Setup/Install New Email System
Business Unit
Status
Project Dates
Dec 21, 2020 → Feb 26, 2021
Deadline
Jan 15, 2021
Driver
Approver
Consulted
Informed
Priority
Mural
Events (DB)
Marketing Campaigns
Meetings
Master Project
Sub Projects
Related to Action Items (Projects (DB))
Completed
Goal
Progress
Last Edited Time
Apr 15, 2021
Created by
This project has been split into GPG and Action Items with the following left to check off.
Replace all forms joe Due end of the week
Django Updates Notify Joe when emails are live
Grants add triggers
Kernel add triggers
Documentation made for using acquia
Below is past work. Saving for documentation, no longer relevant to status.
Important Contacts
Quick Session Notes
All meeting notes
Octavio spent 4-6 weeks most email is on Acquia
END STATE - WHAT IS A JOB WELL DONE! - High level overview
This project is 85% complete as of 2.4.21.
All current transactional emails are updated in Django and sending properly.
Updates to content are made
Formatting matches overall branding and theming for emails
Sendgrid SMTP server is delivering at a industry high rate
All changes are on the master. Chibie is pretty close. Deploy this week.
Mailchimp account is deprecated
Send cancellation notice
Check billing to confirm
Mautic
All mailchimp autosend emails are set
Every stage has an associated campaign
Each segment has a Welcome Email
Unsubscibe option has a form for preferences
Technical
Anonymous traffic is tracked and associated to accounts upon registration
Segments and stages are all setup and firing properly
Contacts are being added to Mautic with complete information
Unsubscribes are synced 2 ways with Django
Event trigger in GTM/GA is triggering in Analytics
Goal funnels are setup in Analytics
ALL website forms are replaced
Team
Know where to suggest updates and fixes
Have easy to reference docs to self verify if messaging is correct
Have basic understanding of marketing strategy and goals
INTERNAL SETUP NEEDS - Detailed checklists
Engineering
Github Gist for technical details on installation
Archive of Done Work
API Integration
Connect Django data for custom email tokens
Create 2 way communication of Unsubscribes
Upload Django complete contact list with custom fields deemed necessary
GPG - Reassigned from Angela per Frank on 2.3.
Update to new designs in Figma
Forms
for each form
create form in Acquia and provide snippet
create screenshot of where the form needs to replace a current form
Change form for "become a sponsor" on hackathon list
Change form for "become a matching partner" on grants page
Replace all forms on Website
hackathon-list
tribes
Blog popup
Grants Matching partner integration (not replacement)
Main landing page
Upload CSV for Grantees and old hackathon master. Was done without custom field data. (Don't believe this needs to be done)
Joe
Pre-setup
Archive of Done Work
Importing Mailchimp Contacts and Emails
Mailchimp
Deprecate account
Confirm billing is cancelled
Acquia - Secondary
Customize user Dashboards
Customize by user
Joe
Marketers
Sales
Success
Identify which emails to disable tracking pixel (Sales side mostly)
Focus Items - Convert anons to known and gather more data
Ask Questions
Progressive Profiling
Exit Intent
Announcements
Assets & downloadables
Confirm Points Setup
Confirm Stages
Set Up Reports
POTENTIAL NEXT PROJECT
- Move all transactional emails from Django to Mautic
- Integrate all marketing custom audiences to Mautic
- In depth campaign construction at detailed niche levels
- Create product recommendations to better segment users