--00000000000007d4e60608793a25 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, I hope you are doing well this week! I have an update for you on this topic. We started to move forward with mass transferring ownership of all Canada BD accounts to your name but we ran into a few roadblocks. There are some automated account flows in place that would not be ideal for you when owning 2,000+ referral accounts. There are automated emails sent to account owners anytime a new Lead is created, an assessment is scheduled, an Opportunity is closed won, etc, on each account. Also, there are activity rules in place on referral accounts that would require activity documented by you on each account in order to maintain ownership. The Salesforce team is not able to remove these flows for select accounts at this time. We proceeded as is with the most recent campaign so that the Canada emails were 'signed' from Dr. Shadi. We'll plan to just forward over any responses for you for the time being until we can find a different path forward. Please let me know if you have any questions. On Thu, Oct 5, 2023 at 12:49=E2=80=AFPM Timothy Thomas wrot= e: > Yes, Jackie Summers suggested the same thing earlier and I'm good with it= . > Thanks Julia! > > On Thu, Oct 5, 2023 at 3:26=E2=80=AFPM Julia Jenkins wrote: > >> Hi Tim, >> >> Hope you are doing well this week! We have an idea for a way to optimize >> Canada's participation in the Pardot email campaigns moving forward. Sin= ce >> we don't have any active HCLs owning any referral accounts at the moment >> we're thinking of changing ownership of all Canada referral accounts to = you >> in Salesforce. This would automatically place you as the "sender" of the >> Pardot emails and you would be able to receive any responses directly. >> >> I wanted to run this by you before we mass update ownership on the >> referral accounts in Salesforce. Please let me know what you think! >> >> Thanks, >> >> On Tue, Sep 26, 2023 at 1:54=E2=80=AFPM Julia Jenkins >> wrote: >> >>> Roger that, thanks Tim! >>> >>> On Tue, Sep 26, 2023 at 1:54=E2=80=AFPM Timothy Thomas = wrote: >>> >>>> Hi Julia, >>>> >>>> Yes, please include Canada on all campaigns moving forward. >>>> >>>> Thank you >>>> Tim >>>> >>>> On Tue, Sep 26, 2023 at 3:01=E2=80=AFPM Julia Jenkins >>>> wrote: >>>> >>>>> Hi Tim, >>>>> >>>>> Does it make sense for us to include Canada in the upcoming campaign >>>>> and all of our B2B campaigns moving forward? >>>>> This one is now scheduled for next week on 10/4. >>>>> >>>>> Thanks, >>>>> >>>>> On Wed, Sep 20, 2023 at 2:57=E2=80=AFPM Ashley Mirone >>>>> wrote: >>>>> >>>>>> Tim, >>>>>> >>>>>> These campaigns are as is so you just let us know if we can proceed >>>>>> or if you want to pass. >>>>>> >>>>>> Thank you Julia for the support. >>>>>> >>>>>> Ashley Mirone >>>>>> Vice President of Business Development >>>>>> *Please note my email has changed:* >>>>>> amirone@TheKey.com >>>>>> Direct: (310) 755-9669 >>>>>> TheKey.com >>>>>> [image: TheKey] >>>>>> >>>>>> >>>>>> On Wed, Sep 20, 2023 at 2:15=E2=80=AFPM Julia Jenkins >>>>>> wrote: >>>>>> >>>>>>> Sure thing, happy to get Canada included in our email campaign >>>>>>> scheduled for next week and all future B2B campaigns! >>>>>>> Tim, here is a link to the text content for the email next week. >>>>>>> Please let me know if you have any concerns or questions. >>>>>>> >>>>>>> >>>>>>> https://docs.google.com/document/d/19OIfrZRnPiEBaYc3_4_e2ZU0AtpghS1= gsWVCJNTdgk8/edit >>>>>>> >>>>>>> Thanks! >>>>>>> >>>>>>> On Wed, Sep 20, 2023 at 1:12=E2=80=AFPM Timothy Thomas >>>>>>> wrote: >>>>>>> >>>>>>>> Thanks Ashley. If possible, I'd like to review the copy before it >>>>>>>> goes out to ensure it's "Canadianized" >>>>>>>> >>>>>>>> On Wed, Sep 20, 2023 at 3:50=E2=80=AFPM Ashley Mirone >>>>>>>> wrote: >>>>>>>> >>>>>>>>> Hi Tim, >>>>>>>>> >>>>>>>>> We can absolutely include the CAN referral accounts in the future >>>>>>>>> campaigns, not a problem at all. >>>>>>>>> >>>>>>>>> +Julia Jenkins Is it possible to deploy >>>>>>>>> the current drip to the CAN referral accounts next week? >>>>>>>>> >>>>>>>>> Much appreciated. >>>>>>>>> >>>>>>>>> >>>>>>>>> Ashley Mirone >>>>>>>>> Vice President of Business Development >>>>>>>>> *Please note my email has changed:* >>>>>>>>> amirone@TheKey.com >>>>>>>>> Direct: (310) 755-9669 >>>>>>>>> TheKey.com >>>>>>>>> [image: TheKey] >>>>>>>>> >>>>>>>>> >>>>>>>>> On Wed, Sep 20, 2023 at 12:44=E2=80=AFPM Timothy Thomas >>>>>>>>> wrote: >>>>>>>>> >>>>>>>>>> Hi Ashley, >>>>>>>>>> >>>>>>>>>> I love this marketing play. >>>>>>>>>> >>>>>>>>>> Was Canada included in the initial email campaign? With the loss >>>>>>>>>> of our HCL's I'm finding that many of our referral sources, espe= cially in >>>>>>>>>> Ontario where Matt had many connections, believe that we have go= ne out of >>>>>>>>>> business. We're doing what we can with the resources available t= o restart >>>>>>>>>> these relationships but this c