#1 - An Intro

Hi, and welcome to my brand new newsletter. I am Daniel, Senior Marketing and Revenue Operations Manager at Panorays, and Founder of the MOPerations community. So excited you’ve joined me on our journey through the amazing world of Marketing and Revenue Operations!

In This Week's Newsletter

1. #1 - An Intro

   1. A Weekly Tip

   2. Spotlight on Tech - HubSpot

   3. Ops Job Posts

   4. Some LinkedIn Posts That Caught My Eye This Week

   5. A Hot Take

   6. A Mess Up and How to Avoid it

   7. Closing Thoughts

A Weekly Tip

Here is a Salesforce trick I found recently. We use Campaigns for our Digital Advertising by the Quarter, so, for example, our leads that interact with a LinkedIn Campaign this quarter are attached to the LinkedIn Ads - Q2 2024 Campaign. The Campaign Member Status is whatever the LinkedIn Campaign group is, meaning we can have anywhere between 5 and 30 Member Statuses each time. Whenever the Quarter ended, I would Clone the Salesforce Campaign, change the dates, but then still need to manually put in each one of the Campaign Member Statuses before I could set up the HubSpot Workflow to attach it for the Quarter.

Then I found the Salesforce Setting on the Campaign Page Layout that gives you the ability to “Clone with Related” on a Campaign, meaning you Clone the Campaign and get to keep the Campaign Member Statuses. Of course, that doesn’t mean the Campaign Members themselves carry over as well, which is good. A total game-changer. 

Spotlight on Tech - HubSpot