Salesforce Email Essentials (EEB101)

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New Age Technologies has been delivering Authorized Training since 1996. We offer Salesforce’s full suite of authorized courses including courses pertaining to Salesforce Administration, Salesforce Email, Salesforce Development, Force.com and more. If you have any questions or can’t seem to find the Salesforce class that you are interested in, contact one of our Salesforce Training Specialists. Invest in your future today with Salesforce training from New Age Technologies.

✉ Salesforce Training Specialists | ☏ 502.909.0819

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COURSE INFORMATION

Salesforce Email Essentials (EEB101) Overview:

Email Essentials (EEB101) course is designed for marketers to architect 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 results, managing subscriber data, segmenting data to deliver targeted, relevant messages and discover automation tools that allow you to automate campaigns and daily tasks.

Who Should Attend:

This course is designed for email digital marketers who manage the email channel for their organization.

Salesforce Email Essentials (EEB101) Prerequisites:

No prior knowledge of the Marketing Cloud is needed.

Salesforce Email Essentials (EEB101) Objectives:

After successfully completing this course, you will learn how to:

• Login to the Marketing Cloud
• Create an email utilizing the content management and template features
• Import data to a data extension for subscriber management
• Execute the segmentation of subscriber data to get a filtered or random segment
• Utilize a query activity to segment subscriber data
• Build and automate daily task and emails
• Test, send and track your email results

Salesforce Email Essentials (EEB101) Outline:

Module 1: Getting Started

• Email Data Setup
• Importing Data
• Portfolio and Templates
• Create Email
• Test, Send and Track Results

Module 2: Overview of the Marketing Cloud

• What is the Salesforce Marketing Cloud (MC)?
• How do I login to the MC?
• How do I access the Email application?
• What does the Overview screen show me?

Module 3: Overview of Email Data

• What are three ways to store data in the Email Application?
• What is a Data Extensions?
• How to create a Data Extension?
• What data is stored in a data extension?

Module 4: Importing Data

• What are the four ways to import data?
• How to import data using the Import Wizard?

Module 5: Content Management

• What is an Asset?
• How do I upload assets to the Portfolio?

Module 6: Content Blocks

• What is a content block?
• Types of content blocks:
• Text
• Image
• Free Form
• HTML
• Dynamic Content
• Personalization Strings

Module 7: Template

• What is an Email Template?
• What are the two ways to create a Template?
• How do I create an Email Template via the editor and paste HTML

Module 8: Create Email

• What are my Email creation options?
• How do I create an email via content blocks?

Module 9: Test, Send, Track

• What are testing tools are available?
• What does each tool do?
• What are the different ways I can send my Email?
• How do I send an Email using the Guided Send process?
• What happens when you send?
• How do I track results of my Email Send?
• How do I create a Report?

Module 10: Non-Sendable Data Extensions

• What other data can be stored?
• How is data in different data extensions joined?

Module 11: Import Activity

• What is the source file location (FTP)?
• How can the Import Activity be executed?

Module 12: Automation Introduction

• What is Automation Studio?
• What are the two types of automation?
• What are the components of a workflow?
• How often can an automation repeat?
• When does an automation end?

Module 13: Overview of Subscriber Segmentation

• What is segmentation
• Why use segmentation
• What tools are available to segment subscribers

Module 14: Drag and Drop Segmentation

• What is Drag & Drop Segmentation
• What is a random segment
• How to create a random segment
• What is a filtered segment
• How to create a filtered segment

Module 15: Refreshing Data

• How to refresh data manually?
• What is a data filter?
• What is a Filter Activity?

Module 16: Measures

• What is a measure?
• Type types of measures available?
• How to create a custom measure

Module 17: Query Activity

• What is a Query?
• What is SQL?
• How do you refresh segments created via the Query Activity.
• How to write a query using SQL.

Module 18: Email Automation Overview

• What is Automation?
• What tools are available?

Module 19: Marketing Cloud Playbooks

• What Playbooks are available?
• What is the Welcome Series Playbook?
• How to set up a Welcome Series?

Module 20: Triggered Emails

• What is a Triggered Email?
• How do you defined a Triggered Email?
• What is a send classification?

Module 21: Email Automation Use Case

• What is a Drip Campaign?
• What is the process for setting up a drip campaign?
• Plan the campaign
• Create Marketing Cloud campaign
• Prepare the data
• Segment the subscribers using data relationships and data filters
• Build the emails and associate to a campaign
• Create User-Initiated Email Definition
• Automate via Automation Studio

Module 22: Other Activities to Automate

• File Transfers
• Wait States
• Data Extracts

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