What needs an IT ticket?

What needs an IT ticket?

• Marketing email review
• List building 
• Exported reports (on a reviewal basis)
• Reports and dashboard builds
• New funnel requests
• Form Creations
• UTM review
• Outbound mass text reviews
• Webinar Report
• Changes in permissions (must include leadership approval)
• New properties (must include leadership approval)
• New pipelines or stages (must include leadership approval)
• New Slack channels
• Atlas updates 

What needs to be submitted with your request?

• Marketing email review
  • Raw copy of the email 
  • Link to the email in HubSpot
  • List to be sent to 
  • Date to be sent
  • Subject line
  • Email to be sent from
  • Campaign to be added to
  • Subscription type.
  • Form to be added needed
    • If form needs created - see Form creation
    • Add the form data to the raw data document
• List building 
  • Clear description of the people needed to be included in the list
    • Ex. All deals closed between 1.2-1.5.25 that came from paid social
• Exported reports (on a reviewal basis)
  • Clear description of the export
  • Business case
  • Approval from Brittany
• Reports and dashboard builds
  • Clear report request with measurable labels
  • Property labels if known
  • Dates of the report to be pulled
• New funnel requests
  • Funnel Name
  • Funnel Links
  • Copy of PopUp
• Form Creations
  • Questions
  • What needs to happen on submit
• UTM review
  • Where it will be place
  • Campaign to be added to 
• Outbound mass text reviews
  • Raw copy for the text 
  • Line to be sent from 
  • When it should be sent
  • List it will be sent to 
• Webinar Report
  • Name of the webinar 
  • Data needed
• Changes in permissions (must include leadership approval)
  • What permissions need updated
  • Approval from Leadership (Brit, Ashley, and/or Tanner)
• New properties (must include leadership approval)
  • Use case
  • Name of property
  • Property options
  • Property Object ie. Deal, Contact, Ticket etc.
  • Approval from Ashley
• New pipelines or stages (must include leadership approval)
  • Name of Pipeline or Stage
  • Use case
  • Approval from Ashley and Kurt
• New Slack channels
  • Use Case
  • Name of Slack Channel
  • Who needs added
  • If external users need added: approval is required from department head
• Atlas updates 
  • Document with updates
  • Name of the Atlas page (or link)