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CartoDB / RevOps

Sales and marketing operations team repo.
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Add a value to "marketing Strategy" field #355

Closed Julien-Hennico closed 2 years ago

Julien-Hennico commented 2 years ago

Hello @ruipperez While reviewing lead source tracking overall, @Urshkita highlilghed the fact that she would like to add a value eventto the "marketing Strategy" field Can we then add this value to the already existing list (inbound, outbound, event) and adjust the formula to set it to eventwhenever the conversion type is set to events

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MiriamMartinezNunez commented 2 years ago

Hi!

Marta OMEGA is on holidays next week but we will do it the week after

Thanks

ruipperez commented 2 years ago

@victorfolque any impact on your side?

victorfolque commented 2 years ago

@ruipperez No impact here :)

ruipperez commented 2 years ago

This is ok. Will push this to PROD together with changes from ticket #354 when it's all clarified

ruipperez commented 2 years ago

actually, we've done this. Will adjust the Help text when finalized the other issue

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ruipperez commented 2 years ago

As discussed, we should revert this change and keep Inbounda&Outbound as Marketing strategy. We'll adjust the formula back to consider Events as Inbound.

@Urshkita @Julien-Hennico @FloBroderick please confirm.

@josemgonzalezleon any impact for you to change this back? This is a filter on the KPI dash and some other dashboards.

Urshkita commented 2 years ago

Hi,

Confirming.

Thanks!

Urska

On Fri, Jul 22, 2022 at 11:41 AM ruipperez @.***> wrote:

As discussed, we should revert this change and keep Inbounda&Outbound as Marketing strategy. We'll adjust the formula back to consider Events as Inbound.

@Urshkita https://github.com/Urshkita @Julien-Hennico https://github.com/Julien-Hennico @FloBroderick https://github.com/FloBroderick please confirm.

@josemgonzalezleon https://github.com/josemgonzalezleon any impact for you to change this back? This is a filter on the KPI dash and some other dashboards.

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ruipperez commented 2 years ago

Changed in PROD. Closing here