
to
get
to
the
next
level
and
without
email
list
I
can't
reach
anything.
We
don't
have
a
social,
we
don't
have
a
hashtag,
we
don't
have
any
social
I'm
kind
of
just
like
in
the
dark.
So
eventually,
I
want
to
be
able
to
get
in
this
pipeline
of
marketing
to
be
able
to
say,
okay,
I'm
announcing
a
meetup
or
I'm
announcing
a
new
initiative,
or
you
know
we're.
D
D
Okay,
so
I'm,
hoping
Jacki
that
marketing
operations
will
agree
with
this
long-term
strategy
of
if
we're
gonna
scale,
these
programs
they're
gonna,
need
to
be
in
a
CRM.
Yes,
already--you
feels
worse
than
Marketo,
so
that
what
we
should
do,
I'm,
not
sure
if
you
have
any
opinions
on
that
Jackie.
No.
A
I
think
that
makes
sense.
My
next
question
is
gonna.
Be
so
are
these
people
that
have
shown
interest?
Are
they
captured
anywhere
number
one?
How
many
are
there
number
two
and
then
three
if
there
are
opportunities
for
them?
What
what
is
the
impetus
to
that
opportunity
like
what
are
they
purchasing?
Is
there
a
dollar
amount
associated
I'm
curious
about
that.
B
So,
for
for
both
of
our
the
core
of
our
programs,
there's
no
nothing
to
purchase
except
support,
they
could
purchase
discounted
support,
so
we're
so
really.
The
impetus
is
to
grow,
to
grow
the
program
to
become
to
come,
an
active
community
where
we
have
people,
teaching
and
learning
and
researching
with
with
and
and
so
to
provide
more
resources
and
have
them
contributing
and
have
them
participating
in
events
and
going
to
events
and
speaking
and
meetups
and
the
whole.
So
it's
really
just
a
solid
community
relationship,
building
kind
of
a
kind
of
a
situation.
B
That's
what
we
were
hired
to
do
is
to
grow
that
aspect
of
the
the
program,
because
up
until
we
got
here,
we
were
just
issuing
licenses
and
never
never
reaching.
Never
communicating
with
that
with
the
people
who
are
other,
then
once
they
sign
up,
we
say:
yes,
they
sign
the
quote:
they're
gone:
we
don't
we
really
have
not
ever
communicated
with
them
again,
which
is
really
unfortunate,
because
there's
so
many
amazing
things
around
the
world
that
people
are
doing
with
our
product.
So
how
many
are
there?
This
is
the
tricky
part
from
the
edu
side.
B
D
A
I've
been
thinking
about
this
like
so,
if
it
does
cross
over,
how
do
we?
How
do
we
know
it's
there
yeah?
We
need
to
talk
about
that.
I
know
more
and
more
the
more
I
seat
like
we're.
Even
talking
about
marketing
off
some
pulling
over
the
records
had
what
lead
status.
Do
we
give
them
and
I,
don't
think
we
don't
give
them
a
lead
status
and
I,
don't
think
they
want
to
mix
audience
into
lead
status,
but
yeah.
D
We
didn't
talk
about
that
a
little
bit,
but
for
now
I
think
I
understand
that
there
is
overlap
there.
This
is
more
of
an
awareness
play
in
a
community
play
and
did
do.
We
have
explicit
opt-in
permission
for
any
of
these
contacts.
Do
we
have
somewhere
in
the
database
where
they've
said
yes,
email,
name,
I,.
C
Think
so
no-
and
that
was
one
of
the
points
that
I
brought
up
in
that
initial
issue,
I'm
happy
to
put
that
in
like
a
marketing
office
or
something
else,
but
I'd
like
to
collect
like
people
into
this
mailing
list
from
potentially
like
having
a
newsletter
opt-in
or
like
some
communications,
opt-in.
So.
C
The
exactly
like
something
and
then
also
like
again
I've
mentioned
this
for
conferences.
There
is
specific
conferences
that
tend
to
attract
box
and
open
source
like
contributors
and
I'd
love
to
get
those
into
our
like
program
or
whatever.
This
list
is,
instead
of
just
having
it
go
to
other.
You
know
list
so
yeah
I
think
I
want
to
do
other
examples
in
that
issue
is.
B
C
So
to
me,
it's
almost
like
something
else
on
our
pages,
it's
just
a
button
that
says
like
I'd
like
to
sign
up
for
communicate
for
like
emails
or
like
the
latest
news
going
on
in
this
program,
and
then
people
can
just
like
sign
up
there
and
that
way
we
can
promote
that
through,
like
social
media
or
like
a
Deven
thing
like
if
you'd
like,
to
keep
updated
with
what
we're
up
to
please
sign
up
here.
Yeah.
D
I
think
that's
a
conversation
that
we
all
need
to
have
with
marketing
ops
too,
because
that's
another
thing
that
we've
all
been
talking
about,
which
is
that
strategy,
because
right
now
form
creation
is
very
ad
hoc
like
I,
need
a
form
and
then
all
the
processes
that
go
out
go
on
the
back
end
or
like
we're
just
not
thinking
through
the
strategy
of
how
to
treat
the
contacts
are
coming
in
through
this
form.
Had
it
like,
obviously,
are
we
scoring
them?
Are
we
not
scoring
them
this
many
other?
Okay?
So
definitely.
D
Like
there's
a
lot
of
work,
we
have
been
doing
a
lot
of
thinking
about
how
this
is
all
gonna
work
together,
because
I
think
all
of
our
goals
is
to
make
sure
that
we
all
scale
like
the
whole
thing
can
scale
and
without
like
a
strategic
database
conversation,
that's
not
gonna
happen
right.
We
can
already
see
like
slow
cracks
in
the
foundation
yeah,
but
I
think,
like
I,
think
all
of
us
are
wanting
to
be
successful
in
this
and
these
initiatives.
So
definitely
just
whatever
conversations
you
have
with
marketing
ups.
B
And
we're
really
not
having
any
right
now
so
I.
Think.
That's
kind
of
part
of
the
issue
is
that
nursing
and
I
will
file
an
issue
and
then
it'll
sit
there
and
then
we'll
try
to
figure
out
who
could
we
ping
to
get
this
in
a
milestone,
and
then
we
probably
did
it
incorrectly
from
the
start,
and
so
I
know
with
the
reorg
and
are
in
marketing.
B
Maybe
that'll
change
a
little
bit
because
we'll
be
you
know,
have
more
direct
lines
of
communication,
but
we're
gonna
be
in
corporate
marketing,
that
marketing,
ops
or
anything
so
I
guess
what
I
would
love
to
hear
is?
Is
there
a
way
for
us
to
be?
You
know
cute
to
some
of
these
conversations
that
you're
having
about
the
database
so
that
at
least
our
because
our
programs
are
so
different
than
what
the
typical
thought
process
is
so
I
just
just
to
kind
of
increase.
You
know.
B
D
A
B
A
A
C
And
that's
why
we
mentioned.
We
are
working
on
an
ROI
model
and
like
all
chat
this
over
and
put
it
in
our
notes,
but
we're
basically
taking
Oracle's
work
on
this,
where
they
actually
have
tied
it
to
dollar
amount,
and
there
are
things
like
like
call
deflections
that
adds
to,
like
you
know,
saving
money
in
areas
and
so
I
think
that
what
we're
trying
to
do
is
like
map
this
to
actual
yes,
dollar
amounts.
So
it's
not
just
awareness
and
that
sense,
but
like
community
adds
more,
it
actually
does
feel
it.
Let
me
say.
B
D
Your
counterparts
at
Red,
Hat
I,
used
to
work
there
and
I
know
some
people
in
the
developer
community
and
some
other
communities
that
might
be
able
to
help
like
this
is
how
we've
been
able
to
do
this
sort
of
ROI
thing.
C
C
D
B
C
And
I
just
really
want
to
make
sure
that
we
have
tangible
next
steps
in
terms
of
like
what,
where
we
should
be
filing
issues,
because
we
filed
some
and
they're,
probably
not
in
the
right
place,
as
Christina
said.
So,
if
you
all
can
help
us
figure
out
like
the
right
places
for
us
to
file
this
so
that
we
get
the
conversation
started.
That
would
be
super
helpful.
So.
D
So
in
Jackie
stop
me
if
I'm
being
wrong
here,
but
my
plan
was
to
create,
like
a
straw
person
like
database
strategy
and
then
go
to
every
group
and
say
hey.
This
is
what
I'm
thinking
like
please
poke
holes
in
this.
Does
this
work
for?
Does
this
apply
to
the
model
that
you
know
your
group
works
on
you
know
and
then,
if
they're
like
cool
all
good,
then
we
go
to
marketing
operations
and
say:
ok
like
this
is
our
plan.
D
A
Is
where
I
will
echo
and
I
feel
like
I
see
the
value
in
tracking
everything?
I
will
be
the
first
to
and
I
won't
speak
for
marketing
ops.
That
I
will
say
there
is
so
much
progress
we
need
to
make
even
in
the
pipeline,
generating
revenue
generating
like
clear,
leads,
go
to
SDR,
STRs
and
STRs
push
those
to
sales,
there's
so
much
work
that
needs
to
be
done
there
and
with
us
tracking
towards
an
IPO
like
that
will
be
the
most
critical
thing
until
we
get
that
completed.
A
I,
don't
know
if
we
will
have
the
conversation
about
putting
this
on
release
form
a
processor
on
this,
but
I
it
doesn't
hurt
to
have
the
conversation.
I
would
also
agree
that,
based
on
what
you
said,
the
first
step
to
really
having
an
educated
conversation
about
this
is
her
strong
man,
strong,
okay,
like
we'll
build
out.
This
is
what
I've
been
putting
this
as
a
focus
for
build
out
the
different
audiences.
A
Then
we
can
actually
use
that
visual
to
talk
with
marketing
operations
and
then,
when
we
get
alignment,
if
they
have
a
full-on
blocker
for
some
reason,
I'm
like
we
really
just
can't
focus
on
this
right
now,
I'd
want
to
like
make
it
clear
that
we
need
to
have
timeline
for
when
we
will
focus
on
it
and
in
the
interim
there
might
be
some
MBC's
that
we
could
run
that
won't
won't
require
like
months
of
work
by
them.
So
morally.
B
A
C
B
Right
and
then
we
can
also
go
back
to
our
leadership
and
and
level
side
and
tell
David
listen.
This
is
not
good,
it's
not
simply
not
gonna
happen
unless
you
want
off
sending
it
from
our
inbox,
which
we're
not
supposed
to
do
so
like
you
literally
cannot
meet
this
okay
and
I've
been
kind
of
trying
to
explain
that
to
him.
But
you
know
it's
so
it's
a
process
that
it's
there's
so
many
pieces
that
need
to
get
moved
and
we
understand
we're
not
a
revenue-generating
program.
So
it's
just
it's.
A
But
if
you're
an
important
part
of
role
mix
of
everything,
so
I
totally
hear
you
and
that's
what
hopefully
new
connect
now
I
can
help
kind
of
bridge
that
gap
and
build
I
like
that
cohesive
conversation
want
to
sheet.
Has
that
straw
man
done
and
we're
able
to
do
a
little
bit
of
the
groundwork
so
that
you're
not
coming
in
and
getting
told?
No,
maybe
we
can
advocate
for
that
and
then
open
the
conversation
so
we'll
help
open
the
absolutely
thank.