Email Essentials

Unlock the full potential of Salesforce Marketing Cloud by mastering email campaign design and automation with 'Email Essentials,' tailored specifically for digital marketers seeking to enhance their email marketing skills and boost engagement.

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Essential Skills Gained

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Design effective email campaigns using Salesforce Marketing Cloud tools.

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Implement subscriber data management strategies for targeted messaging.

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Understand and utilize email tracking mechanisms to measure success.

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Automate marketing tasks and campaigns efficiently within the platform.

Format

  • Instructor-led
  • 3 days with lectures and hands-on labs.

Audience

  • Email Digital Marketers
  • Marketing Coordinators
  • CRM Managers
  • Marketing Campaign Managers

Description

Email Essentials is designed for marketers to design and execute email campaign within the Salesforce Marketing Cloud. In this interactive course, email marketers will gain hands-on experience on creating emails, sending and tracking your results, managing your subscriber data, segmenting your data to deliver targeted, relevant messages and discover automation tools that allow you to automate campaigns and daily tasks.

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Upcoming Course Dates

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Course Outline

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Day 1: Getting Started

  1. Email Data Setup

  2. Importing Data

  3. Portfolio and Templates

  4. Create Email

  5. Test, Send and Track Results

Overview of the Marketing Cloud

  1. What is the Salesforce Marketing Cloud (MC)?

  2. How do I login to the MC?

  3. How do I access the Email application?

  4. What does the Overview screen show me?

Overview of Email Data

  1. What are three ways to store data in the Email Application?

  2. What is a Data Extensions?

  3. How to create a Data Extension?

  4. What data is stored in a data extension?

Importing Data

  1. What are the four ways to import data?

  2. How to import data using the Import Wizard?

Content Management

  1. What is an Asset?

  2. How do I upload assets to the Portfolio?

Content Blocks

  1. What is a content block?

  2. Types of content blocks

  3. Image

  4. Free Form

  5. HTML

  6. Dynamic Content

  7. Personalization Strings

  8. Text

Template

  1. What is an Email Template?

  2. What are the two ways to create a Template?

  3. How do I create an Email Template via the editor and paste HTML

Create Email

  1. What are my Email creation options?

  2. How do I create an email via content blocks?

Test

  1. What are testing tools are available?

  2. What does each tool do?

Send

  1. What are the different ways I can send my Email?

  2. How do I send an Email using the Guided Send process?

  3. What happens when you send?

Track

  1. How do I track results of my Email Send?

  2. How do I create a Report?

Non-Sendable Data Extensions

  1. What other data can be stored?

  2. How is data in different data extensions joined?

Import Activity

  1. What is the source file location (FTP)?

  2. How can the Import Activity be executed?

Automation Introduction

  1. What is Automation Studio?What are the two types of automation?

  2. What are the components of a workflow?

  3. How often can an automation repeat?

  4. When does an automation end?

Day 2: Overview of Subscriber Segmentation

  1. What is segmentation

  2. Why use segmentation

  3. What tools are available to segment subscribers

Drag and Drop Segmentation

  1. What is Drag & Drop Segmentation

  2. What is a random segment

  3. How to create a random segment

  4. What is a filtered segment

  5. How to create a filtered segment

Refreshing Data

  1. How to refresh data manually

  2. What is a data filter?

  3. What is a Filter Activity?

Measures

  1. What is a measure?

  2. Type types of measures available?

  3. How to create a custom measure.

Query Activity

  1. What is a Query?

  2. What is SQL?

  3. How do you refresh segments created via the Query Activity

  4. How to write a query using SQL.

Day 3: Email Automation Overview

  1. What is Automation?

  2. What tools are available?

Marketing Cloud Playbooks

  1. What Playbooks are available?

  2. What is the Welcome Series Playbook?

  3. How to set up a Welcome Series?

Triggered Emails

  1. What is a Triggered Email?

  2. How do you define a Triggered Email?

  3. What is a send classification?

Email Automation Use Case

  1. What is a Drip Campaign?

  2. What is the process for setting up a drip campaign?

  3. Plan the campaign

  4. Prepare the data

  5. Segment the subscribers using data relationships and data filters

  6. Build the emails and associate to a campaign

  7. Create User-Initiated Email Definition

  8. Create Marketing Cloud campaign

  9. Automate via Automation Studio

Other Activities to Automate

  1. File Transfers

  2. Wait States

  3. Data Extracts

Your Team has Unique Training Needs.

Your team deserves training as unique as they are.

Let us tailor the course to your needs at no extra cost.