Sponsored comparison & PeerIntent  Pre-Activation Checklist

Note: The campaigns of Sponsored Comparison programs activate automatically as long as the start and end dates are set in the campaign. Meaning, the product will begin showing up on the comparison pages and be “sponsored” between those dates.

For both Sponsored Comparison and PeerIntent campaigns, the customers will begin receiving their reports once the start+end dates have been set and the recipients and frequency have been added to the campaign.

For SF integrations- These are live as long as the campaign is within the start-end date period that is set in the campaign and the vendor has installed and configured the SF package. 

Best to run through the checklist a few days before the program goes live.

• Campaign Details:
  Ensure that the campaign’s dates, product and filters were added correctly per the opp. If there is a suppression/ABM list- make sure it was added to the campaign and the domain list type is correct.

Notes for Delivery

Check This field for any important notes that the salesperson may have left for delivery regarding the program.

• KOC Docs:

A KOC doc doesn’t always need to be created for new programs (e.g. we usually don’t create them for renewals unless the CSM specifically asks for one).

We always create a KOC doc for “new business” programs.

If a KOC was created for the program:

1. Read through it and make sure it was completed, including the “Goals” section. 

2. Read through the “Goals” that the CSM should have added, in order to better understand the customer’s objectives for the program and how they will be measuring its  success.

3. Make sure that the KOC doc link was added to the Salesforce case in the “KOC doc” field.

• Integration:
  Double check the integration type (it’s usually a CSV but sometimes the customer wants SF) and the frequency

• Format Type:
  Double check that the customer will be receiving the data in the format of their choice. The field for this is called “Report CSV templates”.

• Email Recipients:
  If the customer is receiving the data via CSV, ensure that the recipients have been added to the campaign.

• Salesforce Product ID:

Make sure the product ID from SF was added to this field in the campaign.

• PeerSpot campaign IDs (in SF case):
  Make sure the campaign ID/s were added as well as the Campaign URL/s.

• Case Status Update:
  Mark the case status as “Active”.

• Salesforce Integration:

If the integration is a SF only integration, make sure to set the start date as the date the integration started working in the campaign. Make sure to note the real start date as a note in the SF case.

• End date:
  If the program started late, and has revenue attached to it, request an adjusted end date if relevant. Make sure to confirm with the CSM first regarding if an adjusted end date is needed, as sometimes  it isn’t helpful to the vendor.