User Story

The user story is used for project and document tracking purposes and is placed in the disclaimer on both customer facing and select internal documents.

Project naming is broken up by AUDIENCE underscore (_) CHANNEL underscore (_) BRAND underscore (_)WORKFRONT REFERENCE NUMBER (which can be found in the “Project Details” section) underscore (_) SHORT PROJECT DESCRIPTION underscore (_) DATE (if applicable).

Examples:

CUST_EML_AB_1234567_InterestImpacts
(Customer, Email, Brands: SC & SBNA, Reference Number, Description)

DLR_CSV_HI_1234567_RetailGuide_052025
(Dealer, Creative Services, Brands: INEOS & Lotus, Reference Number, Description, Date)

When naming deliverables, the audience can be added. The department can be part of the project description if needed. A deliverable name that can be added at the end of the project description and if similar deliverables are in the same project, the Workfront reference number from the parent task can be used at the end to distinguish them from each other.

Brand matrix

A Santander Consumer USA
B SBNA
C SanUS
D Drive
E NMAC
F Mitsubishi
G Lending Club
H INEOS
I Lotus
J Tesla
K Insurify
L Hyundai
M Stellantis
X Roadloans
Y C-SBNA
Z Chrysler Capital
Brand
The number can be found in the “Project Details” section (see diagram above). This reference number will be between 7-8 digits.
Short Description should not include the audience, channel, or brand written out. This short description should have no spaces and each word should start with a capital letter. Format Examples: RetailGuide, InterestImpacts
This field is optional and should only be used for monthly/yearly marketing projects. Format Examples: Yearly projects- 2025, 2026 etc., Monthly projects- 052025