I'm a new marketer/sales team member
What templates do we have for emails and what are the dimensions
Can I use custom images in my emails and what should the size be?
I need access to Salesforce or need to reactivate my account
I need access to Engage/Profiler
I need some documents hosted and links provided
I need access to google analytics
I need guidance on utm usage / marketing activity tracking / tagging
I would like to receive the Outreach notification email
I have a question which isn’t answered on this page
Where/How can I submit feedback on Team members
What is the Marketer Dashboard
How can I access the Marketer Dashboard
Can I see a list of upcoming public holidays for the team
How does marketing operations ensure the data it manages stays up to date
Where can I find out more about the Marketing Operations Team
What is the data dictionary and how can access it?
You can access the data dictionary here.
What are the different request types?
- Outreach request - This is for email marketing campaigns that include batch and balst, promoting an event or wbeinar or nurture. Can also include additional elements such as landig pages and forms.
- Campaign Code Only - Request for just a campaign code which may be used for events/webinars for example. Can be requested prior to an Outreach request if required.
- Engage Only - Have an email built by our team for you to use in Engage. No further outreach is required from our team.
- 3rd Party Email Only - Have an email built by our team for use by a 3rd party.
- Website requests - Request a new webpage, update an existing page, vanity urls, update/create navigation.
- Content Publishing - Publish Content to Global Sales, Marketing, and Digital Platforms. Upload, replace, or delete content from Brand World, Sales Spot, YouTube, or iqvia.com.
- SEO Requests - Request keyword research/organic keyword ranking report/request a consultation for new/existing IQVIA.com pages.
- Experimentation - Submit your ideas for global tests to help optimize the IQVIA.com experience.
- Organic Social - Publish a social media post or campaign with multiple posts via our Global Social Media Channels.
- Paid Social - Request a new paid social advertising campaign.
- Paid Search - Request a new paid search advertising campaign.
- Landing Page Only - Request a standalone landing page that is NOT associated with an outreach campaign.
Where can I submit different requests?
Where can I see the status of my requests?
What is a Campaign Code?
How do the MQLs get assigned to relevant Sales rep once submitted?
The key fields a pipeline member looks at before starting the assignment process are campaign name, campaign content link, email address the comments section.
If the MQL is from a campaign (a non RFP/RFI submission), we will check the campaign triage instruction for assignment details provided by marketer.
If it is a RFP/RFI submission, we take a look at the content link which the MQL was submitted from (this can help us get a sense of what offering they were looking at). Then based on what comments are present in the comment section, pipeline utilizes triage documents to assign to the best suited team to conduct follow up.
If it is a general iqvia.com submission with no deep details in the comments, we assign to our Global Inside Sales representatives to conduct initial outreach, which is triaged based on company HQ location and which global rep covers that territory.
How can I follow up on the MQLs generated with Inside Sales team?
I need help investigating why this opportunity is not connected with an MQL
What is the definition of an MQL at IQVIA
What field do I use to attribute an MQL from a particular webpage?
I need a report
Did you check the reporting resource section of this toolbox? For any other reporting request, please fill out the form here and Srujana Pavuluri or Kristen Powell will be in touch.
I need an outreach or nurture report
I need benchmarks
The email benchmark report can be found in the reporting resources section of the Toolbox
I need to be added to the end of month reporting email
T Please send a request to Srujana Pavuluri
I need recommended KPIs/metrics to measure
I don't understand my outreach metrics
Check this page for a glossary of terms and tips for understanding your clickthrough visualizer.
What resources are available for GA4 training?
There are a number of resources available related to GA4 and these are listed below:
Where can I find my reporting group?
You can view all reporting groups here: https://app.smartsheet.com/sheets/rPJ45qw9gGg8G2ggQVMpvGQqP2GcpXWchFPjrMg1
I need a custom segment
Have you checked all of our current personas/bullseyes in the Persona Deck/Segmentation Tool. If you still need a custom segment then this can be requested here or via the same link in the Segmentation Tool
I need a segment export to use for paid social targeting
Please email Kristen Powell
I need a segment count
Please email Kristen Powell
I need to be added to the end of month reporting email
T Please send a request to Srujana Pavuluri
I need to view segmentation criteria
I don't understand my outreach metrics
You can see the segmentation criteria on the Segmentation Tool which can be accessed through the Toolbox
I need the persona deck
This can be accessed through the Segmentation Tool
I need to update a bullseye or persona
Please email Kristen Powell
What should I know about A/B tests?
Why should I do A/B testing?
A/B testing is a great way to figure out what your audience responds to. Test variations of your delivery to see what gets better results and apply your findings to build better campaigns.What can I test in an A/B?
What do you want to test? Chances are we can do it. Subject lines, formatting, audience segmentation, copy, images, CTAs.How do I request an A/B test?
The option to sleect an A/B test can be found in the Campaign Templates and Send dates section of the Outreach Request Form. You can also select the type of A/B test you would like to perform.What is a bounceback?
Hard bouncebacks are permanent failures and include: address does not exist, failed authentication (SPF, DKIM, etc.), filter rejection. Eloqua does not retry for hard bounces.
For more on bouncebacks there is a deck in our training section. Information on other metrics can be found in the reporting resources page.
My email is ending up in a client's junk folder
Unfortunately, there is not a fix-all solution for this. Every client's filter rules are programmed differently. We are aware of this and actively keep up with best practices to avoid triggering any of these traps. Steps that we take include: maintaining and monitoring an A+ Sender Score, proper DKIM and server configuration, clean code in compliance with W3C standards, active list management and cleaning for hard bounces, not using exclamations in the subject or headline areas, avoiding low contrast colors and tiny font-sizes, avoiding common spam terms, etc.
Can I email a video or animated .gif?
We don't recommend it. While email is evolving, not every email client is the same. The big 3 email clients Google, Yahoo and Outlook, do not YET support video embeds. Until email clients catch up to basic web standards, we recommend emailing a photo of your video and linking to a landing page where your video lives.
A few more email clients will support animated gifs, however Outlook is not one of them. Instead, Outlook will only show the first frame of your animation. We still don't recommend using an animated .gif, however if you insist, it's imperative that the first frame of your animation can tell your story without a fancy animation because this is the only part of your .gif that Outlook users will see.
What templates are available to use?
Templates are visible for the different business units under Step 2 of the help guide
Can I send you custom images to use in my email?
Of course, if brand has approved of them. Send your custom images along with brand approval to the marketing automator who is helping you with your campaign when you submit your content.
Custom images are a great way to make your message stand out, especially if it helps to tell the story. One word of caution is to avoid too many images as almost all companies who utilize Microsoft Outlook do not download images by default. Therefore your message could come across as blank if your client does not download the images.
Common image sizes in pixels are '600w x 150h' for the header image, '150w x 200h' for a thumbnail, or '550w x 400h' for a full-width body copy image. Acceptable file formats are .jpg, .png and .gif.
Do you have any tips for me while creating my email?
Of course, we are happy to consult with you when building your email campaign, just ask the Marketing Automator in charge of your campaign. In addition, we keep a running list of tips and tricks that we feel are worth sharing here.
What are the different types of Outreach campaigns?
- Batch and Blast - A one off campaign that may have multiple sends but has a clear end date
- Nurture - This is a longer term email campaign, usually with multiple sends and should be considered 'always on' and would ideally be feeding new contacts into it regularly
- Webinar - Promotes a webinar campaign usually managed through ON24
- Event - Email campaign promoting an Event, primarily using Cvent
What type of campaign metrics will I receive and when
Our standard campaign metrics include an overview of deliverability and engagement (opens/clicks) as well as heatmap showing where people.
What is Send Time Optimization
Send Time Optimization (STO) is a new Eloqua feature that leverages AI technology and historical data to determine the optimal delivery time for each individual contact, ensuring that emails reach them precisely when they’re most likely to engage. More information about Send Time Optimization can be found here.
How can I check my request date doesn't interfere with other requests?
There are a number of calendars available which can be found in the Help section and Resources section of the Toolbox. You can use these to check details of other campaigns that have been requested.
How do I access the word versions of the email templates
The Word versions of a lot of our templates can be found on BrandWorld. We have also linked to these within the Help section of the Toolbox.
What’s the difference between gated form and MQL form?
There is only a slight visible difference between a gated form and an MQL form and that is the inclusion of a field requesting more information about the enquiry. There are also some additional hidden fields on the MQL form which are used for generating the MQL task in Salesforce. The gated content form does not create an MQL task in Salesforce.
You should use a gated content form if you want to 'gate' your content rather than an MQL form.
We would recommend taking a 'hybrid' approach if you wish to use an MQL form on a landing page as well as offering content to access. A member of the team can help further with this.
What are the mandatory fields of the form, can we add fields to the form?
The mandatory fields are:
- - First Name
- - Last Name
- - Company
- - Job Title
- - Country
- - Email Address
You are able to add more fields if required but please consider that best practice is to have as few fields as possible. Plus not all data collected on the form will necssarily show in Salesforce due to field restrictions.
I just ran a webinar, how can I find out my MQLs?
MQLs from a webinar are based on the answers to these 4 survey questions:
- - Are you interested in receiving additional information about this webinar topic?
- - Would you like to discuss solutions with an expert? MQL generating
- - Do you have an RFP/RFI forthcoming in the area discussed in this webinar in the near future? MQL generating
- - Please provide us with more detail of your need.
Because generating these MQLs are dependant on the field mappings of these questions and the order in which they are presented, the questions should NEVER be modified or deleted unless you are not planning on generating MQLs. If you would like to add questions, you may do so, but only after the fourth question in our surveys. MQLs will automatically populate in CRM and be reported on by the Marketing Automation reporting team by the Friday following the webinar. Then, you may log into the Smartsheet webinar calendar to see your performance.
Can I modify my survey questions?
Your webinar comes standard with 4 of our must-have survey questions that help us generate your MQLs. You can add questions after these 4 questions, but not before. It's important for you to know that these questions cannot be modified or deleted without breaking our integration for this particular webinar and losing out on your valuable MQLs.
How do I request a Webinar?
Please reach out to the events team through the Events Toolbox.
I just finished an event/tradeshow. How do I get my contacts into the system?
Did you capture all of the needed fields from your contacts (seen in the attached worksheet highlighted in yellow)? If, and only if, you've answered yes, complete the worksheet and return it to marketing.automation@iqvia.com. One of our team members will upload your file into the system and report back on your number of net new contacts (NNCs). A few days later, you'll receive your official MQL numbers from a member of our reporting team.
Where can I get an event code?
Did you capture all of the needed fields from your contacts (seen in the attached worksheet highlighted in yellow)? If, and only if, you've answered yes, complete the worksheet and return it to marketing.automation@iqvia.com. One of our team members will upload your file into the system and report back on your number of net new contacts (NNCs). A few days later, you'll receive your official MQL numbers from a member of our reporting team.
How can I find out how many MQLs I had?
After you submit your completed worksheet (see the first FAQ), the Marketing Automation team will provide further formatting if necessary then upload your list. You will hear back from the team with Net New Contacts (NNCs) and Total Contacts collected at the event. We will follow up with MQL numbers, which usually happens once weekly on Fridays. In addition to an email with these metrics, you can check the events calendar for your numbers which will be loaded automatically by the team.
How do I request an event?
Please reach out to the events team through the Events Toolbox.