MARKETING OPERATIONS NEWS Welcome to the October edition of the Marketing Operations Newsletter, which includes the latest on best practices, knowledge sharing and system/process updates for our global and regional sales and marketing colleagues. Let others know what is working! If you have a learning or success to share with the community connect with us. Join Our Next Marketing Operations Open Office Session Join us for our next Open Office session where Phil will present Hot Topics part 2, where we will cover several shorter key subjects. This month we will review toolbox updates, new web modules and more. Join your fellow marketers on Wednesday, November 6 where we will: Showcase: Hot Topics Part 2 Ask a question - Pre-submit your questions here or ask during the call.  Discuss how to best leverage our systems/process for effective marketing.  Plan to attend the next Open Office Hours on November 6 @ 9am EST. Register here to receive the monthly invite. Improved Parent Campaign Management Saves Marketers Time We’re happy to announce an updated process and request forms for managing Parent Campaigns. This streamlined process is designed to save Marketers time and ensure a smoother setup of parent and child campaigns in Salesforce. You can now more easily indicate if your request should be part of a Parent Campaign by providing these details as part of your request submission. The Marketing Operations Activation team will link child campaigns to their parent campaigns in Salesforce during the creation process, eliminating the need for marketers to handle this task. We hope this update makes your campaign management more efficient and hassle-free. If you have any feedback on this updated process, please share with Phil Cuff. Introducing the New Feature Story Module for Our Website The new Feature Story module is now available for IQVIA.com. This module provides an engaging and interactive experience, perfect for showcasing key stories or topics. It includes full-bleed background images and an intuitive tile-based navigation system for seamless story transitions. Don’t forget to check out the GMCC Web Update presentation for a sneak peek at upcoming modules and their projected release timeline. As new modules are released, they are added to the Webpage Module Template deck and the Module Gallery page. Remember: the module deck must be downloaded from Brand World each month to access the latest updates and modules. New Lead Source Values Now Available As a result of the marketing attribution Kaizen event held last year, new lead source values were introduced in Salesforce October 21 to better align with our marketing activities. A group of marketers identified new lead sources that are more descriptive, providing clearer insights into lead origins. Additionally, we are simplifying the text by removing hyphens, making the sources easier to use in reporting and integration. These changes will improve data accuracy and consistency across campaigns, helping us better track lead performance and optimize marketing strategies. You will see the new values when requesting campaign codes, landing pages or external activity uploads. You can review the new lead source values here. The Art and Science of Segmentation In the October Marketing Operations Open Office Hours, Abhijith and Srujana took us through The Art and Science of Segmentation. If you missed the call and are interested in the topic, please review the presentation, covering Importance of Segmentation Types of Segments Exclusions And much more... The presentation for the The Art and Science of Segmentation can be found here and a recording of the session can be accessed here. Don’t forget that all previous Open Office Hour presentations can be found here. Changes to the Asset Request Form on VIA When using the VIA form, Publish Content to Global Sales, Marketing, and Digital Platforms, to add an asset to the website, you might notice some new drop-down menus. For the website, you’ll need to choose one of the Sales & Marketing options and then choose the type of asset you want to add. The most popular options for the website are listed below under these categories: Sales & Marketing Materials – Sales Engagement Materials Case studies Sales & Marketing Materials – Thought Leadership Materials Article Insight Briefs Institute Reports Publications White Papers Sales & Marketing Materials – Prospecting Materials Brochures Fact Sheets Infographics If you cannot find what you are looking for or need help, please reach out to us. Nominate Your EXTRAordinary Facilitators for the 2024 EXTRA Lean Award by 29 November This award recognizes individuals who have significantly applied Lean principles to improve quality, efficiency, and customer satisfaction. You can nominate yourself or a colleague who has completed at least one impactful project in the past year. Award winners will receive a certificate, a featured article on Go IQ, and a special mention at the first Lean Council Meeting of 2025. To nominate, fill out the form on the EXTRA Lean Award site, providing the nominee’s details and a brief description of their achievements. Self-nominees should also submit a 3-minute video. Winners will be announced in January 2025, with five awards given in total. Don’t miss this chance to recognize your Lean Facilitators’ extraordinary efforts! Feel free to ask any questions in the comments or contact the Central Lean Team. Please be sure to like, share and follow The Lean Connection and visit LEAN BPI&A for all the latest helpful news and information. Useful Links Below you will find several links for Marketing Automation tools, resources, and reports: Marketing Operations Toolbox Benchmark report Coverage report NNC report Contact Us Don’t forget to join the Marketing Operations office hours on the first Wednesday of the month at 9 am EST if you have any questions! The next session is November 6. You can register or pre-submit any questions/topic ideas through the Marketing Operations Toolbox. You receive this newsletter because you are a member of Global Marketing and Communications distribution list, or you signed up via the Marketing Operations Toolbox. Previous editions of the newsletter are found here on the Marketing Operations Toolbox.  Confidential – For Internal Use Only