What needs an IT ticket?
What items need and IT ticket and what supporting information is needed to complete the request.
What needs an IT ticket?
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)
