Populating Data
Use the chart below as a cheat sheet when filling in your external activity upload template. All fields must be completed before we can upload. Marketing Automation is responsible for the Campaign ID field only.
Reminder - it's easier to collect the required data at the tradeshow than it is after. Please do your due diligence and gather this data up front.
| Field | Notes |
|---|---|
| Email Address | Required. Collect at the event. |
| External Asset Type | Required. Use the dropdown list of values provided. What type of upload do you want? Is this related to a tradeshow, customer event or webinar? |
| External Activity Type | Required. Collect at the event. Tell us what action they completed from the dropdown list provided in the template. There is a tab labeled "Guidelines" within the template. Use this for further guidance. |
| First Name | Required. Collect at the event. |
| Title | Required. Collect at the event. |
| Email Address | Required. Collect at the event. |
| Company | Required. Collect at the event. |
| Country | Required. Collect at the event. |
| Email Status | Only fill this in if you've collected the data from the contact. We must have proof. If you don't know, then leave this blank. Otherwise, use the dropdown. Nobody should be opting out unless from the EU. |
| Comments | Required only if External Activity Type equals Requested Follow-Up or Request for Proposal. Why should sales follow up with this person? Do you want this follow up assigned to a person (add their first AND last name). Tell us in this column. |
| Email Opt In Date | Required if Email status = Opted In. If Opted In, copy the External Asset Date here. If Email Status is left blank, then leave blank. |
| Email Opt In Method | Required if Email status = Opted In. If Opted In, use dropdown list for closest appropriate value. If Email Status is left blank, then leave blank. |