Marketing Operations

Lead Creation

Marketing leads inbound in the following ways:

Lead Qualification by Intent Score

The activities above automatically generate leads. However, we also have a scoring model that takes into account prospects who interact with landing pages and other marketing content. If a prospect interacts with Sourcegraph in multiple places, you may also see them score enough to trip the marketing qualified/intent threshold and be passed to the inbound SDR team. We also apply scoring when actions are taken within the product. When someone trips a threshold for product actions they are considered a product qualified lead. You can see the specifics of our intent and product lead scoring in our working lead scoring model here .

Lead Lifecycle

Marketing Operations is currently partnering with sales to implement a lead lifecycle program. Once the details are finalized, we will be updating this section.

Hubspot Access

Most everyone at the organization has access to Hubspot. If you do not and you would like access, you can reach out to Greg Bouton. Alternatively, if you have a user seat, but are having difficulty completing an action due to your user role/permissions you can reach out as well.

Hubspot Roles

Hubspot Roles have been created to standardize company-wide access, as well as to ensure that all users have appropriate access to Hubspot. Below is an overview of the Roles. Please reach out to Greg Bouton if you think your role needs to be changed.

• Super Admin: Unlimited access to our Hubspot instance.
• Standard Admin: Pared-down admin access to our Hubspot instance. Ability to change Hubspot settings, import data, bulk delete, and edit/delete workflows has been disabled.
• User - Edit Access: Basic access to our Hubspot instance with added ability to edit objects, export data, create forms/lists/files, read/write ads, campaigns, blogs, landing pages, and URL redirects, and create/edit reports.
• User - Read Access: Basic ‘read only’ access to our Hubspot instance.

As we continue to grow, users will also be added to our Hubspot instance. In order to keep a level of consistency, roles will be automatically assigned to teams. If a member of the team needs to have upgraded access, please reach out to Greg Bouton.

• People Ops: User - Read Access
• Product: User - Edit Access
• Engineering: User - Edit Access
• Customer Support: User - Read Access
• Customer Engineering: User - Edit Access
• Marketing: User - Edit Access
• Sales: User - Read Access
• Talent: User - Read Access
• Operations: User - Read Access

Request for Email Send via Hubspot

If you are interested in getting an email sent through Hubspot to existing opt-in email addresses, please be sure to fill out our Hubspot Email Send Request Form. Once we receive your request, we will assess our email send schedule to see if we can accommodate your request and provide options and recommendations if it is a request that cannot be accommodated.

Hubspot Integrations

• Salesforce: This is how we pass lead and marketing data over to the sales organization.

• Postal.io: This account-based marketing tool is how we send gifts and mailings out to prospects. The integration with Hubspot allows us to automate email messaging workflows before or after gifts are sent or received. Today, we are not running any automated email messaging via this integration.

• Triblio: This account-based marketing tool is how we target specific accounts for digital advertising. The integration with Hubspot allows us to create target lists within Hubspot and share them with Triblio.

• Typeform: This marketing tool is how we create forms, surveys, and quizzes for our prospects. The integration with Hubspot allows us to send prospect answers and data into fields in Hubspot. Setting up this data flow lets us capture important information about our prospects, increase their intent scores based on responses, and surface important prospect responses to Sales when appropriate. As long as your Typeform asks for a person’s email address, we can send responses to Hubspot. Reach out to us if you are interested in integrating forms, surveys, or quizzes with Hubspot.

• Orbit: This marketing tool is how we understand our community’s interactions with Sourcegraph. The integration with Hubspot allows us to create user activities in Orbit when community members take specific actions. Today, anytime someone submits their information on our Dev Tool Time page, an activity is created for that person in Orbit.

Hubspot Technical Resources

Hubspot is a fluid system, where we are always making updates to continue to improve our processes. Here are a few places you can go to review technical updates the marketing operations team is making within the system: Marketing/Hubspot Documentation

Hubspot and UTM parameters

The parameters that HubSpot supports out of the box are utm_campaign, utm_source, utm_medium, utm_term, and utm_content.

First Touchpoint is a custom marketing field we have created in Hubspot.. This fields help us determine the first touches marketing has with a prospect. There are supporting Workflows set up in HubSpot to capture the latest conversion information, and copy this information to the ‘First event’ fields if they are blank/ unknown.

Dashboards and Marketing Analytics*

Marketing dashboards that are specific to Marketing intiatives are mostly created in Tableau, to access - you will need to use this OnePassword. If you have any questions or requests please reach out to Adam Greenhalgh.

To track current progress to marketing OKR’s - with associated loom

Important notes on dashboard - Marketing Sourced pipeline and MQL goals are stretch goals that are created and agreed upon at an executive level.

Definitions:

Marketing Sourced - Any opportunity created in time period that have an opportunity source of ‘inbound’ or ‘events.’

Marketing Influenced - Any opportunity that has some sort of marketing program touch throughout the lifecycle of an opportunities journey.

Sign-up Flow dashboard - A dashboard set up to track the impact of new CTA’s to drive customers to conversion. Please watch associated loom.

Google Ads

For Google ads, events flow from Google Tag Manager to Google Analytics to Google AdWords.

1. Google Tag Manager

In Google Tag Manager, to send events to Google Analytics, we set up Tags with the type Google Analytics: Universal Analytics. These events can be very broad, like ‘Any HubSpot form submission’, which fires whenever any HubSpot form is submitted on our site, or specific, like ‘Batch Changes Demo Request Form Submission’, which only fires when the Batch Changes demo request form is submitted.

Each Tag defines a Category, Action, and Label. These are used for scoping down events. For example, if the Tag is for ‘Any form submission’, the Category is “HubSpot Form”, the Action is the Page Path variable (the URL path), and the Label is the HubSpot form ID.

If you want to add a new tag specifically for a conversion, lean towards being specific rather than broad.

2. Google Analytics

In Google Analytics, we define Goals. You can find these goals in Admin > Goals. Goals are defined by specifying the Event Category, Action (optional), and Label (optional) that should match for a specific goal. Using the form submission example, if we wanted to count a conversion for any HubSpot form submission, we would specify a Goal that matches on any event where the Event Category matches “HubSpot Form”. If we wanted to create a conversion for form submissions only on the /contact/sales page, we would define a Goal that matches on any event matching Event Category “HubSpot Form” and an “Event Action” of /contact/sales. As a reminder, these Actions and Labels are set in Google Tag Manager in the step above.

3. Google AdWords

In AdWords, you can see the conversion goals that are synced from Google Analytics via Tools and Settings > Measurements > Conversions. Several charts in AdWords show the performance of our campaigns based on their conversion rates.

Bing Ads

Bing ads are set up very similarly to Google Ads. However, you need to ensure a conversion goal is set up in Microsoft Advertising prior to creating a tag in GTM.

1. Google Tag Manager

Tags for Bing ads function the same as Google ads. However, creating Tags to send events to Microsoft Advertising requires knowing the UET tag. You can get this after you’ve created a goal in the Microsoft ad platform.

2. Microsoft Advertising

In the Microsoft Advertising platform, create a new goal (or ensure the goal you want to measure already exists) by going to Tools > Conversion tracking > Conversion goals > Create a conversion goal. Similar to Google Analytics, specify the Event Category, Action, Label to match on.

LinkedIn Ads

LinkedIn campaigns are significantly different from Bing and Google. For LinkedIn ads, you cannot match events when specifying conversions (i.e. match on Event Category/Action/Label) on their platform. Rather, in LinkedIn Campaign Manager, you create a conversion goal and they provide you a pixel (URL) that you attach to Tags in GTM. Therefore, you need to create Tags that fire on exactly the interaction you want, and you do this by listening on Triggers that match the exact interaction.

1. Google Tag Manager

In GTM, we need to create Triggers that match exactly the Conversion Goals that we want. Triggers are the events that cause Tags to run. These Triggers would need to specify the same Category/Action/Label values as Conversion Goals in Microsoft Bing Advertisements and Goals in Google AdWords.

2. LinkedIn Campaign Manager

In LinkedIn Campaign Manager, add a Conversion. Here, you just specify the name of the Conversion, a window of time (30 days and 1 day) that conversions should log after clicking an ad, and the campaigns you want included for conversion tracking. At the end of the process, you will get an event specific pixel. Copy this.

3. Google Tag Manager (part 2)

In GTM, create a Tag of type Custom Image that mirrors the Conversion Goals in Microsoft Bing Ads and Google AdWords, using the Triggers you created in step 1. For each Tag, copy the pixel you got from creating the Conversion from LinkedIn Campaign Manager, and input the value in the Image URL field.